Who owns RBB FD INC?
- Ticker: TBIL
- CUSIP Number: 74933w452
Tip: Access positions for across all investors
Analyze quarterly positions in RBB with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of RBB stock
Who bought or sold RBB FD INC this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
LPL Financial | 6.4M | $320M | 43% | Mar 2024 |
|
Morgan Stanley | 2.8M | $150M | 159% | Mar 2024 |
|
Stifel Financial | 1.2M | $61M | 21% | Mar 2024 |
|
Envestnet Asset Management | 759k | $38M | 111% | Mar 2024 |
|
Wealth Enhancement Advisory Services | 663k | $33M | 14266% | Mar 2024 |
|
Gries Financial | 537k | $27M | -9% | Mar 2024 |
|
Revolve Wealth Partners | 447k | $22M | -2% | Mar 2024 |
|
Commonwealth Equity Services | 410k | $21M | 39% | Mar 2024 |
|
Putnam Fl Investment Management | 409k | $21M | -8% | Mar 2024 |
|
Lido Advisors | 403k | $20M | 2% | Mar 2024 |
|
Private Advisor | 363k | $18M | -1% | Mar 2024 |
|
National Asset Management | 322k | $16M | 81% | Mar 2024 |
|
Wealthquest | 318k | $16M | -47% | Mar 2024 |
|
HighTower Advisors | 315k | $16M | -62% | Mar 2024 |
|
Strait & Sound Wealth Management | 242k | $12M | 98% | Mar 2024 |
|
Cambridge Investment Research Advisors | 221k | $11M | 12% | Mar 2024 |
|
Benjamin F. Edwards & Company | 221k | $11M | -13% | Mar 2024 |
|
Jane Street | 203k | $10M | 219% | Mar 2024 |
|
Fortis Group Advisors | 203k | $10M | 100% | Mar 2024 |
|
Global Assets Advisory | 202k | $4.0M | 940% | Mar 2024 |
|
Moloney Securities Asset Management | 188k | $9.4M | 4% | Mar 2024 |
|
Integrated Wealth Concepts | 188k | $9.4M | 40% | Mar 2024 |
|
Citadel Advisors | 161k | $8.0M | 100% | Mar 2024 |
|
Valtinson Bruner Financial Planning | 139k | $7.0M | 100% | Mar 2024 |
|
Scotia Capital | 128k | $6.4M | 0% | Dec 2023 |
|
Denver Wealth Management | 126k | $6.3M | -14% | Mar 2024 |
|
Susquehanna International | 125k | $6.3M | 2463% | Mar 2024 |
|
Bank Of Montreal | 123k | $6.1M | 339% | Mar 2024 |
|
Kestra Advisory Services | 110k | $5.5M | 34% | Dec 2023 |
|
Branch Banking & Trust Company | 106k | $5.3M | 50% | Mar 2024 |
|
H D Vest Advisory Services | 99k | $5.0M | 23% | Mar 2024 |
|
First Heartland Consultants | 97k | $4.9M | -2% | Mar 2024 |
|
B & T Capital Management DBA Alpha Capital Management | 95k | $4.8M | 100% | Mar 2024 |
|
Wealthsource Partners | 93k | $4.6M | 83% | Dec 2023 |
|
Stegent Equity Advisors | 79k | $3.9M | 74% | Mar 2024 |
|
Money Concepts Capital Corp | 78k | $3.9M | 327% | Mar 2024 |
|
Wealthstar Advisors | 76k | $3.8M | 0% | Mar 2024 |
|
Janney Montgomery Scott | 74k | $3.7M | -80% | Mar 2024 |
|
Northwestern Mutual Wealth Management Company | 74k | $3.7M | 8% | Mar 2024 |
|
UBS Group | 72k | $3.6M | 116% | Mar 2024 |
|
Stratos Wealth Partners | 71k | $3.5M | -19% | Mar 2024 |
|
F/M Investments | 70k | $3.5M | -39% | Mar 2024 |
|
GaveKal Capital | 66k | $3.3M | -32% | Mar 2024 |
|
Hartline Investment Corporation | 66k | $3.3M | 100% | Mar 2024 |
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 66k | $3.3M | -17% | Mar 2024 |
|
Householder Group Estate & Retirement Specialist | 65k | $3.3M | 18% | Mar 2024 |
|
Ashton Thomas Private Wealth | 64k | $3.2M | -3% | Mar 2024 |
|
Mariner Wealth Advisors | 63k | $3.2M | 9% | Mar 2024 |
|
Great Valley Advisor Group | 62k | $3.1M | 100% | Mar 2024 |
|
Raymond James Financial Services Advisors | 61k | $3.0M | 318% | Mar 2024 |
|
Obermeyer Asset Management | 57k | $2.9M | 100% | Mar 2024 |
|
Hilton Capital Management | 56k | $2.8M | 51% | Mar 2024 |
|
International Assets Investment Management | 55k | $2.7M | 72% | Mar 2024 |
|
Hamilton Wealth | 54k | $2.7M | 193% | Dec 2023 |
|
Wealthcare Advisory Partners | 54k | $2.7M | 47% | Mar 2024 |
|
Koshinski Asset Management | 51k | $2.6M | -16% | Mar 2024 |
|
BBK Capital Partners | 50k | $2.5M | -25% | Mar 2024 |
|
Ameritas Advisory Services | 47k | $2.3M | -25% | Dec 2023 |
|
Sage Mountain Advisors | 46k | $2.3M | 100% | Mar 2024 |
|
Silver Coast Investments | 46k | $2.3M | -1% | Mar 2024 |
|
Farther Finance Advisors | 43k | $2.1M | -1% | Mar 2024 |
|
Manchester Financial | 42k | $2.1M | -1% | Mar 2024 |
|
Forum Financial Management | 41k | $2.1M | 100% | Mar 2024 |
|
VisionPoint Advisory Group | 40k | $2.0M | 8% | Mar 2024 |
|
Davenport & Co | 39k | $2.0M | -16% | Mar 2024 |
|
Wayfinding Financial | 37k | $1.9M | 0% | Mar 2024 |
|
Semmax Financial Advisors | 36k | $1.8M | 720% | Mar 2024 |
|
Divergent Planning | 34k | $1.7M | 471% | Mar 2024 |
|
Northern Oak Capital Management | 30k | $1.5M | 0% | Mar 2024 |
|
Tuttle Tactical Management | 30k | $1.5M | -48% | Mar 2024 |
|
Vista Finance | 30k | $1.5M | 100% | Mar 2024 |
|
Crown Wealth Group | 29k | $1.4M | 66% | Mar 2024 |
|
MBL Wealth | 28k | $1.4M | 100% | Mar 2024 |
|
Krasney Financial | 27k | $1.4M | 18% | Mar 2024 |
|
Eqis Capital Management | 26k | $1.3M | 100% | Mar 2024 |
|
SMI Advisory Services | 25k | $1.2M | 100% | Mar 2024 |
|
Kestra Private Wealth Services | 24k | $1.2M | 0% | Mar 2024 |
|
Glass Jacobson Investment Advisors | 24k | $1.2M | 8% | Mar 2024 |
|
BlueChip Wealth Advisors | 24k | $1.2M | 28% | Mar 2024 |
|
Principal Securities | 24k | $1.2M | 100% | Mar 2024 |
|
Gitterman Wealth Management | 21k | $1.1M | 100% | Mar 2024 |
|
Sovereign Financial Group | 20k | $1.0M | 142% | Mar 2024 |
|
J.w. Cole Advisors | 18k | $913k | 47% | Mar 2024 |
|
Concurrent Investment Advisors | 17k | $871k | -5% | Mar 2024 |
|
Signal Advisors Wealth | 17k | $825k | 100% | Mar 2024 |
|
Foguth Wealth Management | 17k | $825k | 100% | Mar 2024 |
|
Spinnaker Investment Group | 16k | $801k | -7% | Mar 2024 |
|
Gladstone Institutional Advisory | 16k | $780k | 10% | Dec 2023 |
|
Creative Planning | 16k | $776k | 100% | Mar 2024 |
|
Vontobel Holding | 14k | $713k | 100% | Mar 2024 |
|
Perigon Wealth Management | 14k | $711k | -36% | Mar 2024 |
|
Jpmorgan Chase & Co | 14k | $700k | 100% | Mar 2024 |
|
All Season Financial Advisors | 14k | $693k | -9% | Mar 2024 |
|
Sigma Planning | 13k | $663k | 100% | Mar 2024 |
|
KG&L Capital Management | 13k | $638k | 100% | Mar 2024 |
|
Brookstone Capital Management | 13k | $633k | 101% | Mar 2024 |
|
Transcendent Capital Group | 13k | $625k | 0% | Mar 2024 |
|
Krilogy Financial | 12k | $601k | 100% | Mar 2024 |
|
Sequoia Financial Advisors | 12k | $573k | 100% | Mar 2024 |
|
D.A. Davidson & Co. | 11k | $572k | 100% | Mar 2024 |
|
Empirical Asset Management | 11k | $563k | 1% | Mar 2024 |
|
Raymond James & Associates | 11k | $542k | -39% | Mar 2024 |
|
Inspire Advisors | 11k | $524k | -93% | Mar 2024 |
|
Dynamic Advisors Solutions | 10k | $520k | 100% | Mar 2024 |
|
Aptus Capital Advisors | 10k | $503k | 100% | Mar 2024 |
|
Financial Guidance Group | 9.9k | $493k | -2% | Mar 2024 |
|
Kingswood Wealth Advisors | 9.5k | $477k | -7% | Mar 2024 |
|
Crew Capital Management | 9.4k | $472k | -1% | Mar 2024 |
|
Napa Wealth Management | 9.3k | $466k | 100% | Dec 2023 |
|
Tidemark | 9.2k | $458k | 1104% | Mar 2024 |
|
Team Hewins | 9.0k | $451k | 100% | Mar 2024 |
|
Goss Wealth Management | 9.0k | $449k | 15% | Mar 2024 |
|
Acorn Financial Advisory Services | 8.9k | $446k | 100% | Mar 2024 |
|
Silverlake Wealth Management | 8.5k | $427k | -33% | Mar 2024 |
|
Marino, Stram & Associates | 8.5k | $425k | 28% | Mar 2024 |
|
BSW Wealth Partners | 8.2k | $410k | 100% | Mar 2024 |
|
PFG Investments | 6.8k | $340k | 100% | Mar 2024 |
|
Andina Capital Management | 6.8k | $340k | 1% | Mar 2024 |
|
Allred Capital Management | 6.7k | $335k | 8% | Mar 2024 |
|
Brian McDonald | 6.6k | $332k | -8% | Mar 2024 |
|
Us Bancorp | 6.6k | $330k | -1% | Mar 2024 |
|
Centaurus Financial | 6.3k | $314k | -37% | Mar 2024 |
|
Orion Portfolio Solutions | 6.2k | $308k | -2% | Mar 2024 |
|
Resources Investment Advisors | 6.1k | $304k | 100% | Mar 2024 |
|
Bridgeworth | 5.9k | $296k | 0% | Dec 2023 |
|
Ignite Planners | 5.7k | $284k | 100% | Mar 2024 |
|
National Bank Of Canada /fi/ | 5.6k | $277k | 50% | Dec 2023 |
|
AlphaStar Capital Management | 5.5k | $273k | 9% | Mar 2024 |
|
Altfest L J & Co | 5.4k | $272k | 2% | Mar 2024 |
|
Venture Visionary Partners | 5.4k | $270k | 0% | Mar 2024 |
|
Mutual Advisors | 5.2k | $262k | -85% | Mar 2024 |
|
First Hawaiian Bank | 5.1k | $257k | 100% | Mar 2024 |
|
Prime Capital Investment Advisors | 5.1k | $254k | 100% | Dec 2023 |
|
Cornerstone Wealth Management | 5.1k | $255k | 5% | Mar 2024 |
|
Apollon Wealth Management | 5.1k | $254k | 100% | Mar 2024 |
|
Occidental Asset Management | 5.0k | $250k | 0% | Mar 2024 |
|
Buckingham Asset Management | 4.9k | $247k | 100% | Mar 2024 |
|
Kovack Advisors | 4.9k | $245k | 100% | Mar 2024 |
|
Nwam | 4.9k | $242k | 0% | Mar 2024 |
|
Royal Bank of Canada | 4.8k | $241k | 183% | Mar 2024 |
|
Oxbow Advisors | 4.7k | $237k | -97% | Mar 2024 |
|
Harbour Capital Advisors | 4.7k | $236k | 0% | Mar 2024 |
|
Advisor Group Holdings | 4.2k | $211k | 100% | Mar 2024 |
|
Lindenwold Advisors | 4.1k | $208k | 0% | Mar 2024 |
|
Private Portfolio Partners | 4.1k | $205k | 100% | Mar 2024 |
|
Atria Wealth Solutions | 4.1k | $204k | -25% | Mar 2024 |
|
Americana Partners | 4.1k | $204k | 0% | Mar 2024 |
|
HPM Partners | 4.1k | $203k | -10% | Mar 2024 |
|
Westside Investment Management | 3.9k | $194k | 35% | Mar 2024 |
|
Bank of America Corporation | 3.7k | $187k | 0% | Mar 2024 |
|
Wells Fargo & Company | 957.00 | $48k | -81% | Mar 2024 |
|
Who sold out of RBB?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Advisor Resource Council | Dec 2023 | 103k | $5.2M |
AE Wealth Management | Dec 2023 | 69k | $3.4M |
Meridian Wealth Management | Dec 2023 | 52k | $2.6M |
Pitcairn Company | Sep 2023 | 52k | $2.6M |
WBI Investments | Dec 2023 | 31k | $1.5M |
Granite Bay Wealth Management | Dec 2023 | 30k | $1.5M |
Atria Investments | Sep 2023 | 21k | $1.0M |
Flow Traders US | Dec 2023 | 16k | $819k |
PFG Advisors | Dec 2023 | 13k | $664k |
Axxcess Wealth Management | Sep 2023 | 12k | $615k |
Kraft, Davis & Associates | Dec 2023 | 8.5k | $424k |
Montis Financial | Dec 2023 | 7.3k | $363k |
Tactive Advisors | Sep 2023 | 7.0k | $351k |
Woodward Diversified Capital | Sep 2023 | 5.7k | $286k |
Western Wealth Management | Dec 2023 | 4.1k | $202k |
Power Wealth Management | Dec 2023 | 4.0k | $200k |
USA Financial Portformulas | Dec 2023 | 3.8k | $190k |