Purchases and Sales Made in Q1 2023 in Rbb Rf Inc Motley Fool 100 Ind (TMFC)
This table provides information about the institutional ownership of Rbb Rf Inc Motley Fool 100 Ind (TMFC) during Q1 2023. The information is specifically focused on institutions that hold shares of RBB RF INC MOTLEY FOOL 100 IND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
70.8K+ 671.7% |
$2.12M - $2.51M
|
81.4K
$4.93M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.6K+ 12.85% |
$1.28M - $1.51M
|
374K
$22.7M
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
28KNew |
$839K - $992K
|
28K
$1.7M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11KNew |
$330K - $390K
|
11K
$667K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.3KNew |
$308K - $364K
|
10.3K
$622K
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
9.64K+ 21.94% |
$289K - $341K
|
53.6K
$3.24M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.21K+ 72.53% |
$276K - $326K
|
21.9K
$1.33M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.62K+ 42.55% |
$229K - $270K
|
25.5K
$1.55M
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6.19KNew |
$186K - $219K
|
6.19K
$375K
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
6.09KNew |
$182K - $216K
|
6.09K
$369K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.26K+ 48.06% |
$158K - $186K
|
16.2K
$981K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.85KNew |
$55.3K - $65.4K
|
1.85K
$112K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.53K+ 15.34% |
$45.7K - $54.1K
|
11.5K
$695K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.47K+ 7.06% |
$44K - $51.9K
|
22.2K
$1.35M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.22KNew |
$36.4K - $43K
|
1.22K
$73.6K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
928+ 26.89% |
$27.8K - $32.9K
|
4.38K
$265K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
596+ 0.68% |
$17.9K - $21.1K
|
88K
$5.33M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
458+ 28.7% |
$13.7K - $16.2K
|
2.05K
$124K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
338+ 1.36% |
$10.1K - $12K
|
25.1K
$1.52M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
334New |
$10K - $11.8K
|
334
$20.2K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
300+ 2.63% |
$8.99K - $10.6K
|
11.7K
$709K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
214+ 3.03% |
$6.42K - $7.58K
|
7.27K
$440K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
165+ 61.57% |
$4.95K - $5.85K
|
433
$26.2K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 30.03% |
$3K - $3.54K
|
433
$26.2K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49+ 0.12% |
$1.47K - $1.74K
|
41.8K
$2.53M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22+ 2.51% |
$660 - $779
|
900
$54.5K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
5New |
$150 - $177
|
5
$303
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.2% |
$30 - $35.4
|
510
$30.9K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-173- 2.48% |
$5.19K - $6.13K
|
6.8K
$412K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-215- 2.04% |
$6.45K - $7.62K
|
10.3K
$627K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-223- 0.36% |
$6.69K - $7.9K
|
62K
$3.76M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-250- 2.14% |
$7.5K - $8.86K
|
11.4K
$692K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-283- 4.1% |
$8.48K - $10K
|
6.63K
$402K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-330- 1.39% |
$9.89K - $11.7K
|
23.5K
$1.42M
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-399- 21.01% |
$12K - $14.1K
|
1.5K
$90.9K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-400- 88.89% |
$12K - $14.2K
|
50
$3.03K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-480- 3.85% |
$14.4K - $17K
|
12K
$726K
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-741- 0.82% |
$22.2K - $26.3K
|
89.6K
$5.43M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-774- 2.96% |
$23.2K - $27.4K
|
25.4K
$1.54M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-787- 11.67% |
$23.6K - $27.9K
|
5.96K
$361K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-805- 4.94% |
$24.1K - $28.5K
|
15.5K
$939K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-900- 1.34% |
$27K - $31.9K
|
66.4K
$4.02M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.09K- 10.56% |
$32.6K - $38.6K
|
9.22K
$559K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.21K- 99.26% |
$36.3K - $42.9K
|
9
$545
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.91K- 18.67% |
$57.1K - $67.5K
|
8.3K
$503K
|