Purchases and Sales Made in Q2 2025 in Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
23New |
$1.59K - $2.11K
|
23
$2.15K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22+ 220.0% |
$1.52K - $2.02K
|
32
$2.99K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
22+ 220.0% |
$1.52K - $2.02K
|
32
$2.99K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19+ 4.02% |
$1.32K - $1.75K
|
492
$45.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14+ 1.54% |
$970 - $1.29K
|
923
$86.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13+ 8.13% |
$900 - $1.19K
|
173
$16.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
13+ 108.33% |
$900 - $1.19K
|
25
$2.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
12New |
$831 - $1.1K
|
12
$1.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
11+ 11.22% |
$762 - $1.01K
|
109
$10.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
9+ 180.0% |
$623 - $827
|
14
$1.31K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
9+ 64.29% |
$623 - $827
|
23
$2.15K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 18.18% |
$554 - $735
|
52
$4.86K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
8+ 160.0% |
$554 - $735
|
13
$1.21K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 4.96% |
$485 - $643
|
148
$13.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 16.67% |
$485 - $643
|
49
$4.58K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
7New |
$485 - $643
|
7
$654
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
7New |
$485 - $643
|
7
$654
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$416 - $551
|
6
$560
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
6+ 150.0% |
$416 - $551
|
10
$934
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$416 - $551
|
6
$560
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
6+ 300.0% |
$416 - $551
|
8
$747
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6+ 0.55% |
$416 - $551
|
1.1K
$102K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
5+ 8.2% |
$346 - $459
|
66
$6.16K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5+ 166.67% |
$346 - $459
|
8
$747
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
5+ 0.11% |
$346 - $459
|
4.73K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$346 - $459
|
5
$467
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3New |
$208 - $276
|
3
$280
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 75.0% |
$208 - $276
|
7
$654
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3+ 60.0% |
$208 - $276
|
8
$747
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3New |
$208 - $276
|
3
$280
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 10.0% |
$208 - $276
|
33
$3.08K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 75.0% |
$208 - $276
|
7
$654
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2New |
$139 - $184
|
2
$187
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$69.3 - $91.9
|
1
$93.4
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$69.3 - $91.9
|
3.63K
$339K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 10.0% |
$69.3 - $91.9
|
11
$1.03K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$69.3 - $91.9
|
1
$93.4
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 20.0% |
$69.3 - $91.9
|
4
$374
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1- 0.02% |
$69.3 - $91.9
|
6.31K
$589K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 1.75% |
$69.3 - $91.9
|
56
$5.23K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 8.7% |
$139 - $184
|
21
$1.96K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-2- 4.08% |
$139 - $184
|
47
$4.39K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4- 0.12% |
$277 - $368
|
3.22K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-4Closed |
$277 - $368
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 1.09% |
$277 - $368
|
362
$33.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-5- 0.03% |
$346 - $459
|
15.7K
$1.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-5- 71.43% |
$346 - $459
|
2
$187
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-8- 8.51% |
$554 - $735
|
86
$8.03K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10- 26.32% |
$693 - $919
|
28
$2.61K
|