Purchases and Sales Made in Q1 2023 in Trans Digm Group Inc (TDG)
This table provides information about the institutional ownership of Trans Digm Group Inc (TDG) during Q1 2023. The information is specifically focused on institutions that hold shares of TransDigm Group INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
18+ 12.41% |
$11.3K - $13.9K
|
163
$206K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17+ 3.18% |
$10.6K - $13.1K
|
552
$696K
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
17+ 1.92% |
$10.6K - $13.1K
|
901
$1.14M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
17+ 4.29% |
$10.6K - $13.1K
|
413
$521K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
16+ 0.42% |
$10K - $12.3K
|
3.85K
$4.85M
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
16+ 0.57% |
$10K - $12.3K
|
2.83K
$3.58M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16New |
$10K - $12.3K
|
16
$20.2K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16+ 1.52% |
$10K - $12.3K
|
1.07K
$1.35M
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
15+ 1.6% |
$9.38K - $11.6K
|
952
$1.2M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15+ 0.68% |
$9.38K - $11.6K
|
2.23K
$2.81M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
14+ 9.93% |
$8.76K - $10.8K
|
155
$196K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
13+ 0.27% |
$8.13K - $10K
|
4.78K
$6.03M
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
11New |
$6.88K - $8.47K
|
11
$13.9K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.68% |
$6.88K - $8.47K
|
1.63K
$2.06M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
11+ 0.31% |
$6.88K - $8.47K
|
3.61K
$4.55M
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 25.64% |
$6.26K - $7.7K
|
49
$61.8K
|
|
Apr 24, 2023
Q1 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
10+ 0.15% |
$6.26K - $7.7K
|
6.76K
$8.52M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10+ 0.0% |
$6.26K - $7.7K
|
5.75M
$7.25B
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
9+ 1.73% |
$5.63K - $6.93K
|
530
$669K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 27.59% |
$5K - $6.16K
|
37
$46.7K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
8New |
$5K - $6.16K
|
8
$10.1K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
8+ 1.43% |
$5K - $6.16K
|
569
$718K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 58.33% |
$4.38K - $5.39K
|
19
$24K
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
7+ 0.1% |
$4.38K - $5.39K
|
7.1K
$8.95M
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6New |
$3.75K - $4.62K
|
6
$7.57K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6+ 1.35% |
$3.75K - $4.62K
|
452
$570K
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
6+ 0.93% |
$3.75K - $4.62K
|
649
$819K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4New |
$2.5K - $3.08K
|
4
$5.05K
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
4+ 2.92% |
$2.5K - $3.08K
|
141
$178K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.79% |
$2.5K - $3.08K
|
509
$642K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4+ 1.26% |
$2.5K - $3.08K
|
322
$406K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 7.41% |
$2.5K - $3.08K
|
58
$73.2K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$1.88K - $2.31K
|
3
$3.78K
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3+ 0.19% |
$1.88K - $2.31K
|
1.57K
$1.99M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 75.0% |
$1.88K - $2.31K
|
7
$8.83K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 13.04% |
$1.88K - $2.31K
|
26
$32.8K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 4.55% |
$1.88K - $2.31K
|
69
$87K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 22.22% |
$1.25K - $1.54K
|
11
$13.9K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 5.56% |
$1.25K - $1.54K
|
38
$47.9K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 16.67% |
$1.25K - $1.54K
|
14
$17.7K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 13.33% |
$1.25K - $1.54K
|
17
$21.4K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 12.5% |
$1.25K - $1.54K
|
18
$22.7K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 16.67% |
$1.25K - $1.54K
|
14
$17.7K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 100.0% |
$1.25K - $1.54K
|
4
$5.05K
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$626 - $770
|
7.41K
$9.35M
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1+ 20.0% |
$626 - $770
|
6
$7.57K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 1.2% |
$626 - $770
|
84
$106K
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$626 - $770
|
7
$8.83K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|