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SBIA
Sheaff Brock Investment Advisors’s
Tompkins Financial
TMP
Stock Holding History
Sheaff Brock Investment Advisors’s Portfolio
TMP Stock Details
TMP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-2,500
Closed
-$209K
–
573
2021
Q4
$209K
Hold
2,500
–
–
0.02%
480
2021
Q3
$202K
Buy
+2,500
New
+$194K
0.02%
493
2021
Q2
–
Sell
-2,500
Closed
-$207K
–
541
2021
Q1
$207K
Buy
+2,500
New
+$197K
0.02%
439
2020
Q1
–
Sell
-2,500
Closed
-$229K
–
493
2019
Q4
$229K
Hold
2,500
–
–
0.03%
385
2019
Q3
$203K
Hold
2,500
–
–
0.03%
395
2019
Q2
$204K
Buy
+2,500
New
+$198K
0.03%
417
2018
Q4
–
Sell
-2,500
Closed
-$203K
–
527
2018
Q3
$203K
Hold
2,500
–
–
0.03%
449
2018
Q2
$215K
Buy
+2,500
New
+$205K
0.03%
442
2018
Q1
–
Sell
-2,500
Closed
-$203K
–
583
2017
Q4
$203K
Hold
2,500
–
–
0.03%
454
2017
Q3
$215K
Buy
+2,500
New
+$194K
0.03%
461
2017
Q2
–
Sell
-2,500
Closed
-$201K
–
648
2017
Q1
$201K
Hold
2,500
–
–
0.03%
514
2016
Q4
$236K
Buy
+2,500
New
+$209K
0.03%
471
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1-Year Est. Return
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BTW
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$12.2B AUM
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1-Year Est. Return
Northern Trust
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1-Year Est. Return
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1-Year Est. Return
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$67.5B AUM
28.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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