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 1,181 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 $80.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
189
shares
|
$301,502
0.04% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
186
shares
|
$296,716
0.02% of portfolio
|
Q1 2025
Reduced 19.48%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
186
shares
|
$296,716
0.0% of portfolio
|
Q1 2025
Reduced 17.33%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
185
shares
|
$295,121
0.06% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
184
shares
|
$293,526
0.06% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
183
shares
|
$291,930
0.05% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
183
shares
|
$291,930
0.11% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
182
shares
|
$290,335
0.02% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
180
shares
|
$287,145
0.06% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
180
shares
|
$287,145
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
180
shares
|
$287,145
0.17% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
179
shares
|
$285,549
0.0% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
178
shares
|
$283,954
0.15% of portfolio
|
Q1 2025
Reduced 22.94%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
178
shares
|
$283,954
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
177
shares
|
$282,359
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
177
shares
|
$282,359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
177
shares
|
$282,359
0.03% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
177
shares
|
$282,359
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Von Berge Wealth Management Group, LLC
|
Apr 25, 2025 Q1 2025 |
175
shares
|
$279,168
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
175
shares
|
$279,168
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
174
shares
|
$277,573
0.01% of portfolio
|
Q1 2025
Reduced 17.92%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
172
shares
|
$274,383
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
171
shares
|
$272,787
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
169
shares
|
$269,597
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
169
shares
|
$269,597
0.04% of portfolio
|
Q2 2025
Reduced 10.58%
|