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TRI icon

NewEdge Advisors’s Thomson Reuters TRI Stock Holding History

NewEdge Advisors’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$475K Buy
5,198
+461
+10% +$48.6K ﹤0.01% 2034
2025
Q4 		$635K Sell
4,737
-493
-9% -$71.4K ﹤0.01% 1790
2025
Q3 		$825K Sell
5,230
-47
-0.9% -$8.77K ﹤0.01% 1512
2025
Q2 		$1.08M Sell
5,277
-379
-7% -$72.2K 0.01% 1242
2025
Q1 		$993K Sell
5,656
-499
-8% -$86.1K 0.01% 1188
2024
Q4 		$1M Buy
6,155
+2,296
+59% +$387K 0.01% 1163
2024
Q3 		$669K Buy
3,859
+308
+9% +$52K ﹤0.01% 1302
2024
Q2 		$608K Buy
3,551
+101
+3% +$16.7K ﹤0.01% 1303
2024
Q1 		$546K Sell
3,450
-107
-3% -$16.6K ﹤0.01% 1297
2023
Q4 		$541K Buy
3,557
+320
+10% +$43.2K 0.01% 1243
2023
Q3 		$402K Sell
3,237
-5,977
-65% -$788K ﹤0.01% 1282
2023
Q2 		$1.26M Buy
9,214
+6,645
+259% +$892K 0.01% 761
2023
Q1 		$352K Sell
2,569
-117
-4% -$14.9K ﹤0.01% 1300
2022
Q4 		$315K Buy
+2,686
New +$310K 0.01% 983
2017
Q3 		– Sell
-18
Closed -$958 – 1056
2017
Q2 		$958 Buy
+18
New +$922 ﹤0.01% 1353

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return