A detailed history of Legacy Wealth Management, LLC / Ms transactions in Trustmark Corp stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 10,700 shares of TRMK stock, worth $403,069. This represents 0.13% of its overall portfolio holdings.

Number of Shares
10,700
Previous 9,700 10.31%
Holding current value
$403,069
Previous $291 Million 16.85%
% of portfolio
0.13%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 12, 2024

BUY
$29.23 - $35.42 $29,230 - $35,420
1,000 Added 10.31%
10,700 $340 Million
Q3 2021

Dec 12, 2024

SELL
$29.01 - $33.27 $37,713 - $43,251
-1,300 Reduced 11.82%
9,700 $313 Million
Q2 2021

Dec 12, 2024

SELL
$30.38 - $34.49 $42,532 - $48,286
-1,400 Reduced 11.29%
11,000 $339 Million
Q4 2019

Dec 12, 2024

BUY
$33.31 - $35.45 $413,044 - $439,580
12,400 New
12,400 $428 Million

Others Institutions Holding TRMK

About TRUSTMARK CORP


  • Ticker TRMK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 61,201,100
  • Market Cap $2.31B
  • Description
  • Trustmark Corporation operates as the bank holding company for Trustmark National Bank that provides banking and other financial solutions to individuals and corporate institutions in the United States. The company operates through three segments: General Banking, Wealth Management, and Insurance. It offers checking, savings, and money market ac...
More about TRMK
Track This Portfolio

Track Legacy Wealth Management, LLC / Ms Portfolio

Follow Legacy Wealth Management, LLC / Ms and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Management, LLC / Ms, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Management, LLC / Ms with notifications on news.