Purchases and Sales Made in Q4 2023 in Trans Digm Group Inc (TDG)
This table provides information about the institutional ownership of Trans Digm Group Inc (TDG) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
42+ 5.12% |
$34.1K - $42.5K
|
862
$1.09M
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
41+ 5.71% |
$33.3K - $41.5K
|
759
$958K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
39+ 5.06% |
$31.7K - $39.5K
|
809
$1.02M
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
37New |
$30.1K - $37.5K
|
37
$46.7K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
37+ 41.57% |
$30.1K - $37.5K
|
126
$159K
|
|
Jan 30, 2024
Q4 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
37+ 2.7% |
$30.1K - $37.5K
|
1.41K
$1.77M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
31+ 134.78% |
$25.2K - $31.4K
|
54
$68.1K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
29New |
$23.6K - $29.4K
|
29
$36.6K
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
27+ 0.26% |
$21.9K - $27.3K
|
10.6K
$13.3M
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 4.9% |
$21.9K - $27.3K
|
578
$729K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
26New |
$21.1K - $26.3K
|
26
$32.8K
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
26+ 0.19% |
$21.1K - $26.3K
|
13.8K
$17.4M
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
26+ 3.0% |
$21.1K - $26.3K
|
894
$1.13M
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
25New |
$20.3K - $25.3K
|
25
$31.5K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
25+ 3.93% |
$20.3K - $25.3K
|
661
$834K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
24+ 4.02% |
$19.5K - $24.3K
|
621
$783K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 121.05% |
$18.7K - $23.3K
|
42
$53K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
23New |
$18.7K - $23.3K
|
23
$29K
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
23+ 3.23% |
$18.7K - $23.3K
|
734
$926K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
22+ 1.25% |
$17.9K - $22.3K
|
1.78K
$2.25M
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22+ 3.9% |
$17.9K - $22.3K
|
586
$739K
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
21New |
$17.1K - $21.3K
|
21
$26.5K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
21New |
$17.1K - $21.3K
|
21
$26.5K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
19+ 0.17% |
$15.4K - $19.2K
|
11.4K
$14.4M
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
19+ 2.63% |
$15.4K - $19.2K
|
741
$935K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
17New |
$13.8K - $17.2K
|
17
$21.4K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
17+ 2.9% |
$13.8K - $17.2K
|
604
$762K
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
17+ 1.23% |
$13.8K - $17.2K
|
1.4K
$1.77M
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
17+ 5.92% |
$13.8K - $17.2K
|
304
$384K
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
16+ 0.04% |
$13K - $16.2K
|
37.7K
$47.6M
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
16+ 2.72% |
$13K - $16.2K
|
604
$762K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15New |
$12.2K - $15.2K
|
15
$18.9K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
14New |
$11.4K - $14.2K
|
14
$17.7K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 41.94% |
$10.6K - $13.2K
|
44
$55.5K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13+ 2.36% |
$10.6K - $13.2K
|
564
$712K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13+ 13.98% |
$10.6K - $13.2K
|
106
$134K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
13New |
$10.6K - $13.2K
|
13
$16.4K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 15.38% |
$9.75K - $12.2K
|
90
$114K
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
12+ 1.98% |
$9.75K - $12.2K
|
619
$781K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12+ 48.0% |
$9.75K - $12.2K
|
37
$46.7K
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
11New |
$8.93K - $11.1K
|
11
$13.9K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 14.47% |
$8.93K - $11.1K
|
87
$110K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
11New |
$8.93K - $11.1K
|
11
$13.9K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
10+ 0.57% |
$8.12K - $10.1K
|
1.75K
$2.21M
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
10+ 5.88% |
$8.12K - $10.1K
|
180
$227K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 8.85% |
$8.12K - $10.1K
|
123
$155K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10New |
$8.12K - $10.1K
|
10
$12.6K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
10+ 8.85% |
$8.12K - $10.1K
|
123
$155K
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9+ 0.23% |
$7.31K - $9.12K
|
3.86K
$4.87M
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
9+ 1.6% |
$7.31K - $9.12K
|
570
$719K
|