Institutional Ownership Trans Digm Group Inc (TDG)
This table provides information about the institutional ownership of Trans Digm Group Inc (TDG). We have compiled data on the 1,194 institutions that hold shares in the stock, with a total of 51.3 Million shares, which have been reported (via 13F filing form) to have a value of $68.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9
shares
|
$12,065
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
9
shares
|
$12,065
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
9
shares
|
$12,065
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
9
shares
|
$12,065
0.0% of portfolio
|
Q3 2025
Added 800.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
9
shares
|
$12,065
0.0% of portfolio
|
Q4 2023
Added 12.5%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
9
shares
|
$12,065
0.0% of portfolio
|
Q4 2025
Reduced 10.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
8
shares
|
$10,724
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
8
shares
|
$10,724
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
8
shares
|
$10,724
0.0% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
8
shares
|
$10,724
0.0% of portfolio
|
Q3 2024
Reduced 46.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
8
shares
|
$10,724
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
8
shares
|
$10,724
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
8
shares
|
$10,724
0.02% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
8
shares
|
$10,724
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
7
shares
|
$9,384
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
7
shares
|
$9,384
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
7
shares
|
$9,384
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
7
shares
|
$9,384
0.0% of portfolio
|
Q4 2025
Added 16.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
7
shares
|
$9,384
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
7
shares
|
$9,384
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6
shares
|
$8,043
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
6
shares
|
$8,043
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
6
shares
|
$8,043
0.0% of portfolio
|
Q3 2025
Reduced 53.85%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
6
shares
|
$8,043
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6
shares
|
$8,043
0.0% of portfolio
|
Q3 2025
New holding
|
|