Purchases and Sales Made in Q4 2023 in Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU) during Q4 2023. The information is specifically focused on institutions that hold shares of TransUnion.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
40+ 1.21% |
$1.73K - $2.88K
|
3.35K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
37+ 5.34% |
$1.6K - $2.66K
|
730
$67.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
35+ 0.5% |
$1.52K - $2.52K
|
6.98K
$646K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
30+ 0.43% |
$1.3K - $2.16K
|
6.97K
$645K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
29New |
$1.26K - $2.09K
|
29
$2.68K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
25New |
$1.08K - $1.8K
|
25
$2.31K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
22+ 0.37% |
$953 - $1.58K
|
5.92K
$547K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
18New |
$779 - $1.3K
|
18
$1.66K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
17+ 1.38% |
$736 - $1.22K
|
1.25K
$116K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
15New |
$650 - $1.08K
|
15
$1.39K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
15New |
$650 - $1.08K
|
15
$1.39K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10+ 90.91% |
$433 - $720
|
21
$1.94K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
10+ 7.41% |
$433 - $720
|
145
$13.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10New |
$433 - $720
|
10
$924
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 1.9% |
$390 - $648
|
483
$44.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 21.88% |
$303 - $504
|
39
$3.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$260 - $432
|
6
$555
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6+ 3.87% |
$260 - $432
|
161
$14.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.63% |
$217 - $360
|
805
$74.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 1.67% |
$217 - $360
|
305
$28.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 2.88% |
$173 - $288
|
143
$13.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
3New |
$130 - $216
|
3
$277
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.7% |
$43.3 - $72
|
144
$13.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$43.3 - $72
|
1
$92.4
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-2- 2.41% |
$86.6 - $144
|
81
$7.49K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-6- 25.0% |
$260 - $432
|
18
$1.66K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-8- 47.06% |
$346 - $576
|
9
$832
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 6.67% |
$433 - $720
|
140
$12.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 37.04% |
$433 - $720
|
17
$1.57K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-14- 16.67% |
$606 - $1.01K
|
70
$6.47K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-14- 0.19% |
$606 - $1.01K
|
7.42K
$686K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-23- 4.1% |
$996 - $1.66K
|
538
$49.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 47.14% |
$1.43K - $2.38K
|
37
$3.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-34- 0.4% |
$1.47K - $2.45K
|
8.43K
$779K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 42.55% |
$1.73K - $2.88K
|
54
$4.99K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-40- 1.04% |
$1.73K - $2.88K
|
3.82K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-41- 2.52% |
$1.78K - $2.95K
|
1.59K
$147K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-56- 2.45% |
$2.42K - $4.03K
|
2.23K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-72- 1.88% |
$3.12K - $5.18K
|
3.76K
$347K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-75- 23.08% |
$3.25K - $5.4K
|
250
$23.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-77- 18.73% |
$3.33K - $5.54K
|
334
$30.9K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-83- 18.04% |
$3.59K - $5.98K
|
377
$34.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-85- 0.62% |
$3.68K - $6.12K
|
13.6K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-129- 2.13% |
$5.59K - $9.29K
|
5.93K
$548K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-129- 69.73% |
$5.59K - $9.29K
|
56
$5.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-140- 13.88% |
$6.06K - $10.1K
|
869
$80.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-150- 2.29% |
$6.5K - $10.8K
|
6.4K
$592K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-150- 16.01% |
$6.5K - $10.8K
|
787
$72.7K
|