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 |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
12
shares
|
$16,928
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
11
shares
|
$15,517
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
11
shares
|
$15,517
0.01% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
11
shares
|
$15,517
0.0% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
10
shares
|
$14,107
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
10
shares
|
$14,107
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
10
shares
|
$14,107
0.0% of portfolio
|
Q4 2024
Added 233.33%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
10
shares
|
$14,107
0.01% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
9
shares
|
$12,696
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9
shares
|
$12,696
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
9
shares
|
$12,696
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
9
shares
|
$12,696
0.0% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
9
shares
|
$12,696
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
9
shares
|
$12,696
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
9
shares
|
$12,696
0.0% of portfolio
|
Q4 2023
Added 12.5%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8
shares
|
$11,285
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
8
shares
|
$11,285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
8
shares
|
$11,285
0.0% of portfolio
|
Q3 2024
Reduced 46.67%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
8
shares
|
$11,285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
8
shares
|
$11,285
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
8
shares
|
$11,285
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
7
shares
|
$9,874
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
7
shares
|
$9,874
0.0% of portfolio
|
Q3 2021
Reduced 75.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
7
shares
|
$9,874
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
7
shares
|
$9,874
0.01% of portfolio
|
Q2 2025
New holding
|