Purchases and Sales Made in Q4 2022 in Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
34New |
$1.76K - $2.22K
|
34
$3.42K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
32New |
$1.65K - $2.09K
|
32
$3.22K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
29+ 4.18% |
$1.5K - $1.89K
|
722
$72.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
28+ 0.22% |
$1.45K - $1.83K
|
12.5K
$1.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
28+ 350.0% |
$1.45K - $1.83K
|
36
$3.63K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
25New |
$1.29K - $1.63K
|
25
$2.52K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
23New |
$1.19K - $1.5K
|
23
$2.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
22New |
$1.14K - $1.44K
|
22
$2.22K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
20New |
$1.03K - $1.31K
|
20
$2.01K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16New |
$827 - $1.05K
|
16
$1.61K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
16New |
$827 - $1.05K
|
16
$1.61K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$724 - $914
|
14
$1.41K
|
|
|
Feb 08, 2023
Q4 2022
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
14+ 2.95% |
$724 - $914
|
489
$49.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
12New |
$620 - $784
|
12
$1.21K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10+ 111.11% |
$517 - $653
|
19
$1.91K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$517 - $653
|
10
$1.01K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8New |
$414 - $523
|
8
$806
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 72.73% |
$414 - $523
|
19
$1.91K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
6New |
$310 - $392
|
6
$604
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 1.92% |
$258 - $327
|
265
$26.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4+ 0.06% |
$207 - $261
|
6.9K
$695K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$155 - $196
|
3
$302
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$51.7 - $65.3
|
1
$101
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 4.17% |
$51.7 - $65.3
|
23
$2.32K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 4.76% |
$51.7 - $65.3
|
20
$2.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3- 0.01% |
$155 - $196
|
25.7K
$2.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 17.65% |
$310 - $392
|
28
$2.82K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-11- 0.23% |
$569 - $719
|
4.79K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-12- 0.16% |
$620 - $784
|
7.62K
$767K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-22- 0.23% |
$1.14K - $1.44K
|
9.59K
$966K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-22- 5.6% |
$1.14K - $1.44K
|
371
$37.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-25- 6.58% |
$1.29K - $1.63K
|
355
$35.8K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-25- 21.74% |
$1.29K - $1.63K
|
90
$9.07K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-25- 21.74% |
$1.29K - $1.63K
|
90
$9.07K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-29- 0.35% |
$1.5K - $1.89K
|
8.17K
$823K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31- 0.68% |
$1.6K - $2.02K
|
4.54K
$457K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-60- 2.18% |
$3.1K - $3.92K
|
2.69K
$271K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-71- 73.2% |
$3.67K - $4.64K
|
26
$2.62K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-99- 49.5% |
$5.12K - $6.47K
|
101
$10.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.29% |
$5.17K - $6.53K
|
34.2K
$3.44M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-106Closed |
$5.48K - $6.92K
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-110- 57.89% |
$5.69K - $7.19K
|
80
$8.06K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-127- 2.01% |
$6.56K - $8.3K
|
6.18K
$623K
|
|
|
Feb 03, 2023
Q4 2022
|
C World Wide Group Holding A
|
SELL
|
- |
-128- 0.18% |
$6.62K - $8.36K
|
71.1K
$7.16M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-137- 3.67% |
$7.08K - $8.95K
|
3.59K
$362K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-137- 49.1% |
$7.08K - $8.95K
|
142
$14.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-141- 0.66% |
$7.29K - $9.21K
|
21.1K
$2.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-205- 27.63% |
$10.6K - $13.4K
|
537
$54.1K
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-218- 2.22% |
$11.3K - $14.2K
|
9.59K
$966K
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-218- 2.22% |
$11.3K - $14.2K
|
9.59K
$966K
|