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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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 |
|---|---|---|---|---|---|
| Wealthquest | 618k | $31M | 100% | Dec 2023 |
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| Stifel Financial | 243k | $12M | 24% | Dec 2023 |
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| Stratos Wealth Advisors | 111k | $5.5M | -1% | Mar 2024 |
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| Janney Montgomery Scott | 94k | $4.7M | 906% | Dec 2023 |
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| Amplius Wealth Advisors | 69k | $3.4M | -84% | Mar 2024 |
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| F/M Investments | 62k | $3.1M | -3% | Mar 2024 |
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| Commonwealth Equity Services | 37k | $1.8M | -22% | Mar 2024 |
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| UBS Group | 34k | $1.7M | 100% | Dec 2023 |
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| BBK Capital Partners | 34k | $1.7M | 148% | Dec 2023 |
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| Kraft, Davis & Associates | 34k | $1.7M | 100% | Dec 2023 |
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| Comprehensive Portfolio Management | 28k | $1.4M | 565% | Mar 2024 |
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| Acorn Financial Advisory Services | 27k | $1.3M | 100% | Dec 2023 |
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| First Heartland Consultants | 27k | $1.3M | 29% | Dec 2023 |
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| Kestra Advisory Services | 20k | $1.0M | 17% | Dec 2023 |
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| Jane Street | 19k | $961k | 14% | Dec 2023 |
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| Kingsview Wealth Management | 18k | $904k | 8% | Dec 2023 |
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| Denver Wealth Management | 17k | $866k | 69% | Mar 2024 |
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| Spinnaker Investment Group | 11k | $559k | 1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 11k | $543k | 100% | Mar 2024 |
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| H D Vest Advisory Services | 11k | $523k | 100% | Dec 2023 |
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| Lido Advisors | 8.1k | $402k | -5% | Dec 2023 |
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| Perigon Wealth Management | 7.8k | $387k | -19% | Mar 2024 |
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| Raymond James Trust | 7.2k | $360k | 100% | Mar 2024 |
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| J.w. Cole Advisors | 6.7k | $337k | 0% | Mar 2024 |
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| Marino, Stram & Associates | 6.6k | $331k | 26% | Mar 2024 |
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| Thoroughbred Financial Services | 6.2k | $310k | 1% | Dec 2023 |
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| Wells Fargo & Company | 5.0k | $251k | 100% | Dec 2023 |
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| Private Advisor | 5.0k | $247k | -8% | Mar 2024 |
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| Global Retirement Partners | 1.0k | $50k | -2% | Mar 2024 |
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| Nbc Securities | 500.00 | $24k | 100% | Mar 2024 |
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| Front Row Advisors | 200.00 | $10k | 0% | Dec 2023 |
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| Royal Bank of Canada | 100.00 | $5.0k | 100% | Dec 2023 |
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| DHJJ Financial Advisors | 2.00 | $100.000000 | 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 | 11k | $525k |
| Sigma Planning | Sep 2023 | 5.7k | $286k |
| Raymond James & Associates | Dec 2023 | 4.2k | $211k |
| Private Trust Co Na | Dec 2023 | 1.5k | $76k |
| Advisor Group Holdings | Sep 2023 | 686.00 | $34k |