Institutional Ownership Trustmark Corp (TRMK)
This table provides information about the institutional ownership of Trustmark Corp (TRMK). We have compiled data on the 278 institutions that hold shares in the stock, with a total of 44.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
66
shares
|
$2,651
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
64
shares
|
$2,571
0.0% of portfolio
|
Q3 2024
Reduced 79.49%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
64
shares
|
$2,571
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
61
shares
|
$2,450
0.0% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
60
shares
|
$2,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
55
shares
|
$2,209
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
52
shares
|
$2,089
0.0% of portfolio
|
Q2 2025
Added 108.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
50
shares
|
$2,009
0.0% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
50
shares
|
$2,009
0.0% of portfolio
|
Q3 2023
Reduced 18.03%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$2,009
0.0% of portfolio
|
Q2 2025
Reduced 84.42%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
48
shares
|
$1,928
0.0% of portfolio
|
Q3 2022
Reduced 42.86%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44
shares
|
$1,767
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
41
shares
|
$1,647
0.0% of portfolio
|
Q4 2023
Reduced 10.87%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
34
shares
|
$1,366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
33
shares
|
$1,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
21
shares
|
$843
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
13
shares
|
$522
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
12
shares
|
$482
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
12
shares
|
$482
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
9
shares
|
$361
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5
shares
|
$200
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
5
shares
|
$200
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
4
shares
|
$160
0.0% of portfolio
|
Q4 2024
Reduced 78.95%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
3
shares
|
$120
0.0% of portfolio
|
Q2 2025
New holding
|