Purchases and Sales Made in Q3 2023 in Trans Digm Group Inc (TDG)
This table provides information about the institutional ownership of Trans Digm Group Inc (TDG) during Q3 2023. The information is specifically focused on institutions that hold shares of TransDigm Group INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
20+ 1.33% |
$16.9K - $18.3K
|
1.52K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
20New |
$16.9K - $18.3K
|
20
$26.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
19+ 7.22% |
$16K - $17.4K
|
282
$369K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
19+ 1.1% |
$16K - $17.4K
|
1.75K
$2.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17+ 0.26% |
$14.3K - $15.5K
|
6.44K
$8.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
17+ 1.24% |
$14.3K - $15.5K
|
1.39K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
BUY
|
- |
16+ 2.58% |
$13.5K - $14.6K
|
637
$833K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
16+ 1.42% |
$13.5K - $14.6K
|
1.15K
$1.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
15+ 0.22% |
$12.6K - $13.7K
|
6.77K
$8.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15+ 1.54% |
$12.6K - $13.7K
|
988
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
15+ 3.49% |
$12.6K - $13.7K
|
445
$582K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
14+ 4.39% |
$11.8K - $12.8K
|
333
$436K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
14+ 6.11% |
$11.8K - $12.8K
|
243
$318K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
14+ 1.21% |
$11.8K - $12.8K
|
1.18K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 26.09% |
$10.1K - $11K
|
58
$75.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
12+ 0.35% |
$10.1K - $11K
|
3.49K
$4.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 16.42% |
$9.27K - $10.1K
|
78
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 3.93% |
$9.27K - $10.1K
|
291
$381K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 3.93% |
$9.27K - $10.1K
|
291
$381K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11+ 1.5% |
$9.27K - $10.1K
|
743
$972K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9+ 1.19% |
$7.58K - $8.23K
|
763
$998K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
9New |
$7.58K - $8.23K
|
9
$11.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
9+ 0.4% |
$7.58K - $8.23K
|
2.28K
$2.99M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8+ 2.52% |
$6.74K - $7.31K
|
326
$426K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
7+ 0.24% |
$5.9K - $6.4K
|
2.89K
$3.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7New |
$5.9K - $6.4K
|
7
$9.16K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 3.9% |
$5.06K - $5.49K
|
160
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
6+ 0.06% |
$5.06K - $5.49K
|
9.45K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
6+ 1.32% |
$5.06K - $5.49K
|
462
$604K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5+ 7.04% |
$4.21K - $4.57K
|
76
$99.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 3.27% |
$4.21K - $4.57K
|
158
$207K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5New |
$4.21K - $4.57K
|
5
$6.54K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
4+ 0.62% |
$3.37K - $3.66K
|
652
$853K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4+ 1.58% |
$3.37K - $3.66K
|
257
$336K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 26.67% |
$3.37K - $3.66K
|
19
$24.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 30.0% |
$2.53K - $2.74K
|
13
$17K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 15.0% |
$2.53K - $2.74K
|
23
$30.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 0.8% |
$2.53K - $2.74K
|
380
$497K
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
3+ 0.66% |
$2.53K - $2.74K
|
458
$599K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.4% |
$1.69K - $1.83K
|
499
$653K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2+ 100.0% |
$1.69K - $1.83K
|
4
$5.23K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 11.76% |
$1.69K - $1.83K
|
19
$24.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
2+ 18.18% |
$1.69K - $1.83K
|
13
$17K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 1.43% |
$843 - $914
|
71
$92.9K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
1+ 0.25% |
$843 - $914
|
397
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.3% |
$843 - $914
|
336
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1New |
$843 - $914
|
1
$1.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1New |
$843 - $914
|
1
$1.31K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 14.29% |
$843 - $914
|
8
$10.5K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.29% |
$843 - $914
|
340
$445K
|