Institutional Ownership Treace Medical Concepts, Inc. (TMCI)
This table provides information about the institutional ownership of Treace Medical Concepts, Inc. (TMCI). We have compiled data on the 117 institutions that hold shares in the stock, with a total of 58.1 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
698
shares
|
$2,114
0.0% of portfolio
|
Q3 2025
Reduced 85.2%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
657
shares
|
$1,990
0.0% of portfolio
|
Q3 2025
Added 59.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
579
shares
|
$1,754
0.0% of portfolio
|
Q2 2025
Added 164.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
407
shares
|
$1,233
0.0% of portfolio
|
Q2 2025
Reduced 44.32%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
401
shares
|
$1,215
0.0% of portfolio
|
Q4 2024
Added 60.4%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
307
shares
|
$930
0.0% of portfolio
|
Q4 2025
Reduced 40.73%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
305
shares
|
$924
0.0% of portfolio
|
Q3 2025
Reduced 32.07%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
250
shares
|
$757
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
195
shares
|
$590
0.0% of portfolio
|
Q3 2025
Added 34.48%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
173
shares
|
$524
0.0% of portfolio
|
Q3 2025
Added 355.26%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
116
shares
|
$351
0.0% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
83
shares
|
$251
0.0% of portfolio
|
Q3 2025
Added 730.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
45
shares
|
$136
0.0% of portfolio
|
Q3 2025
Reduced 81.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
35
shares
|
$106
0.0% of portfolio
|
Q4 2024
Reduced 91.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
20
shares
|
$60
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
10
shares
|
$30
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|