Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing TRU Share Count | ||||
SJS Investment Consulting Inc. | 17 | 737 | +720 | +4235.29% |
MV Capital Management Inc. | 3 | 7 | +4 | +133.33% |
Massmutual Trust Co. FSB ADV | 25 | 34 | +9 | +36.00% |
GAMMA Investing LLC | 431 | 573 | +142 | +32.95% |
Toth Financial Advisory Corp | 48,700 | 60,167 | +11,467 | +23.55% |
OLD National Bancorp IN | 3,809 | 4,345 | +536 | +14.07% |
Integrated Investment Consultants LLC | 8,911 | 9,828 | +917 | +10.29% |
CWM LLC | 1,544 | 1,675 | +131 | +8.48% |
DNB Asset Management AS | 34,082 | 34,567 | +485 | +1.42% |
Gateway Investment Advisers LLC | 16,877 | 16,892 | +15 | +0.09% |
Procyon Private Wealth Partners LLC | 5,475 | 5,479 | +4 | +0.07% |
13F Filers Reporting New Positions In TRU | ||||
Webster Bank N. A. | 0 | 56 | +56 | +100% |
Mather Group LLC. | 0 | 7 | +7 | +100% |
Hengehold Capital Management LLC | 0 | 2,709 | +2,709 | +100% |
Riverview Trust Co | 0 | 212 | +212 | +100% |
Manning & Napier Group LLC | 0 | 41,859 | +41,859 | +100% |
Cadent Capital Advisors LLC | 0 | 2,834 | +2,834 | +100% |
Hexagon Capital Partners LLC | 0 | 28 | +28 | +100% |
Opal Wealth Advisors LLC | 0 | 1,341 | +1,341 | +100% |
Financiere des Professionnels Fonds d investissement inc. | 0 | 11,297 | +11,297 | +100% |
West Paces Advisors Inc. | 0 | 26 | +26 | +100% |
13F Filers With Unchanged Share Count | ||||
West Oak Capital LLC | 250 | 250 | UNCH | 0.00% |
Arlington Partners LLC | 52,597 | 52,597 | UNCH | 0.00% |
Capital Advisors Ltd. LLC | 28 | 28 | UNCH | 0.00% |
Gulf International Bank UK Ltd | 15,935 | 15,935 | UNCH | 0.00% |
Versant Capital Management Inc | 9 | 9 | UNCH | 0.00% |
Enterprise Bank & Trust Co | 6,400 | 6,400 | UNCH | 0.00% |
Atticus Wealth Management LLC | 61 | 61 | UNCH | 0.00% |
Bruce G. Allen Investments LLC | 25 | 25 | UNCH | 0.00% |
13F Filers Decreasing TRU Share Count | ||||
AdvisorNet Financial Inc | 39 | 20 | -19 | -48.72% |
Laurus Investment Counsel Inc. | 172,125 | 142,525 | -29,600 | -17.20% |
Polianta Ltd | 14,500 | 12,500 | -2,000 | -13.79% |
Allspring Global Investments Holdings LLC | 650,683 | 569,576 | -81,107 | -12.46% |
Wealth Enhancement Advisory Services LLC | 6,431 | 5,668 | -763 | -11.86% |
Reinhart Partners Inc. | 213,273 | 206,665 | -6,608 | -3.10% |
Hennion & Walsh Asset Management Inc. | 5,929 | 5,748 | -181 | -3.05% |
KAMES CAPITAL plc | 257,912 | 255,276 | -2,636 | -1.02% |
RMR Wealth Builders | 5,917 | 5,895 | -22 | -0.37% |
13F Filers Exiting TRU | ||||
BKM Wealth Management LLC | 40 | 0 | -40 | -100.00% |
Stephens Consulting LLC | 97 | 0 | -97 | -100.00% |
Guidance Capital Inc. | 9,919 | 0 | -9,919 | -100.00% |
International Assets Investment Management LLC | 3,298 | 0 | -3,298 | -100.00% |
Banque Cantonale Vaudoise | 3,100 | 0 | -3,100 | -100.00% |
Oak Thistle LLC | 5,510 | 0 | -5,510 | -100.00% |
Artemis Investment Management LLP | 98,399 | 0 | -98,399 | -100.00% |
Barrett & Company Inc. | 50 | 0 | -50 | -100.00% |
See Summary: Institutional Holders of TRU
See Details: Top 10 Hedge Funds Holding TRU
Also See: TRU Insider Buying