Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.6K+ 12.19% |
N/A
|
227K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
22.8K+ 112.54% |
N/A
|
43.1K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.9K+ 100.3% |
N/A
|
43.8K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
21.8KNew |
N/A
|
21.8K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
21.6K+ 4.49% |
N/A
|
502K
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
21.4K+ 61.71% |
N/A
|
56.2K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
21.2K+ 7.81% |
N/A
|
292K
$0
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21.1KNew |
N/A
|
21.1K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
21K+ 420.32% |
N/A
|
26K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
20.4K+ 23.05% |
N/A
|
109K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
20KNew |
N/A
|
20K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19.7K+ 85.75% |
N/A
|
42.7K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19K+ 138.67% |
N/A
|
32.7K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19KNew |
N/A
|
19K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
18.6K+ 225.35% |
N/A
|
26.9K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
18.6K+ 9.13% |
N/A
|
222K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.1K+ 36.58% |
N/A
|
67.5K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
16.3K+ 30.42% |
N/A
|
70.1K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 23.78% |
N/A
|
77.8K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.2K+ 61.02% |
N/A
|
37.4K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
14KNew |
N/A
|
14K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
13.2KNew |
N/A
|
13.2K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13.1KNew |
N/A
|
13.1K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.8K+ 14.7% |
N/A
|
100K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12.6KNew |
N/A
|
12.6K
$0
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
12.3K+ 68.32% |
N/A
|
30.3K
$0
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
11K+ 22.15% |
N/A
|
60.4K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
10.5K+ 44.92% |
N/A
|
33.8K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.61K+ 14.13% |
N/A
|
77.6K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.51K+ 29.24% |
N/A
|
42K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.26K+ 63.55% |
N/A
|
23.8K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9KNew |
N/A
|
9K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
8.99K+ 6.62% |
N/A
|
145K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.79KNew |
N/A
|
8.79K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8.74K+ 6.09% |
N/A
|
152K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
8.04K+ 2.68% |
N/A
|
308K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
7.1KNew |
N/A
|
7.1K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.92KNew |
N/A
|
6.92K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
5.84KNew |
N/A
|
5.84K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.8KNew |
N/A
|
5.8K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.84KNew |
N/A
|
4.84K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.76KNew |
N/A
|
4.76K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
4.57K+ 88.28% |
N/A
|
9.75K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.52KNew |
N/A
|
4.52K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.38KNew |
N/A
|
4.38K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
4.3KNew |
N/A
|
4.3K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
4.3K+ 42.16% |
N/A
|
14.5K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
3.87K+ 10.02% |
N/A
|
42.5K
$0
|