Institutional Ownership Rmr Group Inc. (RMR)
This table provides information about the institutional ownership of Rmr Group Inc. (RMR). We have compiled data on the 181 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $207 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
8
shares
|
$136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8
shares
|
$136
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
7
shares
|
$119
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6
shares
|
$102
0.0% of portfolio
|
Q3 2024
Reduced 76.92%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
6
shares
|
$102
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
6
shares
|
$102
0.0% of portfolio
|
Q2 2024
Reduced 33.33%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5
shares
|
$85
0.0% of portfolio
|
Q4 2023
Reduced 61.54%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
4
shares
|
$68
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4
shares
|
$68
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
4
shares
|
$68
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
4
shares
|
$68
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
4
shares
|
$68
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
3
shares
|
$51
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
3
shares
|
$51
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
3
shares
|
$51
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3
shares
|
$51
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
3
shares
|
$51
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2
shares
|
$34
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
2
shares
|
$34
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$34
0.0% of portfolio
|
Q3 2022
Reduced 66.67%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2
shares
|
$34
0.0% of portfolio
|
Q3 2018
Reduced 95.0%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
2
shares
|
$34
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
1
shares
|
$17
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1
shares
|
$17
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
1
shares
|
$17
0.0% of portfolio
|
Q4 2023
New holding
|