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 |
|---|---|---|---|---|---|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
11
shares
|
$17,547
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
11
shares
|
$17,547
0.01% of portfolio
|
Q1 2025
Added 37.5%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
11
shares
|
$17,547
0.0% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
10
shares
|
$15,952
0.0% of portfolio
|
Q4 2024
Added 233.33%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
10
shares
|
$15,952
0.01% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
9
shares
|
$14,357
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
9
shares
|
$14,357
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
9
shares
|
$14,357
0.0% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
9
shares
|
$14,357
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
9
shares
|
$14,357
0.0% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
9
shares
|
$14,357
0.0% of portfolio
|
Q1 2025
Reduced 18.18%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
9
shares
|
$14,357
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
9
shares
|
$14,357
0.0% of portfolio
|
Q4 2023
Added 12.5%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
9
shares
|
$14,357
0.04% of portfolio
|
Q1 2025
Reduced 84.48%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
8
shares
|
$12,762
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
8
shares
|
$12,762
0.0% of portfolio
|
Q3 2024
Reduced 46.67%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
8
shares
|
$12,762
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
7
shares
|
$11,166
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
7
shares
|
$11,166
0.0% of portfolio
|
Q3 2021
Reduced 75.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
7
shares
|
$11,166
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
6
shares
|
$9,571
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
6
shares
|
$9,571
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
6
shares
|
$9,571
0.0% of portfolio
|
Q1 2025
Reduced 95.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6
shares
|
$9,571
0.0% of portfolio
|
Q1 2024
Added 500.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5
shares
|
$7,976
0.0% of portfolio
|
Q3 2024
New holding
|