Purchases and Sales Made in Q1 2023 in Royal Gold Inc (RGLD)
This table provides information about the institutional ownership of Royal Gold Inc (RGLD) during Q1 2023. The information is specifically focused on institutions that hold shares of ROYAL GOLD INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
77+ 1.25% |
$8.62K - $10.1K
|
6.25K
$866K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
69+ 15.13% |
$7.73K - $9.07K
|
525
$72.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
68New |
$7.61K - $8.94K
|
68
$9.42K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 157.5% |
$7.05K - $8.28K
|
103
$14.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62New |
$6.94K - $8.15K
|
62
$8.59K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
56+ 2.36% |
$6.27K - $7.36K
|
2.42K
$336K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
55+ 0.84% |
$6.16K - $7.23K
|
6.57K
$910K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
50New |
$5.6K - $6.57K
|
50
$6.93K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
49+ 0.24% |
$5.49K - $6.44K
|
20.3K
$2.82M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43New |
$4.82K - $5.65K
|
43
$5.96K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
42+ 1.54% |
$4.7K - $5.52K
|
2.77K
$384K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
41+ 0.21% |
$4.59K - $5.39K
|
19.2K
$2.66M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
40+ 4.21% |
$4.48K - $5.26K
|
990
$137K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
35+ 15.35% |
$3.92K - $4.6K
|
263
$36.4K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
35+ 0.12% |
$3.92K - $4.6K
|
29.6K
$4.1M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32+ 290.91% |
$3.58K - $4.21K
|
43
$5.96K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
31+ 103.33% |
$3.47K - $4.07K
|
61
$8.45K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
25New |
$2.8K - $3.29K
|
25
$3.46K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
24+ 600.0% |
$2.69K - $3.15K
|
28
$3.88K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
21New |
$2.35K - $2.76K
|
21
$2.91K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
17+ 85.0% |
$1.9K - $2.23K
|
37
$5.13K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16+ 47.06% |
$1.79K - $2.1K
|
50
$6.93K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
14New |
$1.57K - $1.84K
|
14
$1.94K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12+ 0.36% |
$1.34K - $1.58K
|
3.31K
$459K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 21.82% |
$1.34K - $1.58K
|
67
$9.28K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
11+ 0.53% |
$1.23K - $1.45K
|
2.1K
$291K
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
10+ 0.01% |
$1.12K - $1.31K
|
85.6K
$11.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
10+ 0.33% |
$1.12K - $1.31K
|
3.03K
$420K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
9+ 0.11% |
$1.01K - $1.18K
|
8.26K
$1.14M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
8New |
$896 - $1.05K
|
8
$1.11K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 7.84% |
$896 - $1.05K
|
110
$15.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
7New |
$784 - $920
|
7
$970
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$560 - $657
|
5
$693
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5+ 0.05% |
$560 - $657
|
11.1K
$1.54M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4+ 0.13% |
$448 - $526
|
3.14K
$434K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4+ 0.14% |
$448 - $526
|
2.85K
$395K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 1.42% |
$448 - $526
|
286
$39.6K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3New |
$336 - $394
|
3
$416
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2New |
$224 - $263
|
2
$277
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 15.38% |
$224 - $263
|
15
$2.08K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 4.88% |
$224 - $263
|
43
$5.96K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.39% |
$224 - $263
|
517
$71.6K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.22% |
$112 - $131
|
455
$63K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 7.69% |
$112 - $131
|
14
$1.94K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.02% |
$112 - $131
|
6.25K
$866K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$112 - $131
|
771
$107K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
1+ 0.01% |
$112 - $131
|
11.2K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$112 - $131
|
1
$139
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$112 - $131
|
2.33K
$322K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1New |
$112 - $131
|
1
$139
|