Institutional Ownership Treace Medical Concepts, Inc. (TMCI)
This table provides information about the institutional ownership of Treace Medical Concepts, Inc. (TMCI). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 40.3 Million shares, which have been reported (via 13F filing form) to have a value of $291 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,000
shares
|
$21,660
0.01% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
1,682
shares
|
$12,144
0.0% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,352
shares
|
$9,761
0.0% of portfolio
|
Q3 2024
Reduced 80.04%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,330
shares
|
$9,602
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$7,220
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
876
shares
|
$6,324
0.0% of portfolio
|
Q2 2025
Added 65.91%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
817
shares
|
$5,898
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
456
shares
|
$3,292
0.0% of portfolio
|
Q2 2025
Reduced 62.99%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
449
shares
|
$3,241
0.0% of portfolio
|
Q2 2025
Added 122.28%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
413
shares
|
$2,981
0.0% of portfolio
|
Q2 2025
Reduced 30.94%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
410
shares
|
$2,960
0.0% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
407
shares
|
$2,938
0.0% of portfolio
|
Q2 2025
Reduced 44.32%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
401
shares
|
$2,895
0.0% of portfolio
|
Q4 2024
Added 60.4%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
330
shares
|
$2,382
0.0% of portfolio
|
Q2 2025
Added 84.36%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
250
shares
|
$1,805
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
241
shares
|
$1,740
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
145
shares
|
$1,046
0.0% of portfolio
|
Q2 2025
Reduced 27.5%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
114
shares
|
$823
0.0% of portfolio
|
Q2 2025
Added 128.0%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
45
shares
|
$324
0.0% of portfolio
|
Q2 2025
Reduced 83.58%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
38
shares
|
$274
0.0% of portfolio
|
Q2 2025
Added 216.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
35
shares
|
$252
0.0% of portfolio
|
Q4 2024
Reduced 91.95%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
14
shares
|
$101
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
10
shares
|
$72
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
10
shares
|
$72
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
9
shares
|
$64
0.0% of portfolio
|
Q2 2025
Reduced 65.38%
|