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 |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
261
shares
|
$413,337
0.07% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
259
shares
|
$410,170
0.02% of portfolio
|
Q1 2025
Added 23.92%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
257
shares
|
$407,003
0.01% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
255
shares
|
$403,835
0.01% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
254
shares
|
$402,252
0.03% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
253
shares
|
$400,668
0.09% of portfolio
|
Q2 2025
Added 47.95%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
251
shares
|
$397,501
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
251
shares
|
$397,501
0.05% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
250
shares
|
$395,917
0.09% of portfolio
|
Q1 2025
Added 4.17%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
250
shares
|
$395,917
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
249
shares
|
$394,333
0.19% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
248
shares
|
$392,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
248
shares
|
$392,750
0.01% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
245
shares
|
$387,999
0.19% of portfolio
|
Q1 2025
Added 2350.0%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
243
shares
|
$384,831
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
238
shares
|
$376,913
0.01% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
238
shares
|
$376,913
0.0% of portfolio
|
Q1 2025
Added 22.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
237
shares
|
$375,329
0.01% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
235
shares
|
$372,162
0.19% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
235
shares
|
$372,162
0.04% of portfolio
|
Q1 2025
Added 57.72%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
235
shares
|
$372,162
0.1% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
233
shares
|
$368,995
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
May 12, 2025 Q1 2025 |
233
shares
|
$368,995
0.33% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
232
shares
|
$367,411
0.01% of portfolio
|
Q1 2025
Reduced 34.65%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
231
shares
|
$365,827
0.06% of portfolio
|
Q1 2025
Added 9.48%
|