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
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Who bought or sold RBB FD INC this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Stifel Financial | 1.0M | $50M | 40% | Dec 2023 |
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HighTower Advisors | 831k | $41M | 16% | Dec 2023 |
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Wealth Enhancement Advisory Services | 663k | $33M | 14266% | Mar 2024 |
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Wealthquest | 598k | $30M | 34% | Dec 2023 |
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Revolve Wealth Partners | 447k | $22M | -2% | Mar 2024 |
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Putnam Fl Investment Management | 443k | $22M | 123% | Dec 2023 |
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Lido Advisors | 396k | $20M | -1% | Dec 2023 |
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Private Advisor | 363k | $18M | -1% | Mar 2024 |
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Janney Montgomery Scott | 363k | $18M | -36% | Dec 2023 |
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Commonwealth Equity Services | 295k | $15M | 27% | Dec 2023 |
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Benjamin F. Edwards & Company | 252k | $13M | 2711% | Dec 2023 |
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Cambridge Investment Research Advisors | 221k | $11M | 12% | Mar 2024 |
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Fortis Group Advisors | 203k | $10M | 100% | Mar 2024 |
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Global Assets Advisory | 202k | $4.0M | 940% | Mar 2024 |
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Oxbow Advisors | 189k | $9.4M | 1% | Dec 2023 |
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Moloney Securities Asset Management | 180k | $9.0M | -24% | Dec 2023 |
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National Asset Management | 178k | $8.9M | -45% | Dec 2023 |
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Inspire Advisors | 159k | $7.9M | 52% | Dec 2023 |
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Valtinson Bruner Financial Planning | 139k | $7.0M | 100% | Mar 2024 |
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Scotia Capital | 128k | $6.4M | 0% | Dec 2023 |
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Denver Wealth Management | 126k | $6.3M | -14% | Mar 2024 |
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Strait & Sound Wealth Management | 122k | $6.1M | 100% | Dec 2023 |
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Kestra Advisory Services | 110k | $5.5M | 34% | Dec 2023 |
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First Heartland Consultants | 99k | $4.9M | -1% | Dec 2023 |
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GaveKal Capital | 96k | $4.8M | -8% | Dec 2023 |
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B & T Capital Management DBA Alpha Capital Management | 95k | $4.8M | 100% | Mar 2024 |
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Wealthsource Partners | 93k | $4.6M | 83% | Dec 2023 |
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H D Vest Advisory Services | 81k | $4.0M | 256% | Dec 2023 |
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Stegent Equity Advisors | 79k | $3.9M | 74% | Mar 2024 |
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Money Concepts Capital Corp | 78k | $3.9M | 327% | Mar 2024 |
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Wealthstar Advisors | 76k | $3.8M | 0% | Mar 2024 |
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Stratos Wealth Partners | 71k | $3.5M | -19% | Mar 2024 |
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Branch Banking & Trust Company | 70k | $3.5M | -8% | Dec 2023 |
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F/M Investments | 70k | $3.5M | -39% | Mar 2024 |
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AE Wealth Management | 69k | $3.4M | 246% | Dec 2023 |
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BBK Capital Partners | 67k | $3.4M | 175% | Dec 2023 |
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Hartline Investment Corporation | 66k | $3.3M | 100% | Mar 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 66k | $3.3M | -17% | Mar 2024 |
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Jane Street | 64k | $3.2M | -64% | Dec 2023 |
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Ashton Thomas Private Wealth | 64k | $3.2M | -3% | Mar 2024 |
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Koshinski Asset Management | 61k | $3.0M | 224% | Dec 2023 |
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Raymond James Financial Services Advisors | 61k | $3.0M | 318% | Mar 2024 |
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Mariner Wealth Advisors | 58k | $2.9M | 1% | Dec 2023 |
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Householder Group Estate & Retirement Specialist | 55k | $2.8M | 9% | Dec 2023 |
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International Assets Investment Management | 55k | $2.7M | 72% | Mar 2024 |
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Hamilton Wealth | 54k | $2.7M | 193% | Dec 2023 |
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Wealthcare Advisory Partners | 54k | $2.7M | 47% | Mar 2024 |
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Ameritas Advisory Services | 47k | $2.3M | -25% | Dec 2023 |
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Davenport & Co | 47k | $2.3M | 7% | Dec 2023 |
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Silver Coast Investments | 47k | $2.3M | 100% | Dec 2023 |
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Sage Mountain Advisors | 46k | $2.3M | 100% | Mar 2024 |
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Farther Finance Advisors | 44k | $2.2M | 2% | Dec 2023 |
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Manchester Financial | 42k | $2.1M | -1% | Mar 2024 |
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Wayfinding Financial | 37k | $1.9M | 3% | Dec 2023 |
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Hilton Capital Management | 37k | $1.9M | 100% | Dec 2023 |
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VisionPoint Advisory Group | 37k | $1.8M | 5% | Dec 2023 |
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Mutual Advisors | 35k | $1.7M | 516% | Dec 2023 |
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Divergent Planning | 34k | $1.7M | 471% | Mar 2024 |
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UBS Group | 33k | $1.7M | 699% | Dec 2023 |
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WBI Investments | 31k | $1.5M | -7% | Dec 2023 |
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Northern Oak Capital Management | 30k | $1.5M | -7% | Dec 2023 |
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Tuttle Tactical Management | 30k | $1.5M | -48% | Mar 2024 |
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MBL Wealth | 28k | $1.4M | 100% | Mar 2024 |
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Bank Of Montreal | 28k | $1.4M | -13% | Dec 2023 |
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Krasney Financial | 27k | $1.4M | 18% | Mar 2024 |
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SMI Advisory Services | 25k | $1.2M | 100% | Mar 2024 |
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Kestra Private Wealth Services | 24k | $1.2M | 10% | Dec 2023 |
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Glass Jacobson Investment Advisors | 24k | $1.2M | 8% | Mar 2024 |
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BlueChip Wealth Advisors | 24k | $1.2M | 28% | Mar 2024 |
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Sovereign Financial Group | 20k | $1.0M | 142% | Mar 2024 |
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Concurrent Investment Advisors | 18k | $912k | 100% | Dec 2023 |
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J.w. Cole Advisors | 18k | $913k | 47% | Mar 2024 |
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Crown Wealth Group | 17k | $864k | 100% | Dec 2023 |
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Signal Advisors Wealth | 17k | $825k | 100% | Mar 2024 |
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Foguth Wealth Management | 17k | $825k | 100% | Mar 2024 |
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Flow Traders US | 16k | $819k | 100% | Dec 2023 |
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Spinnaker Investment Group | 16k | $801k | -7% | Mar 2024 |
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Gladstone Institutional Advisory | 16k | $780k | 10% | Dec 2023 |
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Perigon Wealth Management | 14k | $711k | -36% | Mar 2024 |
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All Season Financial Advisors | 14k | $693k | -9% | Mar 2024 |
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PFG Advisors | 13k | $664k | -40% | Dec 2023 |
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KG&L Capital Management | 13k | $638k | 100% | Mar 2024 |
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Brookstone Capital Management | 13k | $633k | 101% | Mar 2024 |
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Transcendent Capital Group | 13k | $625k | 0% | Mar 2024 |
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Krilogy Financial | 12k | $601k | 100% | Mar 2024 |
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Sequoia Financial Advisors | 12k | $573k | 100% | Mar 2024 |
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Empirical Asset Management | 11k | $553k | -5% | Dec 2023 |
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Raymond James & Associates | 11k | $542k | -39% | Mar 2024 |
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Dynamic Advisors Solutions | 10k | $520k | 100% | Mar 2024 |
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Centaurus Financial | 10k | $498k | -37% | Dec 2023 |
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Financial Guidance Group | 9.9k | $493k | -2% | Mar 2024 |
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Crew Capital Management | 9.5k | $475k | 1% | Dec 2023 |
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Kingswood Wealth Advisors | 9.5k | $477k | -7% | Mar 2024 |
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Napa Wealth Management | 9.3k | $466k | 100% | Dec 2023 |
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Silverlake Wealth Management | 8.5k | $427k | -33% | Mar 2024 |
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Marino, Stram & Associates | 8.5k | $425k | 28% | Mar 2024 |
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Kraft, Davis & Associates | 8.5k | $424k | 100% | Dec 2023 |
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BSW Wealth Partners | 8.2k | $410k | 100% | Mar 2024 |
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PFG Investments | 6.8k | $340k | 100% | Mar 2024 |
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Andina Capital Management | 6.8k | $340k | 1% | Mar 2024 |
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Allred Capital Management | 6.7k | $335k | 8% | Mar 2024 |
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Us Bancorp | 6.7k | $332k | 5% | Dec 2023 |
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Orion Portfolio Solutions | 6.3k | $313k | 100% | Dec 2023 |
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Bridgeworth | 5.9k | $296k | 0% | Dec 2023 |
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Ignite Planners | 5.7k | $284k | 100% | Mar 2024 |
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National Bank Of Canada /fi/ | 5.6k | $277k | 50% | Dec 2023 |
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Atria Wealth Solutions | 5.5k | $272k | -49% | Dec 2023 |
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Altfest L J & Co | 5.4k | $272k | 2% | Mar 2024 |
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Venture Visionary Partners | 5.4k | $269k | 0% | Dec 2023 |
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First Hawaiian Bank | 5.1k | $257k | 100% | Mar 2024 |
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Prime Capital Investment Advisors | 5.1k | $254k | 100% | Dec 2023 |
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Cornerstone Wealth Management | 5.1k | $255k | 5% | Mar 2024 |
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Wells Fargo & Company | 5.1k | $253k | 508100% | Dec 2023 |
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Occidental Asset Management | 5.0k | $250k | 0% | Mar 2024 |
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AlphaStar Capital Management | 5.0k | $249k | 100% | Dec 2023 |
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Kovack Advisors | 4.9k | $245k | 100% | Mar 2024 |
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Nwam | 4.8k | $241k | 100% | Dec 2023 |
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Harbour Capital Advisors | 4.7k | $236k | 0% | Mar 2024 |
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HPM Partners | 4.5k | $225k | 11% | Dec 2023 |
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Semmax Financial Advisors | 4.3k | $217k | -16% | Dec 2023 |
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Lindenwold Advisors | 4.1k | $207k | 0% | Dec 2023 |
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Americana Partners | 4.1k | $203k | -15% | Dec 2023 |
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Western Wealth Management | 4.1k | $202k | 100% | Dec 2023 |
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Power Wealth Management | 4.0k | $200k | 100% | Dec 2023 |
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Westside Investment Management | 3.9k | $194k | 35% | Mar 2024 |
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Bank of America Corporation | 3.7k | $186k | 2437% | Dec 2023 |
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Private Trust Co Na | 2.6k | $129k | -23% | Mar 2024 |
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Royal Bank of Canada | 1.7k | $85k | -85% | Dec 2023 |
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Castleview Partners | 1.4k | $70k | 5% | Dec 2023 |
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PSI Advisors | 1.3k | $65k | 72% | Mar 2024 |
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ICA Group Wealth Management | 1.2k | $61k | 100% | Dec 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 1.1k | $54k | 1% | Mar 2024 |
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Tidemark | 760.00 | $38k | 100% | Dec 2023 |
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Perritt Capital Management | 514.00 | $26k | 3% | Dec 2023 |
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Coastal Investment Advisors | 500.00 | $25k | 100% | Mar 2024 |
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Steward Partners Investment Advisory | 350.00 | $18k | 100% | Dec 2023 |
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Newbridge Financial Services Group | 200.00 | $10k | 0% | Mar 2024 |
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Advisory Services Network | 200.00 | $10k | 100% | Dec 2023 |
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Covestor | 148.00 | $7.0k | -66% | Dec 2023 |
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Penserra Capital Management | 148.00 | $7.0k | 1% | Dec 2023 |
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Coppell Advisory Solutions | 139.00 | $6.9k | 100% | Dec 2023 |
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Lee Financial | 100.00 | $5.0k | 0% | Dec 2023 |
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Coston, McIsaac & Partners | 4.00 | $0 | 33% | Mar 2024 |
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DHJJ Financial Advisors | 2.00 | $101.000000 | 0% | Mar 2024 |
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Who sold out of RBB?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Sep 2023 | 106k | $5.3M |
Advisor Resource Council | Dec 2023 | 103k | $5.2M |
Meridian Wealth Management | Dec 2023 | 52k | $2.6M |
Pitcairn Company | Sep 2023 | 52k | $2.6M |
Granite Bay Wealth Management | Dec 2023 | 30k | $1.5M |
Atria Investments | Sep 2023 | 21k | $1.0M |
Sigma Planning | Sep 2023 | 12k | $622k |
Axxcess Wealth Management | Sep 2023 | 12k | $615k |
Arkadios Wealth Advisors | Sep 2023 | 8.3k | $417k |
Montis Financial | Dec 2023 | 7.3k | $363k |
Tactive Advisors | Sep 2023 | 7.0k | $351k |
Advisor Group Holdings | Sep 2023 | 6.5k | $324k |
Level Four Advisory Services | Sep 2023 | 6.0k | $303k |
Woodward Diversified Capital | Sep 2023 | 5.7k | $286k |
USA Financial Portformulas | Dec 2023 | 3.8k | $190k |
Huntington National Bank | Sep 2023 | 1.3k | $64k |
Hanson McClain Advisors | Dec 2023 | 649.00 | $32k |
IFP Advisors | Sep 2023 | 17.00 | $850.999600 |