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 1,210 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $73.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
182
shares
|
$256,747
0.0% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
180
shares
|
$253,926
0.06% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
180
shares
|
$253,926
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
179
shares
|
$252,515
0.16% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
178
shares
|
$251,104
0.0% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
178
shares
|
$251,104
0.15% of portfolio
|
Q1 2025
Reduced 22.94%
|
|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
175
shares
|
$246,872
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
175
shares
|
$246,872
0.01% of portfolio
|
Q2 2025
Reduced 31.37%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
174
shares
|
$245,461
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
172
shares
|
$242,640
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
169
shares
|
$238,408
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
169
shares
|
$238,408
0.04% of portfolio
|
Q2 2025
Reduced 10.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
169
shares
|
$238,408
0.01% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
169
shares
|
$238,408
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
167
shares
|
$235,586
0.08% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
166
shares
|
$234,176
0.02% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
166
shares
|
$234,176
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
166
shares
|
$234,176
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
165
shares
|
$232,765
0.01% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
164
shares
|
$231,354
0.05% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
164
shares
|
$231,354
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
162
shares
|
$228,533
0.03% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
161
shares
|
$227,122
0.0% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
161
shares
|
$227,122
0.01% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
161
shares
|
$227,122
0.03% of portfolio
|
Q2 2025
Added 6.62%
|