Purchases and Sales Made in Q1 2023 in Rh (RH)
This table provides information about the institutional ownership of Rh (RH) during Q1 2023. The information is specifically focused on institutions that hold shares of RH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
61+ 2.57% |
$14.5K - $21.2K
|
2.43K
$957K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
60New |
$14.3K - $20.8K
|
60
$23.6K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
55+ 93.22% |
$13.1K - $19.1K
|
114
$44.9K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
45+ 0.64% |
$10.7K - $15.6K
|
7.1K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
36+ 276.92% |
$8.55K - $12.5K
|
49
$19.3K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
34+ 0.09% |
$8.08K - $11.8K
|
36.8K
$14.5M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
33New |
$7.84K - $11.5K
|
33
$13K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33+ 2.99% |
$7.84K - $11.5K
|
1.14K
$448K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32New |
$7.6K - $11.1K
|
32
$12.6K
|
|
|
May 10, 2023
Q1 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
31+ 442.86% |
$7.37K - $10.8K
|
38
$15K
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
31+ 0.32% |
$7.37K - $10.8K
|
9.73K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24+ 2.12% |
$5.7K - $8.33K
|
1.16K
$455K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
17+ 8.9% |
$4.04K - $5.9K
|
208
$81.9K
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
15+ 500.0% |
$3.56K - $5.21K
|
18
$7.08K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
12+ 1.08% |
$2.85K - $4.16K
|
1.12K
$442K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 14.29% |
$2.38K - $3.47K
|
80
$31.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
BUY
|
- |
10+ 0.55% |
$2.38K - $3.47K
|
1.83K
$720K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
10New |
$2.38K - $3.47K
|
10
$3.94K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9New |
$2.14K - $3.12K
|
9
$3.54K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
8+ 266.67% |
$1.9K - $2.78K
|
11
$4.33K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7New |
$1.66K - $2.43K
|
7
$2.76K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7+ 175.0% |
$1.66K - $2.43K
|
11
$4.33K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5New |
$1.19K - $1.74K
|
5
$1.97K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4+ 21.05% |
$951 - $1.39K
|
23
$9.05K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
4New |
$951 - $1.39K
|
4
$1.57K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3New |
$713 - $1.04K
|
3
$1.18K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2+ 100.0% |
$475 - $694
|
4
$1.57K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2+ 100.0% |
$475 - $694
|
4
$1.57K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2+ 3.17% |
$475 - $694
|
65
$25.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 15.38% |
$475 - $694
|
15
$5.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$238 - $347
|
1
$394
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 11.11% |
$238 - $347
|
10
$3.94K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 14.29% |
$238 - $347
|
8
$3.15K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 33.33% |
$238 - $347
|
4
$1.57K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1New |
$238 - $347
|
1
$394
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 33.33% |
$238 - $347
|
4
$1.57K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.83% |
$238 - $347
|
121
$47.6K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 20.0% |
$475 - $694
|
8
$3.15K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2- 0.33% |
$475 - $694
|
600
$236K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 40.0% |
$475 - $694
|
3
$1.18K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 25.0% |
$713 - $1.04K
|
9
$3.54K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 33.33% |
$713 - $1.04K
|
6
$2.36K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4Closed |
$951 - $1.39K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 66.67% |
$951 - $1.39K
|
2
$787
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6- 0.51% |
$1.43K - $2.08K
|
1.17K
$459K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7- 1.55% |
$1.66K - $2.43K
|
445
$175K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11- 2.83% |
$2.61K - $3.82K
|
378
$149K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 50.0% |
$2.61K - $3.82K
|
11
$4.33K
|