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 | 6.4M | $320M | 43% | Mar 2024 |
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| Morgan Stanley | 2.8M | $150M | 159% | Mar 2024 |
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| Stifel Financial | 1.2M | $61M | 21% | Mar 2024 |
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| Envestnet Asset Management | 759k | $38M | 111% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 663k | $33M | 14266% | Mar 2024 |
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| Gries Financial | 537k | $27M | -9% | Mar 2024 |
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| Revolve Wealth Partners | 447k | $22M | -2% | Mar 2024 |
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| Commonwealth Equity Services | 410k | $21M | 39% | Mar 2024 |
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| Putnam Fl Investment Management | 409k | $21M | -8% | Mar 2024 |
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| Lido Advisors | 403k | $20M | 2% | Mar 2024 |
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| Private Advisor | 363k | $18M | -1% | Mar 2024 |
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| Wealthquest | 318k | $16M | -47% | Mar 2024 |
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| HighTower Advisors | 315k | $16M | -62% | Mar 2024 |
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| Strait & Sound Wealth Management | 242k | $12M | 98% | Mar 2024 |
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| Cambridge Investment Research Advisors | 221k | $11M | 12% | Mar 2024 |
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| Benjamin F. Edwards & Company | 221k | $11M | -13% | Mar 2024 |
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| Jane Street | 203k | $10M | 219% | Mar 2024 |
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| Fortis Group Advisors | 203k | $10M | 100% | Mar 2024 |
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| Global Assets Advisory | 202k | $4.0M | 940% | Mar 2024 |
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| Moloney Securities Asset Management | 188k | $9.4M | 4% | Mar 2024 |
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| Integrated Wealth Concepts | 188k | $9.4M | 40% | Mar 2024 |
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| National Asset Management | 178k | $8.9M | -45% | Dec 2023 |
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| Citadel Advisors | 161k | $8.0M | 100% | Mar 2024 |
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| Valtinson Bruner Financial Planning | 139k | $7.0M | 100% | Mar 2024 |
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| Scotia Capital | 128k | $6.4M | 0% | Dec 2023 |
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| Denver Wealth Management | 126k | $6.3M | -14% | Mar 2024 |
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| Susquehanna International | 125k | $6.3M | 2463% | Mar 2024 |
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| Bank Of Montreal | 123k | $6.1M | 339% | Mar 2024 |
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| Kestra Advisory Services | 110k | $5.5M | 34% | Dec 2023 |
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| Branch Banking & Trust Company | 106k | $5.3M | 50% | Mar 2024 |
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| H D Vest Advisory Services | 99k | $5.0M | 23% | Mar 2024 |
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| First Heartland Consultants | 97k | $4.9M | -2% | Mar 2024 |
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| B & T Capital Management DBA Alpha Capital Management | 95k | $4.8M | 100% | Mar 2024 |
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| Wealthsource Partners | 93k | $4.6M | 83% | Dec 2023 |
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| Stegent Equity Advisors | 79k | $3.9M | 74% | Mar 2024 |
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| Money Concepts Capital Corp | 78k | $3.9M | 327% | Mar 2024 |
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| Wealthstar Advisors | 76k | $3.8M | 0% | Mar 2024 |
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| Janney Montgomery Scott | 74k | $3.7M | -80% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 74k | $3.7M | 8% | Mar 2024 |
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| UBS Group | 72k | $3.6M | 116% | Mar 2024 |
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| Stratos Wealth Partners | 71k | $3.5M | -19% | Mar 2024 |
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| F/M Investments | 70k | $3.5M | -39% | Mar 2024 |
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| GaveKal Capital | 66k | $3.3M | -32% | Mar 2024 |
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| Hartline Investment Corporation | 66k | $3.3M | 100% | Mar 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 66k | $3.3M | -17% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 65k | $3.3M | 18% | Mar 2024 |
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| Ashton Thomas Private Wealth | 64k | $3.2M | -3% | Mar 2024 |
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| Mariner Wealth Advisors | 63k | $3.2M | 9% | Mar 2024 |
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| Great Valley Advisor Group | 62k | $3.1M | 100% | Mar 2024 |
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| Raymond James Financial Services Advisors | 61k | $3.0M | 318% | Mar 2024 |
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| Obermeyer Asset Management | 57k | $2.9M | 100% | Mar 2024 |
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| Hilton Capital Management | 56k | $2.8M | 51% | Mar 2024 |
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| International Assets Investment Management | 55k | $2.7M | 72% | Mar 2024 |
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| Hamilton Wealth | 54k | $2.7M | 193% | Dec 2023 |
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| Wealthcare Advisory Partners | 54k | $2.7M | 47% | Mar 2024 |
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| Koshinski Asset Management | 51k | $2.6M | -16% | Mar 2024 |
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| BBK Capital Partners | 50k | $2.5M | -25% | Mar 2024 |
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| Ameritas Advisory Services | 47k | $2.3M | -25% | Dec 2023 |
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| Sage Mountain Advisors | 46k | $2.3M | 100% | Mar 2024 |
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| Silver Coast Investments | 46k | $2.3M | -1% | Mar 2024 |
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| Farther Finance Advisors | 43k | $2.1M | -1% | Mar 2024 |
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| Manchester Financial | 42k | $2.1M | -1% | Mar 2024 |
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| Forum Financial Management | 41k | $2.1M | 100% | Mar 2024 |
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| VisionPoint Advisory Group | 40k | $2.0M | 8% | Mar 2024 |
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| Davenport & Co | 39k | $2.0M | -16% | Mar 2024 |
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| Wayfinding Financial | 37k | $1.9M | 0% | Mar 2024 |
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| Semmax Financial Advisors | 36k | $1.8M | 720% | Mar 2024 |
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| Divergent Planning | 34k | $1.7M | 471% | Mar 2024 |
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| Northern Oak Capital Management | 30k | $1.5M | 0% | Mar 2024 |
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| Tuttle Tactical Management | 30k | $1.5M | -48% | Mar 2024 |
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| Vista Finance | 30k | $1.5M | 100% | Mar 2024 |
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| Crown Wealth Group | 29k | $1.4M | 66% | Mar 2024 |
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| MBL Wealth | 28k | $1.4M | 100% | Mar 2024 |
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| Krasney Financial | 27k | $1.4M | 18% | Mar 2024 |
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| Eqis Capital Management | 26k | $1.3M | 100% | Mar 2024 |
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| SMI Advisory Services | 25k | $1.2M | 100% | Mar 2024 |
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| Kestra Private Wealth Services | 24k | $1.2M | 0% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 24k | $1.2M | 8% | Mar 2024 |
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| BlueChip Wealth Advisors | 24k | $1.2M | 28% | Mar 2024 |
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| Principal Securities | 24k | $1.2M | 100% | Mar 2024 |
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| Gitterman Wealth Management | 21k | $1.1M | 100% | Mar 2024 |
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| Sovereign Financial Group | 20k | $1.0M | 142% | Mar 2024 |
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| J.w. Cole Advisors | 18k | $913k | 47% | Mar 2024 |
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| Concurrent Investment Advisors | 17k | $871k | -5% | Mar 2024 |
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| Signal Advisors Wealth | 17k | $825k | 100% | Mar 2024 |
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| Foguth Wealth Management | 17k | $825k | 100% | Mar 2024 |
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| Spinnaker Investment Group | 16k | $801k | -7% | Mar 2024 |
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| Gladstone Institutional Advisory | 16k | $780k | 10% | Dec 2023 |
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| Creative Planning | 16k | $776k | 100% | Mar 2024 |
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| Vontobel Holding | 14k | $713k | 100% | Mar 2024 |
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| Perigon Wealth Management | 14k | $711k | -36% | Mar 2024 |
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| Jpmorgan Chase & Co | 14k | $700k | 100% | Mar 2024 |
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| All Season Financial Advisors | 14k | $693k | -9% | Mar 2024 |
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| Sigma Planning | 13k | $663k | 100% | Mar 2024 |
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| KG&L Capital Management | 13k | $638k | 100% | Mar 2024 |
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| Brookstone Capital Management | 13k | $633k | 101% | Mar 2024 |
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| Transcendent Capital Group | 13k | $625k | 0% | Mar 2024 |
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| Krilogy Financial | 12k | $601k | 100% | Mar 2024 |
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| Sequoia Financial Advisors | 12k | $573k | 100% | Mar 2024 |
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| D.A. Davidson & Co. | 11k | $572k | 100% | Mar 2024 |
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| Empirical Asset Management | 11k | $563k | 1% | Mar 2024 |
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| Raymond James & Associates | 11k | $542k | -39% | Mar 2024 |
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| Inspire Advisors | 11k | $524k | -93% | Mar 2024 |
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| Dynamic Advisors Solutions | 10k | $520k | 100% | Mar 2024 |
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| Aptus Capital Advisors | 10k | $503k | 100% | Mar 2024 |
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| Financial Guidance Group | 9.9k | $493k | -2% | Mar 2024 |
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| Kingswood Wealth Advisors | 9.5k | $477k | -7% | Mar 2024 |
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| Crew Capital Management | 9.4k | $472k | -1% | Mar 2024 |
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| Napa Wealth Management | 9.3k | $466k | 100% | Dec 2023 |
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| Tidemark | 9.2k | $458k | 1104% | Mar 2024 |
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| Team Hewins | 9.0k | $451k | 100% | Mar 2024 |
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| Goss Wealth Management | 9.0k | $449k | 15% | Mar 2024 |
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| Acorn Financial Advisory Services | 8.9k | $446k | 100% | Mar 2024 |
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| Silverlake Wealth Management | 8.5k | $427k | -33% | Mar 2024 |
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| Marino, Stram & Associates | 8.5k | $425k | 28% | Mar 2024 |
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| BSW Wealth Partners | 8.2k | $410k | 100% | Mar 2024 |
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| PFG Investments | 6.8k | $340k | 100% | Mar 2024 |
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| Andina Capital Management | 6.8k | $340k | 1% | Mar 2024 |
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| Allred Capital Management | 6.7k | $335k | 8% | Mar 2024 |
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| Brian McDonald | 6.6k | $332k | -8% | Mar 2024 |
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| Us Bancorp | 6.6k | $330k | -1% | Mar 2024 |
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| Centaurus Financial | 6.3k | $314k | -37% | Mar 2024 |
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| Orion Portfolio Solutions | 6.2k | $308k | -2% | Mar 2024 |
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| Resources Investment Advisors | 6.1k | $304k | 100% | Mar 2024 |
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| Bridgeworth | 5.9k | $296k | 0% | Dec 2023 |
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| Ignite Planners | 5.7k | $284k | 100% | Mar 2024 |
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| National Bank Of Canada /fi/ | 5.6k | $277k | 50% | Dec 2023 |
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| AlphaStar Capital Management | 5.5k | $273k | 9% | Mar 2024 |
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| Altfest L J & Co | 5.4k | $272k | 2% | Mar 2024 |
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| Venture Visionary Partners | 5.4k | $270k | 0% | Mar 2024 |
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| Mutual Advisors | 5.2k | $262k | -85% | Mar 2024 |
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| First Hawaiian Bank | 5.1k | $257k | 100% | Mar 2024 |
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| Prime Capital Investment Advisors | 5.1k | $254k | 100% | Dec 2023 |
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| Cornerstone Wealth Management | 5.1k | $255k | 5% | Mar 2024 |
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| Apollon Wealth Management | 5.1k | $254k | 100% | Mar 2024 |
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| Occidental Asset Management | 5.0k | $250k | 0% | Mar 2024 |
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| Buckingham Asset Management | 4.9k | $247k | 100% | Mar 2024 |
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| Kovack Advisors | 4.9k | $245k | 100% | Mar 2024 |
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| Nwam | 4.9k | $242k | 0% | Mar 2024 |
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| Royal Bank of Canada | 4.8k | $241k | 183% | Mar 2024 |
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| Oxbow Advisors | 4.7k | $237k | -97% | Mar 2024 |
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| Harbour Capital Advisors | 4.7k | $236k | 0% | Mar 2024 |
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| Advisor Group Holdings | 4.2k | $211k | 100% | Mar 2024 |
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| Lindenwold Advisors | 4.1k | $208k | 0% | Mar 2024 |
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| Private Portfolio Partners | 4.1k | $205k | 100% | Mar 2024 |
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| Atria Wealth Solutions | 4.1k | $204k | -25% | Mar 2024 |
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| Americana Partners | 4.1k | $204k | 0% | Mar 2024 |
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| HPM Partners | 4.1k | $203k | -10% | Mar 2024 |
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| Westside Investment Management | 3.9k | $194k | 35% | Mar 2024 |
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| Bank of America Corporation | 3.7k | $187k | 0% | Mar 2024 |
|
| Wells Fargo & Company | 957.00 | $48k | -81% | Mar 2024 |
|
Who sold out of RBB?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisor Resource Council | Dec 2023 | 103k | $5.2M |
| AE Wealth Management | Dec 2023 | 69k | $3.4M |
| Meridian Wealth Management | Dec 2023 | 52k | $2.6M |
| Pitcairn Company | Sep 2023 | 52k | $2.6M |
| WBI Investments | Dec 2023 | 31k | $1.5M |
| Granite Bay Wealth Management | Dec 2023 | 30k | $1.5M |
| Atria Investments | Sep 2023 | 21k | $1.0M |
| Flow Traders US | Dec 2023 | 16k | $819k |
| PFG Advisors | Dec 2023 | 13k | $664k |
| Axxcess Wealth Management | Sep 2023 | 12k | $615k |
| Kraft, Davis & Associates | Dec 2023 | 8.5k | $424k |
| Montis Financial | Dec 2023 | 7.3k | $363k |
| Tactive Advisors | Sep 2023 | 7.0k | $351k |
| Woodward Diversified Capital | Sep 2023 | 5.7k | $286k |
| Western Wealth Management | Dec 2023 | 4.1k | $202k |
| Power Wealth Management | Dec 2023 | 4.0k | $200k |
| USA Financial Portformulas | Dec 2023 | 3.8k | $190k |