Filing Research | TMDX - TRANSMEDICS GROUP INC Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	308.4KSH	$20.5M
2	CONGRESS ASSET MANAGEMENT CO	Shares	227.8KSH	$15.1M
3	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	67.5KSH	$4.5M
4	Taylor Frigon Capital Management LLC	Shares	26.9KSH	$1.8M
5	D.A. DAVIDSON & CO.	Shares	15.8KSH	$1.1M
6	Strong Tower Advisory Services	Shares	15.2KSH	$1.0M
7	Louisiana State Employees Retirement System	Shares	15.1KSH	$1.0M
8	Catalyst Capital Advisors LLC	Shares	13.1KSH	$867.8K
9	CAMPBELL NEWMAN ASSET MANAGEMENT INC	Shares	12.8KSH	$850.2K
10	Police & Firemen's Retirement System of New Jersey	Shares	10.1KSH	$672.4K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.3KSH	$619.8K
12	Abundance Wealth Counselors	Shares	8.6KSH	$570.0K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	8.2KSH	$544.4K
14	Envestnet Portfolio Solutions, Inc.	Shares	7.7KSH	$510.8K
15	Keystone Global Partners, LLC	Shares	7.2KSH	$478.2K
16	CFG Wealth Management Services, Inc.	Shares	4.7KSH	$466.1K
17	Cornerstone Wealth Management, LLC	Shares	6.9KSH	$461.4K
18	FIRST CITIZENS BANK & TRUST CO	Shares	6.9KSH	$460.0K
19	Plan A Wealth LLC	Shares	5.2KSH	$343.2K
20	IFP Advisors, Inc	Shares	4.7KSH	$309.0K
21	SLT Holdings LLC	Shares	4.5KSH	$298.8K
22	180 WEALTH ADVISORS, LLC	Shares	4.2KSH	$276.1K
23	Alliance Wealth Advisors, LLC /UT	Shares	3.9KSH	$260.6K
24	Composition Wealth, LLC	Shares	3.7KSH	$244.0K
25	Portside Wealth Group, LLC	Shares	3.6KSH	$239.0K
26	Fiduciary Alliance LLC	Shares	3.4KSH	$226.7K
27	Abel Hall, LLC	Shares	3.2KSH	$212.7K
28	SBI Securities Co., Ltd.	Shares	3.2KSH	$210.3K
29	Generali Investments, Management Co LLC	Shares	3.0KSH	$199.0K
30	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	Shares	2.6KSH	$172.9K
31	GAMMA Investing LLC	Shares	1.7KSH	$112.0K
32	Financial Perspectives, Inc	Shares	1.0KSH	$66.4K
33	Farther Finance Advisors, LLC	Shares	988SH	$65.7K
34	EXCHANGE TRADED CONCEPTS, LLC	Shares	515SH	$34.2K
35	ADIRONDACK TRUST CO	Shares	460SH	$30.6K
36	SIGNATUREFD, LLC	Shares	436SH	$29.0K
37	TOTH FINANCIAL ADVISORY CORP	Shares	400SH	$26.6K
38	EverSource Wealth Advisors, LLC	Shares	381SH	$25.3K
39	Oakworth Capital, Inc.	Shares	372SH	$25.2K
40	Three Bearings Fiduciary Advisors, Inc.	Shares	250SH	$16.6K
41	Spire Wealth Management	Shares	248SH	$16.5K
42	FIRST HORIZON CORP	Shares	240SH	$15.9K
43	MassMutual Private Wealth & Trust, FSB	Shares	223SH	$14.8K
44	MB, LEVIS & ASSOCIATES, LLC	Shares	200SH	$13.3K
45	Darwin Wealth Management, LLC	Shares	110SH	$7.3K
46	China Universal Asset Management Co., Ltd.	Shares	100SH	$6.6K
47	City State Bank	Shares	100SH	$6.6K
48	Triumph Capital Management	Shares	100SH	$6.6K
49	EVOLUTION WEALTH MANAGEMENT INC.	Shares	94SH	$6.2K
50	HARBOR INVESTMENT ADVISORY, LLC	Shares	74SH	$4.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 96 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO new	Shares	+227.8K	+$15.1M	$15.1M
2	Keystone Global Partners, LLC new	Shares	+7.2K	+$478.2K	$478.2K
3	Catalyst Capital Advisors LLC added	Shares	+7.7K	+$335.4K	$867.8K
4	180 WEALTH ADVISORS, LLC new	Shares	+4.2K	+$276.1K	$276.1K
5	Alliance Wealth Advisors, LLC /UT new	Shares	+3.9K	+$260.6K	$260.6K
6	Composition Wealth, LLC new	Shares	+3.7K	+$244.0K	$244.0K
7	Portside Wealth Group, LLC new	Shares	+3.6K	+$239.0K	$239.0K
8	Abel Hall, LLC new	Shares	+3.2K	+$212.7K	$212.7K
9	FIRST CITIZENS BANK & TRUST CO added	Shares	+3.6K	+$126.4K	$460.0K
10	Strong Tower Advisory Services added	Shares	+6.3K	+$123.1K	$1.0M
11	Abundance Wealth Counselors added	Shares	+3.7K	+$83.8K	$570.0K
12	Envestnet Portfolio Solutions, Inc. added	Shares	+3.4K	+$79.5K	$510.8K
13	Financial Perspectives, Inc new	Shares	+1.0K	+$66.4K	$66.4K
14	Spire Wealth Management new	Shares	+248	+$16.5K	$16.5K
15	Darwin Wealth Management, LLC new	Shares	+110	+$7.3K	$7.3K
16	WOLFF WIESE MAGANA LLC added	Shares	+25	+$1.1K	$2.8K
17	SJS Investment Consulting Inc. added	Shares	+17	+$931	$1.5K
18	EVOLUTION WEALTH MANAGEMENT INC. added	Shares	+40	+$875	$6.2K
19	Mascoma Wealth Management LLC new	Shares	+5	+$332	$332
20	Creative Capital Management Investments LLC new	Shares	+2	+$133	$133
21	Davis Capital Management new	Shares	+2	+$133	$133
22	Fortitude Family Office, LLC added	Shares	+5	+$35	$930
23	CFG Wealth Management Services, Inc. unchanged	Shares	0	$0	$466.1K
24	Capital Advisors, Ltd. LLC trimmed	Shares	-3	$0	$1
25	Matrix Trust Co exited	Shares	-104	-$10	$0
26	Abound Wealth Management unchanged	Shares	0	-$33	$67
27	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	-$99	$200
28	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	-$132	$465
29	Bogart Wealth, LLC unchanged	Shares	0	-$297	$598
30	Vermillion Wealth Management, Inc. exited	Shares	-3	-$298	$0
31	AMALGAMATED BANK trimmed	Shares	-570	-$362	$614
32	JFS WEALTH ADVISORS, LLC trimmed	Shares	-2	-$363	$333
33	Marquette Asset Management, LLC exited	Shares	-4	-$398	$0
34	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$429	$863
35	Hughes Financial Services, LLC trimmed	Shares	-4	-$431	$66
36	Handelsbanken Fonder AB trimmed	Shares	-400	-$485	$897
37	Cedar Mountain Advisors, LLC exited	Shares	-5	-$497	$0
38	PARK AVENUE SECURITIES LLC trimmed	Shares	-3.4K	-$545	$428
39	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$660	$1.3K
40	State of Alaska, Department of Revenue trimmed	Shares	-5.5K	-$922	$755
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-581	-$1.0K	$1.9K
42	MassMutual Private Wealth & Trust, FSB added	Shares	+63	-$1.1K	$14.8K
43	Torren Management, LLC exited	Shares	-11	-$1.1K	$0
44	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	-$1.3K	$2.7K
45	Versant Capital Management, Inc exited	Shares	-19	-$1.9K	$0
46	Rachor Investment Advisory Services, LLC exited	Shares	-21	-$2.1K	$0
47	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$2.4K	$4.9K
48	LRI Investments, LLC trimmed	Shares	-28	-$2.8K	$66
49	City State Bank unchanged	Shares	0	-$3.3K	$6.6K
50	Triumph Capital Management unchanged	Shares	0	-$3.3K	$6.6K

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