Institutional Ownership Trans Digm Group Inc (TDG)
This table provides information about the institutional ownership of Trans Digm Group Inc (TDG). We have compiled data on the 1,185 institutions that hold shares in the stock, with a total of 50.5 Million shares, which have been reported (via 13F filing form) to have a value of $80 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
575
shares
|
$910,610
0.06% of portfolio
|
Q1 2025
Added 12.3%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
573
shares
|
$907,442
0.03% of portfolio
|
Q4 2024
Added 2.15%
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
572
shares
|
$905,859
0.04% of portfolio
|
Q2 2025
Added 246.67%
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
571
shares
|
$904,275
0.04% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
563
shares
|
$891,606
0.02% of portfolio
|
Q4 2024
Reduced 25.53%
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
560
shares
|
$886,855
0.23% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
Triasima Portfolio Management Inc.
|
May 02, 2025 Q1 2025 |
556
shares
|
$880,520
0.17% of portfolio
|
Q1 2025
Reduced 22.67%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
554
shares
|
$877,353
0.01% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
553
shares
|
$875,769
0.02% of portfolio
|
Q1 2025
Added 3.75%
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
553
shares
|
$875,769
0.63% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
552
shares
|
$874,185
0.23% of portfolio
|
Q2 2022
Reduced 1.08%
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
547
shares
|
$866,267
0.14% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
546
shares
|
$864,683
0.07% of portfolio
|
Q2 2025
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
534
shares
|
$845,679
0.03% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
533
shares
|
$844,096
0.58% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
533
shares
|
$844,096
0.12% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
527
shares
|
$834,594
0.03% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
527
shares
|
$834,594
0.18% of portfolio
|
Q1 2025
Reduced 72.65%
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
525
shares
|
$831,426
0.0% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
524
shares
|
$829,843
0.06% of portfolio
|
Q4 2023
Added 1.35%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
520
shares
|
$823,508
0.04% of portfolio
|
Q1 2025
Added 4.84%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
516
shares
|
$817,173
0.08% of portfolio
|
Q1 2025
Added 16.48%
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
513
shares
|
$812,422
0.02% of portfolio
|
Q2 2021
Reduced 9.68%
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
504
shares
|
$798,169
0.05% of portfolio
|
Q1 2025
Added 6.11%
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
503
shares
|
$796,586
0.02% of portfolio
|
Q2 2022
Reduced 29.35%
|