Institutional Ownership Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU). We have compiled data on the 597 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
99
shares
|
$8,213
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
99
shares
|
$8,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
94
shares
|
$7,798
0.0% of portfolio
|
Q1 2025
Added 683.33%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
84
shares
|
$6,968
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
82
shares
|
$6,802
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
81
shares
|
$6,719
0.0% of portfolio
|
Q3 2024
Reduced 67.6%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
78
shares
|
$6,470
0.0% of portfolio
|
Q2 2023
Added 62.5%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
77
shares
|
$6,387
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
77
shares
|
$6,387
0.0% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
71
shares
|
$5,890
0.0% of portfolio
|
Q1 2025
Reduced 34.26%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
61
shares
|
$5,060
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
57
shares
|
$4,728
0.0% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
56
shares
|
$4,645
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
52
shares
|
$4,313
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
49
shares
|
$4,065
0.0% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
49
shares
|
$4,065
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
48
shares
|
$3,982
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
45
shares
|
$3,733
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
43
shares
|
$3,567
0.0% of portfolio
|
Q2 2024
Reduced 58.65%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
42
shares
|
$3,484
0.0% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
39
shares
|
$3,235
0.0% of portfolio
|
Q4 2024
Reduced 91.68%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
38
shares
|
$3,152
0.0% of portfolio
|
Q2 2024
Added 35.71%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
33
shares
|
$2,737
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
29
shares
|
$2,405
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
29
shares
|
$2,405
0.0% of portfolio
|
Q3 2024
New holding
|