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Tiptree Finl Inc cl a shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Tiptree Finl Inc cl a (TIPT) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Tiptree Finl Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Tiptree Finl Inc cl a held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tiptree Finl Inc cl a by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3k 64 19.56
2024-06-30 $1.3k 64 19.75
2024-03-31 $1.0k 64 15.94
2023-12-31 $1.2k 64 18.95
2023-09-30 $1.1k 64 16.77
2023-06-30 $1.1k 73 15.01

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Top funds holding Tiptree Finl Inc cl a

Dimensional Fund Advisors
BlackRock
BlackRock
Vanguard Group
Breach Inlet Capital Management
Geode Capital Management
State Street Corporation
Royce & Associates
TCW Group
Jane Street
Susquehanna International
Bridgeway Capital Management
Heartland Advisors
Hillsdale Investment Management
Northern Trust

View all funds holding Tiptree Finl Inc cl a