Filing Research | TRI POINTE HOMES INC Institutional Holdings

Snapshot holdings

1 / 1 loaded

#		Instrument	quantity
1	IFP Advisors, Inc	Shares	64SH	$3.0K

Manager changes2026-06-30 vs 2026-03-31

50 / 55 loaded

#		Instrument
1	IFP Advisors, Inc unchanged	Shares	0	+$14	$3.0K
2	Capital Advisors, Ltd. LLC exited	Shares	-27	-$1	$0
3	Abound Wealth Management exited	Shares	-3	-$141	$0
4	Vermillion Wealth Management, Inc. exited	Shares	-4	-$187	$0
5	Trust Co exited	Shares	-11	-$514	$0
6	GILPIN WEALTH MANAGEMENT, LLC exited	Shares	-13	-$608	$0
7	FINANCIAL CONSULATE, INC exited	Shares	-14	-$655	$0
8	SJS Investment Consulting Inc. exited	Shares	-22	-$1.0K	$0
9	Quest 10 Wealth Builders, Inc. exited	Shares	-23	-$1.1K	$0
10	AMALGAMATED BANK exited	Shares	-24.3K	-$1.1K	$0
11	DiNuzzo Private Wealth, Inc. exited	Shares	-27	-$1.3K	$0
12	Vision Retirement, LLC exited	Shares	-30	-$1.4K	$0
13	Wilkerson Advisory Group LLC exited	Shares	-30	-$1.4K	$0
14	Torren Management, LLC exited	Shares	-31	-$1.4K	$0
15	Handelsbanken Fonder AB exited	Shares	-36.2K	-$1.7K	$0
16	NEW YORK STATE TEACHERS RETIREMENT SYSTEM exited	Shares	-40.7K	-$1.9K	$0
17	State of Alaska, Department of Revenue exited	Shares	-46.9K	-$2.2K	$0
18	FARMERS & MERCHANTS INVESTMENTS INC exited	Shares	-50	-$2.3K	$0
19	High Note Wealth, LLC exited	Shares	-51	-$2.4K	$0
20	Physician Wealth Advisors, Inc. exited	Shares	-51	-$2.4K	$0
21	LRI Investments, LLC exited	Shares	-114	-$5.3K	$0
22	Fortitude Family Office, LLC exited	Shares	-117	-$5.5K	$0
23	JFS WEALTH ADVISORS, LLC exited	Shares	-152	-$7.1K	$0
24	Grove Bank & Trust exited	Shares	-155	-$7.2K	$0
25	Dogwood Wealth Management LLC exited	Shares	-197	-$9.2K	$0
26	Sound Income Strategies, LLC exited	Shares	-199	-$9.3K	$0
27	Valued Wealth Advisors LLC exited	Shares	-211	-$9.9K	$0
28	WEBSTER BANK, N. A. exited	Shares	-228	-$10.7K	$0
29	MassMutual Private Wealth & Trust, FSB exited	Shares	-275	-$12.9K	$0
30	EASTERN BANK exited	Shares	-354	-$16.5K	$0
31	True Wealth Design, LLC exited	Shares	-583	-$27.2K	$0
32	SIGNATUREFD, LLC exited	Shares	-1.0K	-$48.4K	$0
33	EQUITEC PROPRIETARY MARKETS, LLC exited	CALL	-1.5K	-$70.1K	$0
34	Farther Finance Advisors, LLC exited	Shares	-1.5K	-$70.3K	$0
35	Versant Capital Management, Inc exited	Shares	-1.7K	-$81.2K	$0
36	EverSource Wealth Advisors, LLC exited	Shares	-1.8K	-$82.1K	$0
37	Blue Trust, Inc. exited	Shares	-3.1K	-$145.6K	$0
38	GAMMA Investing LLC exited	Shares	-4.6K	-$216.6K	$0
39	Hennion & Walsh Asset Management, Inc. exited	Shares	-6.5K	-$305.6K	$0
40	Crossmark Global Holdings, Inc. exited	Shares	-6.7K	-$312.9K	$0
41	Abel Hall, LLC exited	Shares	-6.9K	-$321.4K	$0
42	Sequoia Financial Advisors, LLC exited	Shares	-7.0K	-$325.8K	$0
43	Merit Financial Group, LLC exited	Shares	-8.3K	-$388.1K	$0
44	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-8.7K	-$407.1K	$0
45	QRG CAPITAL MANAGEMENT, INC. exited	Shares	-9.4K	-$441.5K	$0
46	Unison Advisors LLC exited	Shares	-16.4K	-$764.0K	$0
47	Police & Firemen's Retirement System of New Jersey exited	Shares	-22.9K	-$1.1M	$0
48	YOUSIF CAPITAL MANAGEMENT, LLC exited	Shares	-25.4K	-$1.2M	$0
49	EQUITEC PROPRIETARY MARKETS, LLC exited	Shares	-30.6K	-$1.4M	$0
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-32.5K	-$1.5M	$0

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