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 1,103 institutions that hold shares in the stock, with a total of 49.2 Million shares, which have been reported (via 13F filing form) to have a value of $66.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
328
shares
|
$443,895
0.02% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
327
shares
|
$442,542
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
326
shares
|
$441,188
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
325
shares
|
$439,835
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
325
shares
|
$439,835
0.01% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
323
shares
|
$437,128
0.01% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
322
shares
|
$435,775
0.16% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
321
shares
|
$434,422
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
320
shares
|
$433,068
0.18% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
319
shares
|
$431,715
0.01% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
318
shares
|
$430,362
0.01% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
317
shares
|
$429,008
0.03% of portfolio
|
Q1 2024
Reduced 7.31%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
317
shares
|
$429,008
0.04% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
314
shares
|
$424,948
0.0% of portfolio
|
Q2 2023
Added 2.61%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
314
shares
|
$424,948
0.02% of portfolio
|
Q3 2023
Reduced 21.5%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
307
shares
|
$415,475
0.08% of portfolio
|
Q3 2024
Reduced 53.9%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
306
shares
|
$414,122
0.06% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
302
shares
|
$408,708
0.04% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Westhampton Capital, LLC
|
Jan 23, 2025 Q4 2024 |
300
shares
|
$406,002
0.2% of portfolio
|
Q2 2023
Reduced 14.29%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
300
shares
|
$406,002
0.01% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
299
shares
|
$404,648
0.02% of portfolio
|
Q3 2024
Added 83.44%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
298
shares
|
$403,295
0.0% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
296
shares
|
$400,588
0.07% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
295
shares
|
$399,235
0.0% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
294
shares
|
$397,881
0.01% of portfolio
|
Q4 2024
Reduced 0.34%
|