Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-276- 3.47% |
N/A
|
7.69K
$0
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-368- 6.03% |
N/A
|
5.73K
$0
|
|
Nov 13, 2024
Q3 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-390- 1.54% |
N/A
|
25K
$0
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-446- 1.74% |
N/A
|
25.1K
$0
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-600- 10.71% |
N/A
|
5K
$0
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-682- 9.96% |
N/A
|
6.17K
$0
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-742- 10.25% |
N/A
|
6.49K
$0
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-750- 7.61% |
N/A
|
9.1K
$0
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-750- 7.32% |
N/A
|
9.5K
$0
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-756- 1.75% |
N/A
|
42.4K
$0
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-852- 4.35% |
N/A
|
18.7K
$0
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-873- 14.43% |
N/A
|
5.18K
$0
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-903- 7.85% |
N/A
|
10.6K
$0
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.04K- 19.02% |
N/A
|
4.43K
$0
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.5K- 3.16% |
N/A
|
45.9K
$0
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.79K- 34.92% |
N/A
|
3.34K
$0
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.56K- 41.42% |
N/A
|
3.62K
$0
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-2.8K- 25.91% |
N/A
|
8.02K
$0
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3.05K- 42.72% |
N/A
|
4.09K
$0
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.06K- 35.0% |
N/A
|
5.69K
$0
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.21K- 95.5% |
N/A
|
151
$0
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.92K- 45.49% |
N/A
|
5.89K
$0
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.1K- 14.06% |
N/A
|
31.2K
$0
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-6.06K- 41.27% |
N/A
|
8.63K
$0
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.32K- 49.44% |
N/A
|
6.46K
$0
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.52K- 57.8% |
N/A
|
5.49K
$0
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.36K- 13.14% |
N/A
|
55.2K
$0
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.31K- 11.14% |
N/A
|
74.3K
$0
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.36K- 6.43% |
N/A
|
136K
$0
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-9.82K- 21.29% |
N/A
|
36.3K
$0
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-11K- 15.38% |
N/A
|
60.3K
$0
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-12K- 54.5% |
N/A
|
10K
$0
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-15.1K- 34.99% |
N/A
|
28.1K
$0
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-15.6K- 56.56% |
N/A
|
12K
$0
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-18.1K- 26.78% |
N/A
|
49.4K
$0
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-18.2K- 3.65% |
N/A
|
481K
$0
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.8K- 8.42% |
N/A
|
205K
$0
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
SELL
|
- |
-21.9K- 9.42% |
N/A
|
210K
$0
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-24.9K- 75.66% |
N/A
|
8K
$0
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-26K- 71.8% |
N/A
|
10.2K
$0
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-33.6K- 17.7% |
N/A
|
156K
$0
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-35.1K- 58.05% |
N/A
|
25.4K
$0
|
|
Oct 07, 2024
Q3 2024
|
Divergent Planning, LLC
|
SELL
|
- |
-50.4K- 68.38% |
N/A
|
23.3K
$0
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-52.7K- 9.3% |
N/A
|
514K
$0
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-57K- 11.91% |
N/A
|
422K
$0
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-65.1K- 10.35% |
N/A
|
564K
$0
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-73.1K- 16.93% |
N/A
|
359K
$0
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-74.2K- 80.68% |
N/A
|
17.8K
$0
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-105K- 86.4% |
N/A
|
16.6K
$0
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-108K- 21.99% |
N/A
|
385K
$0
|