Latest Institutional Transactions on Tiptree Inc. (TIPT)
This table provides information on the latest institutional transactions involving Tiptree Inc. (TIPT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.9KNew |
$224K - $298K
|
11.9K
$252K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
713+ 86.74% |
$13.4K - $17.8K
|
1.54K
$32.4K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4New |
$75.1 - $100
|
4
$84.5
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6- 25.0% |
$113 - $150
|
18
$380
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-734- 1.77% |
$13.8K - $18.3K
|
40.7K
$860K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
543+ 3.34% |
$10.2K - $13.6K
|
16.8K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
50+ 6.11% |
$939 - $1.25K
|
868
$18.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-584- 20.08% |
$11K - $14.6K
|
2.32K
$49.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-681- 55.82% |
$12.8K - $17K
|
539
$11.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$282 - $375
|
15
$317
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.3K+ 21.29% |
$61.9K - $82.4K
|
18.8K
$397K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
220New |
$4.13K - $5.5K
|
220
$4.65K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-5K- 20.0% |
$93.9K - $125K
|
20K
$422K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 5.81% |
$845 - $1.12K
|
820
$17.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
118New |
$2.22K - $2.95K
|
118
$2.49K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7.98K+ 42.63% |
$152K - $183K
|
26.7K
$564K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-620- 97.95% |
$11.8K - $14.2K
|
13
$275
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
26.6KNew |
$507K - $611K
|
26.6K
$563K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
11.4K+ 31.0% |
$216K - $261K
|
48.1K
$1.02M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-3.4K- 82.93% |
$64.7K - $78K
|
700
$14.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.17KNew |
$155K - $187K
|
8.17K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
4.06KNew |
$77.2K - $93.2K
|
4.06K
$85.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 8.01% |
$72.6K - $87.6K
|
43.8K
$925K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45New |
$856 - $1.03K
|
45
$950
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-25.1K- 27.71% |
$478K - $576K
|
65.5K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 6.21% |
$231K - $279K
|
208K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
17New |
$323 - $390
|
17
$359
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1- 0.01% |
$19 - $23
|
19.8K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
5.4KNew |
$103K - $124K
|
5.4K
$114K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.67KNew |
$69.8K - $84.2K
|
3.67K
$77.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
67New |
$1.27K - $1.54K
|
67
$1.42K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
4KNew |
$76.1K - $91.8K
|
4K
$84.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-2K- 26.26% |
$38K - $45.9K
|
5.61K
$119K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
65+ 2.9% |
$1.24K - $1.49K
|
2.31K
$48.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.79K- 22.03% |
$72K - $86.9K
|
13.4K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-81.2K- 22.37% |
$1.54M - $1.86M
|
282K
$5.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26New |
$495 - $597
|
26
$549
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
- |
-1.17K- 83.71% |
$18.4K - $23.6K
|
228
$4.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-3.24K- 22.89% |
$51K - $65.2K
|
10.9K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
4.34KNew |
$68.3K - $87.2K
|
4.34K
$91.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
15KNew |
$236K - $302K
|
15K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.87K+ 39.01% |
$76.7K - $98K
|
17.4K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10New |
$157 - $201
|
10
$211
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
59New |
$929 - $1.19K
|
59
$1.25K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.2KNew |
$176K - $224K
|
11.2K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-1.2K- 85.71% |
$18.9K - $24.1K
|
200
$4.22K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
10KNew |
$156K - $180K
|
10K
$211K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.02K+ 4.55% |
$15.9K - $18.3K
|
23.4K
$494K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14KNew |
$218K - $252K
|
14K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
6.6K+ 6.71% |
$103K - $119K
|
105K
$2.22M
|
|