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 |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
3
shares
|
$4,785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
3
shares
|
$4,785
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
3
shares
|
$4,785
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
3
shares
|
$4,785
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3
shares
|
$4,785
0.0% of portfolio
|
Q2 2025
Reduced 72.73%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
2
shares
|
$3,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
2
shares
|
$3,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2
shares
|
$3,190
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
2
shares
|
$3,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
2
shares
|
$3,190
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2
shares
|
$3,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
2
shares
|
$3,190
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2
shares
|
$3,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2
shares
|
$3,190
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
2
shares
|
$3,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
2
shares
|
$3,190
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2
shares
|
$3,190
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2
shares
|
$3,190
0.0% of portfolio
|
Q4 2022
Closed
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2
shares
|
$3,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
2
shares
|
$3,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1
shares
|
$1,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
1
shares
|
$1,595
0.0% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1
shares
|
$1,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1
shares
|
$1,595
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
1
shares
|
$1,595
0.0% of portfolio
|
Q1 2025
New holding
|