Purchases and Sales Made in Q3 2024 in Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
100+ 0.99% |
$7.27K - $10.6K
|
10.2K
$984K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
91New |
$6.62K - $9.65K
|
91
$8.77K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
84New |
$6.11K - $8.91K
|
84
$8.09K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
84+ 1.29% |
$6.11K - $8.91K
|
6.58K
$634K
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
80+ 1.35% |
$5.82K - $8.48K
|
5.99K
$577K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
69New |
$5.02K - $7.32K
|
69
$6.65K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
67New |
$4.87K - $7.11K
|
67
$6.46K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
56New |
$4.07K - $5.94K
|
56
$5.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
54New |
$3.93K - $5.73K
|
54
$5.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
54New |
$3.93K - $5.73K
|
54
$5.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
46+ 23.47% |
$3.35K - $4.88K
|
242
$23.3K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
37+ 4.07% |
$2.69K - $3.92K
|
947
$91.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
36+ 144.0% |
$2.62K - $3.82K
|
61
$5.88K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
35+ 1.02% |
$2.55K - $3.71K
|
3.47K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
29New |
$2.11K - $3.08K
|
29
$2.79K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 29.9% |
$2.11K - $3.08K
|
126
$12.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 65.91% |
$2.11K - $3.08K
|
73
$7.03K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
25+ 25.0% |
$1.82K - $2.65K
|
125
$12K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
24+ 4.15% |
$1.75K - $2.55K
|
602
$58K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
22+ 46.81% |
$1.6K - $2.33K
|
69
$6.65K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
15+ 6.38% |
$1.09K - $1.59K
|
250
$24.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 107.69% |
$1.02K - $1.48K
|
27
$2.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14New |
$1.02K - $1.48K
|
14
$1.35K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 162.5% |
$945 - $1.38K
|
21
$2.02K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 22.22% |
$727 - $1.06K
|
55
$5.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 37.04% |
$727 - $1.06K
|
37
$3.57K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8New |
$582 - $848
|
8
$771
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7+ 0.16% |
$509 - $742
|
4.33K
$417K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 2.83% |
$436 - $636
|
218
$21K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.9% |
$436 - $636
|
672
$64.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$436 - $636
|
6
$578
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 5.56% |
$218 - $318
|
57
$5.49K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2New |
$145 - $212
|
2
$193
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.03% |
$72.7 - $106
|
3.18K
$307K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.69% |
$72.7 - $106
|
146
$14.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 10.0% |
$72.7 - $106
|
11
$1.06K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$72.7 - $106
|
3.63K
$349K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$72.7 - $106
|
1
$96.4
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 16.67% |
$72.7 - $106
|
5
$482
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1- 0.11% |
$72.7 - $106
|
913
$88K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 0.2% |
$145 - $212
|
1.01K
$97.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-4- 0.05% |
$291 - $424
|
7.9K
$761K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-6- 0.06% |
$436 - $636
|
10.2K
$985K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7- 33.33% |
$509 - $742
|
14
$1.35K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-11- 0.11% |
$800 - $1.17K
|
9.92K
$956K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-11- 0.3% |
$800 - $1.17K
|
3.67K
$354K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-18- 0.52% |
$1.31K - $1.91K
|
3.47K
$335K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-18- 0.33% |
$1.31K - $1.91K
|
5.47K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-19- 33.93% |
$1.38K - $2.01K
|
37
$3.57K
|