Institutional shares held 2.41 Million
0 calls
0 puts
Total value of holdings $80.6M
$0 calls
$0 puts
# of Institutions 60


Latest Institutional Activity in TPIF

Top Purchases

Q3 2025
Cwm, LLC Shares Held: 213K ($7.11M)
Q3 2025
One Ascent Financial Services LLC Shares Held: 28K ($937K)
Q3 2025
3 Edge Asset Management, LP Shares Held: 26.3K ($881K)
Q3 2025
Kavar Capital Partners Group, LLC Shares Held: 6.1K ($204K)
Q3 2025
Ridgeline Wealth, LLC Shares Held: 22.6K ($754K)

Top Sells

Q3 2025
Sound Financial Strategies Group, LLC Shares Held: 105K ($3.5M)
Q3 2025
Lvz, Inc. Shares Held: 84.8K ($2.84M)
Q3 2025
Sound Stewardship, LLC Shares Held: 47.8K ($1.6M)
Q3 2025
O'Connor Financial Group LLC Shares Held: 345K ($11.6M)
Q3 2025
One Ascent Wealth Management LLC Shares Held: 9.92K ($332K)

About TPIF

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