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 1,125 institutions that hold shares in the stock, with a total of 51 Million shares, which have been reported (via 13F filing form) to have a value of $67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
211
shares
|
$277,294
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
210
shares
|
$275,979
0.02% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
210
shares
|
$275,979
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
209
shares
|
$274,665
0.02% of portfolio
|
Q4 2024
Added 17.42%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
209
shares
|
$274,665
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
208
shares
|
$273,351
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
208
shares
|
$273,351
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
206
shares
|
$270,723
0.01% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
204
shares
|
$268,094
0.09% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
202
shares
|
$265,466
0.01% of portfolio
|
Q2 2024
Reduced 24.63%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
202
shares
|
$265,466
0.01% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
202
shares
|
$265,466
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$262,838
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
200
shares
|
$262,838
0.01% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
200
shares
|
$262,838
0.01% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
200
shares
|
$262,838
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
200
shares
|
$262,838
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
200
shares
|
$262,838
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
199
shares
|
$261,523
0.01% of portfolio
|
Q1 2022
Added 1558.33%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
199
shares
|
$261,523
0.0% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
198
shares
|
$260,209
0.01% of portfolio
|
Q4 2024
Added 14.45%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
198
shares
|
$260,209
0.09% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
195
shares
|
$256,267
0.02% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Fractal Investments LLC
|
Jan 27, 2025 Q4 2024 |
195
shares
|
$256,267
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
195
shares
|
$256,267
0.0% of portfolio
|
Q4 2024
New holding
|