Purchases and Sales Made in Q4 2023 in Rmr Group Inc. (RMR)
This table provides information about the institutional ownership of Rmr Group Inc. (RMR) during Q4 2023. The information is specifically focused on institutions that hold shares of RMR GROUP INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
470+ 4.55% |
$10.3K - $13.4K
|
10.8K
$209K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
374+ 4.18% |
$8.16K - $10.7K
|
9.32K
$180K
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
351+ 0.58% |
$7.66K - $10K
|
61.2K
$1.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
337+ 1.68% |
$7.35K - $9.61K
|
20.4K
$395K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
294+ 2.39% |
$6.42K - $8.38K
|
12.6K
$243K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
234+ 1.54% |
$5.11K - $6.67K
|
15.4K
$298K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
203New |
$4.43K - $5.79K
|
203
$3.93K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
174+ 276.19% |
$3.8K - $4.96K
|
237
$4.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
137+ 0.22% |
$2.99K - $3.91K
|
63.5K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
100New |
$2.18K - $2.85K
|
100
$1.93K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
46+ 1533.33% |
$1K - $1.31K
|
49
$948
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
43New |
$938 - $1.23K
|
43
$832
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39+ 4.43% |
$851 - $1.11K
|
919
$17.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
38New |
$829 - $1.08K
|
38
$735
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35New |
$764 - $998
|
35
$677
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
35New |
$764 - $998
|
35
$677
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30New |
$655 - $855
|
30
$580
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
27New |
$589 - $770
|
27
$522
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
20+ 0.77% |
$436 - $570
|
2.63K
$50.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11New |
$240 - $314
|
11
$213
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10New |
$218 - $285
|
10
$193
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8New |
$175 - $228
|
8
$155
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3+ 0.11% |
$65.5 - $85.5
|
2.68K
$51.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1New |
$21.8 - $28.5
|
1
$19.3
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1New |
$21.8 - $28.5
|
1
$19.3
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 11.11% |
$21.8 - $28.5
|
10
$193
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.38% |
$21.8 - $28.5
|
43
$832
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1+ 100.0% |
$21.8 - $28.5
|
2
$38.7
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 10.0% |
$21.8 - $28.5
|
9
$174
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 4.17% |
$43.6 - $57
|
46
$890
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-2- 33.33% |
$43.6 - $57
|
4
$77.4
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-5- 0.7% |
$109 - $143
|
710
$13.7K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 71.43% |
$109 - $143
|
2
$38.7
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7- 0.46% |
$153 - $200
|
1.53K
$29.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 61.54% |
$175 - $228
|
5
$96.7
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-13- 5.18% |
$284 - $371
|
238
$4.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14- 93.33% |
$305 - $399
|
1
$19.3
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29- 44.62% |
$633 - $827
|
36
$696
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-31- 0.4% |
$676 - $884
|
7.66K
$148K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-51- 86.44% |
$1.11K - $1.45K
|
8
$155
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-56- 0.68% |
$1.22K - $1.6K
|
8.19K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-70- 0.55% |
$1.53K - $2K
|
12.6K
$244K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-74- 0.52% |
$1.61K - $2.11K
|
14K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76- 73.08% |
$1.66K - $2.17K
|
28
$542
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-86- 0.4% |
$1.88K - $2.45K
|
21.4K
$415K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-158- 7.53% |
$3.45K - $4.5K
|
1.94K
$37.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-219- 0.89% |
$4.78K - $6.24K
|
24.3K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-361- 45.18% |
$7.88K - $10.3K
|
438
$8.47K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-371- 3.1% |
$8.1K - $10.6K
|
11.6K
$225K
|