Ubs Group Ag Trust For Professional Mgrs Ma Transaction History

Ubs Group Ag

$611 Billion
Q3 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$21.29 - $22.09 $2,788 - $2,893	131 New	131 $2,000
Q3 2024 Nov 14, 2024	BUY	$21.95 - $22.65 $39,553 - $40,815	1,802 Added 387.53%	2,267 $51,000
Q2 2024 Aug 13, 2024	BUY	$21.55 - $22.27 $8,038 - $8,306	373 Added 405.43%	465 $10,000
Q1 2024 May 13, 2024	SELL	$22.21 - $22.55 $7,618 - $7,734	-343 Reduced 78.85%	92 $2,000
Q4 2023 Feb 09, 2024	BUY	$20.48 - $22.58 $8,908 - $9,822	435 New	435 $9,000

Q1 2023 May 12, 2023	SELL	$0.0 - $22.61 $0 - $16,233	-718 Reduced 78.21%	200 $4,000
Q4 2022 Feb 08, 2023	BUY	$20.51 - $22.13 $8,593 - $9,272	419 Added 83.97%	918 $20,000
Q3 2022 Nov 10, 2022	BUY	$20.66 - $22.69 $1,590 - $1,747	77 Added 18.25%	499 $10,000
Q2 2022 Aug 10, 2022	SELL	$21.46 - $23.04 $5,965 - $6,405	-278 Reduced 39.71%	422 $9,000
Q1 2022 May 16, 2022	BUY	$22.93 - $25.12 $16,051 - $17,584	700 New	700 $16,000

Others Institutions Holding MINN

# of Institutions

21

Shares Held

469K

Call Options Held

0

Put Options Held

0

Mairs & Power Inc St Paul, MN

229K
Shares

$5.14 Million
0.05% of portfolio
One Ascent Financial Services LLC Birmingham, AL

48.3K
Shares

$1.08 Million
0.18% of portfolio
Buckingham Strategic Partners Saint Louis, MO

32.1K
Shares

$719,323
0.01% of portfolio
First Heartland Consultants, Inc.

17.1K
Shares

$384,480
0.03% of portfolio
Cambridge Investment Research Advisors, Inc.

16.8K
Shares

$376,812
0.0% of portfolio

About TRUST FOR PROFESSIONAL MGRS MA

Ticker MINN

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