Who owns RBB FD INC?
- Ticker: OBIL
- CUSIP Number: 74933w478
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 |
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LPL Financial | 709k | $36M | 10% | Sep 2024 |
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Wealthquest | 668k | $34M | 3% | Sep 2024 |
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49 Wealth Management | 216k | $11M | 23% | Sep 2024 |
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Mml Investors Services | 177k | $8.9M | 18% | Sep 2024 |
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Stifel Financial | 177k | $8.8M | -11% | Jun 2024 |
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Acorn Financial Advisory Services | 96k | $4.8M | -2% | Sep 2024 |
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Nations Financial Group | 70k | $3.5M | 100% | Sep 2024 |
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Equitable Holdings | 68k | $3.4M | 14% | Jun 2024 |
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F/M Investments | 57k | $2.9M | 100% | Sep 2024 |
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Alpine Bank Wealth Management | 57k | $2.8M | 100% | Sep 2024 |
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Commonwealth Equity Services | 49k | $2.4M | 27% | Sep 2024 |
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Janney Montgomery Scott | 48k | $2.4M | -43% | Sep 2024 |
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Amplius Wealth Advisors | 43k | $2.1M | -19% | Sep 2024 |
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BBK Capital Partners | 40k | $2.0M | -4% | Sep 2024 |
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Envestnet Asset Management | 34k | $1.7M | -45% | Sep 2024 |
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Spinnaker Investment Group | 30k | $1.5M | 159% | Sep 2024 |
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Mendel Money Management | 28k | $1.4M | 100% | Sep 2024 |
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GoalVest Advisory | 27k | $1.4M | 100% | Sep 2024 |
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Gentry Private Wealth | 27k | $1.4M | 100% | Sep 2024 |
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Denver Wealth Management | 18k | $911k | 2% | Sep 2024 |
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Kestra Advisory Services | 18k | $896k | -15% | Sep 2024 |
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Lido Advisors | 17k | $826k | 116% | Jun 2024 |
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Curran Financial Partners | 15k | $735k | -9% | Sep 2024 |
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Private Advisor | 15k | $726k | 163% | Sep 2024 |
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First Heartland Consultants | 13k | $642k | -46% | Sep 2024 |
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Jane Street | 13k | $628k | -79% | Sep 2024 |
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Wealth Enhancement Advisory Services | 13k | $621k | 15% | Jun 2024 |
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Revolve Wealth Partners | 12k | $607k | 100% | Sep 2024 |
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Raymond James Financial Services Advisors | 12k | $585k | 149% | Sep 2024 |
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Wealthcare Advisory Partners | 11k | $531k | 100% | Sep 2024 |
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H D Vest Advisory Services | 10k | $513k | -23% | Jun 2024 |
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Sigma Planning | 10k | $511k | 72% | Sep 2024 |
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Kingsview Wealth Management | 9.4k | $473k | 0% | Sep 2024 |
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Valtinson Bruner Financial Planning | 9.0k | $451k | 100% | Sep 2024 |
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Marino, Stram & Associates | 7.8k | $390k | 8% | Sep 2024 |
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Private Portfolio Partners | 6.9k | $347k | 24% | Sep 2024 |
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Thoroughbred Financial Services | 5.8k | $290k | -8% | Sep 2024 |
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Old Mission Capital | 5.3k | $263k | 100% | Jun 2024 |
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J.w. Cole Advisors | 5.2k | $263k | -8% | Sep 2024 |
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Raymond James Trust | 5.2k | $262k | -22% | Sep 2024 |
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Integrated Wealth Concepts | 5.0k | $251k | 0% | Sep 2024 |
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Citadel Advisors | 4.9k | $246k | -59% | Sep 2024 |
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Advisor Group Holdings | 4.4k | $220k | 100% | Sep 2024 |
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Principal Securities | 1.7k | $87k | 29% | Sep 2024 |
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Nbc Securities | 1.5k | $75k | 0% | Sep 2024 |
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Financial Gravity Wealth | 1.3k | $63k | 100% | Jun 2024 |
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Global Retirement Partners | 1.0k | $50k | 0% | Sep 2024 |
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Financial Gravity Companies | 767.00 | $39k | 100% | Sep 2024 |
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Huntington National Bank | 312.00 | $16k | 100% | Sep 2024 |
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Front Row Advisors | 200.00 | $10k | 0% | Sep 2024 |
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Royal Bank of Canada | 100.00 | $5.0k | 0% | Sep 2024 |
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DHJJ Financial Advisors | 2.00 | $103.000000 | 0% | Sep 2024 |
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Morgan Stanley | 1.00 | $51.000000 | 0% | Jun 2024 |
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Who sold out of RBB?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Comprehensive Portfolio Management | Jun 2024 | 29k | $1.4M |
Susquehanna International | Jun 2024 | 25k | $1.2M |
Perigon Wealth Management | Jun 2024 | 4.2k | $211k |
O'shaughnessy Asset Management | Jun 2024 | 2.9k | $144k |
Hanson McClain Advisors | Jun 2024 | 205.00 | $10k |