Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
353+ 0.74% |
$19.4K - $22K
|
47.8K
$3.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
276+ 0.58% |
$15.2K - $17.2K
|
48.2K
$3.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
243+ 7.1% |
$13.3K - $15.2K
|
3.66K
$235K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
239+ 1.74% |
$13.1K - $14.9K
|
14K
$897K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
235New |
$12.9K - $14.7K
|
235
$15.1K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
199+ 5.59% |
$10.9K - $12.4K
|
3.76K
$241K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
198New |
$10.9K - $12.3K
|
198
$12.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
185+ 4.55% |
$10.2K - $11.5K
|
4.25K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
181+ 1.14% |
$9.94K - $11.3K
|
16K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
173+ 2.59% |
$9.5K - $10.8K
|
6.85K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
121+ 0.85% |
$6.64K - $7.55K
|
14.4K
$922K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
100+ 25.0% |
$5.49K - $6.24K
|
500
$32K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
90+ 9000.0% |
$4.94K - $5.61K
|
91
$5.83K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
80+ 14.76% |
$4.39K - $4.99K
|
622
$39.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
71+ 0.25% |
$3.9K - $4.43K
|
28.2K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
48+ 0.45% |
$2.64K - $2.99K
|
10.7K
$688K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
42New |
$2.31K - $2.62K
|
42
$2.69K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
40New |
$2.2K - $2.49K
|
40
$2.56K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
26New |
$1.43K - $1.62K
|
26
$1.67K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
11New |
$604 - $686
|
11
$705
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.02% |
$54.9 - $62.4
|
5.95K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-47- 0.81% |
$2.58K - $2.93K
|
5.78K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-110- 2.63% |
$6.04K - $6.86K
|
4.08K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-266- 4.06% |
$14.6K - $16.6K
|
6.28K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-583- 2.71% |
$32K - $36.4K
|
20.9K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-653- 99.85% |
$35.8K - $40.7K
|
1
$64.1
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-667- 22.72% |
$36.6K - $41.6K
|
2.27K
$145K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-768- 10.03% |
$42.2K - $47.9K
|
6.89K
$441K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-809- 13.47% |
$44.4K - $50.4K
|
5.2K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-892- 8.8% |
$49K - $55.6K
|
9.25K
$593K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.4K- 93.31% |
$76.6K - $87K
|
100
$6.41K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.05K- 78.01% |
$113K - $128K
|
578
$37K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.16K- 14.2% |
$119K - $135K
|
13K
$836K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.17K- 85.81% |
$119K - $135K
|
359
$23K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-2.2K- 8.84% |
$121K - $137K
|
22.7K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.33K- 91.53% |
$128K - $146K
|
216
$13.8K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-2.39K- 28.56% |
$131K - $149K
|
5.99K
$384K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.48K- 29.82% |
$136K - $154K
|
5.83K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.84K- 8.95% |
$156K - $177K
|
28.9K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.78K- 23.34% |
$263K - $298K
|
15.7K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6.05K- 27.85% |
$332K - $377K
|
15.7K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-6.49K- 1.59% |
$356K - $405K
|
402K
$25.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-23K- 99.55% |
$1.26M - $1.43M
|
104
$6.66K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-39.5K- 88.13% |
$2.17M - $2.46M
|
5.32K
$341K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-53.7K- 50.84% |
$2.95M - $3.35M
|
52K
$3.33M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-66.6K- 14.93% |
$3.66M - $4.15M
|
380K
$24.3M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-165K- 79.19% |
$9.08M - $10.3M
|
43.5K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-265K- 62.43% |
$14.5M - $16.5M
|
159K
$10.2M
|