Purchases and Sales Made in Q1 2024 in Rbb Rf Inc Motley Fool 100 Ind (TMFC)
This table provides information about the institutional ownership of Rbb Rf Inc Motley Fool 100 Ind (TMFC) during Q1 2024. The information is specifically focused on institutions that hold shares of RBB RF INC MOTLEY FOOL 100 IND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
171K+ 30.99% |
$7.45M - $8.55M
|
723K
$44.9M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
74K+ 1200.37% |
$3.22M - $3.69M
|
80.1K
$4.97M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
54.2K+ 82.98% |
$2.36M - $2.71M
|
119K
$7.41M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
42.3K+ 5488.72% |
$1.84M - $2.11M
|
43.1K
$2.67M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.3KNew |
$1.36M - $1.56M
|
31.3K
$1.94M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.5K+ 53.58% |
$1.02M - $1.17M
|
67.4K
$4.18M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.1K+ 9.86% |
$702K - $805K
|
180K
$11.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.8K+ 138.08% |
$688K - $788K
|
27.2K
$1.69M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.2K+ 19.02% |
$619K - $710K
|
89K
$5.52M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.7KNew |
$595K - $682K
|
13.7K
$848K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.3K+ 27.82% |
$534K - $612K
|
56.3K
$3.49M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.7K+ 51.72% |
$508K - $582K
|
34.2K
$2.12M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.86K+ 109.62% |
$429K - $492K
|
18.9K
$1.17M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
8.54KNew |
$372K - $427K
|
8.54K
$530K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.7K+ 81.05% |
$335K - $384K
|
17.2K
$1.07M
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.04K+ 18.79% |
$307K - $352K
|
44.5K
$2.76M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.03K+ 33.0% |
$306K - $351K
|
28.3K
$1.76M
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.78KNew |
$295K - $339K
|
6.78K
$420K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6.47KNew |
$282K - $323K
|
6.47K
$401K
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.75KNew |
$250K - $287K
|
5.75K
$357K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5K+ 34.49% |
$218K - $249K
|
19.5K
$1.21M
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
4.58K+ 9.76% |
$200K - $229K
|
51.6K
$3.2M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.37K+ 26.67% |
$190K - $218K
|
20.8K
$1.29M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.12KNew |
$179K - $205K
|
4.12K
$255K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.1KNew |
$178K - $205K
|
4.1K
$254K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.06KNew |
$177K - $203K
|
4.06K
$252K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.92K+ 17.51% |
$171K - $196K
|
26.3K
$1.63M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.11K+ 18.38% |
$135K - $155K
|
20K
$1.24M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.88K+ 16.12% |
$125K - $144K
|
20.7K
$1.29M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.39K+ 6.51% |
$104K - $119K
|
39.1K
$2.42M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.37KNew |
$103K - $119K
|
2.37K
$147K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.1K+ 25.46% |
$91.4K - $105K
|
10.3K
$641K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.07KNew |
$90.2K - $103K
|
2.07K
$129K
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.88K+ 92.35% |
$82K - $94K
|
3.92K
$243K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.73K+ 16.93% |
$75.5K - $86.5K
|
12K
$743K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.7KNew |
$74K - $84.9K
|
1.7K
$105K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.45K+ 1.71% |
$63.1K - $72.4K
|
86.3K
$5.35M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.39KNew |
$60.5K - $69.4K
|
1.39K
$86.2K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 8.61% |
$58.7K - $67.4K
|
17K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08K+ 12.47% |
$46.9K - $53.8K
|
9.71K
$602K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08K+ 12.47% |
$46.9K - $53.8K
|
9.71K
$602K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
980New |
$42.7K - $48.9K
|
980
$60.8K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
903New |
$39.3K - $45.1K
|
903
$56K
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
795+ 0.19% |
$34.6K - $39.7K
|
427K
$26.5M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
400New |
$17.4K - $20K
|
400
$24.8K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
354+ 2.83% |
$15.4K - $17.7K
|
12.9K
$798K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
297+ 7.26% |
$12.9K - $14.8K
|
4.39K
$272K
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
290+ 4.36% |
$12.6K - $14.5K
|
6.95K
$431K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$8.71K - $9.99K
|
200
$12.4K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
130+ 10.7% |
$5.66K - $6.49K
|
1.35K
$83.4K
|