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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
572New |
N/A
|
572
$0
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
567+ 2.26% |
N/A
|
25.6K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
550+ 8.82% |
N/A
|
6.78K
$0
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
544+ 2.92% |
N/A
|
19.2K
$0
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
500+ 5.22% |
N/A
|
10.1K
$0
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
418+ 40.04% |
N/A
|
1.46K
$0
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
309+ 4.36% |
N/A
|
7.4K
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
308New |
N/A
|
308
$0
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
301+ 2.39% |
N/A
|
12.9K
$0
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
287+ 0.9% |
N/A
|
32K
$0
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
258+ 1.36% |
N/A
|
19.2K
$0
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
252New |
N/A
|
252
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
241+ 4.2% |
N/A
|
5.97K
$0
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
236New |
N/A
|
236
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
197+ 2.69% |
N/A
|
7.53K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
167New |
N/A
|
167
$0
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
110New |
N/A
|
110
$0
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
84+ 2.38% |
N/A
|
3.62K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
35+ 0.7% |
N/A
|
5.04K
$0
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10+ 0.2% |
N/A
|
4.9K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
4+ 0.25% |
N/A
|
1.57K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12- 0.16% |
N/A
|
7.33K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-121- 0.73% |
N/A
|
16.4K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-150- 1.33% |
N/A
|
11.1K
$0
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-189- 0.87% |
N/A
|
21.6K
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-204- 16.2% |
N/A
|
1.06K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-217- 4.76% |
N/A
|
4.34K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-321- 0.62% |
N/A
|
51.6K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-397- 0.95% |
N/A
|
41.4K
$0
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-433- 2.43% |
N/A
|
17.4K
$0
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-450- 2.01% |
N/A
|
22K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
SELL
|
- |
-600- 2.29% |
N/A
|
25.6K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-900- 9.94% |
N/A
|
8.15K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.02K- 18.01% |
N/A
|
4.64K
$0
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.16K- 5.49% |
N/A
|
19.9K
$0
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.44K- 24.82% |
N/A
|
4.36K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-2.01K- 11.14% |
N/A
|
16K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.19K- 15.38% |
N/A
|
12.1K
$0
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.48K- 7.59% |
N/A
|
30.2K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.52K- 38.35% |
N/A
|
4.05K
$0
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3.3K- 26.21% |
N/A
|
9.29K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.51K- 5.4% |
N/A
|
61.6K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.6K- 42.64% |
N/A
|
4.84K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-4.33K- 6.19% |
N/A
|
65.7K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-4.4K- 3.43% |
N/A
|
124K
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.88K- 78.82% |
N/A
|
1.31K
$0
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.48K- 20.7% |
N/A
|
21K
$0
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-7.36K- 29.85% |
N/A
|
17.3K
$0
|