TransUnion Ownership 2024 | Who Owns TransUnion Now?
Institutional Ownership
27.07%
Insider Ownership
0.25%
Retail Ownership
72.68%
Institutional Holders
247.00
TransUnion Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 9.20% | 0.03% | 17,853,680 | 70,241 | 0.40% | 1,324,028,908 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8.42% | 0.37% | 16,339,762 | 3,977,595 | 32.18% | 1,211,756,750 | Jun 30, 2024 |
BLACKROCK INC. | 4.89% | 0.02% | 9,490,950 | 91,589 | 0.97% | 703,848,872 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 4.52% | 0.13% | 8,769,784 | -223,521 | -2.49% | 650,367,181 | Jun 30, 2024 |
MORGAN STANLEY | 4.00% | 0.04% | 7,763,928 | 509,136 | 7.02% | 575,773,169 | Jun 30, 2024 |
APG ASSET MANAGEMENT N.V. | 3.48% | 0.83% | 6,746,434 | -167,027 | -2.42% | 466,821,129 | Jun 30, 2024 |
FARALLON CAPITAL MANAGEMENT LLC | 3.11% | 2.11% | 6,035,119 | -316,137 | -4.98% | 447,564,425 | Jun 30, 2024 |
MERITAGE GROUP LP | 2.67% | 9.78% | 5,191,974 | 44,464 | 0.86% | 385,036,792 | Jun 30, 2024 |
VAN ECK ASSOCIATES CORP | 2.54% | 0.52% | 4,935,286 | -381,605 | -7.18% | 366,000,000 | Jun 30, 2024 |
BESSEMER GROUP INC | 2.34% | 0.59% | 4,535,040 | -31,824 | -0.70% | 336,319,000 | Jun 30, 2024 |
STATE STREET CORP | 2.27% | 0.01% | 4,399,819 | 96,029 | 2.23% | 326,290,577,000 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 1.95% | 0.05% | 3,790,929 | -3,465,865 | -47.76% | 281,135,295 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.90% | 0.17% | 3,688,679 | -1,630,682 | -30.66% | 273,553,000 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 1.79% | 0.26% | 3,468,854 | 674,187 | 24.12% | 257,250,213 | Jun 30, 2024 |
BLUESPRUCE INVESTMENTS, LP | 1.79% | 4.72% | 3,467,009 | -244,911 | -6.60% | 257,113,387 | Jun 30, 2024 |
INDEPENDENT FRANCHISE PARTNERS LLP | 1.76% | 2.33% | 3,410,096 | -4,271,281 | -55.61% | 252,892,719 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 1.59% | 0.12% | 3,078,852 | 257,834 | 9.14% | 228,326,686 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.53% | 0.02% | 2,979,271 | 55,526 | 1.90% | 220,526,946 | Jun 30, 2024 |
NINETY ONE UK LTD | 1.32% | 0.53% | 2,566,928 | 698,580 | 37.39% | 190,363,381 | Jun 30, 2024 |
THELEME PARTNERS LLP | 1.18% | 8.12% | 2,281,159 | 896,000 | 64.69% | 169,170,751 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
LANSING MANAGEMENT LP | 0.10% | 14.04% | 191,089 | 7,600 | 4.14% | 14,171,160 | Jun 30, 2024 |
UNTITLED INVESTMENTS LP | 0.32% | 10.34% | 624,305 | 133,610 | 27.23% | 46,298,459 | Jun 30, 2024 |
MERITAGE GROUP LP | 2.67% | 9.78% | 5,191,974 | 44,464 | 0.86% | 385,036,792 | Jun 30, 2024 |
THELEME PARTNERS LLP | 1.18% | 8.12% | 2,281,159 | 896,000 | 64.69% | 169,170,751 | Jun 30, 2024 |
XN LP | 1.02% | 6.09% | 1,973,684 | 1,303,996 | 194.72% | 146,368,405 | Jun 30, 2024 |
LAURUS INVESTMENT COUNSEL INC. | 0.07% | 5.98% | 142,525 | - | - | 14,469,011 | Jun 30, 2024 |
ARVIN CAPITAL MANAGEMENT LP | 0.13% | 5.96% | 254,985 | 32,930 | 14.83% | 18,909,688 | Jun 30, 2024 |
PLATINUM INVESTMENT MANAGEMENT LTD | 0.97% | 5.64% | 1,880,280 | -137,788 | -6.83% | 139,441,565 | Jun 30, 2024 |
LTS ONE MANAGEMENT LP | 0.13% | 5.49% | 260,000 | -5,000 | -1.89% | 19,282,000 | Jun 30, 2024 |
BLUESPRUCE INVESTMENTS, LP | 1.79% | 4.72% | 3,467,009 | -244,911 | -6.60% | 257,113,387 | Jun 30, 2024 |
INCLINE GLOBAL MANAGEMENT LLC | 0.08% | 4.52% | 147,745 | -42,475 | -22.33% | 10,956,769 | Jun 30, 2024 |
KINETIC PARTNERS MANAGEMENT, LP | 0.43% | 4.47% | 829,100 | 11,000 | 1.34% | 61,486,056 | Jun 30, 2024 |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 0.12% | 4.45% | 229,028 | - | - | 16,984,716 | Jun 30, 2024 |
NORTHERN RIGHT CAPITAL MANAGEMENT, L.P. | 0.06% | 3.18% | 116,534 | -9,896 | -7.83% | 8,642,161 | Jun 30, 2024 |
0.05% | 3.04% | 89,029 | 4,016 | 4.72% | 6,602,391 | Jun 30, 2024 | |
HERON BAY CAPITAL MANAGEMENT | 0.09% | 2.81% | 178,144 | 4,961 | 2.86% | 13,211,161 | Jun 30, 2024 |
SORA INVESTORS LLC | 0.10% | 2.73% | 200,000 | -51,466 | -20.47% | 14,832,000 | Jun 30, 2024 |
KNOWLEDGE LEADERS CAPITAL, LLC | 0.01% | 2.61% | 14,852 | -768 | -4.92% | 1,101,424 | Jun 30, 2024 |
STEADFAST CAPITAL MANAGEMENT LP | 0.83% | 2.52% | 1,618,000 | 1,331,000 | 463.76% | 119,990,880 | Jun 30, 2024 |
INDEPENDENT FRANCHISE PARTNERS LLP | 1.76% | 2.33% | 3,410,096 | -4,271,281 | -55.61% | 252,892,719 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8.42% | 0.37% | 16,339,762 | 3,977,595 | 32.18% | 1,211,756,750 | Jun 30, 2024 |
NORGES BANK | 0.86% | 0.02% | 1,673,927 | 1,673,927 | 100.00% | 124,138,426 | Jun 30, 2024 |
STEADFAST CAPITAL MANAGEMENT LP | 0.83% | 2.52% | 1,618,000 | 1,331,000 | 463.76% | 119,990,880 | Jun 30, 2024 |
XN LP | 1.02% | 6.09% | 1,973,684 | 1,303,996 | 194.72% | 146,368,405 | Jun 30, 2024 |
THELEME PARTNERS LLP | 1.18% | 8.12% | 2,281,159 | 896,000 | 64.69% | 169,170,751 | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.77% | 0.19% | 1,487,665 | 704,770 | 90.02% | 110,325,236 | Jun 30, 2024 |
NINETY ONE UK LTD | 1.32% | 0.53% | 2,566,928 | 698,580 | 37.39% | 190,363,381 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 1.79% | 0.26% | 3,468,854 | 674,187 | 24.12% | 257,250,213 | Jun 30, 2024 |
BLACKSTONE INC. | 0.28% | 0.17% | 540,000 | 540,000 | 100.00% | 40,046,400 | Jun 30, 2024 |
MORGAN STANLEY | 4.00% | 0.04% | 7,763,928 | 509,136 | 7.02% | 575,773,169 | Jun 30, 2024 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0.20% | 0.07% | 383,132 | 383,132 | 100.00% | 28,413,069 | Jun 30, 2024 |
POLAR ASSET MANAGEMENT PARTNERS INC. | 0.22% | 0.67% | 434,000 | 370,900 | 587.80% | 32,185,440 | Jun 30, 2024 |
NATIONAL PENSION SERVICE | 0.17% | 0.03% | 331,311 | 331,311 | 100.00% | 24,570,024 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 1.17% | 0.08% | 2,274,116 | 298,210 | 15.09% | 168,648,443 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.54% | 0.02% | 1,050,489 | 297,355 | 39.48% | 77,904,266 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 1.59% | 0.12% | 3,078,852 | 257,834 | 9.14% | 228,326,686 | Jun 30, 2024 |
MAN GROUP PLC | 0.15% | 0.05% | 283,648 | 252,898 | 822.43% | 21,035,336 | Jun 30, 2024 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 0.13% | 0.62% | 250,494 | 250,494 | 100.00% | 18,577,000 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.14% | 0.10% | 264,449 | 218,253 | 472.45% | 19,611,538 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.11% | 0.02% | 214,678 | 191,918 | 843.23% | 15,920,520 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PRICE T ROWE ASSOCIATES INC /MD/ | 0.79% | 0.01% | 1,525,296 | -5,230,433 | -77.42% | 113,117,000 | Jun 30, 2024 |
INDEPENDENT FRANCHISE PARTNERS LLP | 1.76% | 2.33% | 3,410,096 | -4,271,281 | -55.61% | 252,892,719 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 1.95% | 0.05% | 3,790,929 | -3,465,865 | -47.76% | 281,135,295 | Jun 30, 2024 |
FMR LLC | 0.57% | 0.01% | 1,113,697 | -2,177,291 | -66.16% | 82,591,760 | Jun 30, 2024 |
UNISPHERE ESTABLISHMENT | - | - | - | -1,669,500 | -100.00% | - | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.90% | 0.17% | 3,688,679 | -1,630,682 | -30.66% | 273,553,000 | Jun 30, 2024 |
BOSTON PARTNERS | - | - | - | -1,098,414 | -100.00% | - | Jun 30, 2024 |
VAN ECK ASSOCIATES CORP | 2.54% | 0.52% | 4,935,286 | -381,605 | -7.18% | 366,000,000 | Jun 30, 2024 |
FARALLON CAPITAL MANAGEMENT LLC | 3.11% | 2.11% | 6,035,119 | -316,137 | -4.98% | 447,564,425 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -296,707 | -100.00% | - | Jun 30, 2024 |
AMUNDI | 0.71% | 0.04% | 1,370,799 | -257,753 | -15.83% | 103,646,113 | Jun 30, 2024 |
BLUESPRUCE INVESTMENTS, LP | 1.79% | 4.72% | 3,467,009 | -244,911 | -6.60% | 257,113,387 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 4.52% | 0.13% | 8,769,784 | -223,521 | -2.49% | 650,367,181 | Jun 30, 2024 |
MACQUARIE GROUP LTD | 0.20% | 0.03% | 382,515 | -221,373 | -36.66% | 28,367,134 | Jun 30, 2024 |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.68% | 0.28% | 1,318,562 | -180,918 | -12.07% | 97,784,588 | Jun 30, 2024 |
APG ASSET MANAGEMENT N.V. | 3.48% | 0.83% | 6,746,434 | -167,027 | -2.42% | 466,821,129 | Jun 30, 2024 |
PLATINUM INVESTMENT MANAGEMENT LTD | 0.97% | 5.64% | 1,880,280 | -137,788 | -6.83% | 139,441,565 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.26% | 0.01% | 510,832 | -137,415 | -21.20% | 37,883,302 | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | 0.09% | 0.02% | 165,390 | -131,908 | -44.37% | 12,265,322 | Jun 30, 2024 |
PICTET ASSET MANAGEMENT HOLDING SA | 0.42% | 0.07% | 819,382 | -125,226 | -13.26% | 60,768,302 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.86% | 0.02% | 1,673,927 | 1,673,927 | 100.00% | 124,138,426 | Jun 30, 2024 |
BLACKSTONE INC. | 0.28% | 0.17% | 540,000 | 540,000 | 100.00% | 40,046,400 | Jun 30, 2024 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 0.20% | 0.07% | 383,132 | 383,132 | 100.00% | 28,413,069 | Jun 30, 2024 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 0.13% | 0.62% | 250,494 | 250,494 | 100.00% | 18,577,000 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.06% | 0.02% | 115,700 | 115,700 | 100.00% | 8,580,312 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.04% | 0.01% | 70,505 | 70,505 | 100.00% | 5,228,650 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.04% | 0.01% | 69,500 | 69,500 | 100.00% | 5,154,120 | Jun 30, 2024 |
CREDIT AGRICOLE S A | 0.03% | 0.02% | 58,034 | 58,034 | 100.00% | 4,303,801 | Jun 30, 2024 |
ING GROEP NV | 0.03% | 0.03% | 57,700 | 57,700 | 100.00% | 4,279,032 | Jun 30, 2024 |
PDT PARTNERS, LLC | 0.03% | 0.38% | 53,703 | 53,703 | 100.00% | 3,982,614 | Jun 30, 2024 |
POLAR ASSET MANAGEMENT PARTNERS INC. | 0.03% | 0.08% | 50,000 | 50,000 | 100.00% | 3,708,000 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.04% | 48,367 | 48,367 | 100.00% | 3,587,000 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.02% | 0.04% | 43,336 | 43,336 | 100.00% | 3,213,797 | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.02% | 0.01% | 38,820 | 38,820 | 100.00% | 2,878,891 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.02% | 0.01% | 38,293 | 38,293 | 100.00% | 2,839,809 | Jun 30, 2024 |
BDF-GESTION | 0.02% | 0.26% | 36,828 | 36,828 | 100.00% | 2,731,164 | Jun 30, 2024 |
TWINBEECH CAPITAL LP | 0.01% | 0.04% | 26,870 | 26,870 | 100.00% | 1,992,679 | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | 0.01% | 0.16% | 25,464 | 25,464 | 100.00% | 1,888,410 | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | 0.01% | 0.03% | 24,955 | 24,955 | 100.00% | 1,849,415 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.01% | 0.00% | 14,200 | 14,200 | 100.00% | 1,053,072 | Jun 30, 2024 |
ACADIAN ASSET MANAGEMENT LLC | 0.01% | 0.00% | 14,162 | 14,162 | 100.00% | 1,048,000 | Jun 30, 2024 |
KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.01% | 0.11% | 13,700 | 13,700 | 100.00% | 1,015,992 | Jun 30, 2024 |
MBB PUBLIC MARKETS I LLC | 0.01% | 0.02% | 13,665 | 13,665 | 100.00% | 1,013,396 | Jun 30, 2024 |
FOX RUN MANAGEMENT, L.L.C. | 0.01% | 0.19% | 13,586 | 13,586 | 100.00% | 1,007,538 | Jun 30, 2024 |
QUANTITATIVE INVESTMENT MANAGEMENT, LLC | 0.01% | 0.09% | 11,546 | 11,546 | 100.00% | 856,000 | Jun 30, 2024 |
QUANTINNO CAPITAL MANAGEMENT LP | 0.01% | 0.02% | 11,433 | 11,433 | 100.00% | 847,877 | Jun 30, 2024 |
STRS OHIO | 0.01% | 0.00% | 10,635 | 10,635 | 100.00% | 788,692,000 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.01% | 0.01% | 10,310 | 10,310 | 100.00% | 764,572 | Jun 30, 2024 |
CENTIVA CAPITAL, LP | 0.00% | 0.01% | 8,801 | 8,801 | 100.00% | 652,682 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.00% | 0.00% | 6,687 | 6,687 | 100.00% | 495,908 | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.09% | 6,651 | 6,651 | 100.00% | 493,238 | Jun 30, 2024 |
ENGINEERS GATE MANAGER LP | 0.00% | 0.01% | 6,126 | 6,126 | 100.00% | 454,304 | Jun 30, 2024 |
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | 0.00% | 0.03% | 5,263 | 5,263 | 100.00% | 390,304 | Jun 30, 2024 |
SAVANT CAPITAL, LLC | 0.00% | 0.00% | 5,143 | 5,143 | 100.00% | 381,415 | Jun 30, 2024 |
TT INTERNATIONAL ASSET MANAGEMENT LTD | 0.00% | 0.05% | 5,101 | 5,101 | 100.00% | 378,000 | Jun 30, 2024 |
0.00% | 0.02% | 5,008 | 5,008 | 100.00% | 371,093 | Jun 30, 2024 | |
QTRON INVESTMENTS LLC | 0.00% | 0.05% | 4,420 | 4,420 | 100.00% | 327,787 | Jun 30, 2024 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.00% | 0.01% | 4,322 | 4,322 | 100.00% | 320,519 | Jun 30, 2024 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 0.00% | 0.21% | 4,160 | 4,160 | 100.00% | 308,506 | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.06% | 4,014 | 4,014 | 100.00% | 297,678 | Jun 30, 2024 |
PLATO INVESTMENT MANAGEMENT LTD | 0.00% | 0.02% | 3,047 | 3,047 | 100.00% | 225,966 | Jun 30, 2024 |
ALGERT GLOBAL LLC | 0.00% | 0.01% | 3,000 | 3,000 | 100.00% | 222,000 | Jun 30, 2024 |
RESOURCES INVESTMENT ADVISORS, LLC. | 0.00% | 0.00% | 2,965 | 2,965 | 100.00% | 219,884 | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | 0.00% | 0.01% | 2,922 | 2,922 | 100.00% | 216,696 | Jun 30, 2024 |
AMG NATIONAL TRUST BANK | 0.00% | 0.01% | 2,725 | 2,725 | 100.00% | 202,087 | Jun 30, 2024 |
NVERSES CAPITAL, LLC | 0.00% | 0.12% | 2,700 | 2,700 | 100.00% | 200,232 | Jun 30, 2024 |
ONE WEALTH ADVISORS, LLC | 0.00% | 0.04% | 2,480 | 2,480 | 100.00% | 209,560 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 2,155 | 2,155 | 100.00% | 159,961 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 1,626 | 1,626 | 100.00% | 120,584 | Jun 30, 2024 |
0.00% | 0.00% | 1,300 | 1,300 | 100.00% | 96,407 | Jun 30, 2024 | |
RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.04% | 1,016 | 1,016 | 100.00% | 75,330 | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 806 | 806 | 100.00% | 59,910 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 306 | 306 | 100.00% | 22,693 | Jun 30, 2024 |
FNY INVESTMENT ADVISERS, LLC | 0.00% | 0.01% | 250 | 250 | 100.00% | 18,000 | Jun 30, 2024 |
JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 107 | 107 | 100.00% | 7,935 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | - | 0.00% | 97 | 97 | 100.00% | 7,194 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 56 | 56 | 100.00% | 4,433 | Jun 30, 2024 |
SANDY SPRING BANK | - | 0.00% | 47 | 47 | 100.00% | 3,486 | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | 0.00% | 37 | 37 | 100.00% | 2,744 | Jun 30, 2024 |
CASTLEVIEW PARTNERS, LLC | - | 0.00% | 32 | 32 | 100.00% | 2,373 | Jun 30, 2024 |
ZIONS BANCORPORATION, N.A. | - | 0.00% | 20 | 20 | 100.00% | 1,483 | Jun 30, 2024 |
TUCKER ASSET MANAGEMENT LLC | - | 0.00% | 17 | 17 | 100.00% | 1,261 | Jun 30, 2024 |
TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 17 | 17 | 100.00% | 1,261 | Jun 30, 2024 |
CVA FAMILY OFFICE, LLC | - | 0.00% | 13 | 13 | 100.00% | 964 | Jun 30, 2024 |
SACHETTA, LLC | - | 0.00% | 11 | 11 | 100.00% | 989 | Jun 30, 2024 |
HARBOR INVESTMENT ADVISORY, LLC | - | - | 2 | 2 | 100.00% | 148 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
UNISPHERE ESTABLISHMENT | - | - | - | -1,669,500 | -100.00% | - | Jun 30, 2024 |
BOSTON PARTNERS | - | - | - | -1,098,414 | -100.00% | - | Jun 30, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -296,707 | -100.00% | - | Jun 30, 2024 |
CRESTLINE MANAGEMENT, LP | - | - | - | -93,979 | -100.00% | - | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | - | - | - | -21,300 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -21,200 | -100.00% | - | Jun 30, 2024 |
D. E. SHAW & CO., INC. | - | - | - | -18,745 | -100.00% | - | Jun 30, 2024 |
SCIENCAST MANAGEMENT LP | - | - | - | -13,302 | -100.00% | - | Jun 30, 2024 |
POLIANTA LTD | - | - | - | -12,500 | -100.00% | - | Jun 30, 2024 |
CALDWELL INVESTMENT MANAGEMENT LTD. | - | - | - | -12,100 | -100.00% | - | Jun 30, 2024 |
BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -10,080 | -100.00% | - | Jun 30, 2024 |
EISLER CAPITAL (UK) LTD. | - | - | - | -6,343 | -100.00% | - | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | - | - | - | -6,100 | -100.00% | - | Jun 30, 2024 |
KINNERET ADVISORY, LLC | - | - | - | -5,751 | -100.00% | - | Jun 30, 2024 |
CI PRIVATE WEALTH, LLC | - | - | - | -4,391 | -100.00% | - | Jun 30, 2024 |
ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -4,300 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -3,371 | -100.00% | - | Jun 30, 2024 |
SCIENTECH RESEARCH LLC | - | - | - | -2,961 | -100.00% | - | Jun 30, 2024 |
INTEGRATED WEALTH CONCEPTS LLC | - | - | - | -2,903 | -100.00% | - | Jun 30, 2024 |
WALLEYE TRADING LLC | - | - | - | -2,427 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -1,591 | -100.00% | - | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -1,211 | -100.00% | - | Jun 30, 2024 |
GROUPAMA ASSET MANAGMENT | - | - | - | -777 | -100.00% | - | Jun 30, 2024 |
SYSTM WEALTH SOLUTIONS LLC | - | - | - | -462 | -100.00% | - | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | - | - | - | -268 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -146 | -100.00% | - | Jun 30, 2024 |
WETZEL INVESTMENT ADVISORS, INC. | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
HEXAGON CAPITAL PARTNERS LLC | - | - | - | -28 | -100.00% | - | Jun 30, 2024 |
TD CAPITAL MANAGEMENT LLC | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
TFC FINANCIAL MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
TransUnion Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Eaton Vance Tax-Managed Diversified Equity Income Fund | 5.16% | 591,679 | 62,453 | 11.80% | Jan 31, 2024 |
Stock Portfolio | 2.73% | 167,831 | -5,639 | -3.25% | Mar 31, 2024 |
BlackRock Capital Appreciation Fund, Inc. | 2.45% | 395,115 | - | - | Feb 29, 2024 |
Eaton Vance Enhanced Equity Income Fund II | 1.81% | 146,997 | -9,507 | -6.07% | Mar 31, 2024 |
VOYAGEUR MUTUAL FUNDS III | 1.68% | 16,526 | -8,609 | -34.25% | Jan 31, 2024 |
Eaton Vance Enhanced Equity Income Fund | 1.53% | 191,604 | -10,707 | -5.29% | Mar 31, 2024 |
BRIDGES INVESTMENT FUND INC | 1.46% | 44,000 | -500 | -1.12% | Dec 31, 2022 |
Eaton Vance Risk-Managed Diversified Equity Income Fund | 1.46% | 155,497 | -14,622 | -8.60% | Mar 31, 2024 |
ALGER FUNDS II | 1.12% | 254,021 | - | - | Jan 31, 2024 |
PARNASSUS FUNDS | 0.93% | 1,399,409 | -1,002,003 | -41.73% | Mar 31, 2024 |
Transparent Value Trust | 0.87% | 13,991 | - | - | Dec 31, 2023 |
AGF Investments Trust | 0.69% | -13,107 | 6,117 | -31.82% | Mar 31, 2024 |
T. Rowe Price New Horizons Fund, Inc. | 0.67% | 3,352,538 | - | - | Mar 31, 2024 |
Thrivent ETF Trust | 0.64% | 30,299 | -8,364 | -21.63% | Mar 31, 2024 |
MASTER FOCUS GROWTH LLC | 0.58% | 204,271 | - | - | Nov 30, 2020 |
NICHOLAS II, INC | 0.57% | 269,765 | 29,265 | 12.17% | Dec 31, 2023 |
MFS SERIES TRUST II | 0.57% | 1,800,407 | -128,632 | -6.67% | Feb 29, 2024 |
MFS SERIES TRUST IV | 0.53% | 1,839,550 | 803,817 | 77.61% | Feb 29, 2024 |
HSBC FUNDS | 0.50% | 16,250 | - | - | Jan 31, 2024 |
T. Rowe Price All-Cap Opportunities Fund, Inc. | 0.48% | 889,000 | 495,900 | 126.15% | Mar 31, 2024 |
T. Rowe Price Growth Stock Fund, Inc. | 0.37% | 2,293,899 | 245,255 | 11.97% | Mar 31, 2024 |
FIDELITY MAGELLAN FUND | 0.34% | 2,647,978 | - | - | Mar 31, 2024 |
LAUDUS TRUST | 0.32% | 162,354 | - | - | Mar 31, 2024 |
Copeland Trust | 0.32% | 17,770 | -444 | -2.44% | Feb 29, 2024 |
EATON VANCE GROWTH TRUST | 0.27% | 2,969,447 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.26% | 134,433 | - | - | Mar 31, 2024 |
MFS SERIES TRUST XI | 0.23% | 1,098,923 | -13,186 | -1.19% | Mar 31, 2024 |
MASTER LARGE CAP SERIES LLC | 0.21% | 192,063 | - | - | Mar 31, 2022 |
DEUTSCHE DWS VARIABLE SERIES I | 0.18% | 63,516 | -3,186 | -4.78% | Mar 31, 2024 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.18% | 61,596 | - | - | Mar 31, 2024 |
T. Rowe Price Mid-Cap Growth Fund, Inc. | 0.17% | 2,597,000 | -598,100 | -18.72% | Mar 31, 2024 |
BlackRock Science & Technology Trust II | 0.16% | 89,289 | - | - | Mar 31, 2024 |
FRANKLIN STRATEGIC SERIES | 0.15% | 1,251,818 | 45,928 | 3.81% | Jan 31, 2024 |
WASHINGTON MUTUAL INVESTORS FUND | 0.14% | 2,931,648 | 2,931,648 | - | Jan 31, 2024 |
T. Rowe Price Blue Chip Growth Fund, Inc. | 0.13% | 771,448 | - | - | Mar 31, 2024 |
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.12% | 827,500 | -71,000 | -7.90% | Mar 31, 2024 |
Emerge ETF Trust | 0.11% | 146 | 22 | 17.74% | Apr 28, 2023 |
LORD ABBETT SECURITIES TRUST | 0.09% | 436,856 | - | - | Jan 31, 2024 |
LIBERTY ALL STAR EQUITY FUND | 0.09% | 74,151 | - | - | Dec 31, 2023 |
NEW ECONOMY FUND | 0.09% | 399,835 | - | - | Feb 29, 2024 |
HARTFORD HLS SERIES FUND II INC | 0.08% | 20,694 | - | - | Dec 31, 2023 |
AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.08% | 1,752,862 | -585,954 | -25.05% | Mar 31, 2024 |
GROWTH FUND OF AMERICA | 0.08% | 2,028,354 | 315,417 | 18.41% | Feb 29, 2024 |
DUPREE MUTUAL FUNDS | 0.08% | 775,000 | - | - | Mar 31, 2024 |
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.07% | 979,298 | - | - | Jan 31, 2024 |
Calamos Long/Short Equity & Dynamic Income Trust | 0.07% | 96,000 | - | - | Jan 31, 2024 |
LORD ASSET MANAGEMENT TRUST | 0.06% | 2,290 | - | - | Oct 31, 2022 |
TOCQUEVILLE TRUST | 0.06% | 8,500 | - | - | Jan 31, 2024 |
VICTORY PORTFOLIOS | 0.06% | 1,915,000 | -75,000 | -3.77% | Mar 31, 2024 |
T. Rowe Price Quantitative Management Funds, Inc. | 0.06% | 192,182 | - | - | Mar 31, 2024 |
T. Rowe Price U.S. Equity Research Fund, Inc. | 0.06% | 71,863 | -86,595 | -54.65% | Mar 31, 2024 |
Virtus Dividend, Interest & Premium Strategy Fund | 0.06% | 133,626 | - | - | Jan 31, 2024 |
FIDELITY CAPITAL TRUST | 0.06% | 623,000 | 283,300 | 83.40% | Jan 31, 2024 |
AMCAP FUND | 0.05% | 460,856 | 114,763 | 33.16% | Feb 29, 2024 |
John Hancock Funds III | 0.05% | 818,912 | -620,877 | -43.12% | Mar 31, 2024 |
ALLSPRING VARIABLE TRUST | 0.05% | 31,274 | -3,786 | -10.80% | Mar 31, 2024 |
T. Rowe Price Equity Series, Inc. | 0.05% | 81,500 | 25,200 | 44.76% | Mar 31, 2024 |
BUFFALO FUNDS | 0.05% | 321,211 | 7,000 | 2.23% | Mar 31, 2024 |
VANGUARD EXPLORER FUND | 0.05% | 592,363 | - | - | Jan 31, 2024 |
BLACKROCK MID-CAP VALUE SERIES, INC. | 0.05% | 57,330 | - | - | Jan 31, 2024 |
BMO FUNDS, INC. | 0.05% | 2,275,000 | - | - | Aug 31, 2020 |
Impact Shares Trust I | 0.05% | 486 | 8 | 1.67% | Mar 31, 2024 |
Engine No. 1 ETF Trust | 0.04% | 2,686 | -172 | -6.02% | Jan 31, 2024 |
T. Rowe Price Equity Funds, Inc. | 0.04% | 461,600 | -112,200 | -19.55% | Mar 31, 2024 |
INVESTMENT CO OF AMERICA | 0.04% | 656,589 | -37,143 | -5.35% | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENT TRUST | 0.04% | 127,371 | -4,359 | -3.31% | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.04% | 16,395,842 | -2,996,542 | -15.45% | Mar 31, 2024 |
M FUND INC | 0.04% | 17,464 | -264 | -1.49% | Mar 31, 2024 |
Nushares ETF Trust | 0.04% | 256,990 | 96,209 | 59.84% | Jan 31, 2024 |
CALVERT VARIABLE SERIES INC | 0.03% | 66,300 | -3,900 | -5.56% | Mar 31, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.03% | 998 | - | - | Mar 31, 2024 |
MFS SERIES TRUST I | 0.03% | 649,817 | 133,356 | 25.82% | Feb 29, 2024 |
NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.03% | 418,435 | - | - | Jan 31, 2024 |
DUPREE MUTUAL FUNDS | 0.03% | 300,000 | - | - | Mar 31, 2024 |
EATON VANCE SPECIAL INVESTMENT TRUST | 0.03% | 53,507 | - | - | Mar 31, 2024 |
Advisers Investment Trust | 0.03% | 912,530 | -23,786 | -2.54% | Mar 28, 2024 |
T. Rowe Price Tax-Efficient Funds, Inc. | 0.03% | 2,600 | - | - | Feb 29, 2024 |
ALGER PORTFOLIOS | 0.03% | 10,306 | -10,984 | -51.59% | Dec 31, 2023 |
Calvert Responsible Index Series, Inc. | 0.03% | 45,060 | -629 | -1.38% | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND | 0.02% | 531,400 | -1,600 | -0.30% | Mar 31, 2024 |
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) | 0.02% | 499,288 | - | - | Jan 31, 2024 |
Chesapeake Investment Trust | 0.02% | 1,160 | - | - | Jan 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.02% | 4,988 | - | - | Mar 31, 2024 |
FIDELITY FINANCIAL TRUST | 0.02% | 388,155 | - | - | Feb 29, 2024 |
AMG Funds IV | 0.02% | 64,372 | - | - | Jan 31, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.02% | 49,198 | - | - | Mar 31, 2024 |
NEUBERGER BERMAN EQUITY FUNDS | 0.02% | 195,664 | 66,370 | 51.33% | Feb 29, 2024 |
ALGER INSTITUTIONAL FUNDS | 0.02% | 4,729 | 1,818 | 62.45% | Jan 31, 2024 |
ALGER FUNDS | 0.02% | 17,338 | 6,717 | 63.24% | Jan 31, 2024 |
AQUILA FUNDS TRUST | 0.02% | 16,000 | - | - | Mar 28, 2024 |
Nuveen S&P 500 BuyWrite Income Fund | 0.02% | 11,679 | - | - | Mar 31, 2024 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.02% | 38,504 | - | - | Mar 31, 2024 |
VANGUARD WORLD FUND | 0.01% | 3,662,529 | 231,044 | 6.73% | Feb 29, 2024 |
Humankind Benefit Corp | 0.01% | 328 | 82 | 33.33% | Dec 31, 2023 |
T. Rowe Price Capital Appreciation Fund, Inc. | 0.01% | 3,326,564 | - | - | Mar 31, 2024 |
Voya EQUITY TRUST | 0.01% | 19,800 | 250 | 1.28% | Feb 29, 2024 |
FIDELITY DEVONSHIRE TRUST | 0.01% | 139,144 | 139,144 | - | Jan 31, 2024 |
Capitol Series Trust | 0.01% | 131,000 | 7,000 | 5.65% | Mar 31, 2024 |
Ark ETF Trust | 0.01% | 103,979 | - | - | Jan 31, 2024 |
Advantage Advisers Xanthus Fund, L.L.C. | 0.01% | 38,518 | - | - | Mar 31, 2024 |
TransUnion Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 247 | -42.96% |
31 Mar, 24 | 433 | 1.88% |
31 Dec, 23 | 425 | - |
30 Sep, 23 | 425 | 0.47% |
30 Jun, 23 | 423 | 6.28% |
31 Mar, 23 | 398 | -0.25% |
31 Dec, 22 | 399 | -5.00% |
30 Sep, 22 | 420 | -1.18% |
30 Jun, 22 | 425 | -8.80% |
31 Mar, 22 | 466 | -2.10% |
31 Dec, 21 | 476 | 2.15% |
30 Sep, 21 | 466 | 4.48% |
30 Jun, 21 | 446 | 2.53% |
31 Mar, 21 | 435 | -5.23% |
31 Dec, 20 | 459 | 3.15% |
30 Sep, 20 | 445 | -1.77% |
30 Jun, 20 | 453 | 6.59% |
31 Mar, 20 | 425 | 0.95% |
31 Dec, 19 | 421 | 8.51% |
30 Sep, 19 | 388 | 9.60% |
30 Jun, 19 | 354 | 1.72% |
31 Mar, 19 | 348 | 5.14% |
31 Dec, 18 | 331 | -11.02% |
30 Sep, 18 | 372 | 6.59% |
30 Jun, 18 | 349 | 9.06% |
31 Mar, 18 | 320 | 3.56% |
31 Dec, 17 | 309 | 30.38% |
30 Sep, 17 | 237 | 11.79% |
30 Jun, 17 | 212 | 7.61% |
31 Mar, 17 | 197 | 14.53% |
31 Dec, 16 | 172 | - |
30 Sep, 16 | 172 | 14.67% |
30 Jun, 16 | 150 | 15.38% |
31 Mar, 16 | 130 | 35.42% |
31 Dec, 15 | 96 | 14.29% |
30 Sep, 15 | 84 | -7.69% |
30 Jun, 15 | 91 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 52,536,999 | -73.22% |
31 Mar, 24 | 196,143,397 | 0.22% |
31 Dec, 23 | 195,708,220 | 2.58% |
30 Sep, 23 | 190,785,000 | -2.20% |
30 Jun, 23 | 195,082,193 | 3.86% |
31 Mar, 23 | 187,838,082 | 0.30% |
31 Dec, 22 | 187,274,407 | 1.24% |
30 Sep, 22 | 184,982,258 | -1.71% |
30 Jun, 22 | 188,196,730 | 0.40% |
31 Mar, 22 | 187,443,717 | 0.08% |
31 Dec, 21 | 187,298,699 | -0.06% |
30 Sep, 21 | 187,420,518 | 0.77% |
30 Jun, 21 | 185,987,844 | 0.26% |
31 Mar, 21 | 185,514,735 | -0.79% |
31 Dec, 20 | 186,989,414 | 0.98% |
30 Sep, 20 | 185,169,421 | -0.99% |
30 Jun, 20 | 187,029,580 | 0.45% |
31 Mar, 20 | 186,200,322 | -0.37% |
31 Dec, 19 | 186,900,373 | 0.05% |
30 Sep, 19 | 186,813,553 | -1.68% |
30 Jun, 19 | 190,013,301 | -1.37% |
31 Mar, 19 | 192,644,279 | 1.54% |
31 Dec, 18 | 189,719,310 | 2.43% |
30 Sep, 18 | 185,212,184 | 0.66% |
30 Jun, 18 | 183,989,103 | -0.10% |
31 Mar, 18 | 184,164,441 | -0.65% |
31 Dec, 17 | 185,360,764 | -1.15% |
30 Sep, 17 | 187,523,733 | 2.63% |
30 Jun, 17 | 182,720,303 | -0.02% |
31 Mar, 17 | 182,764,932 | 0.91% |
31 Dec, 16 | 181,112,729 | 0.32% |
30 Sep, 16 | 180,534,591 | -0.31% |
30 Jun, 16 | 181,102,127 | 1.07% |
31 Mar, 16 | 179,188,555 | -0.37% |
31 Dec, 15 | 179,847,194 | 0.89% |
30 Sep, 15 | 178,258,240 | 1.10% |
30 Jun, 15 | 176,321,545 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 27.07% | 0.26% |
31 Mar, 24 | 101.26% | 0.99% |
31 Dec, 23 | 101.04% | 1.04% |
30 Sep, 23 | 98.75% | 0.97% |
30 Jun, 23 | 101.08% | 1.07% |
31 Mar, 23 | 97.33% | 1.03% |
31 Dec, 22 | 97.18% | 1.05% |
30 Sep, 22 | 96.04% | 1.00% |
30 Jun, 22 | 97.76% | 1.03% |
31 Mar, 22 | 97.58% | 1.02% |
31 Dec, 21 | 97.70% | 1.02% |
30 Sep, 21 | 97.82% | 1.04% |
30 Jun, 21 | 97.17% | 1.03% |
31 Mar, 21 | 97.18% | 1.01% |
31 Dec, 20 | 98.26% | 1.04% |
30 Sep, 20 | 97.36% | 1.00% |
30 Jun, 20 | 98.49% | 1.02% |
31 Mar, 20 | 98.41% | 0.99% |
31 Dec, 19 | 99.52% | 1.01% |
30 Sep, 19 | 99.26% | 0.97% |
30 Jun, 19 | 101.34% | 0.95% |
31 Mar, 19 | 103.24% | 0.98% |
31 Dec, 18 | 102.77% | 1.03% |
30 Sep, 18 | 100.06% | 1.00% |
30 Jun, 18 | 99.83% | 0.99% |
31 Mar, 18 | 100.25% | 0.97% |
31 Dec, 17 | 101.46% | 0.96% |
30 Sep, 17 | 102.92% | 1.02% |
30 Jun, 17 | 100.45% | 1.00% |
31 Mar, 17 | 100.04% | 1.02% |
31 Dec, 16 | 98.97% | 1.01% |
30 Sep, 16 | 98.81% | 1.00% |
30 Jun, 16 | 99.23% | 1.03% |
31 Mar, 16 | 98.24% | 0.83% |
31 Dec, 15 | 108.80% | 1.14% |
30 Sep, 15 | 97.89% | 0.69% |
30 Jun, 15 | 118.73% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 125 | -41.59% |
31 Mar, 24 | 214 | -3.17% |
31 Dec, 23 | 221 | 11.06% |
30 Sep, 23 | 199 | -13.10% |
30 Jun, 23 | 229 | 13.93% |
31 Mar, 23 | 201 | -5.19% |
31 Dec, 22 | 212 | 8.16% |
30 Sep, 22 | 196 | 3.16% |
30 Jun, 22 | 190 | -15.18% |
31 Mar, 22 | 224 | -8.94% |
31 Dec, 21 | 246 | 6.96% |
30 Sep, 21 | 230 | 0.88% |
30 Jun, 21 | 228 | 5.07% |
31 Mar, 21 | 217 | -8.82% |
31 Dec, 20 | 238 | -0.83% |
30 Sep, 20 | 240 | 3.90% |
30 Jun, 20 | 231 | 2.21% |
31 Mar, 20 | 226 | -5.83% |
31 Dec, 19 | 240 | 18.23% |
30 Sep, 19 | 203 | 1.50% |
30 Jun, 19 | 200 | -4.31% |
31 Mar, 19 | 209 | 29.01% |
31 Dec, 18 | 162 | -22.86% |
30 Sep, 18 | 210 | 6.60% |
30 Jun, 18 | 197 | -10.86% |
31 Mar, 18 | 221 | 8.33% |
31 Dec, 17 | 204 | 38.78% |
30 Sep, 17 | 147 | 8.09% |
30 Jun, 17 | 136 | - |
31 Mar, 17 | 136 | 24.77% |
31 Dec, 16 | 109 | -2.68% |
30 Sep, 16 | 112 | 7.69% |
30 Jun, 16 | 104 | 7.22% |
31 Mar, 16 | 97 | 46.97% |
31 Dec, 15 | 66 | 10.00% |
30 Sep, 15 | 60 | -34.07% |
30 Jun, 15 | 91 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 79 | -51.83% |
31 Mar, 24 | 164 | 2.50% |
31 Dec, 23 | 160 | 6.67% |
30 Sep, 23 | 150 | 13.64% |
30 Jun, 23 | 132 | -1.49% |
31 Mar, 23 | 134 | -5.63% |
31 Dec, 22 | 142 | -11.80% |
30 Sep, 22 | 161 | -5.29% |
30 Jun, 22 | 170 | -3.41% |
31 Mar, 22 | 176 | 16.56% |
31 Dec, 21 | 151 | - |
30 Sep, 21 | 151 | 0.67% |
30 Jun, 21 | 150 | -1.32% |
31 Mar, 21 | 152 | - |
31 Dec, 20 | 152 | 7.04% |
30 Sep, 20 | 142 | -12.88% |
30 Jun, 20 | 163 | 7.24% |
31 Mar, 20 | 152 | 22.58% |
31 Dec, 19 | 124 | 1.64% |
30 Sep, 19 | 122 | 17.31% |
30 Jun, 19 | 104 | 14.29% |
31 Mar, 19 | 91 | -30.53% |
31 Dec, 18 | 131 | 14.91% |
30 Sep, 18 | 114 | 7.55% |
30 Jun, 18 | 106 | 68.25% |
31 Mar, 18 | 63 | -11.27% |
31 Dec, 17 | 71 | 12.70% |
30 Sep, 17 | 63 | - |
30 Jun, 17 | 63 | 34.04% |
31 Mar, 17 | 47 | -6.00% |
31 Dec, 16 | 50 | 8.70% |
30 Sep, 16 | 46 | 31.43% |
30 Jun, 16 | 35 | 40.00% |
31 Mar, 16 | 25 | - |
31 Dec, 15 | 25 | 38.89% |
30 Sep, 15 | 18 | - |
30 Jun, 15 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 247 | -42.96% | 52,536,999 | -73.22% | 27.07% | 0.26% | 125 | -41.59% | 79 | -51.83% |
31 Mar, 24 | 433 | 1.88% | 196,143,397 | 0.22% | 101.26% | 0.99% | 214 | -3.17% | 164 | 2.50% |
31 Dec, 23 | 425 | - | 195,708,220 | 2.58% | 101.04% | 1.04% | 221 | 11.06% | 160 | 6.67% |
30 Sep, 23 | 425 | 0.47% | 190,785,000 | -2.20% | 98.75% | 0.97% | 199 | -13.10% | 150 | 13.64% |
30 Jun, 23 | 423 | 6.28% | 195,082,193 | 3.86% | 101.08% | 1.07% | 229 | 13.93% | 132 | -1.49% |
31 Mar, 23 | 398 | -0.25% | 187,838,082 | 0.30% | 97.33% | 1.03% | 201 | -5.19% | 134 | -5.63% |
31 Dec, 22 | 399 | -5.00% | 187,274,407 | 1.24% | 97.18% | 1.05% | 212 | 8.16% | 142 | -11.80% |
30 Sep, 22 | 420 | -1.18% | 184,982,258 | -1.71% | 96.04% | 1.00% | 196 | 3.16% | 161 | -5.29% |
30 Jun, 22 | 425 | -8.80% | 188,196,730 | 0.40% | 97.76% | 1.03% | 190 | -15.18% | 170 | -3.41% |
31 Mar, 22 | 466 | -2.10% | 187,443,717 | 0.08% | 97.58% | 1.02% | 224 | -8.94% | 176 | 16.56% |
31 Dec, 21 | 476 | 2.15% | 187,298,699 | -0.06% | 97.70% | 1.02% | 246 | 6.96% | 151 | - |
30 Sep, 21 | 466 | 4.48% | 187,420,518 | 0.77% | 97.82% | 1.04% | 230 | 0.88% | 151 | 0.67% |
30 Jun, 21 | 446 | 2.53% | 185,987,844 | 0.26% | 97.17% | 1.03% | 228 | 5.07% | 150 | -1.32% |
31 Mar, 21 | 435 | -5.23% | 185,514,735 | -0.79% | 97.18% | 1.01% | 217 | -8.82% | 152 | - |
31 Dec, 20 | 459 | 3.15% | 186,989,414 | 0.98% | 98.26% | 1.04% | 238 | -0.83% | 152 | 7.04% |
30 Sep, 20 | 445 | -1.77% | 185,169,421 | -0.99% | 97.36% | 1.00% | 240 | 3.90% | 142 | -12.88% |
30 Jun, 20 | 453 | 6.59% | 187,029,580 | 0.45% | 98.49% | 1.02% | 231 | 2.21% | 163 | 7.24% |
31 Mar, 20 | 425 | 0.95% | 186,200,322 | -0.37% | 98.41% | 0.99% | 226 | -5.83% | 152 | 22.58% |
31 Dec, 19 | 421 | 8.51% | 186,900,373 | 0.05% | 99.52% | 1.01% | 240 | 18.23% | 124 | 1.64% |
30 Sep, 19 | 388 | 9.60% | 186,813,553 | -1.68% | 99.26% | 0.97% | 203 | 1.50% | 122 | 17.31% |
30 Jun, 19 | 354 | 1.72% | 190,013,301 | -1.37% | 101.34% | 0.95% | 200 | -4.31% | 104 | 14.29% |
31 Mar, 19 | 348 | 5.14% | 192,644,279 | 1.54% | 103.24% | 0.98% | 209 | 29.01% | 91 | -30.53% |
31 Dec, 18 | 331 | -11.02% | 189,719,310 | 2.43% | 102.77% | 1.03% | 162 | -22.86% | 131 | 14.91% |
30 Sep, 18 | 372 | 6.59% | 185,212,184 | 0.66% | 100.06% | 1.00% | 210 | 6.60% | 114 | 7.55% |
30 Jun, 18 | 349 | 9.06% | 183,989,103 | -0.10% | 99.83% | 0.99% | 197 | -10.86% | 106 | 68.25% |
31 Mar, 18 | 320 | 3.56% | 184,164,441 | -0.65% | 100.25% | 0.97% | 221 | 8.33% | 63 | -11.27% |
31 Dec, 17 | 309 | 30.38% | 185,360,764 | -1.15% | 101.46% | 0.96% | 204 | 38.78% | 71 | 12.70% |
30 Sep, 17 | 237 | 11.79% | 187,523,733 | 2.63% | 102.92% | 1.02% | 147 | 8.09% | 63 | - |
30 Jun, 17 | 212 | 7.61% | 182,720,303 | -0.02% | 100.45% | 1.00% | 136 | - | 63 | 34.04% |
31 Mar, 17 | 197 | 14.53% | 182,764,932 | 0.91% | 100.04% | 1.02% | 136 | 24.77% | 47 | -6.00% |
31 Dec, 16 | 172 | - | 181,112,729 | 0.32% | 98.97% | 1.01% | 109 | -2.68% | 50 | 8.70% |
30 Sep, 16 | 172 | 14.67% | 180,534,591 | -0.31% | 98.81% | 1.00% | 112 | 7.69% | 46 | 31.43% |
30 Jun, 16 | 150 | 15.38% | 181,102,127 | 1.07% | 99.23% | 1.03% | 104 | 7.22% | 35 | 40.00% |
31 Mar, 16 | 130 | 35.42% | 179,188,555 | -0.37% | 98.24% | 0.83% | 97 | 46.97% | 25 | - |
31 Dec, 15 | 96 | 14.29% | 179,847,194 | 0.89% | 108.80% | 1.14% | 66 | 10.00% | 25 | 38.89% |
30 Sep, 15 | 84 | -7.69% | 178,258,240 | 1.10% | 97.89% | 0.69% | 60 | -34.07% | 18 | - |
30 Jun, 15 | 91 | - | 176,321,545 | - | 118.73% | - | 91 | - | - | - |
TransUnion Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
TransUnion Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 4 | - |
Q2 2024 | 11 | 5 | 220.00% |
Q1 2024 | 17 | 10 | 170.00% |
Q4 2023 | 3 | 3 | 100.00% |
Q3 2023 | - | 17 | - |
Q2 2023 | 12 | 11 | 109.09% |
Q1 2023 | 23 | 21 | 109.52% |
Q4 2022 | - | 2 | - |
Q3 2022 | 5 | 2 | 250.00% |
Q2 2022 | 9 | 1 | 900.00% |
Q1 2022 | 22 | 16 | 137.50% |
Q4 2021 | 2 | 5 | 40.00% |
Q3 2021 | 3 | 3 | 100.00% |
Q2 2021 | 9 | 10 | 90.00% |
Q1 2021 | 22 | 34 | 64.71% |
Q4 2020 | - | 8 | - |
Q3 2020 | 2 | 5 | 40.00% |
Q2 2020 | 11 | 7 | 157.14% |
Q1 2020 | 23 | 20 | 115.00% |
Q4 2019 | 8 | 18 | 44.44% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 4 | - |
Q2 2024 | - | 5 | - |
Q1 2024 | - | 3 | - |
Q4 2023 | 3 | 1 | 300.00% |
Q3 2023 | - | 5 | - |
Q2 2023 | - | 8 | - |
Q1 2023 | - | 3 | - |
Q4 2022 | - | - | - |
Q3 2022 | 1 | - | - |
Q2 2022 | - | 1 | - |
Q1 2022 | 1 | 5 | 20.00% |
Q4 2021 | - | 3 | - |
Q3 2021 | - | 2 | - |
Q2 2021 | - | 8 | - |
Q1 2021 | - | 11 | - |
Q4 2020 | - | 8 | - |
Q3 2020 | - | 4 | - |
Q2 2020 | - | 6 | - |
Q1 2020 | - | 7 | - |
Q4 2019 | - | 9 | - |
TransUnion Peer Ownership
TRU Ownership FAQ
Who Owns TransUnion?
TransUnion is owned by institutional shareholders (27.07%), insiders (0.25%), and public (72.68%). The largest institutional shareholder of TransUnion is VANGUARD GROUP INC (9.20% of total shares) and the top mutual fund owner is Eaton Vance Tax-Managed Diversified Equity Income Fund (5.16% of total shares).
Who are the major institutional shareholders of TransUnion?
TransUnion's major institutional shareholders are VANGUARD GROUP INC, MASSACHUSETTS FINANCIAL SERVICES CO /MA/, BLACKROCK INC., CAPITAL INTERNATIONAL INVESTORS, and MORGAN STANLEY. The top five shareholders own together 31.02% of the company's share outstanding.
How many TransUnion shareholders are there?
As of Jun 2024, there are 247 institutional shareholders of TransUnion.
What percentage of TransUnion is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 17.85M shares of TransUnion, representing 9.20% of the company's total shares outstanding, valued at $1.32B (as of Jun 2024).
What percentage of TransUnion is owned by MASSACHUSETTS FINANCIAL SERVICES CO /MA/?
As of Jun 2024, MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds 16.34M shares of TransUnion (TRU), compromising 8.42% of the company, valued at $1.21B.
What percentage of TransUnion is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of TransUnion. The company owns 9.49M of the company's shares outstanding (worth $703.85M).