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 |
|---|---|---|---|---|---|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
26
shares
|
$2,156
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
25
shares
|
$2,074
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
24
shares
|
$1,991
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
24
shares
|
$1,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
23
shares
|
$1,908
0.0% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
22
shares
|
$1,825
0.0% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
20
shares
|
$1,659
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
17
shares
|
$1,410
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
15
shares
|
$1,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
15
shares
|
$1,244
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
14
shares
|
$1,161
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12
shares
|
$995
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
11
shares
|
$912
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
11
shares
|
$912
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
11
shares
|
$912
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
10
shares
|
$829
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
10
shares
|
$829
0.0% of portfolio
|
Q4 2024
Reduced 56.52%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
10
shares
|
$829
0.0% of portfolio
|
Q1 2025
Added 233.33%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
9
shares
|
$746
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
7
shares
|
$580
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
7
shares
|
$580
0.0% of portfolio
|
Q4 2024
Reduced 53.33%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5
shares
|
$414
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
5
shares
|
$414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
4
shares
|
$331
0.0% of portfolio
|
Q1 2025
New holding
|