Who owns RBB FD INC?
- Ticker: UTEN
- CUSIP Number: 74933w536
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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Equitable Holdings | 542k | $24M | 100% | Jun 2024 |
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Altfest L J & Co | 457k | $21M | 95% | Sep 2024 |
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Financeware | 412k | $19M | 0% | Sep 2024 |
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LPL Financial | 166k | $7.5M | 21% | Sep 2024 |
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Signal Advisors Wealth | 120k | $5.4M | 869% | Sep 2024 |
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Foguth Wealth Management | 120k | $5.3M | -39% | Sep 2024 |
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Commonwealth Equity Services | 104k | $4.7M | 9% | Sep 2024 |
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F/M Investments | 94k | $4.3M | 100% | Sep 2024 |
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Empirical Asset Management | 76k | $3.4M | 34% | Sep 2024 |
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AE Wealth Management | 56k | $2.5M | 6% | Sep 2024 |
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Kraft, Davis & Associates | 44k | $1.9M | 1% | Sep 2024 |
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Jane Street | 38k | $1.7M | 100% | Sep 2024 |
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Thoroughbred Financial Services | 35k | $1.6M | -17% | Sep 2024 |
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Valtinson Bruner Financial Planning | 20k | $910k | -88% | Sep 2024 |
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Wealthcare Advisory Partners | 20k | $899k | -5% | Sep 2024 |
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Acorn Financial Advisory Services | 20k | $894k | 13% | Sep 2024 |
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Kestra Advisory Services | 16k | $724k | 0% | Sep 2024 |
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Envestnet Asset Management | 12k | $525k | 100% | Sep 2024 |
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Atria Wealth Solutions | 11k | $486k | -1% | Sep 2024 |
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Amplius Wealth Advisors | 10k | $459k | -96% | Sep 2024 |
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Flow Traders US | 9.2k | $418k | 100% | Sep 2024 |
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Advisor Group Holdings | 7.8k | $354k | 100% | Sep 2024 |
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Susquehanna International | 5.7k | $259k | 100% | Sep 2024 |
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Goss Wealth Management | 5.7k | $246k | 100% | Jun 2024 |
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Cambridge Investment Research Advisors | 5.7k | $257k | 100% | Sep 2024 |
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Hrt Financial | 4.7k | $211k | 100% | Sep 2024 |
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EverSource Wealth Advisors | 1.8k | $81k | 6% | Sep 2024 |
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Financial Gravity Wealth | 1.7k | $72k | 100% | Jun 2024 |
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Financial Gravity Companies | 626.00 | $29k | 100% | Sep 2024 |
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Morgan Stanley | 337.00 | $15k | 33600% | Jun 2024 |
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Simplex Trading | 173.00 | $7.0k | -57% | Sep 2024 |
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DHJJ Financial Advisors | 2.00 | $93.000000 | 0% | Sep 2024 |
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Who sold out of RBB?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
49 Wealth Management | Jun 2024 | 176k | $7.5M |
National Asset Management | Jun 2024 | 44k | $1.9M |
Citadel Advisors | Jun 2024 | 23k | $994k |
SG Americas Securities | Jun 2024 | 10k | $448k |
Hanson McClain Advisors | Jun 2024 | 173.00 | $7.6k |
CWM | Jun 2024 | 17.00 | $999.999500 |