Institutional shares held 1.97 Million
0 calls
0 puts
Total value of holdings $63.4M
$0 calls
$0 puts
# of Institutions 51


Latest Institutional Activity in TPIF

Top Purchases

Q2 2025
Advisor Net Financial, Inc Shares Held: 1.65K ($53.1K)
Q2 2025
Silver Oak Securities, Inc Shares Held: 428 ($13.8K)
Q1 2025
Strategic Equity Management Shares Held: 30.1K ($969K)
Q1 2025
Moneywise, Inc. Shares Held: 25.2K ($812K)
Q1 2025
United Capital Financial Advisers, LLC Shares Held: 47.1K ($1.52M)

Top Sells

Q2 2025
O'Connor Financial Group LLC Shares Held: 349K ($11.2M)
Q2 2025
Lvz, Inc. Shares Held: 97K ($3.13M)
Q2 2025
Ridgeline Wealth, LLC Shares Held: 19.4K ($624K)
Q2 2025
Sound Stewardship, LLC Shares Held: 53K ($1.71M)
Q1 2025
Susquehanna International Group, LLP Shares Held: 12K ($388K)

About TPIF

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