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 15 institutions that hold shares in the stock, with a total of 119,009 shares, which have been reported (via 13F filing form) to have a value of $2.62 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
20,538
shares
|
$452,452
0.0% of portfolio
|
Q3 2024
Reduced 17.89%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
19,500
shares
|
$429,585
0.06% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,237
shares
|
$357,701
0.0% of portfolio
|
Q3 2024
Added 43.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,248
shares
|
$291,853
0.0% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
12,810
shares
|
$282,204
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
11,383
shares
|
$250,767
0.01% of portfolio
|
Q3 2024
Reduced 26.46%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
10,654
shares
|
$234,707
0.12% of portfolio
|
Q4 2023
Added 9.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,473
shares
|
$164,630
0.0% of portfolio
|
Q2 2024
Reduced 37.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,576
shares
|
$78,779
0.0% of portfolio
|
Q3 2024
Reduced 38.9%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,267
shares
|
$49,942
0.0% of portfolio
|
Q3 2024
Added 387.53%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
724
shares
|
$15,949
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
398
shares
|
$8,767
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$4,406
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|