Purchases and Sales Made in Q2 2023 in Rli Corp (RLI)
This table provides information about the institutional ownership of Rli Corp (RLI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
31+ 0.11% |
$3.84K - $4.56K
|
28.9K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30+ 83.33% |
$3.71K - $4.42K
|
66
$4.47K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
29+ 17.37% |
$3.59K - $4.27K
|
196
$13.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26+ 3.24% |
$3.22K - $3.83K
|
828
$56.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 17.36% |
$3.1K - $3.68K
|
169
$11.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
24New |
$2.97K - $3.53K
|
24
$1.63K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
24+ 24.74% |
$2.97K - $3.53K
|
121
$8.2K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
24New |
$2.97K - $3.53K
|
24
$1.63K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
17New |
$2.1K - $2.5K
|
17
$1.15K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
13+ 0.11% |
$1.61K - $1.91K
|
11.8K
$801K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
13+ 1.15% |
$1.61K - $1.91K
|
1.14K
$77.5K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12New |
$1.49K - $1.77K
|
12
$813
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12+ 0.26% |
$1.49K - $1.77K
|
4.65K
$315K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 12.86% |
$1.11K - $1.32K
|
79
$5.35K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 9.3% |
$991 - $1.18K
|
94
$6.37K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6+ 0.01% |
$743 - $883
|
44K
$2.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
6New |
$743 - $883
|
6
$407
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4+ 10.53% |
$495 - $589
|
42
$2.85K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
4+ 0.23% |
$495 - $589
|
1.76K
$119K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3New |
$371 - $442
|
3
$203
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 2.26% |
$371 - $442
|
136
$9.22K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
1+ 0.05% |
$124 - $147
|
1.99K
$135K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1+ 0.05% |
$124 - $147
|
1.93K
$131K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 3.03% |
$124 - $147
|
32
$2.17K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 33.33% |
$124 - $147
|
2
$136
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$124 - $147
|
8
$542
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.24% |
$248 - $294
|
823
$55.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3- 2.27% |
$371 - $442
|
129
$8.74K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 15.79% |
$371 - $442
|
16
$1.08K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-4- 0.1% |
$495 - $589
|
4.03K
$273K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4- 0.19% |
$495 - $589
|
2.12K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8- 0.32% |
$991 - $1.18K
|
2.48K
$168K
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-9- 0.31% |
$1.11K - $1.32K
|
2.92K
$198K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-13- 25.49% |
$1.61K - $1.91K
|
38
$2.58K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-15- 0.01% |
$1.86K - $2.21K
|
148K
$10M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-17- 17.0% |
$2.1K - $2.5K
|
83
$5.63K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-17- 0.07% |
$2.1K - $2.5K
|
25.4K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-18- 0.2% |
$2.23K - $2.65K
|
8.96K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-19- 43.18% |
$2.35K - $2.8K
|
25
$1.69K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-28- 0.96% |
$3.47K - $4.12K
|
2.89K
$196K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-45- 48.39% |
$5.57K - $6.62K
|
48
$3.25K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-57- 3.69% |
$7.06K - $8.39K
|
1.49K
$101K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-60- 0.39% |
$7.43K - $8.83K
|
15.4K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-69- 1.82% |
$8.54K - $10.2K
|
3.72K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-71- 4.42% |
$8.79K - $10.5K
|
1.53K
$104K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-80- 4.63% |
$9.91K - $11.8K
|
1.65K
$112K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-92- 15.92% |
$11.4K - $13.5K
|
486
$32.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-100- 4.77% |
$12.4K - $14.7K
|
2K
$135K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.85% |
$12.4K - $14.7K
|
11.7K
$794K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-102- 5.74% |
$12.6K - $15K
|
1.68K
$114K
|