Purchases and Sales Made in Q1 2025 in Rli Corp (RLI)
This table provides information about the institutional ownership of Rli Corp (RLI) during Q1 2025. The information is specifically focused on institutions that hold shares of RLI CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
65+ 100.0% |
$4.66K - $10.6K
|
130
$9.25K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
57+ 82.61% |
$4.09K - $9.3K
|
126
$8.97K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
57+ 80.28% |
$4.09K - $9.3K
|
128
$9.11K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
51+ 100.0% |
$3.66K - $8.32K
|
102
$7.26K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
49+ 102.08% |
$3.52K - $8K
|
97
$6.91K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
48New |
$3.44K - $7.83K
|
48
$3.42K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
46+ 270.59% |
$3.3K - $7.51K
|
63
$4.48K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
43+ 165.38% |
$3.09K - $7.02K
|
69
$4.91K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
37+ 100.0% |
$2.65K - $6.04K
|
74
$5.27K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 100.0% |
$2.37K - $5.39K
|
66
$4.7K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
31+ 100.0% |
$2.22K - $5.06K
|
62
$4.41K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
30+ 100.0% |
$2.15K - $4.9K
|
60
$4.27K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
25New |
$1.79K - $4.08K
|
25
$1.78K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
22+ 100.0% |
$1.58K - $3.59K
|
44
$3.13K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
21New |
$1.51K - $3.43K
|
21
$1.49K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 105.56% |
$1.36K - $3.1K
|
37
$2.63K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
18+ 100.0% |
$1.29K - $2.94K
|
36
$2.56K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
17+ 100.0% |
$1.22K - $2.77K
|
34
$2.42K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
17+ 100.0% |
$1.22K - $2.77K
|
34
$2.42K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16+ 100.0% |
$1.15K - $2.61K
|
32
$2.28K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15+ 100.0% |
$1.08K - $2.45K
|
30
$2.14K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14New |
$1K - $2.28K
|
14
$997
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
14+ 100.0% |
$1K - $2.28K
|
28
$1.99K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
12+ 600.0% |
$861 - $1.96K
|
14
$997
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11New |
$789 - $1.8K
|
11
$783
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 100.0% |
$502 - $1.14K
|
14
$997
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 100.0% |
$502 - $1.14K
|
14
$997
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7New |
$502 - $1.14K
|
7
$498
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
6New |
$431 - $979
|
6
$427
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4+ 100.0% |
$287 - $653
|
8
$570
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 100.0% |
$215 - $490
|
6
$427
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3New |
$215 - $490
|
3
$214
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2New |
$144 - $326
|
2
$142
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$144 - $326
|
2
$142
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 100.0% |
$71.8 - $163
|
2
$142
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$71.8 - $163
|
1
$71.2
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 100.0% |
$71.8 - $163
|
2
$142
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10Closed |
$718 - $1.63K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20- 35.71% |
$1.44K - $3.26K
|
36
$2.56K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-72- 2.57% |
$5.17K - $11.8K
|
2.73K
$194K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-75- 35.89% |
$5.38K - $12.2K
|
134
$9.54K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-119- 95.97% |
$8.54K - $19.4K
|
5
$356
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-182- 6.96% |
$13.1K - $29.7K
|
2.43K
$173K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-189- 35.46% |
$13.6K - $30.8K
|
344
$24.5K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-339- 5.6% |
$24.3K - $55.3K
|
5.71K
$406K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-390- 51.18% |
$28K - $63.7K
|
372
$26.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-422- 39.26% |
$30.3K - $68.9K
|
653
$46.5K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-770- 66.27% |
$55.2K - $126K
|
392
$27.9K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.58K- 38.54% |
$113K - $258K
|
2.52K
$179K
|