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 17 institutions that hold shares in the stock, with a total of 186,376 shares, which have been reported (via 13F filing form) to have a value of $4.11 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
One Ascent Financial Services LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
36,786
shares
|
$811,131
0.09% of portfolio
|
Q1 2024
New holding
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2024 Q1 2024 |
27,185
shares
|
$599,429
0.02% of portfolio
|
Q1 2024
Reduced 4.63%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
25,374
shares
|
$559,496
0.0% of portfolio
|
Q1 2024
Reduced 16.83%
|
|
Gts Securities LLC
New York, NY |
May 15, 2024 Q1 2024 |
19,374
shares
|
$427,196
0.0% of portfolio
|
Q1 2024
New holding
|
|
Moloney Securities Asset Management, LLC
|
May 01, 2024 Q1 2024 |
19,000
shares
|
$418,950
0.07% of portfolio
|
Q1 2024
Added 11.76%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
12,823
shares
|
$282,747
0.0% of portfolio
|
Q1 2024
Added 11.28%
|
|
Valtinson Bruner Financial Planning LLC
|
Apr 29, 2024 Q1 2024 |
12,810
shares
|
$282,460
0.15% of portfolio
|
Q4 2022
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
11,923
shares
|
$262,902
0.0% of portfolio
|
Q1 2024
Added 12.94%
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
May 14, 2024 Q1 2024 |
10,654
shares
|
$234,920
0.13% of portfolio
|
Q4 2023
Added 9.05%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
6,353
shares
|
$140,083
0.01% of portfolio
|
Q1 2024
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
2,688
shares
|
$59,270
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
715
shares
|
$15,765
0.0% of portfolio
|
Q1 2024
Added 0.56%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
398
shares
|
$8,775
0.0% of portfolio
|
Q2 2021
New holding
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$4,410
0.0% of portfolio
|
Q4 2021
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
92
shares
|
$2,028
0.0% of portfolio
|
Q1 2024
Reduced 78.85%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|