Institutional Ownership Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU). We have compiled data on the 591 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
12
shares
|
$1,107
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12
shares
|
$1,107
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
11
shares
|
$1,014
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
11
shares
|
$1,014
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
11
shares
|
$1,014
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
10
shares
|
$922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
10
shares
|
$922
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
10
shares
|
$922
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
10
shares
|
$922
0.0% of portfolio
|
Q1 2025
Added 233.33%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
9
shares
|
$830
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
7
shares
|
$645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5
shares
|
$461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
5
shares
|
$461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
5
shares
|
$461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5
shares
|
$461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
5
shares
|
$461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
4
shares
|
$369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
4
shares
|
$369
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
4
shares
|
$369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
4
shares
|
$369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
3
shares
|
$276
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
3
shares
|
$276
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3
shares
|
$276
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
2
shares
|
$184
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|