Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of RBB FD INC US TREAS 12 MONTH B.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
240K+ 33.82% |
N/A
|
949K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
110K+ 62.06% |
N/A
|
287K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
91.7KNew |
N/A
|
91.7K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.5KNew |
N/A
|
53.5K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.2K+ 352.23% |
N/A
|
47.8K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.1K+ 108.44% |
N/A
|
71.3K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35.9K+ 73.53% |
N/A
|
84.6K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
32.7K+ 4.89% |
N/A
|
701K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
32.3K+ 93.88% |
N/A
|
66.6K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
18.6KNew |
N/A
|
18.6K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16K+ 22.8% |
N/A
|
86.1K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.78K+ 72.14% |
N/A
|
16.2K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5K+ 11.83% |
N/A
|
47.2K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.02KNew |
N/A
|
4.02K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.2KNew |
N/A
|
3.2K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.15K+ 31.08% |
N/A
|
9.06K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.5K+ 5.46% |
N/A
|
29K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
300+ 6.89% |
N/A
|
4.65K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
289+ 0.59% |
N/A
|
49K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-135- 1.33% |
N/A
|
10K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-477- 6.14% |
N/A
|
7.29K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-584- 10.09% |
N/A
|
5.2K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-669- 12.78% |
N/A
|
4.57K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-826- 4.56% |
N/A
|
17.3K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-843- 4.73% |
N/A
|
17K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.22K- 10.08% |
N/A
|
10.9K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.5K- 99.93% |
N/A
|
1
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-2.33K- 15.91% |
N/A
|
12.3K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.35K- 2.44% |
N/A
|
94K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.63K- 5.49% |
N/A
|
45.3K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.87K- 19.89% |
N/A
|
11.6K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-16.8K- 55.26% |
N/A
|
13.6K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 42.62% |
N/A
|
24.4K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-122K- 27.48% |
N/A
|
321K
$0
|