Filing Research | TRNS - TRANSCAT INC Institutional Holdings

Snapshot holdings

22 / 22 loaded

#		Instrument	quantity
1	Conestoga Capital Advisors, LLC	Shares	449.6KSH	$41.7M
2	RIVERBRIDGE PARTNERS LLC	Shares	202.4KSH	$18.8M
3	Linden Thomas Advisory Services, LLC	Shares	24.9KSH	$2.3M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.1KSH	$536.8K
5	Diversified Trust Co	Shares	5.3KSH	$491.2K
6	Yorktown Management & Research Co Inc	Shares	4.0KSH	$371.1K
7	Central Pacific Bank - Trust Division	Shares	3.8KSH	$354.1K
8	Police & Firemen's Retirement System of New Jersey	Shares	2.7KSH	$249.2K
9	ZWJ INVESTMENT COUNSEL INC	Shares	2.5KSH	$227.7K
10	GAMMA Investing LLC	Shares	441SH	$40.9K
11	Princeton Global Asset Management LLC	Shares	250SH	$23.2K
12	FIRST HORIZON CORP	Shares	237SH	$22.0K
13	SIGNATUREFD, LLC	Shares	225SH	$20.9K
14	IFP Advisors, Inc	Shares	81SH	$7.5K
15	EverSource Wealth Advisors, LLC	Shares	78SH	$7.2K
16	Farther Finance Advisors, LLC	Shares	66SH	$6.1K
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	52SH	$4.8K
18	True Wealth Design, LLC	Shares	10SH	$928
19	Fortitude Family Office, LLC	Shares	7SH	$649
20	SJS Investment Consulting Inc.	Shares	5SH	$464
21	Hughes Financial Services, LLC	Shares	2SH	$186
22	State of Alaska, Department of Revenue	Shares	555SH	$51

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

24 / 24 loaded

#		Instrument
1	Conestoga Capital Advisors, LLC trimmed	Shares	-63.0K	+$4.1M	$41.7M
2	Linden Thomas Advisory Services, LLC added	Shares	+2.8K	+$683.6K	$2.3M
3	Yorktown Management & Research Co Inc new	Shares	+4.0K	+$371.1K	$371.1K
4	ZWJ INVESTMENT COUNSEL INC new	Shares	+2.5K	+$227.7K	$227.7K
5	Central Pacific Bank - Trust Division added	Shares	+1.2K	+$160.7K	$354.1K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+993	+$149.8K	$536.8K
7	Diversified Trust Co trimmed	Shares	-200	+$87.6K	$491.2K
8	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$51.9K	$249.2K
9	GAMMA Investing LLC added	Shares	+51	+$12.3K	$40.9K
10	SIGNATUREFD, LLC added	Shares	+43	+$7.5K	$20.9K
11	IFP Advisors, Inc added	Shares	+72	+$6.9K	$7.5K
12	EverSource Wealth Advisors, LLC added	Shares	+50	+$5.2K	$7.2K
13	Princeton Global Asset Management LLC unchanged	Shares	0	+$4.8K	$23.2K
14	FIRST HORIZON CORP unchanged	Shares	0	+$4.6K	$22.0K
15	Farther Finance Advisors, LLC added	Shares	+34	+$3.7K	$6.1K
16	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+11	+$1.8K	$4.8K
17	True Wealth Design, LLC added	Shares	+8	+$781	$928
18	SJS Investment Consulting Inc. added	Shares	+3	+$317	$464
19	Hughes Financial Services, LLC new	Shares	+2	+$186	$186
20	Fortitude Family Office, LLC unchanged	Shares	0	+$135	$649
21	State of Alaska, Department of Revenue unchanged	Shares	0	+$11	$51
22	Versant Capital Management, Inc exited	Shares	-6	-$441	$0
23	Annex Advisory Services, LLC exited	Shares	-16.1K	-$1.2M	$0
24	RIVERBRIDGE PARTNERS LLC trimmed	Shares	-108.1K	-$4.0M	$18.8M