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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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 |
|---|---|---|---|---|---|
| LPL Financial | 9.9M | $496M | 13% | Mar 2025 |
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| Morgan Stanley | 4.9M | $289M | 100% | Dec 2024 |
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| Oxbow Advisors | 2.6M | $129M | 15% | Mar 2025 |
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| Renaissance Technologies | 1.8M | $92M | 10% | Dec 2024 |
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| Raymond James Financial | 1.6M | $79M | 100% | Dec 2024 |
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| Stifel Financial | 1.4M | $72M | 8% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 1.1M | $54M | 5% | Mar 2025 |
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| Moloney Securities Asset Management | 980k | $49M | 225% | Mar 2025 |
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| F/M Investments | 912k | $46M | 1413% | Dec 2024 |
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| Commonwealth Equity Services | 886k | $44M | 40% | Dec 2024 |
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| Envestnet Asset Management | 845k | $42M | -11% | Mar 2025 |
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| Benjamin Edwards | 699k | $35M | 139% | Mar 2025 |
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| Private Advisor | 645k | $32M | -2% | Mar 2025 |
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| Mml Investors Services | 628k | $31M | 11% | Dec 2024 |
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| Obermeyer Asset Management | 628k | $31M | 221% | Dec 2024 |
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| Lido Advisors | 624k | $31M | 74% | Dec 2024 |
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| UBS Group | 533k | $27M | 16% | Mar 2025 |
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| Cambridge Investment Research Advisors | 511k | $26M | 27% | Mar 2025 |
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| Revolve Wealth Partners | 486k | $24M | -3% | Mar 2025 |
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| Central Trust & Investment | 479k | $24M | 9% | Mar 2025 |
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| Stratos Wealth Partners | 455k | $23M | 195% | Mar 2025 |
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| Family Office Research | 431k | $22M | 100% | Dec 2024 |
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| VanWeelden Wealth Management | 429k | $21M | 100% | Dec 2024 |
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| Cetera Investment Advisers | 414k | $21M | -20% | Dec 2024 |
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| Integrated Wealth Concepts | 406k | $20M | 61% | Dec 2024 |
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| Wealthcare Advisory Partners | 389k | $20M | 50% | Mar 2025 |
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| Kestra Advisory Services | 351k | $18M | 124% | Dec 2024 |
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| Strait & Sound Wealth Management | 339k | $17M | -13% | Dec 2024 |
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| Gries Financial | 292k | $15M | -9% | Mar 2025 |
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| 49 Wealth Management | 267k | $13M | -6% | Mar 2025 |
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| Wealthquest | 246k | $12M | -20% | Mar 2025 |
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| Ibex Wealth Advisors | 230k | $12M | 9% | Mar 2025 |
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| Equitable Holdings | 227k | $11M | 12% | Dec 2024 |
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| Money Concepts Capital Corp | 218k | $11M | 29% | Mar 2025 |
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| Advisor Resource Council | 217k | $11M | 100% | Mar 2025 |
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| Putnam Fl Investment Management | 201k | $10M | 52% | Dec 2024 |
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| Kestra Private Wealth Services | 197k | $9.9M | 100% | Mar 2025 |
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| Steward Partners Investment Advisory | 191k | $9.5M | 1% | Dec 2024 |
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| Coign Capital Advisors | 178k | $8.9M | 100% | Mar 2025 |
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| Ameritas Advisory Services | 163k | $8.2M | 15% | Mar 2025 |
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| RIA Advisory Group | 163k | $8.1M | 100% | Mar 2025 |
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| Denver Wealth Management | 157k | $7.8M | 3% | Mar 2025 |
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| Pinnacle Wealth Management Group | 150k | $7.5M | 3% | Mar 2025 |
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| Streettalk Advisors | 149k | $7.5M | 85% | Mar 2025 |
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| Manchester Financial | 144k | $7.2M | -32% | Dec 2024 |
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| HighTower Advisors | 139k | $6.9M | -32% | Dec 2024 |
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| Mariner Wealth Advisors | 132k | $6.6M | -3% | Dec 2024 |
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| B & T Capital Management DBA Alpha Capital Management | 130k | $6.5M | -64% | Mar 2025 |
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| Proactive Wealth Strategies | 127k | $6.3M | 3% | Mar 2025 |
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| Copia Wealth Management | 124k | $6.2M | -3% | Mar 2025 |
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| Wealthstar Advisors | 117k | $5.9M | 59% | Mar 2025 |
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| H D Vest Advisory Services | 115k | $5.7M | 2% | Dec 2024 |
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| Neuberger Berman Group | 113k | $5.6M | 77% | Dec 2024 |
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| Cypress Capital | 109k | $5.4M | -11% | Mar 2025 |
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| Advisor Group Holdings | 106k | $5.3M | 28318% | Mar 2025 |
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| Vision Financial Markets | 105k | $5.3M | 2% | Mar 2025 |
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| Fortis Group Advisors | 104k | $5.2M | -24% | Mar 2025 |
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| Forum Financial Management | 103k | $5.1M | 27% | Mar 2025 |
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| IFG Advisory | 103k | $5.1M | 676% | Mar 2025 |
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| BBK Capital Partners | 102k | $5.1M | 69% | Mar 2025 |
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| First Heartland Consultants | 101k | $5.0M | 22% | Mar 2025 |
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| Ashton Thomas Private Wealth | 100k | $5.0M | 15% | Dec 2024 |
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| RFG Advisory | 98k | $4.9M | 100% | Mar 2025 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 93k | $4.6M | 20% | Mar 2025 |
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| Scotia Capital | 92k | $4.6M | -73% | Dec 2024 |
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| Global View Capital Management | 91k | $4.6M | -32% | Mar 2025 |
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| IHT Wealth Management | 88k | $4.4M | -32% | Dec 2024 |
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| Branch Banking & Trust Company | 88k | $4.4M | 38% | Mar 2025 |
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| Fiduciary Alliance | 85k | $4.3M | 550% | Mar 2025 |
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| Jaffetilchin Investment Partners | 84k | $4.2M | 33% | Mar 2025 |
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| Sovereign Financial Group | 84k | $4.2M | 20% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 82k | $4.1M | -22% | Dec 2024 |
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| National Asset Management | 80k | $4.0M | -43% | Dec 2024 |
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| WMG Financial Advisors | 78k | $3.9M | 24% | Dec 2024 |
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| Synovus Financial Corp. | 77k | $3.8M | -15% | Dec 2024 |
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| Longview Financial Advisors | 76k | $3.8M | -47% | Mar 2025 |
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| Divergent Planning | 76k | $3.8M | 125% | Mar 2025 |
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| Davenport & Co | 69k | $3.5M | 3% | Mar 2025 |
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| Alpine Bank Wealth Management | 66k | $3.3M | -6% | Mar 2025 |
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| Concurrent Investment Advisors | 63k | $3.1M | 43% | Mar 2025 |
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| International Assets Investment Management | 62k | $3.1M | -5% | Mar 2025 |
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| AdvisorNet Financial | 61k | $3.0M | 5% | Mar 2025 |
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| Parallel Advisors | 59k | $3.0M | 172% | Mar 2025 |
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| Farther Finance Advisors | 59k | $3.0M | 27% | Mar 2025 |
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| Founders Financial Alliance | 56k | $2.8M | 100% | Mar 2025 |
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| Crew Capital Management | 55k | $2.7M | 140% | Mar 2025 |
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| Townsquare Capital | 54k | $2.7M | 100% | Mar 2025 |
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| CI Private Wealth | 54k | $2.7M | -64% | Dec 2024 |
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| Rareview Capital | 54k | $2.7M | -76% | Mar 2025 |
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| Global Assets Advisory | 52k | $2.6M | 609% | Mar 2025 |
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| Pinnacle Financial Partners | 52k | $2.6M | -1% | Mar 2025 |
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| VisionPoint Advisory Group | 51k | $2.6M | 2% | Mar 2025 |
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| Rps Advisory Solutions | 51k | $2.6M | 100% | Dec 2024 |
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| CX Institutional | 51k | $2.6M | 100% | Mar 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 47k | $2.4M | 100% | Mar 2025 |
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| Sigma Planning | 46k | $2.3M | 89% | Mar 2025 |
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| Transcendent Capital Group | 45k | $2.3M | -32% | Mar 2025 |
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| Resources Investment Advisors | 45k | $2.2M | 4% | Mar 2025 |
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| KG&L Capital Management | 43k | $2.1M | -15% | Mar 2025 |
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| Stegent Equity Advisors | 43k | $2.1M | -61% | Mar 2025 |
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| Hilton Capital Management | 43k | $2.1M | 10% | Dec 2024 |
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| Tcfg Wealth Management | 42k | $2.1M | 29% | Dec 2024 |
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| Ceera Investments | 42k | $2.1M | 5% | Mar 2025 |
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| Koshinski Asset Management | 41k | $2.1M | -1% | Mar 2025 |
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| Krasney Financial | 40k | $2.0M | 232% | Mar 2025 |
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| Altfest L J & Co | 38k | $1.9M | -30% | Mar 2025 |
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| Gladstone Institutional Advisory | 37k | $1.9M | 61% | Dec 2024 |
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| Walkner Condon Financial Advisors | 37k | $1.8M | 100% | Mar 2025 |
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| Sage Mountain Advisors | 36k | $1.8M | 0% | Mar 2025 |
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| Glass Jacobson Investment Advisors | 36k | $1.8M | 1% | Dec 2024 |
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| Cresset Asset Management | 33k | $1.6M | 139% | Dec 2024 |
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| Capital Investment Counsel | 33k | $1.6M | 100% | Mar 2025 |
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| Northeast Planning Associates, Inc. / Nh / | 32k | $1.6M | 1% | Mar 2025 |
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| Clarus Group | 32k | $1.6M | 22% | Mar 2025 |
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| Strong Tower Advisory Services | 31k | $1.6M | 52% | Mar 2025 |
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| Goss Wealth Management | 31k | $1.5M | -1% | Dec 2024 |
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| MBL Wealth | 30k | $1.5M | 68% | Dec 2024 |
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| Ignite Planners | 30k | $1.5M | 71% | Mar 2025 |
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| Acorn Financial Advisory Services | 30k | $1.5M | 104% | Mar 2025 |
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| Meridian Wealth Management | 28k | $1.4M | 19% | Mar 2025 |
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| Core Wealth Partners | 27k | $1.3M | 225% | Dec 2024 |
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| Financial Advocates Investment Management | 26k | $1.3M | 11% | Mar 2025 |
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| Mpwm Advisory Solutions | 26k | $1.3M | 100% | Dec 2024 |
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| Vista Finance | 26k | $1.3M | -2% | Mar 2025 |
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| Betterment | 25k | $1.2M | 17% | Dec 2024 |
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| IFP Advisors | 25k | $1.2M | 74% | Mar 2025 |
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| Gitterman Wealth Management | 25k | $1.2M | -1% | Dec 2024 |
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| TruWealth Advisors | 23k | $1.2M | 77% | Mar 2025 |
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| Vontobel Holding | 23k | $1.2M | -47% | Mar 2025 |
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| BlueChip Wealth Advisors | 22k | $1.1M | -11% | Dec 2024 |
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| Silver Coast Investments | 22k | $1.1M | -1% | Mar 2025 |
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| Strategic Investment Solutions | 21k | $1.1M | -2% | Dec 2024 |
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| Prostatis Group | 21k | $1.1M | 100% | Dec 2024 |
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| NewEdge Wealth | 21k | $1.1M | -21% | Mar 2025 |
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| Great Valley Advisor Group | 21k | $1.0M | -28% | Mar 2025 |
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| Retirement Capital Strategies | 20k | $1000k | 100% | Dec 2024 |
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| Brian McDonald | 20k | $986k | -4% | Dec 2024 |
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| J.w. Cole Advisors | 20k | $988k | -68% | Mar 2025 |
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| Red Crane Wealth Management | 19k | $962k | 100% | Mar 2025 |
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| TrueWealth Advisors | 19k | $959k | 3% | Mar 2025 |
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| Mutual Advisors | 18k | $895k | -89% | Mar 2025 |
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| Eqis Capital Management | 18k | $887k | -5% | Dec 2024 |
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| Apollon Wealth Management | 17k | $864k | 100% | Mar 2025 |
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| Park Edge Advisors | 17k | $825k | 100% | Mar 2025 |
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| Crown Wealth Group | 16k | $822k | -1% | Mar 2025 |
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| Janney Montgomery Scott | 16k | $817k | -76% | Mar 2025 |
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| Private Trust Co Na | 16k | $813k | 128% | Mar 2025 |
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| Good Life Advisors | 16k | $809k | 100% | Mar 2025 |
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| RiverTree Advisors | 16k | $802k | -11% | Mar 2025 |
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| Foguth Wealth Management | 16k | $795k | -2% | Dec 2024 |
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| Ameriprise Financial | 15k | $761k | -60% | Dec 2024 |
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| Bank Of Montreal | 13k | $667k | -56% | Dec 2024 |
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| Gentry Private Wealth | 13k | $628k | -34% | Dec 2024 |
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| Goldman Sachs Group | 12k | $600k | -91% | Mar 2025 |
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| Valtinson Bruner Financial Planning | 12k | $576k | -30% | Dec 2024 |
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| Aptus Capital Advisors | 9.1k | $455k | -74% | Mar 2025 |
|
| Jane Street | 5.9k | $295k | -97% | Dec 2024 |
|
| Householder Group Estate & Retirement Specialist | 315.00 | $15k | -100% | Dec 2024 |
|
Who sold out of RBB?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Dec 2024 | 1.3M | $66M |
| Hrt Financial | Sep 2024 | 231k | $12M |
| Susquehanna International | Sep 2024 | 75k | $3.7M |
| Citadel Advisors | Sep 2024 | 60k | $3.0M |
| Western Wealth Management | Dec 2024 | 56k | $2.8M |
| Atria Investments | Sep 2024 | 55k | $2.8M |
| Gts Securities | Sep 2024 | 53k | $2.7M |
| SMI Advisory Services | Dec 2024 | 42k | $2.1M |
| Flow Traders US | Sep 2024 | 19k | $957k |
| Signal Advisors Wealth | Dec 2024 | 16k | $793k |