Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
7.27KNew |
N/A
|
7.27K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.11K+ 10.46% |
N/A
|
75.1K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
6.71KNew |
N/A
|
6.71K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.27KNew |
N/A
|
6.27K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.54K+ 117.94% |
N/A
|
10.2K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.22K+ 11.19% |
N/A
|
51.9K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.1KNew |
N/A
|
5.1K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.08K+ 508100.0% |
N/A
|
5.08K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5KNew |
N/A
|
5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.83KNew |
N/A
|
4.83K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.82KNew |
N/A
|
4.82K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
4.72K+ 37.51% |
N/A
|
17.3K
$0
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
4.72KNew |
N/A
|
4.72K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.62KNew |
N/A
|
4.62K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.41K+ 31.79% |
N/A
|
18.3K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.39K+ 8.59% |
N/A
|
55.4K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4.06KNew |
N/A
|
4.06K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
4.02KNew |
N/A
|
4.02K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.8KNew |
N/A
|
3.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.73KNew |
N/A
|
3.73K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.49K+ 39.04% |
N/A
|
12.4K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.33K+ 35.31% |
N/A
|
12.8K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.05K+ 6.98% |
N/A
|
46.7K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.82K+ 3.86% |
N/A
|
75.8K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.55K+ 62.51% |
N/A
|
6.64K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.52K+ 42.96% |
N/A
|
8.37K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.27K+ 10.5% |
N/A
|
23.9K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.07K+ 1.11% |
N/A
|
188K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.9K+ 5.47% |
N/A
|
36.6K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.88K+ 188.0% |
N/A
|
2.88K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1.86K+ 50.3% |
N/A
|
5.56K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.41K+ 9.92% |
N/A
|
15.7K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
BUY
|
- |
1.34K+ 29.39% |
N/A
|
5.91K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.29K+ 17.93% |
N/A
|
8.46K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.23K+ 15.71% |
N/A
|
9.03K
$0
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.22KNew |
N/A
|
1.22K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.02K+ 2.79% |
N/A
|
37.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
858+ 2.0% |
N/A
|
43.7K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
760New |
N/A
|
760
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
758New |
N/A
|
758
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
684+ 12.43% |
N/A
|
6.19K
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
581New |
N/A
|
581
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
465+ 11.49% |
N/A
|
4.51K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
385+ 1.32% |
N/A
|
29.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
376+ 0.65% |
N/A
|
57.9K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
350New |
N/A
|
350
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
334+ 5.29% |
N/A
|
6.65K
$0
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
316+ 0.49% |
N/A
|
65.3K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
230+ 4.5% |
N/A
|
5.34K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
200New |
N/A
|
200
$0
|