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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Top 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 |
|---|---|---|---|---|---|
| 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 | 369k | $18M | 133% | Dec 2023 |
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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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| Global Assets Advisory | 202k | $4.0M | 940% | Mar 2024 |
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| Cambridge Investment Research Advisors | 198k | $9.9M | 128% | Dec 2023 |
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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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| 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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| F/M Investments | 115k | $5.7M | -16% | 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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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 79k | $3.9M | 202% | Dec 2023 |
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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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| 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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| Jane Street | 64k | $3.2M | -64% | Dec 2023 |
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| Koshinski Asset Management | 61k | $3.0M | 224% | Dec 2023 |
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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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| Meridian Wealth Management | 52k | $2.6M | 11% | Dec 2023 |
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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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| Stegent Equity Advisors | 45k | $2.3M | -41% | Dec 2023 |
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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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| Granite Bay Wealth Management | 30k | $1.5M | 1% | Dec 2023 |
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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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| Perigon Wealth Management | 22k | $1.1M | -19% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 22k | $1.1M | -11% | Dec 2023 |
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| Sovereign Financial Group | 20k | $1.0M | 142% | Mar 2024 |
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| BlueChip Wealth Advisors | 19k | $925k | 100% | Dec 2023 |
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| Concurrent Investment Advisors | 18k | $912k | 100% | Dec 2023 |
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| Money Concepts Capital Corp | 18k | $911k | 32% | Dec 2023 |
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| Raymond James & Associates | 18k | $885k | 267% | Dec 2023 |
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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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| Raymond James Financial Services Advisors | 15k | $722k | -93% | Dec 2023 |
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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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| Brookstone Capital Management | 13k | $633k | 101% | Mar 2024 |
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| Transcendent Capital Group | 13k | $625k | 100% | Dec 2023 |
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| J.w. Cole Advisors | 12k | $620k | 39% | Dec 2023 |
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| Empirical Asset Management | 11k | $553k | -5% | Dec 2023 |
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| Dynamic Advisors Solutions | 10k | $520k | 100% | Mar 2024 |
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| Financial Guidance Group | 10k | $499k | 0% | Dec 2023 |
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| Centaurus Financial | 10k | $498k | -37% | Dec 2023 |
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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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| Kraft, Davis & Associates | 8.5k | $424k | 100% | Dec 2023 |
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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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| Marino, Stram & Associates | 6.6k | $331k | 63% | 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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| Venture Visionary Partners | 5.4k | $269k | 0% | Dec 2023 |
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| Altfest L J & Co | 5.3k | $266k | 5% | 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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| USA Financial Portformulas | 3.8k | $190k | 100% | Dec 2023 |
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| Bank of America Corporation | 3.7k | $186k | 2437% | Dec 2023 |
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| Private Trust Co Na | 3.3k | $166k | -77% | Dec 2023 |
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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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| ICA Group Wealth Management | 1.2k | $61k | 100% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.1k | $53k | 1% | Dec 2023 |
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| Tidemark | 760.00 | $38k | 100% | Dec 2023 |
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| PSI Advisors | 758.00 | $38k | 100% | Dec 2023 |
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| Hanson McClain Advisors | 649.00 | $32k | -61% | 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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| Advisory Services Network | 200.00 | $10k | 100% | Dec 2023 |
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| Newbridge Financial Services Group | 200.00 | $10k | 0% | 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 |
|
| 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 |
| Drive Wealth Management | Sep 2023 | 56k | $2.8M |
| Pitcairn Company | Sep 2023 | 52k | $2.6M |
| 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 |
| Your Advocates | Sep 2023 | 3.2k | $162k |
| Huntington National Bank | Sep 2023 | 1.3k | $64k |
| Global Retirement Partners | Sep 2023 | 1.2k | $60k |
| Simplex Trading | Sep 2023 | 400.00 | $20k |
| IFP Advisors | Sep 2023 | 17.00 | $850.999600 |