TRI — THOMSON REUTERS CORP

Ownership history in Diversify Advisory Services, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in THOMSON REUTERS CORP (TRI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,733 -1,157 -40.0% 0.01% $270K $153.49
2025 Q2 INITIATED 2,890 — — 0.02% $492K $198.06
% of Fund (quarterly)    TRI price (monthly, adj. close)

Other funds also holding TRI

As of 2025 Q4 — sorted by position size

Penbrook Management LLC 3Y 7Y 2.27% DEARBORN PARTNERS LLC 3Y 7Y 1.28% JCIC Asset Management Inc. 3Y 7Y 1.02% BCV Asset Management Inc. 0.93% Dixon Mitchell Investment Counsel Inc. 0.92% VISTA INVESTMENT PARTNERS LLC 0.88% Capital Investment Counsel, LLC 0.86% Numerai GP LLC 3Y 0.84% PROMETHIUM ADVISORS,LLC 0.77% Fiera Capital Corp 3Y 7Y 0.75%
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