Institutional Ownership Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU). We have compiled data on the 593 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
24
shares
|
$2,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
24
shares
|
$2,200
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
23
shares
|
$2,108
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
22
shares
|
$2,017
0.0% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
18
shares
|
$1,650
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
17
shares
|
$1,558
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
15
shares
|
$1,375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
15
shares
|
$1,375
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
15
shares
|
$1,375
0.0% of portfolio
|
Q4 2024
Reduced 59.46%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
14
shares
|
$1,283
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12
shares
|
$1,100
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
12
shares
|
$1,100
0.0% of portfolio
|
Q4 2024
Reduced 55.56%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
11
shares
|
$1,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
11
shares
|
$1,008
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
11
shares
|
$1,008
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
9
shares
|
$825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
7
shares
|
$641
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
7
shares
|
$641
0.0% of portfolio
|
Q4 2024
Reduced 53.33%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
6
shares
|
$550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
4
shares
|
$366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
3
shares
|
$275
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
3
shares
|
$275
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
3
shares
|
$275
0.0% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1
shares
|
$91
0.0% of portfolio
|
Q4 2024
New holding
|