Purchases and Sales Made in Q1 2023 in Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU) during Q1 2023. The information is specifically focused on institutions that hold shares of TransUnion.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
22+ 0.23% |
$1.27K - $1.66K
|
9.61K
$896K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
20New |
$1.16K - $1.51K
|
20
$1.86K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
20New |
$1.16K - $1.51K
|
20
$1.86K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 12.03% |
$1.1K - $1.43K
|
177
$16.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
15+ 26.79% |
$869 - $1.13K
|
71
$6.62K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 22.06% |
$869 - $1.13K
|
83
$7.74K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
14+ 3.77% |
$811 - $1.06K
|
385
$35.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
10New |
$579 - $754
|
10
$932
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 1.22% |
$463 - $603
|
665
$62K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 2.78% |
$57.9 - $75.4
|
37
$3.45K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1- 0.01% |
$57.9 - $75.4
|
8.22K
$766K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 2.06% |
$116 - $151
|
95
$8.85K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4- 0.08% |
$232 - $302
|
4.96K
$462K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-5- 50.0% |
$290 - $377
|
5
$466
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 31.58% |
$347 - $452
|
13
$1.21K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7- 31.82% |
$405 - $528
|
15
$1.4K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-10- 1.39% |
$579 - $754
|
712
$66.4K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-11- 12.64% |
$637 - $830
|
76
$7.08K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-14- 60.87% |
$811 - $1.06K
|
9
$839
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-20Closed |
$1.16K - $1.51K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-28- 5.21% |
$1.62K - $2.11K
|
509
$47.4K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-42- 8.59% |
$2.43K - $3.17K
|
447
$41.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-45- 50.0% |
$2.61K - $3.39K
|
45
$4.19K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-45- 50.0% |
$2.61K - $3.39K
|
45
$4.19K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-49- 0.23% |
$2.84K - $3.7K
|
21.1K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
SELL
|
- |
-54- 1.52% |
$3.13K - $4.07K
|
3.5K
$326K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-63- 1.75% |
$3.65K - $4.75K
|
3.53K
$329K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-73- 2.71% |
$4.23K - $5.5K
|
2.62K
$244K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-75- 21.13% |
$4.34K - $5.66K
|
280
$26.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-75- 8.18% |
$4.34K - $5.66K
|
842
$78.5K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-77- 1.7% |
$4.46K - $5.81K
|
4.46K
$416K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-96- 0.23% |
$5.56K - $7.24K
|
42.3K
$3.94M
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-98- 0.69% |
$5.68K - $7.39K
|
14.1K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-105- 0.49% |
$6.08K - $7.92K
|
21.4K
$2M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
SELL
|
- |
-108- 5.35% |
$6.25K - $8.14K
|
1.91K
$178K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-118- 83.1% |
$6.83K - $8.9K
|
24
$2.24K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-145- 4.76% |
$8.4K - $10.9K
|
2.9K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-178- 83.96% |
$10.3K - $13.4K
|
34
$3.17K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-230- 59.9% |
$13.3K - $17.3K
|
154
$14.4K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-242- 76.34% |
$14K - $18.2K
|
75
$6.99K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-251- 1.09% |
$14.5K - $18.9K
|
22.9K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-254- 4.05% |
$14.7K - $19.2K
|
6.01K
$561K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-292- 56.59% |
$16.9K - $22K
|
224
$20.9K
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-295- 0.18% |
$17.1K - $22.2K
|
164K
$15.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-296- 5.91% |
$17.1K - $22.3K
|
4.71K
$439K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-303- 2.35% |
$17.5K - $22.8K
|
12.6K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-316- 8.24% |
$18.3K - $23.8K
|
3.52K
$328K
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-436- 2.81% |
$25.2K - $32.9K
|
15.1K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-441- 2.31% |
$25.5K - $33.3K
|
18.7K
$1.74M
|