Institutional Ownership Rbb Fd Inc Us Treas 12 Month B (OBIL)
This table provides information about the institutional ownership of Rbb Fd Inc Us Treas 12 Month B (OBIL). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 3.14 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
708,986
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
700,602
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
442,432
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 150.57%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
215,897
shares
|
$0
1.77% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
177,008
shares
|
$0
0.03% of portfolio
|
Q3 2024
Added 18.33%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
96,382
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
70,124
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
56,774
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
48,772
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 194.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
48,664
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 27.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
47,756
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 352.23%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
45,296
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
42,229
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 37.98%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
40,140
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
34,371
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 299.57%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
34,187
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 45.11%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
27,521
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
27,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
27,000
shares
|
$0
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
24,414
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 42.62%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
18,122
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
17,831
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,627
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
14,451
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 163.27%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
13,581
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 55.26%
|