Institutional Ownership Trustmark Corp (TRMK)
This table provides information about the institutional ownership of Trustmark Corp (TRMK). We have compiled data on the 226 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
128
shares
|
$4,444
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
102
shares
|
$3,541
0.0% of portfolio
|
Q2 2024
Reduced 12.07%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
98
shares
|
$3,402
0.0% of portfolio
|
Q3 2024
Reduced 67.55%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
93
shares
|
$3,228
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
92
shares
|
$3,194
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
67
shares
|
$2,326
0.0% of portfolio
|
Q4 2023
Added 52.27%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
65
shares
|
$2,256
0.0% of portfolio
|
Q3 2024
Added 160.0%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
64
shares
|
$2,222
0.0% of portfolio
|
Q3 2024
Reduced 79.49%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
50
shares
|
$1,736
0.0% of portfolio
|
Q3 2023
Reduced 18.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
49
shares
|
$1,701
0.0% of portfolio
|
Q3 2024
Added 28.95%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
48
shares
|
$1,666
0.0% of portfolio
|
Q3 2022
Reduced 42.86%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
44
shares
|
$1,527
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
43
shares
|
$1,492
0.0% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2024 Q2 2024 |
43
shares
|
$1,492
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
41
shares
|
$1,423
0.0% of portfolio
|
Q4 2023
Reduced 10.87%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
32
shares
|
$1,111
0.0% of portfolio
|
Q3 2024
Reduced 68.32%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
30
shares
|
$1,041
0.0% of portfolio
|
Q4 2023
Reduced 67.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
23
shares
|
$798
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
19
shares
|
$659
0.0% of portfolio
|
Q3 2024
Reduced 20.83%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
17
shares
|
$590
0.0% of portfolio
|
Q1 2024
Added 183.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
13
shares
|
$451
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
9
shares
|
$312
0.0% of portfolio
|
Q4 2023
Reduced 95.16%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
6
shares
|
$208
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
5
shares
|
$173
0.0% of portfolio
|
Q2 2024
Reduced 28.57%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
4
shares
|
$138
0.0% of portfolio
|
Q3 2024
New holding
|