Purchases and Sales Made in Q2 2023 in Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU) during Q2 2023. The information is specifically focused on institutions that hold shares of TransUnion.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
40+ 0.85% |
$2.41K - $3.13K
|
4.75K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
35+ 0.36% |
$2.11K - $2.74K
|
9.72K
$924K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
30+ 62.5% |
$1.81K - $2.35K
|
78
$7.42K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29+ 1.62% |
$1.75K - $2.27K
|
1.82K
$173K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
27+ 5.3% |
$1.63K - $2.11K
|
536
$51K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 3.69% |
$1.63K - $2.11K
|
758
$72.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 3.69% |
$1.63K - $2.11K
|
758
$72.1K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
27New |
$1.63K - $2.11K
|
27
$2.57K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
19+ 0.79% |
$1.15K - $1.49K
|
2.42K
$230K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
17New |
$1.03K - $1.33K
|
17
$1.62K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
15New |
$905 - $1.17K
|
15
$1.43K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
14+ 155.56% |
$844 - $1.1K
|
23
$2.19K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$844 - $1.1K
|
14
$1.33K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9+ 60.0% |
$543 - $705
|
24
$2.28K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9New |
$543 - $705
|
9
$856
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8+ 3.31% |
$483 - $627
|
250
$23.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 10.53% |
$483 - $627
|
84
$7.99K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 53.85% |
$422 - $548
|
20
$1.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 31.58% |
$362 - $470
|
25
$2.38K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5+ 0.08% |
$302 - $392
|
6.49K
$617K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 100.0% |
$302 - $392
|
10
$951
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5New |
$302 - $392
|
5
$476
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 2.82% |
$302 - $392
|
182
$17.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4+ 0.07% |
$241 - $313
|
5.9K
$562K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 3.03% |
$241 - $313
|
136
$12.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 2.68% |
$181 - $235
|
115
$10.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 2.4% |
$181 - $235
|
128
$12.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2New |
$121 - $157
|
2
$190
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$121 - $157
|
2
$190
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 33.33% |
$60.3 - $78.3
|
4
$380
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.33% |
$60.3 - $78.3
|
301
$28.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 5.0% |
$60.3 - $78.3
|
19
$1.81K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-3- 0.04% |
$181 - $235
|
7.68K
$730K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.78% |
$362 - $470
|
761
$72.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 8.42% |
$483 - $627
|
87
$8.27K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 35.29% |
$724 - $940
|
22
$2.09K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-14- 9.09% |
$844 - $1.1K
|
140
$13.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-27- 0.27% |
$1.63K - $2.11K
|
9.83K
$935K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-36- 3.63% |
$2.17K - $2.82K
|
957
$91K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-62- 10.53% |
$3.74K - $4.86K
|
527
$50.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-72- 2.92% |
$4.34K - $5.64K
|
2.39K
$227K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-74- 2.1% |
$4.46K - $5.8K
|
3.45K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-78- 5.81% |
$4.7K - $6.11K
|
1.26K
$120K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-83- 0.53% |
$5.01K - $6.5K
|
15.7K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-95- 0.11% |
$5.73K - $7.44K
|
86.7K
$8.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-100- -0.0% |
$6.03K - $7.83K
|
6.26M
$595M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-101- 15.19% |
$6.09K - $7.91K
|
564
$53.6K
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-120- 0.34% |
$7.24K - $9.4K
|
35.5K
$3.38M
|