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 213,290 shares, which have been reported (via 13F filing form) to have a value of $4.55 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
49,624
shares
|
$1.06 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
30,179
shares
|
$644,321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,627
shares
|
$589,836
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
19,500
shares
|
$416,325
0.06% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,898
shares
|
$403,472
0.0% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,734
shares
|
$399,970
0.0% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
12,810
shares
|
$273,493
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
11,990
shares
|
$255,986
0.12% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
11,504
shares
|
$245,610
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,473
shares
|
$159,548
0.0% of portfolio
|
Q2 2024
Reduced 37.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
3,576
shares
|
$76,347
0.0% of portfolio
|
Q3 2024
Reduced 38.9%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
735
shares
|
$15,692
0.0% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
398
shares
|
$8,497
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
200
shares
|
$4,270
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
40
shares
|
$854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2
shares
|
$42
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|