Filing Research | TVTX - TRAVERE THERAPEUTICS INC Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	427.3KSH	$24.3M
2	Capricorn Fund Managers Ltd	Shares	321.7KSH	$18.3M
3	Hennion & Walsh Asset Management, Inc.	Shares	171.5KSH	$9.7M
4	OAK RIDGE INVESTMENTS LLC	Shares	52.2KSH	$3.0M
5	BURNEY CO/	Shares	42.3KSH	$2.4M
6	Diversified Trust Co	Shares	35.3KSH	$2.0M
7	Police & Firemen's Retirement System of New Jersey	Shares	26.4KSH	$1.5M
8	China Universal Asset Management Co., Ltd.	Shares	14.8KSH	$840.8K
9	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	8.7KSH	$494.3K
10	Yorktown Management & Research Co Inc	Shares	7.3KSH	$414.7K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	6.4KSH	$364.7K
12	Abel Hall, LLC	Shares	6.2KSH	$351.9K
13	Mirae Asset Global Investments Co., Ltd.	Shares	4.2KSH	$236.3K
14	LANARK FINANCIAL, INC.	Shares	3.9KSH	$218.9K
15	IFP Advisors, Inc	Shares	2.2KSH	$127.3K
16	FIRST HORIZON CORP	Shares	2.2KSH	$122.8K
17	SIGNATUREFD, LLC	Shares	1.3KSH	$73.7K
18	Versant Capital Management, Inc	Shares	611SH	$34.7K
19	GAMMA Investing LLC	Shares	606SH	$34.4K
20	Spire Wealth Management	Shares	600SH	$34.1K
21	EASTERN BANK	Shares	325SH	$18.5K
22	Farther Finance Advisors, LLC	Shares	301SH	$17.2K
23	MassMutual Private Wealth & Trust, FSB	Shares	244SH	$13.9K
24	EverSource Wealth Advisors, LLC	Shares	236SH	$13.4K
25	SBI Securities Co., Ltd.	Shares	140SH	$8.0K
26	True Wealth Design, LLC	Shares	62SH	$3.5K
27	Ares Financial Consulting, LLC	Shares	49SH	$2.8K
28	Cape Investment Advisory, Inc.	Shares	46SH	$2.6K
29	SJS Investment Consulting Inc.	Shares	44SH	$2.5K
30	Handelsbanken Fonder AB	Shares	37.0KSH	$2.1K
31	CoreCap Advisors, LLC	Shares	21SH	$1.2K
32	Wealth Enhancement Trust Services, Inc.	Shares	11SH	$625
33	Cordant, Inc.	Shares	3SH	$152
34	Hughes Financial Services, LLC	Shares	1SH	$57
35	Capital Advisors, Ltd. LLC	Shares	34SH	$2

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

38 / 38 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+419.4K	+$24.0M	$24.3M
2	Capricorn Fund Managers Ltd new	Shares	+321.7K	+$18.3M	$18.3M
3	Hennion & Walsh Asset Management, Inc. added	Shares	+58.0K	+$6.4M	$9.7M
4	BURNEY CO/ added	Shares	+2.5K	+$1.2M	$2.4M
5	Diversified Trust Co added	Shares	+7.1K	+$1.2M	$2.0M
6	OAK RIDGE INVESTMENTS LLC trimmed	Shares	-15.1K	+$967.2K	$3.0M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+4.1K	+$835.8K	$1.5M
8	HIGHLAND CAPITAL MANAGEMENT, LLC new	Shares	+8.7K	+$494.3K	$494.3K
9	Yorktown Management & Research Co Inc new	Shares	+7.3K	+$414.7K	$414.7K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+6.4K	+$364.7K	$364.7K
11	Abel Hall, LLC new	Shares	+6.2K	+$351.9K	$351.9K
12	China Universal Asset Management Co., Ltd. trimmed	Shares	-5.0K	+$251.8K	$840.8K
13	LANARK FINANCIAL, INC. new	Shares	+3.9K	+$218.9K	$218.9K
14	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-652	+$93.3K	$236.3K
15	IFP Advisors, Inc trimmed	Shares	-58	+$59.0K	$127.3K
16	FIRST HORIZON CORP trimmed	Shares	-781	+$35.4K	$122.8K
17	Spire Wealth Management new	Shares	+600	+$34.1K	$34.1K
18	SIGNATUREFD, LLC trimmed	Shares	-256	+$27.5K	$73.7K
19	GAMMA Investing LLC added	Shares	+211	+$22.7K	$34.4K
20	Versant Capital Management, Inc unchanged	Shares	0	+$16.6K	$34.7K
21	EASTERN BANK unchanged	Shares	0	+$8.8K	$18.5K
22	MassMutual Private Wealth & Trust, FSB added	Shares	+9	+$6.9K	$13.9K
23	EverSource Wealth Advisors, LLC added	Shares	+15	+$6.8K	$13.4K
24	Farther Finance Advisors, LLC trimmed	Shares	-36	+$6.6K	$17.2K
25	SBI Securities Co., Ltd. added	Shares	+59	+$5.5K	$8.0K
26	Ares Financial Consulting, LLC new	Shares	+49	+$2.8K	$2.8K
27	Cape Investment Advisory, Inc. new	Shares	+46	+$2.6K	$2.6K
28	Handelsbanken Fonder AB new	Shares	+37.0K	+$2.1K	$2.1K
29	SJS Investment Consulting Inc. added	Shares	+30	+$2.1K	$2.5K
30	True Wealth Design, LLC unchanged	Shares	0	+$1.7K	$3.5K
31	Wealth Enhancement Trust Services, Inc. new	Shares	+11	+$625	$625
32	CoreCap Advisors, LLC unchanged	Shares	0	+$569	$1.2K
33	Cordant, Inc. new	Shares	+3	+$152	$152
34	Hughes Financial Services, LLC unchanged	Shares	0	+$27	$57
35	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$2
36	EVOLUTION WEALTH MANAGEMENT INC. exited	Shares	-100	-$3.0K	$0
37	YANKCOM Partnership exited	Shares	-100	-$3.0K	$0
38	Y-Intercept (Hong Kong) Ltd exited	Shares	-117.4K	-$3.5M	$0