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RBB shares owned by LPL Financial

Quarter-by-quarter ownership of RBB (UTEN) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in RBB

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All positions including RBB held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 166k 45.45
2024-06-30 $5.9M 137k 43.45
2024-03-31 $5.5M 125k 44.05
2023-09-30 $325k 7.6k 42.87

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View all positions for LPL Financial

Top funds holding RBB

Equitable Holdings
Altfest L J & Co
Financeware
LPL Financial
Signal Advisors Wealth
Foguth Wealth Management
Commonwealth Equity Services
F/M Investments
Empirical Asset Management
AE Wealth Management
Kraft, Davis & Associates
Jane Street
Thoroughbred Financial Services
Valtinson Bruner Financial Planning
Wealthcare Advisory Partners

View all funds holding RBB