Institutional Ownership Trust For Professional Mgrs Ma (MINN)
This table provides information about the institutional ownership of Trust For Professional Mgrs Ma (MINN). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 240,266 shares, which have been reported (via 13F filing form) to have a value of $5.23 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
59,062
shares
|
$1.29 Million
0.08% of portfolio
|
Q1 2025
Added 19.02%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
23,008
shares
|
$501,114
0.11% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,865
shares
|
$454,439
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
20,000
shares
|
$435,600
0.07% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,898
shares
|
$411,598
0.0% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
16,488
shares
|
$359,108
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
15,397
shares
|
$335,346
0.0% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,928
shares
|
$325,131
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
14,396
shares
|
$313,544
0.01% of portfolio
|
Q1 2025
Reduced 47.89%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
12,810
shares
|
$279,001
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
11,990
shares
|
$261,142
0.12% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,473
shares
|
$162,761
0.0% of portfolio
|
Q2 2024
Reduced 37.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,576
shares
|
$77,885
0.0% of portfolio
|
Q3 2024
Reduced 38.9%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
735
shares
|
$16,008
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
398
shares
|
$8,668
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$4,356
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
40
shares
|
$871
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2
shares
|
$43
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|