Purchases and Sales Made in Q4 2022 in Rli Corp (RLI)
This table provides information about the institutional ownership of Rli Corp (RLI) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
32New |
$3.26K - $4.29K
|
32
$2.39K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
31New |
$3.16K - $4.15K
|
31
$2.31K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
31New |
$3.16K - $4.15K
|
31
$2.31K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 357.14% |
$2.55K - $3.35K
|
32
$2.39K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
21+ 0.1% |
$2.14K - $2.81K
|
22.1K
$1.65M
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
21New |
$2.14K - $2.81K
|
21
$1.57K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19New |
$1.94K - $2.55K
|
19
$1.42K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15New |
$1.53K - $2.01K
|
15
$1.12K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
12+ 0.07% |
$1.22K - $1.61K
|
16K
$1.19M
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 46.15% |
$1.22K - $1.61K
|
38
$2.83K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
11+ 0.9% |
$1.12K - $1.47K
|
1.23K
$92K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9New |
$917 - $1.21K
|
9
$671
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
7New |
$714 - $938
|
7
$522
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
7New |
$714 - $938
|
7
$522
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 9.84% |
$612 - $804
|
67
$4.99K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 6.0% |
$612 - $804
|
106
$7.9K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$306 - $402
|
3
$224
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2New |
$204 - $268
|
2
$149
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2+ 9.52% |
$204 - $268
|
23
$1.71K
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.03% |
$102 - $134
|
3.56K
$266K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 11.11% |
$102 - $134
|
8
$596
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.94% |
$102 - $134
|
33
$2.46K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1- 0.76% |
$102 - $134
|
130
$9.69K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 20.0% |
$204 - $268
|
8
$596
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 2.06% |
$204 - $268
|
95
$7.08K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-5- 4.76% |
$510 - $670
|
100
$7.45K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 28.57% |
$612 - $804
|
15
$1.12K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9- 0.19% |
$917 - $1.21K
|
4.61K
$344K
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-11- 0.13% |
$1.12K - $1.47K
|
8.38K
$625K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-14- 10.77% |
$1.43K - $1.88K
|
116
$8.65K
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-17- 8.72% |
$1.73K - $2.28K
|
178
$13.3K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-21- 0.13% |
$2.14K - $2.81K
|
15.9K
$1.18M
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-30- 50.0% |
$3.06K - $4.02K
|
30
$2.24K
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
SELL
|
- |
-31- 0.48% |
$3.16K - $4.15K
|
6.44K
$480K
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-33- 2.12% |
$3.36K - $4.42K
|
1.52K
$114K
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-46- 1.82% |
$4.69K - $6.16K
|
2.48K
$185K
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-59- 0.04% |
$6.01K - $7.91K
|
141K
$10.5M
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-62- 2.45% |
$6.32K - $8.31K
|
2.46K
$184K
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-67- 1.78% |
$6.83K - $8.98K
|
3.7K
$276K
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-70- 2.47% |
$7.14K - $9.38K
|
2.77K
$206K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-79- 9.15% |
$8.05K - $10.6K
|
784
$58.4K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-84- 1.19% |
$8.56K - $11.3K
|
6.96K
$519K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-109- 1.39% |
$11.1K - $14.6K
|
7.76K
$578K
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-121- 3.15% |
$12.3K - $16.2K
|
3.72K
$277K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-136- 5.1% |
$13.9K - $18.2K
|
2.53K
$189K
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-200- 4.03% |
$20.4K - $26.8K
|
4.77K
$355K
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-207- 0.44% |
$21.1K - $27.7K
|
47.1K
$3.51M
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-207- 0.44% |
$21.1K - $27.7K
|
47.1K
$3.51M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-216- 6.74% |
$22K - $28.9K
|
2.99K
$223K
|