TRUST FOR PROFESSIONAL MANAG (MINN)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
19
Reporting holders
$18.7M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MAIRS & POWER INC | $10.5M | 470,668 | 0.10% | 5q | +14.6%+$1.3M |
| Tradition Wealth Management, LLC | $2.4M | 104,966 | 0.14% | 3q | +31.3%+$560.2K |
| OneAscent Financial Services LLC | $1.4M | 62,746 | 0.07% | 7q | +10.4%+$131.9K |
| TRUST POINT INC. | $904.6K | 40,395 | 0.08% | 3q | +236.6%+$635.9K |
| BAYBAN | $665.5K | 29,718 | 0.51% | 3q | -15.8%-$125.0K |
| First Heartland Consultants, Inc. | $445.2K | 19,878 | 0.03% | 5q | +12.4%+$49.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $351.6K | 15,701 | 0.00% | 21q | +3.3%+$11.1K |
| CPA Asset Management Group, LLC | $293.6K | 13,112 | 0.08% | 15q | HELD |
| CITADEL ADVISORS LLC | $269.6K | 12,039 | 0.00% | new | NEW |
| Fisher Asset Management, LLC | $232.6K | 10,385 | 0.00% | 4q | HELD |
| Focus Partners Advisor Solutions, LLC | $231.3K | 10,329 | 0.00% | 5q | -37.6%-$139.4K |
| Winter & Associates, Inc. | $231.3K | 10,329 | 0.17% | 3q | -31.0%-$104.0K |
| Kestra Advisory Services, LLC | $224.8K | 10,036 | 0.00% | 3q | HELD |
| Bond & Devick Financial Network, Inc. | $203.6K | 9,091 | 0.05% | new | NEW |
| OSAIC HOLDINGS, INC. | $184.1K | 8,217 | 0.00% | 21q | +10.0%+$16.7K |
| MORGAN STANLEY | $89.6K | 4,002 | 0.00% | 11q | HELD |
| Farther Finance Advisors, LLC | $80.1K | 3,576 | 0.00% | 10q | HELD |
| Geneos Wealth Management Inc. | $8.9K | 398 | 0.00% | 21q | HELD |
| UBS Group AG | $3.2K | 145 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $358 | 15,977 | 0.00% | 19q | -8.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 19 | $18.7M | 835,731 | 3 | 7 | 3 | 0.0% |
| Q1 2026 | 17 | $16.7M | 753,559 | 0 | 7 | 2 | 0.0% |
| Q4 2025 | 22 | $14.7M | 653,561 | 6 | 7 | 2 | 0.0% |
| Q3 2025 | 15 | $9.5M | 424,433 | 2 | 4 | 2 | 0.0% |
| Q2 2025 | 16 | $7.6M | 351,709 | 5 | 3 | 5 | 0.0% |
| Q1 2025 | 12 | $2.9M | 132,671 | 2 | 4 | 0 | 0.0% |
| Q4 2024 | 10 | $2.2M | 98,162 | 2 | 3 | 0 | 0.0% |
| Q3 2024 | 11 | $1.9M | 85,023 | 0 | 3 | 2 | 0.0% |
| Q2 2024 | 11 | $1.9M | 84,684 | 1 | 3 | 4 | 0.0% |
| Q1 2024 | 12 | $2.5M | 113,883 | 3 | 4 | 2 | 0.0% |
| Q4 2023 | 11 | $3.1M | 139,367 | 3 | 5 | 1 | 0.0% |
| Q3 2023 | 8 | $1.9M | 90,470 | 1 | 3 | 0 | 0.0% |
| Q2 2023 | 9 | $2.4M | 109,781 | 0 | 2 | 0 | 0.0% |
| Q1 2023 | 11 | $2.7M | 119,116 | 3 | 2 | 1 | 0.0% |
| Q4 2022 | 8 | $953.4K | 43,388 | 2 | 2 | 1 | 0.0% |
| Q3 2022 | 9 | $4.2M | 204,030 | 0 | 3 | 2 | 0.0% |
| Q2 2022 | 9 | $4.2M | 193,866 | 0 | 4 | 2 | 0.0% |
| Q1 2022 | 10 | $3.2M | 140,805 | 2 | 3 | 3 | 0.0% |
| Q4 2021 | 9 | $4.4M | 176,003 | 3 | 3 | 0 | 0.0% |
| Q3 2021 | 6 | $2.5M | 99,122 | 1 | 4 | 0 | 0.0% |
| Q2 2021 | 6 | $1.8M | 73,184 | 5 | 1 | 0 | 0.0% |
| Q1 2021 | 2 | $1.3M | 50,974 | 2 | 0 | 0 | 0.0% |