Who owns RBB FD INC?
- Ticker: TBIL
- CUSIP Number: 74933w452
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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 |
---|---|---|---|---|---|
LPL Financial | 8.1M | $403M | 6% | Sep 2024 |
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Morgan Stanley | 3.8M | $202M | 34% | Jun 2024 |
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Renaissance Technologies | 1.7M | $84M | 20% | Sep 2024 |
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Oxbow Advisors | 1.5M | $77M | 10% | Sep 2024 |
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Stifel Financial | 1.5M | $75M | 23% | Jun 2024 |
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Envestnet Asset Management | 1.0M | $50M | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 982k | $49M | 355% | Sep 2024 |
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Wealth Enhancement Advisory Services | 667k | $33M | 1% | Jun 2024 |
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Commonwealth Equity Services | 631k | $32M | 38% | Sep 2024 |
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Cetera Investment Advisers | 567k | $28M | 26% | Jun 2024 |
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Mml Investors Services | 564k | $28M | -10% | Sep 2024 |
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Private Advisor | 532k | $27M | 49% | Sep 2024 |
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Revolve Wealth Partners | 481k | $24M | -4% | Sep 2024 |
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Lido Advisors | 432k | $22M | 7% | Jun 2024 |
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B & T Capital Management DBA Alpha Capital Management | 427k | $21M | 33% | Sep 2024 |
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Gries Financial | 422k | $21M | -12% | Sep 2024 |
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Strait & Sound Wealth Management | 388k | $19M | 60% | Sep 2024 |
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Central Trust & Investment | 385k | $19M | -22% | Sep 2024 |
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Cambridge Investment Research Advisors | 358k | $18M | 47% | Sep 2024 |
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Scotia Capital | 340k | $17M | 268% | Sep 2024 |
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Flagship Harbor Advisors | 329k | $17M | 100% | Sep 2024 |
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Wealthquest | 300k | $15M | -1% | Sep 2024 |
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Benjamin F. Edwards & Company | 273k | $13M | 24% | Jun 2024 |
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Benjamin Edwards | 271k | $14M | 100% | Sep 2024 |
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Moloney Securities Asset Management | 268k | $13M | 15% | Sep 2024 |
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Fortis Group Advisors | 262k | $13M | 1% | Sep 2024 |
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Integrated Wealth Concepts | 252k | $13M | 18% | Sep 2024 |
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Longview Financial Advisors | 236k | $12M | 0% | Sep 2024 |
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Hrt Financial | 231k | $12M | 100% | Sep 2024 |
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Jane Street | 230k | $12M | 527% | Sep 2024 |
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HighTower Advisors | 224k | $11M | -29% | Jun 2024 |
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Manchester Financial | 210k | $11M | -9% | Sep 2024 |
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Rareview Capital | 204k | $10M | 100% | Sep 2024 |
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Obermeyer Asset Management | 196k | $9.8M | 30% | Sep 2024 |
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Equitable Holdings | 181k | $9.1M | 17% | Jun 2024 |
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Wealthcare Advisory Partners | 165k | $8.3M | 104% | Sep 2024 |
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Kestra Advisory Services | 156k | $7.8M | -18% | Sep 2024 |
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CI Private Wealth | 153k | $7.7M | 100% | Sep 2024 |
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49 Wealth Management | 145k | $7.3M | 17% | Sep 2024 |
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Denver Wealth Management | 143k | $7.2M | 6% | Sep 2024 |
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National Asset Management | 140k | $7.0M | -56% | Sep 2024 |
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Mariner Wealth Advisors | 136k | $6.8M | -6% | Sep 2024 |
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Pinnacle Wealth Management Group | 136k | $6.8M | 100% | Sep 2024 |
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Putnam Fl Investment Management | 133k | $6.6M | 11% | Sep 2024 |
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Proactive Wealth Strategies | 123k | $6.2M | 100% | Sep 2024 |
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Money Concepts Capital Corp | 123k | $6.1M | 3% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 106k | $5.3M | 57% | Sep 2024 |
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Raymond James & Associates | 105k | $5.3M | 655% | Sep 2024 |
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H D Vest Advisory Services | 102k | $5.1M | 2% | Jun 2024 |
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Ameritas Advisory Services | 100k | $5.0M | 475% | Sep 2024 |
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First Heartland Consultants | 97k | $4.8M | 18% | Sep 2024 |
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Stratos Wealth Partners | 93k | $4.6M | 21% | Sep 2024 |
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Synovus Financial Corp. | 91k | $4.5M | 114% | Sep 2024 |
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Stegent Equity Advisors | 89k | $4.4M | 52% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 88k | $4.4M | 4% | Sep 2024 |
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Ashton Thomas Private Wealth | 87k | $4.4M | 14% | Sep 2024 |
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Branch Banking & Trust Company | 84k | $4.2M | -21% | Jun 2024 |
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Forum Financial Management | 79k | $4.0M | 93% | Sep 2024 |
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Susquehanna International | 75k | $3.7M | 167% | Sep 2024 |
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Cypress Capital | 74k | $3.7M | 529% | Sep 2024 |
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Semmax Financial Advisors | 70k | $3.5M | 34% | Sep 2024 |
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Alpine Bank Wealth Management | 70k | $3.5M | 100% | Sep 2024 |
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AdvisorNet Financial | 70k | $3.5M | 41% | Sep 2024 |
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 68k | $3.4M | 1% | Sep 2024 |
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Altfest L J & Co | 64k | $3.2M | 3% | Sep 2024 |
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WMG Financial Advisors | 63k | $3.1M | 72% | Sep 2024 |
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F/M Investments | 60k | $3.0M | 100% | Sep 2024 |
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J.w. Cole Advisors | 60k | $3.0M | -15% | Sep 2024 |
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Citadel Advisors | 60k | $3.0M | 100% | Sep 2024 |
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Principal Securities | 55k | $2.8M | -13% | Sep 2024 |
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Atria Investments | 55k | $2.8M | 100% | Sep 2024 |
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VisionPoint Advisory Group | 55k | $2.7M | 35% | Sep 2024 |
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Sovereign Financial Group | 54k | $2.7M | 45% | Sep 2024 |
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Farther Finance Advisors | 50k | $2.5M | 17% | Sep 2024 |
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Pinnacle Financial Partners | 50k | $2.5M | 100% | Sep 2024 |
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BBK Capital Partners | 50k | $2.5M | 4% | Sep 2024 |
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Davenport & Co | 49k | $2.5M | -27% | Sep 2024 |
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KG&L Capital Management | 49k | $2.5M | 21% | Sep 2024 |
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Silver Coast Investments | 46k | $2.3M | 36% | Sep 2024 |
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Koshinski Asset Management | 46k | $2.3M | -3% | Sep 2024 |
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SMI Advisory Services | 42k | $2.1M | -2% | Sep 2024 |
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Vista Finance | 42k | $2.1M | 30% | Sep 2024 |
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Ceera Investments | 41k | $2.0M | 186% | Sep 2024 |
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Great Valley Advisor Group | 40k | $2.0M | 39% | Sep 2024 |
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Hilton Capital Management | 39k | $1.9M | 376% | Sep 2024 |
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Wayfinding Financial | 38k | $1.9M | 2% | Sep 2024 |
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Sage Mountain Advisors | 36k | $1.8M | -21% | Sep 2024 |
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Glass Jacobson Investment Advisors | 35k | $1.8M | 29% | Sep 2024 |
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Western Wealth Management | 35k | $1.7M | 100% | Sep 2024 |
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Hamilton Wealth | 33k | $1.6M | 348% | Jun 2024 |
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Tcfg Wealth Management | 33k | $1.6M | 100% | Sep 2024 |
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RiverTree Advisors | 31k | $1.6M | 105% | Sep 2024 |
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Janney Montgomery Scott | 31k | $1.6M | -14% | Sep 2024 |
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Northern Oak Capital Management | 29k | $1.5M | 0% | Sep 2024 |
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Meridian Wealth Management | 28k | $1.4M | -35% | Sep 2024 |
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Brookstone Capital Management | 28k | $1.4M | 8% | Sep 2024 |
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Sigma Planning | 27k | $1.3M | 31% | Sep 2024 |
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NewEdge Wealth | 27k | $1.3M | 100% | Sep 2024 |
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BlueChip Wealth Advisors | 26k | $1.3M | 8% | Jun 2024 |
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Strong Tower Advisory Services | 25k | $1.3M | -58% | Sep 2024 |
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Gitterman Wealth Management | 25k | $1.2M | -2% | Sep 2024 |
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Spinnaker Investment Group | 24k | $1.2M | 144% | Sep 2024 |
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Divergent Planning | 23k | $1.2M | -68% | Sep 2024 |
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Crown Wealth Group | 23k | $1.2M | 2% | Sep 2024 |
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Gladstone Institutional Advisory | 23k | $1.2M | 29% | Sep 2024 |
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Resources Investment Advisors | 23k | $1.2M | 64% | Sep 2024 |
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TrueWealth Advisors | 23k | $1.1M | 100% | Sep 2024 |
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Crew Capital Management | 23k | $1.1M | 54% | Sep 2024 |
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Concurrent Investment Advisors | 22k | $1.1M | 21% | Sep 2024 |
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Strategic Investment Solutions | 22k | $1.1M | 100% | Sep 2024 |
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IFP Advisors | 21k | $1.1M | 100% | Jun 2024 |
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Brian McDonald | 21k | $1.0M | 200% | Sep 2024 |
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Vontobel Holding | 20k | $1.0M | 42% | Sep 2024 |
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Jaffetilchin Investment Partners | 20k | $1.0M | 100% | Sep 2024 |
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Flow Traders US | 19k | $957k | 100% | Sep 2024 |
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Gentry Private Wealth | 19k | $956k | 100% | Sep 2024 |
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Eqis Capital Management | 19k | $937k | -4% | Sep 2024 |
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Mutual Advisors | 18k | $888k | -81% | Sep 2024 |
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Valtinson Bruner Financial Planning | 17k | $830k | -86% | Sep 2024 |
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Foguth Wealth Management | 16k | $808k | 2% | Sep 2024 |
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Signal Advisors Wealth | 16k | $807k | 165% | Sep 2024 |
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Transcendent Capital Group | 15k | $742k | 15% | Sep 2024 |
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Ignite Planners | 15k | $742k | 26% | Sep 2024 |
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Private Trust Co Na | 15k | $735k | 472% | Jun 2024 |
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Financial Advocates Investment Management | 15k | $729k | 69% | Sep 2024 |
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D.A. Davidson & Co. | 14k | $701k | 23% | Jun 2024 |
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Genesee Capital Advisors | 14k | $676k | 100% | Sep 2024 |
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MBL Wealth | 13k | $650k | -54% | Jun 2024 |
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Tidemark | 13k | $632k | 9% | Sep 2024 |
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GoalVest Advisory | 12k | $606k | 100% | Sep 2024 |
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PFG Advisors | 12k | $598k | 100% | Sep 2024 |
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Everstar Asset Management | 12k | $590k | 100% | Sep 2024 |
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Rockefeller Capital Management | 12k | $575k | -30% | Jun 2024 |
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Dynamic Advisors Solutions | 11k | $550k | 2% | Sep 2024 |
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Old Mission Capital | 11k | $550k | 100% | Jun 2024 |
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Accurate Wealth Management | 11k | $536k | 100% | Sep 2024 |
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Wealth Group | 11k | $526k | 0% | Sep 2024 |
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Elmwood Wealth Management | 10k | $516k | 100% | Sep 2024 |
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Acorn Financial Advisory Services | 10k | $510k | -72% | Sep 2024 |
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Krasney Financial | 10k | $503k | -55% | Sep 2024 |
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Widmann Financial Services | 9.8k | $490k | 100% | Sep 2024 |
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Change Path | 9.7k | $487k | 100% | Sep 2024 |
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Aptus Capital Advisors | 9.5k | $475k | -7% | Sep 2024 |
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Financial Guidance Group | 9.1k | $455k | -8% | Sep 2024 |
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Harbour Capital Advisors | 9.1k | $454k | 109% | Sep 2024 |
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Montis Financial | 9.0k | $448k | 100% | Sep 2024 |
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Leavell Investment Management | 8.7k | $433k | 82% | Sep 2024 |
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Sanctuary Advisors | 8.5k | $423k | 100% | Sep 2024 |
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Core Wealth Partners | 8.3k | $413k | 100% | Sep 2024 |
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First Hawaiian Bank | 8.0k | $401k | -26% | Sep 2024 |
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Centaurus Financial | 6.5k | $323k | -49% | Sep 2024 |
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Kingswood Wealth Advisors | 5.9k | $295k | -45% | Sep 2024 |
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Goss Wealth Management | 5.7k | $286k | -36% | Jun 2024 |
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Apollon Wealth Management | 5.7k | $285k | -35% | Sep 2024 |
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Creative Planning | 5.5k | $275k | -58% | Sep 2024 |
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Who sold out of RBB?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Compton Financial Group | Jun 2024 | 266k | $13M |
Wealthstar Advisors | Mar 2024 | 76k | $3.8M |
GaveKal Capital | Mar 2024 | 66k | $3.3M |
International Assets Investment Management | Jun 2024 | 53k | $2.6M |
Kestra Private Wealth Services | Jun 2024 | 34k | $1.7M |
Pitcairn Company | Mar 2024 | 33k | $1.6M |
Tuttle Tactical Management | Jun 2024 | 20k | $1.0M |
Curran Financial Partners | Jun 2024 | 16k | $801k |
Smith Thornton Advisors | Jun 2024 | 12k | $595k |
Inspire Advisors | Jun 2024 | 9.7k | $487k |
Empirical Asset Management | Jun 2024 | 8.4k | $421k |