Latest Institutional Transactions on Rmr Group Inc. (RMR)
This table provides information on the latest institutional transactions involving Rmr Group Inc. (RMR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
2New |
$66.4 - $92.7
|
2
$41
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
51New |
$1.69K - $2.36K
|
51
$1.04K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2Closed |
$66.4 - $92.7
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-27Closed |
$896 - $1.25K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-7.55KClosed |
$251K - $350K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-5.96KClosed |
$198K - $276K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
290KNew |
$9.63M - $13.4M
|
290K
$5.94M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$1.66M - $2.32M
|
50K
$1.02M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
21New |
$697 - $973
|
21
$430
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$66.4 - $92.7
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-27.5KClosed |
$1.04M - $1.15M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-15Closed |
$567 - $630
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-13Closed |
$492 - $546
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6Closed |
$227 - $252
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
V3 Capital Management, L.P.
White Plains, NY |
SELL
|
- |
-186KClosed |
$7.04M - $7.82M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-14Closed |
$529 - $588
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-16.1KClosed |
$609K - $676K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-6.8KClosed |
$257K - $286K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-5.06KClosed |
$191K - $212K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
SELL
|
- |
-6Closed |
$227 - $252
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3Closed |
$113 - $126
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-33- 97.06% |
$1.25K - $1.39K
|
1
$20.5
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11Closed |
$402 - $482
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9New |
$329 - $394
|
9
$184
|
|
|
May 14, 2021
Q1 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-10KClosed |
$366K - $438K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6Closed |
$219 - $263
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-3- 42.86% |
$110 - $131
|
4
$81.9
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2Closed |
$73.1 - $87.6
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-16Closed |
$585 - $700
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13New |
$475 - $569
|
13
$266
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-11Closed |
$402 - $482
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-27Closed |
$987 - $1.18K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-211Closed |
$7.72K - $9.24K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-6.45KClosed |
$236K - $282K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-150Closed |
$5.49K - $6.57K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-854Closed |
$31.2K - $37.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4New |
$106 - $162
|
4
$81.9
|
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
4New |
$106 - $162
|
4
$81.9
|
|
|
Feb 16, 2021
Q4 2020
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-8.18KClosed |
$216K - $331K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-57Closed |
$1.51K - $2.31K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-8.98KClosed |
$238K - $363K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-7Closed |
$185 - $283
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3Closed |
$79.4 - $121
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-86Closed |
$2.28K - $3.48K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6New |
$159 - $243
|
6
$123
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
3New |
$79.4 - $121
|
3
$61.4
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-3Closed |
$79.4 - $121
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-11Closed |
$291 - $445
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4New |
$106 - $162
|
4
$81.9
|
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-13- 59.09% |
$344 - $526
|
9
$184
|
|