Purchases and Sales Made in Q1 2025 in Rbb Fd Inc Us Treas 2 Yr Nt Et (UTWO)
This table provides information about the institutional ownership of Rbb Fd Inc Us Treas 2 Yr Nt Et (UTWO) during Q1 2025. The information is specifically focused on institutions that hold shares of RBB FD INC US TREAS 2 YR NT ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
182K+ 33.41% |
N/A
|
727K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
41.7KNew |
N/A
|
41.7K
$0
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
38.7K+ 4508.04% |
N/A
|
39.5K
$0
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
35.9K+ 31.47% |
N/A
|
150K
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.6K+ 7.7% |
N/A
|
414K
$0
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
26.3KNew |
N/A
|
26.3K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
25.5KNew |
N/A
|
25.5K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.7K+ 29.13% |
N/A
|
105K
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.6K+ 30.23% |
N/A
|
89K
$0
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.4KNew |
N/A
|
18.4K
$0
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15.6KNew |
N/A
|
15.6K
$0
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
13.5KNew |
N/A
|
13.5K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.4K+ 33.6% |
N/A
|
49.3K
$0
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
10.4K+ 13.18% |
N/A
|
89.4K
$0
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
9.83KNew |
N/A
|
9.83K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.76K+ 4.28% |
N/A
|
140K
$0
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.04K+ 96.39% |
N/A
|
10.3K
$0
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.62K+ 3.87% |
N/A
|
124K
$0
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
4.55KNew |
N/A
|
4.55K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.02K+ 13.95% |
N/A
|
32.9K
$0
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
4KNew |
N/A
|
4K
$0
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.92KNew |
N/A
|
3.92K
$0
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.25K+ 64.29% |
N/A
|
5.75K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
2K+ 13.16% |
N/A
|
17.2K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.9K+ 51.7% |
N/A
|
5.58K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.04K+ 24.29% |
N/A
|
5.31K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.01K+ 8.97% |
N/A
|
12.2K
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1K+ 178.89% |
N/A
|
1.56K
$0
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
915+ 0.71% |
N/A
|
131K
$0
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
822+ 14.17% |
N/A
|
6.62K
$0
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
780+ 1.04% |
N/A
|
75.7K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
500+ 3.36% |
N/A
|
15.4K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
387+ 8.65% |
N/A
|
4.86K
$0
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
362+ 7.7% |
N/A
|
5.07K
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
242+ 1.04% |
N/A
|
23.5K
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105New |
N/A
|
105
$0
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
17+ 0.32% |
N/A
|
5.39K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.74% |
N/A
|
547
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-91- 0.79% |
N/A
|
11.5K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-121Closed |
N/A
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-128- 4.22% |
N/A
|
2.91K
$0
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-205- 3.49% |
N/A
|
5.68K
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-228- 91.2% |
N/A
|
22
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-327- 0.48% |
N/A
|
68K
$0
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-422- 0.06% |
N/A
|
692K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-757- 8.77% |
N/A
|
7.87K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1.01K- 7.9% |
N/A
|
11.7K
$0
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.15K- 31.18% |
N/A
|
4.75K
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.51K- 3.73% |
N/A
|
64.7K
$0
|