Latest Institutional Transactions on Rbb Rf Inc Motley Fool 100 Ind (TMFC)
This table provides information on the latest institutional transactions involving Rbb Rf Inc Motley Fool 100 Ind (TMFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-190- 1.57% |
$10.6K - $11.9K
|
11.9K
$734K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.76KNew |
$431K - $486K
|
7.76K
$479K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.89KNew |
$439K - $494K
|
7.89K
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
129New |
$7.17K - $8.08K
|
129
$7.96K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.44K+ 8.16% |
$80.1K - $90.2K
|
19.1K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.36KNew |
$187K - $211K
|
3.36K
$208K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
156+ 5.61% |
$8.67K - $9.77K
|
2.94K
$181K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-269- 2.59% |
$15K - $16.8K
|
10.1K
$625K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
62.2K+ 8.39% |
$3.46M - $3.89M
|
804K
$49.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
4.89K+ 9.11% |
$272K - $306K
|
58.5K
$3.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
19+ 0.38% |
$1.06K - $1.19K
|
4.97K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
47.9KNew |
$2.66M - $3M
|
47.9K
$2.96M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.94K+ 11323.08% |
$147K - $166K
|
2.97K
$183K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.37K+ 27.84% |
$68.4K - $77.1K
|
6.29K
$388K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.78K+ 110.9% |
$88.9K - $100K
|
3.39K
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-40- 0.67% |
$2K - $2.25K
|
5.9K
$365K
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.66K+ 11.06% |
$133K - $150K
|
26.7K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.1K+ 8055.2% |
$503K - $567K
|
10.2K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 63.64% |
$8.74K - $9.85K
|
100
$6.17K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 9.65% |
$78.9K - $89K
|
14.8K
$913K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 4.41% |
$300 - $338
|
142
$8.77K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.31K+ 17.44% |
$115K - $130K
|
15.6K
$961K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.68K+ 37.34% |
$184K - $207K
|
13.6K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.3KNew |
$663K - $747K
|
13.3K
$820K
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-400- 8.54% |
$20K - $22.5K
|
4.29K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
149K+ 140.27% |
$7.43M - $8.38M
|
255K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.73K- 40.57% |
$236K - $266K
|
6.93K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.28KNew |
$213K - $241K
|
4.28K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.06K+ 2124.0% |
$53K - $59.8K
|
1.11K
$68.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.1KNew |
$1.5M - $1.69M
|
30.1K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.24K+ 9.12% |
$61.9K - $69.8K
|
14.8K
$916K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
74+ 43.27% |
$3.7K - $4.17K
|
245
$15.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.9K+ 26.34% |
$1.59M - $1.8M
|
153K
$9.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.13K+ 24.74% |
$406K - $457K
|
41K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
146+ 0.35% |
$7.29K - $8.22K
|
41.5K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
43.6K+ 940.66% |
$2.18M - $2.45M
|
48.2K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.63K+ 14.57% |
$81.2K - $91.5K
|
12.8K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-14.3K- 67.97% |
$714K - $805K
|
6.74K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
175K+ 3672.29% |
$8.74M - $9.85M
|
180K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-934- 1.86% |
$46.6K - $52.6K
|
49.2K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.15K- 12.85% |
$307K - $346K
|
41.8K
$2.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-7- 0.01% |
$350 - $394
|
59.3K
$3.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.43K+ 15.96% |
$71.4K - $80.5K
|
10.4K
$641K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.21K+ 8.45% |
$160K - $181K
|
41.2K
$2.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.4K+ 3.92% |
$1.02M - $1.15M
|
542K
$33.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
154+ 1.5% |
$7.69K - $8.67K
|
10.4K
$642K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
180New |
$8.99K - $10.1K
|
180
$11.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-7.6K- 1.78% |
$380K - $428K
|
418K
$25.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.65KNew |
$182K - $206K
|
3.65K
$226K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.73K+ 29.09% |
$186K - $210K
|
16.5K
$1.02M
|
|