Institutional Ownership Tiptree Inc. (TIPT)
This table provides information about the institutional ownership of Tiptree Inc. (TIPT). We have compiled data on the 146 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $301 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
121
shares
|
$2,555
0.0% of portfolio
|
Q1 2025
Reduced 23.42%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
118
shares
|
$2,492
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
103
shares
|
$2,175
0.0% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
96
shares
|
$2,027
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
78
shares
|
$1,647
0.0% of portfolio
|
Q2 2025
Reduced 54.65%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
28
shares
|
$591
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
26
shares
|
$549
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
25
shares
|
$528
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
18
shares
|
$380
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
17
shares
|
$359
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4
shares
|
$84
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4
shares
|
$84
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|