Purchases and Sales Made in Q3 2021 in Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
90+ 66.67% |
$9.94K - $11.2K
|
225
$18.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
80+ 4.23% |
$8.83K - $9.98K
|
1.97K
$164K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
80+ 0.28% |
$8.83K - $9.98K
|
28.6K
$2.37M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
78+ 0.82% |
$8.61K - $9.73K
|
9.63K
$799K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
75+ 0.86% |
$8.28K - $9.35K
|
8.76K
$727K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
70New |
$7.73K - $8.73K
|
70
$5.81K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
65+ 10.45% |
$7.18K - $8.11K
|
687
$57K
|
|
|
Oct 22, 2021
Q3 2021
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
60+ 1.08% |
$6.63K - $7.48K
|
5.64K
$468K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
59+ 2.87% |
$6.52K - $7.36K
|
2.11K
$175K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
59New |
$6.52K - $7.36K
|
59
$4.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58+ 0.2% |
$6.4K - $7.23K
|
29.6K
$2.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
57New |
$6.29K - $7.11K
|
57
$4.73K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
46+ 66.67% |
$5.08K - $5.74K
|
115
$9.54K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
43New |
$4.75K - $5.36K
|
43
$3.57K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
42+ 46.15% |
$4.64K - $5.24K
|
133
$11K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
32New |
$3.53K - $3.99K
|
32
$2.66K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
28New |
$3.09K - $3.49K
|
28
$2.32K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
26+ 0.48% |
$2.87K - $3.24K
|
5.41K
$449K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24+ 8.11% |
$2.65K - $2.99K
|
320
$26.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
22New |
$2.43K - $2.74K
|
22
$1.83K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
22+ 4.31% |
$2.43K - $2.74K
|
533
$44.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
21+ 0.32% |
$2.32K - $2.62K
|
6.48K
$538K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
21+ 0.07% |
$2.32K - $2.62K
|
28.3K
$2.35M
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 17.24% |
$2.21K - $2.49K
|
136
$11.3K
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
11New |
$1.21K - $1.37K
|
11
$913
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
10+ 15.63% |
$1.1K - $1.25K
|
74
$6.14K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
8+ 0.96% |
$883 - $998
|
844
$70K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
4+ 11.11% |
$442 - $499
|
40
$3.32K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.93% |
$442 - $499
|
435
$36.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3+ 0.19% |
$331 - $374
|
1.55K
$128K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 11.11% |
$221 - $249
|
20
$1.66K
|
|
|
Nov 15, 2021
Q3 2021
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
2+ 0.0% |
$221 - $249
|
40.6K
$3.37M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1New |
$110 - $125
|
1
$83
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-1- 4.55% |
$110 - $125
|
21
$1.74K
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3- 0.16% |
$331 - $374
|
1.88K
$156K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-4- 1.16% |
$442 - $499
|
342
$28.4K
|
|
|
Oct 29, 2021
Q3 2021
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-4- 0.12% |
$442 - $499
|
3.28K
$272K
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-5- 0.01% |
$552 - $624
|
35.3K
$2.93M
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 35.29% |
$663 - $748
|
11
$913
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-11- 0.56% |
$1.21K - $1.37K
|
1.96K
$163K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-12- 0.57% |
$1.33K - $1.5K
|
2.1K
$174K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-25- 11.9% |
$2.76K - $3.12K
|
185
$15.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-25- 0.01% |
$2.76K - $3.12K
|
254K
$21.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-30- 0.01% |
$3.31K - $3.74K
|
243K
$20.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-30- 1.52% |
$3.31K - $3.74K
|
1.94K
$161K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-32Closed |
$3.53K - $3.99K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-34- 35.42% |
$3.75K - $4.24K
|
62
$5.15K
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-41- 0.05% |
$4.53K - $5.11K
|
79.1K
$6.57M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 40.0% |
$5.08K - $5.74K
|
69
$5.73K
|