Purchases and Sales Made in Q2 2023 in Rio Tinto PLC (RIO)
This table provides information about the institutional ownership of Rio Tinto PLC (RIO) during Q2 2023. The information is specifically focused on institutions that hold shares of RIO TINTO PLC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
197+ 2.58% |
$11.6K - $13.9K
|
7.84K
$461K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
196+ 1.42% |
$11.6K - $13.8K
|
14K
$824K
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
178+ 2.61% |
$10.5K - $12.5K
|
7K
$412K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
173New |
$10.2K - $12.2K
|
173
$10.2K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
173+ 2.44% |
$10.2K - $12.2K
|
7.26K
$427K
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
168+ 0.64% |
$9.92K - $11.8K
|
26.5K
$1.56M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
166+ 0.73% |
$9.8K - $11.7K
|
23.1K
$1.36M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
166+ 0.73% |
$9.8K - $11.7K
|
23.1K
$1.36M
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
165+ 2.78% |
$9.74K - $11.6K
|
6.09K
$358K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
165+ 10.48% |
$9.74K - $11.6K
|
1.74K
$102K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
159+ 66.81% |
$9.39K - $11.2K
|
397
$23.4K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
148+ 1.22% |
$8.74K - $10.4K
|
12.3K
$722K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
130+ 3.4% |
$7.68K - $9.15K
|
3.96K
$233K
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
124+ 2.17% |
$7.32K - $8.73K
|
5.83K
$343K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
115+ 10.5% |
$6.79K - $8.1K
|
1.21K
$71.2K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
115+ 10.5% |
$6.79K - $8.1K
|
1.21K
$71.2K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
115+ 6.91% |
$6.79K - $8.1K
|
1.78K
$105K
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
109+ 3.16% |
$6.44K - $7.67K
|
3.56K
$209K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
107New |
$6.32K - $7.53K
|
107
$6.3K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
100New |
$5.91K - $7.04K
|
100
$5.88K
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
100+ 1.26% |
$5.91K - $7.04K
|
8.06K
$474K
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
100+ 65.79% |
$5.91K - $7.04K
|
252
$14.8K
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
100+ 250.0% |
$5.91K - $7.04K
|
140
$8.24K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
97New |
$5.73K - $6.83K
|
97
$5.71K
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
91+ 1.96% |
$5.37K - $6.41K
|
4.73K
$278K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
85+ 0.41% |
$5.02K - $5.98K
|
21.1K
$1.24M
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
79+ 1.68% |
$4.66K - $5.56K
|
4.77K
$281K
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
78+ 0.85% |
$4.61K - $5.49K
|
9.3K
$547K
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
75New |
$4.43K - $5.28K
|
75
$4.41K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
75+ 0.72% |
$4.43K - $5.28K
|
10.4K
$614K
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
75+ 1.14% |
$4.43K - $5.28K
|
6.64K
$390K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
73+ 7.14% |
$4.31K - $5.14K
|
1.1K
$64.4K
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
68New |
$4.02K - $4.79K
|
68
$4K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
66New |
$3.9K - $4.65K
|
66
$3.88K
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
66+ 1.18% |
$3.9K - $4.65K
|
5.67K
$334K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
61+ 50.83% |
$3.6K - $4.3K
|
181
$10.7K
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
58+ 1.78% |
$3.42K - $4.08K
|
3.31K
$195K
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
55+ 0.85% |
$3.25K - $3.87K
|
6.54K
$385K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
54+ 8.85% |
$3.19K - $3.8K
|
664
$39.1K
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
54+ 3.5% |
$3.19K - $3.8K
|
1.6K
$94K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
46+ 13.45% |
$2.72K - $3.24K
|
388
$22.8K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43+ 2.11% |
$2.54K - $3.03K
|
2.08K
$122K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
40New |
$2.36K - $2.82K
|
40
$2.35K
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
40New |
$2.36K - $2.82K
|
40
$2.35K
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
38+ 0.95% |
$2.24K - $2.68K
|
4.04K
$237K
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
33+ 0.65% |
$1.95K - $2.32K
|
5.13K
$302K
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
32+ 0.17% |
$1.89K - $2.25K
|
19.2K
$1.13M
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
30+ 0.74% |
$1.77K - $2.11K
|
4.08K
$240K
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
30+ 0.17% |
$1.77K - $2.11K
|
17.7K
$1.04M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
27+ 54.0% |
$1.59K - $1.9K
|
77
$4.53K
|