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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.71K- 0.54% |
N/A
|
690K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.09K- 17.99% |
N/A
|
18.6K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.14K- 9.01% |
N/A
|
41.8K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.17K- 7.66% |
N/A
|
50.3K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.61K- 16.38% |
N/A
|
23.5K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-4.86K- 19.15% |
N/A
|
20.5K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5.91K- 48.83% |
N/A
|
6.19K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-6.51K- 34.08% |
N/A
|
12.6K
$0
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-6.68K- 28.76% |
N/A
|
16.6K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-8.94K- 66.21% |
N/A
|
4.56K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.02K- 38.87% |
N/A
|
14.2K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-9.36K- 14.69% |
N/A
|
54.4K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.6K- 14.23% |
N/A
|
63.7K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-11.9K- 17.12% |
N/A
|
57.7K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 59.57% |
N/A
|
8.35K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-13.4K- 42.55% |
N/A
|
18K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
SELL
|
- |
-15.4K- 36.99% |
N/A
|
26.2K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-16.4K- 69.09% |
N/A
|
7.34K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-20.6K- 71.03% |
N/A
|
8.41K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-23.2K- 84.39% |
N/A
|
4.29K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-24.5K- 52.97% |
N/A
|
21.8K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-40.2K- 72.75% |
N/A
|
15K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-66.2K- 32.31% |
N/A
|
139K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
SELL
|
- |
-66.8K- 31.77% |
N/A
|
143K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-68.2K- 15.97% |
N/A
|
359K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-88.1K- 99.64% |
N/A
|
315
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-92K- 38.95% |
N/A
|
144K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-101K- 23.91% |
N/A
|
321K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-124K- 47.51% |
N/A
|
137K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-315K- 95.67% |
N/A
|
14.3K
$0
|