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 142 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $236 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
274
shares
|
$1,657
0.0% of portfolio
|
Q1 2025
Added 19.13%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
250
shares
|
$1,512
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
202
shares
|
$1,222
0.0% of portfolio
|
Q1 2025
Added 4950.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
200
shares
|
$1,210
0.0% of portfolio
|
Q1 2025
Added 37.93%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
190
shares
|
$1,149
0.0% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
106
shares
|
$641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
50
shares
|
$302
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
45
shares
|
$272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
35
shares
|
$211
0.0% of portfolio
|
Q4 2024
Reduced 91.95%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
31
shares
|
$187
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
26
shares
|
$157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
12
shares
|
$72
0.0% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
11
shares
|
$66
0.0% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|