Purchases and Sales Made in Q1 2025 in Rbb Fd Inc Us Treas 3 Month Bi (TBIL)
This table provides information about the institutional ownership of Rbb Fd Inc Us Treas 3 Month Bi (TBIL) during Q1 2025. The information is specifically focused on institutions that hold shares of RBB FD INC US TREAS 3 MONTH BI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.33K+ 154.04% |
N/A
|
12.1K
$0
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.1K+ 689.32% |
N/A
|
8.13K
$0
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.87KNew |
N/A
|
6.87K
$0
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
6.13KNew |
N/A
|
6.13K
$0
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.64K+ 81.52% |
N/A
|
12.6K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Clarus Group, Inc.
|
BUY
|
- |
5.64K+ 21.67% |
N/A
|
31.7K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.48K+ 124.98% |
N/A
|
9.86K
$0
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.39KNew |
N/A
|
5.39K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
5.3KNew |
N/A
|
5.3K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
4.82K+ 3.17% |
N/A
|
157K
$0
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.81KNew |
N/A
|
4.81K
$0
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.75KNew |
N/A
|
4.75K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.72K+ 3.26% |
N/A
|
150K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
4.6KNew |
N/A
|
4.6K
$0
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.39K+ 18.66% |
N/A
|
27.9K
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.35KNew |
N/A
|
4.35K
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.3KNew |
N/A
|
4.3K
$0
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.24K+ 36.74% |
N/A
|
15.8K
$0
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
4.2KNew |
N/A
|
4.2K
$0
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
4.13KNew |
N/A
|
4.13K
$0
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4KNew |
N/A
|
4K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3.42K+ 2.78% |
N/A
|
127K
$0
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.2K+ 30.77% |
N/A
|
13.6K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.16K+ 78.41% |
N/A
|
7.18K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
BUY
|
- |
3KNew |
N/A
|
3K
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.92K+ 5.06% |
N/A
|
60.6K
$0
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.7KNew |
N/A
|
2.7K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.52K+ 10.59% |
N/A
|
26.3K
$0
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$0
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.27KNew |
N/A
|
2.27K
$0
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.18K+ 22.36% |
N/A
|
11.9K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
2.15K+ 5.42% |
N/A
|
41.7K
$0
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.01K+ 31.1% |
N/A
|
8.47K
$0
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.96K+ 219.78% |
N/A
|
2.85K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.87K+ 4.38% |
N/A
|
44.6K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.87KNew |
N/A
|
1.87K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.83K+ 2.71% |
N/A
|
69.3K
$0
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.8K+ 1.74% |
N/A
|
105K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.5K+ 17.82% |
N/A
|
9.92K
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.35K+ 10.6% |
N/A
|
14.1K
$0
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.06K+ 4.96% |
N/A
|
22.3K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
992+ 1.97% |
N/A
|
51.3K
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
982+ 21.72% |
N/A
|
5.5K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
980+ 16.8% |
N/A
|
6.82K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
900+ 18.75% |
N/A
|
5.7K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
864+ 80.3% |
N/A
|
1.94K
$0
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
831+ 13.63% |
N/A
|
6.93K
$0
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
750New |
N/A
|
750
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
715+ 6.59% |
N/A
|
11.6K
$0
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
668+ 5.22% |
N/A
|
13.5K
$0
|