Purchases and Sales Made in Q1 2025 in Tiptree Inc. (TIPT)
This table provides information about the institutional ownership of Tiptree Inc. (TIPT) during Q1 2025. The information is specifically focused on institutions that hold shares of TIPTREE INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
708+ 3.2% |
$13.3K - $17.7K
|
22.8K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
624+ 4.32% |
$11.7K - $15.6K
|
15.1K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
620+ 4769.23% |
$11.6K - $15.5K
|
633
$13.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
543+ 3.34% |
$10.2K - $13.6K
|
16.8K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
303New |
$5.69K - $7.57K
|
303
$6.38K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
220New |
$4.13K - $5.5K
|
220
$4.63K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
188+ 0.9% |
$3.53K - $4.7K
|
21.1K
$444K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
176+ 0.6% |
$3.31K - $4.4K
|
29.7K
$625K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172New |
$3.23K - $4.3K
|
172
$3.62K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
145+ 0.27% |
$2.72K - $3.62K
|
54.8K
$1.15M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
118New |
$2.22K - $2.95K
|
118
$2.49K
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
96New |
$1.8K - $2.4K
|
96
$2.02K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
50+ 6.11% |
$939 - $1.25K
|
868
$18.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 5.81% |
$845 - $1.12K
|
820
$17.3K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25New |
$470 - $625
|
25
$527
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15New |
$282 - $375
|
15
$316
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 14.44% |
$244 - $325
|
103
$2.17K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4New |
$75.1 - $100
|
4
$84.2
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1+ 0.41% |
$18.8 - $25
|
245
$5.16K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6- 25.0% |
$113 - $150
|
18
$379
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-37- 23.42% |
$695 - $925
|
121
$2.55K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-100- 0.26% |
$1.88K - $2.5K
|
38.4K
$810K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-154- 0.69% |
$2.89K - $3.85K
|
22.1K
$466K
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-240- 0.88% |
$4.51K - $6K
|
27K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-288- 45.86% |
$5.41K - $7.2K
|
340
$7.16K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-334- 3.39% |
$6.27K - $8.35K
|
9.51K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-348- 2.46% |
$6.54K - $8.7K
|
13.8K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-377- 9.56% |
$7.08K - $9.42K
|
3.57K
$75.1K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-569- 2.19% |
$10.7K - $14.2K
|
25.4K
$535K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-584- 20.08% |
$11K - $14.6K
|
2.32K
$48.9K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-608- 1.07% |
$11.4K - $15.2K
|
56K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-681- 55.82% |
$12.8K - $17K
|
539
$11.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-734- 1.77% |
$13.8K - $18.3K
|
40.7K
$857K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-900- 4.82% |
$16.9K - $22.5K
|
17.8K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.07K- 57.44% |
$20K - $26.6K
|
790
$16.6K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.11K- 1.64% |
$20.9K - $27.8K
|
66.8K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.19K- 6.51% |
$22.3K - $29.7K
|
17.1K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-1.2K- 5.47% |
$22.5K - $30K
|
20.7K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.4K- 0.76% |
$26.3K - $35K
|
183K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
SELL
|
- |
-1.83K- 1.9% |
$34.3K - $45.6K
|
94.2K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.4K- 95.85% |
$45.1K - $60K
|
104
$2.19K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.8K- 1.68% |
$71.4K - $95.1K
|
223K
$4.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-5K- 20.0% |
$93.9K - $125K
|
20K
$421K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-5.36K- 17.02% |
$101K - $134K
|
26.1K
$550K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.98K- 29.89% |
$150K - $199K
|
18.7K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.3K- 36.09% |
$156K - $207K
|
14.7K
$310K
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-10.4K- 41.5% |
$195K - $260K
|
14.7K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-10.8K- 12.86% |
$202K - $269K
|
73K
$1.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-11.4K- 23.66% |
$214K - $284K
|
36.7K
$773K
|