Purchases and Sales Made in Q1 2023 in Trans Digm Group Inc (TDG)
This table provides information about the institutional ownership of Trans Digm Group Inc (TDG) during Q1 2023. The information is specifically focused on institutions that hold shares of TransDigm Group INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
18+ 3.81% |
$11.3K - $13.9K
|
490
$720K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 7.38% |
$11.3K - $13.9K
|
262
$385K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
18+ 2.85% |
$11.3K - $13.9K
|
650
$954K
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
17+ 1.92% |
$10.6K - $13.1K
|
901
$1.32M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17+ 3.18% |
$10.6K - $13.1K
|
552
$811K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
17+ 4.29% |
$10.6K - $13.1K
|
413
$606K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16+ 1.52% |
$10K - $12.3K
|
1.07K
$1.57M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
16+ 0.42% |
$10K - $12.3K
|
3.85K
$5.65M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
16New |
$10K - $12.3K
|
16
$23.5K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
16+ 0.57% |
$10K - $12.3K
|
2.83K
$4.16M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15+ 0.68% |
$9.38K - $11.6K
|
2.23K
$3.27M
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
15+ 1.6% |
$9.38K - $11.6K
|
952
$1.4M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
14+ 9.93% |
$8.76K - $10.8K
|
155
$228K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
13+ 0.27% |
$8.13K - $10K
|
4.78K
$7.02M
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
11New |
$6.88K - $8.47K
|
11
$16.2K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
11+ 0.31% |
$6.88K - $8.47K
|
3.61K
$5.3M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.68% |
$6.88K - $8.47K
|
1.63K
$2.39M
|
|
Apr 24, 2023
Q1 2023
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
10+ 0.15% |
$6.26K - $7.7K
|
6.76K
$9.92M
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10+ 25.64% |
$6.26K - $7.7K
|
49
$72K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10+ 0.0% |
$6.26K - $7.7K
|
5.75M
$8.44B
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
9+ 1.73% |
$5.63K - $6.93K
|
530
$778K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
8+ 27.59% |
$5K - $6.16K
|
37
$54.3K
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
8+ 1.43% |
$5K - $6.16K
|
569
$836K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
8New |
$5K - $6.16K
|
8
$11.7K
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
7+ 0.1% |
$4.38K - $5.39K
|
7.1K
$10.4M
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 58.33% |
$4.38K - $5.39K
|
19
$27.9K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6+ 1.35% |
$3.75K - $4.62K
|
452
$664K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6New |
$3.75K - $4.62K
|
6
$8.81K
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
6+ 0.93% |
$3.75K - $4.62K
|
649
$953K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 7.41% |
$2.5K - $3.08K
|
58
$85.2K
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
4+ 2.92% |
$2.5K - $3.08K
|
141
$207K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4+ 1.26% |
$2.5K - $3.08K
|
322
$473K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.79% |
$2.5K - $3.08K
|
509
$747K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4New |
$2.5K - $3.08K
|
4
$5.87K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$1.88K - $2.31K
|
3
$4.41K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 75.0% |
$1.88K - $2.31K
|
7
$10.3K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 13.04% |
$1.88K - $2.31K
|
26
$38.2K
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3+ 0.19% |
$1.88K - $2.31K
|
1.57K
$2.31M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 4.55% |
$1.88K - $2.31K
|
69
$101K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 16.67% |
$1.25K - $1.54K
|
14
$20.6K
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 16.67% |
$1.25K - $1.54K
|
14
$20.6K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 22.22% |
$1.25K - $1.54K
|
11
$16.2K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 12.5% |
$1.25K - $1.54K
|
18
$26.4K
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2+ 100.0% |
$1.25K - $1.54K
|
4
$5.87K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 13.33% |
$1.25K - $1.54K
|
17
$25K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2+ 5.56% |
$1.25K - $1.54K
|
38
$55.8K
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$626 - $770
|
7.41K
$10.9M
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 16.67% |
$626 - $770
|
7
$10.3K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 1.2% |
$626 - $770
|
84
$123K
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
1+ 20.0% |
$626 - $770
|
6
$8.81K
|