Institutional Ownership Tejon Ranch CO (TRC)
This table provides information about the institutional ownership of Tejon Ranch CO (TRC). We have compiled data on the 118 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
69
shares
|
$1,221
0.0% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
54
shares
|
$955
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
43
shares
|
$761
0.0% of portfolio
|
Q1 2025
Added 38.71%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
40
shares
|
$708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
39
shares
|
$690
0.0% of portfolio
|
Q1 2025
Reduced 95.11%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
30
shares
|
$531
0.0% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
27
shares
|
$477
0.0% of portfolio
|
Q1 2025
Added 107.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
27
shares
|
$477
0.0% of portfolio
|
Q1 2025
Added 2600.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
25
shares
|
$442
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
23
shares
|
$407
0.0% of portfolio
|
Q1 2025
Reduced 30.3%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
13
shares
|
$230
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
11
shares
|
$194
0.0% of portfolio
|
Q4 2022
Reduced 47.62%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2
shares
|
$35
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1
shares
|
$17
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|