Purchases and Sales Made in Q4 2021 in Trans Union (TRU)
This table provides information about the institutional ownership of Trans Union (TRU) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
199+ 9.49% |
$21.8K - $23.8K
|
2.3K
$228K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
182+ 0.89% |
$19.9K - $21.7K
|
20.7K
$2.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
162+ 23.58% |
$17.7K - $19.3K
|
849
$84.3K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
160+ 1600.0% |
$17.5K - $19.1K
|
170
$16.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
150+ 4.96% |
$16.4K - $17.9K
|
3.17K
$315K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
115New |
$12.6K - $13.7K
|
115
$11.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
110New |
$12K - $13.1K
|
110
$10.9K
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
107New |
$11.7K - $12.8K
|
107
$10.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.29% |
$10.9K - $11.9K
|
34.7K
$3.44M
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
100+ 8.7% |
$10.9K - $11.9K
|
1.25K
$124K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
97New |
$10.6K - $11.6K
|
97
$9.63K
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
83+ 4.42% |
$9.08K - $9.91K
|
1.96K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
81New |
$8.86K - $9.67K
|
81
$8.04K
|
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
78+ 3.96% |
$8.53K - $9.31K
|
2.05K
$203K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
78New |
$8.53K - $9.31K
|
78
$7.74K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
77New |
$8.42K - $9.19K
|
77
$7.64K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
72New |
$7.88K - $8.59K
|
72
$7.15K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
64+ 2.3% |
$7K - $7.64K
|
2.85K
$283K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
58New |
$6.35K - $6.92K
|
58
$5.76K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
47+ 5.57% |
$5.14K - $5.61K
|
891
$88.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
38+ 0.25% |
$4.16K - $4.54K
|
15.5K
$1.54M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33New |
$3.61K - $3.94K
|
33
$3.28K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
31+ 83.78% |
$3.39K - $3.7K
|
68
$6.75K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
29New |
$3.17K - $3.46K
|
29
$2.88K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
29New |
$3.17K - $3.46K
|
29
$2.88K
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
28+ 1.22% |
$3.06K - $3.34K
|
2.32K
$230K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28New |
$3.06K - $3.34K
|
28
$2.78K
|
|
|
Feb 14, 2022
Q4 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
27+ 0.43% |
$2.95K - $3.22K
|
6.32K
$627K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
25+ 0.39% |
$2.74K - $2.98K
|
6.51K
$646K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22New |
$2.41K - $2.63K
|
22
$2.18K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18+ 0.38% |
$1.97K - $2.15K
|
4.74K
$470K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
17New |
$1.86K - $2.03K
|
17
$1.69K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12New |
$1.31K - $1.43K
|
12
$1.19K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
11+ 27.5% |
$1.2K - $1.31K
|
51
$5.06K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11New |
$1.2K - $1.31K
|
11
$1.09K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 4.0% |
$1.09K - $1.19K
|
260
$25.8K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 0.66% |
$985 - $1.07K
|
1.38K
$136K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
7New |
$766 - $835
|
7
$695
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7+ 1.09% |
$766 - $835
|
651
$64.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
7New |
$766 - $835
|
7
$695
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
6New |
$656 - $716
|
6
$596
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 1.15% |
$547 - $597
|
440
$43.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$547 - $597
|
5
$496
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3+ 0.55% |
$328 - $358
|
544
$54K
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1- 0.02% |
$109 - $119
|
5.58K
$554K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1Closed |
$109 - $119
|
0
$0
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2- 18.18% |
$219 - $239
|
9
$893
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3- 0.19% |
$328 - $358
|
1.54K
$153K
|
|
|
Jan 21, 2022
Q4 2021
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-10- 0.18% |
$1.09K - $1.19K
|
5.63K
$558K
|