Purchases and Sales Made in Q3 2023 in Tc Energy Corp (TRP)
This table provides information about the institutional ownership of Tc Energy Corp (TRP) during Q3 2023. The information is specifically focused on institutions that hold shares of TC ENERGY CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
164+ 0.48% |
$5.6K - $6.67K
|
34.4K
$1.6M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
156+ 0.59% |
$5.33K - $6.35K
|
26.7K
$1.24M
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
139New |
$4.75K - $5.66K
|
139
$6.47K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
122+ 1.2% |
$4.17K - $4.96K
|
10.3K
$480K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
115New |
$3.93K - $4.68K
|
115
$5.36K
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
113+ 0.87% |
$3.86K - $4.6K
|
13.1K
$609K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
109+ 3.5% |
$3.72K - $4.44K
|
3.23K
$150K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
102+ 16.8% |
$3.49K - $4.15K
|
709
$33K
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
100+ 7.69% |
$3.42K - $4.07K
|
1.4K
$65.3K
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
100+ 0.66% |
$3.42K - $4.07K
|
15.3K
$711K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
100New |
$3.42K - $4.07K
|
100
$4.66K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
99+ 74.44% |
$3.38K - $4.03K
|
232
$10.8K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
87New |
$2.97K - $3.54K
|
87
$4.05K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
86+ 2.68% |
$2.94K - $3.5K
|
3.3K
$154K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
73+ 19.31% |
$2.49K - $2.97K
|
451
$21K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
71New |
$2.43K - $2.89K
|
71
$3.31K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
66+ 18.86% |
$2.26K - $2.69K
|
416
$19.4K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64+ 0.08% |
$2.19K - $2.6K
|
82.4K
$3.84M
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
56New |
$1.91K - $2.28K
|
56
$2.61K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
49New |
$1.67K - $1.99K
|
49
$2.28K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
43New |
$1.47K - $1.75K
|
43
$2K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
40+ 66.67% |
$1.37K - $1.63K
|
100
$4.66K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
39New |
$1.33K - $1.59K
|
39
$1.82K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
36+ 0.39% |
$1.23K - $1.46K
|
9.34K
$435K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
27+ 50.0% |
$923 - $1.1K
|
81
$3.77K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
24+ 0.05% |
$820 - $977
|
43.7K
$2.04M
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
22New |
$752 - $895
|
22
$1.02K
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
21+ 0.34% |
$718 - $854
|
6.12K
$285K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 10.93% |
$683 - $814
|
203
$9.46K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
16New |
$547 - $651
|
16
$745
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 2.04% |
$342 - $407
|
500
$23.3K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 1.59% |
$273 - $326
|
512
$23.8K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
6+ 2.03% |
$205 - $244
|
301
$14K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 2.25% |
$171 - $203
|
227
$10.6K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 1.47% |
$171 - $203
|
346
$16.1K
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 21.43% |
$103 - $122
|
17
$792
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 5.0% |
$34.2 - $40.7
|
21
$978
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2- 0.57% |
$68.3 - $81.4
|
350
$16.3K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3- 0.05% |
$103 - $122
|
6.53K
$304K
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-7- 0.09% |
$239 - $285
|
7.58K
$353K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12- 1.57% |
$410 - $488
|
750
$34.9K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-18- 0.29% |
$615 - $732
|
6.17K
$287K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-25Closed |
$854 - $1.02K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-27- 0.14% |
$923 - $1.1K
|
18.8K
$875K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-27- 0.21% |
$923 - $1.1K
|
12.8K
$595K
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-28- 9.72% |
$957 - $1.14K
|
260
$12.1K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-28- 0.89% |
$957 - $1.14K
|
3.13K
$146K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-30Closed |
$1.03K - $1.22K
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-32- 3.37% |
$1.09K - $1.3K
|
917
$42.7K
|