Purchases and Sales Made in Q4 2023 in Rio Tinto PLC (RIO)
This table provides information about the institutional ownership of Rio Tinto PLC (RIO) during Q4 2023. The information is specifically focused on institutions that hold shares of RIO TINTO PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
544+ 10.11% |
$32.8K - $40.7K
|
5.92K
$375K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
531+ 0.47% |
$32.1K - $39.7K
|
113K
$7.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
529+ 7.61% |
$31.9K - $39.6K
|
7.48K
$473K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
512+ 0.56% |
$30.9K - $38.3K
|
91.8K
$5.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
506+ 44.62% |
$30.5K - $37.8K
|
1.64K
$104K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
501+ 0.82% |
$30.2K - $37.5K
|
61.9K
$3.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
500+ 279.33% |
$30.2K - $37.4K
|
679
$43K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
482+ 2.95% |
$29.1K - $36K
|
16.8K
$1.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
478+ 7.89% |
$28.9K - $35.7K
|
6.54K
$414K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
474+ 7.3% |
$28.6K - $35.4K
|
6.97K
$441K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
469+ 6.48% |
$28.3K - $35.1K
|
7.71K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
463+ 4.18% |
$27.9K - $34.6K
|
11.5K
$730K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
441+ 250.57% |
$26.6K - $33K
|
617
$39K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
434+ 3.18% |
$26.2K - $32.5K
|
14.1K
$890K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
428+ 6.09% |
$25.8K - $32K
|
7.46K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
421+ 0.89% |
$25.4K - $31.5K
|
47.8K
$3.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
417+ 2.86% |
$25.2K - $31.2K
|
15K
$950K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
400+ 5.33% |
$24.1K - $29.9K
|
7.9K
$500K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
388+ 11.61% |
$23.4K - $29K
|
3.73K
$236K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
385+ 16.89% |
$23.2K - $28.8K
|
2.66K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
364New |
$22K - $27.2K
|
364
$23K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
340+ 2.02% |
$20.5K - $25.4K
|
17.2K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
336+ 5.32% |
$20.3K - $25.1K
|
6.66K
$421K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
330+ 785.71% |
$19.9K - $24.7K
|
372
$23.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
316+ 0.74% |
$19.1K - $23.6K
|
42.8K
$2.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
303+ 0.57% |
$18.3K - $22.7K
|
53.9K
$3.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
300+ 22.54% |
$18.1K - $22.4K
|
1.63K
$103K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
300New |
$18.1K - $22.4K
|
300
$19K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
288+ 1.54% |
$17.4K - $21.5K
|
19K
$1.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
280+ 7.47% |
$16.9K - $20.9K
|
4.03K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
256+ 0.82% |
$15.5K - $19.1K
|
31.4K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
244+ 5.28% |
$14.7K - $18.2K
|
4.86K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
244+ 308.86% |
$14.7K - $18.2K
|
323
$20.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
240New |
$14.5K - $17.9K
|
240
$15.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
234New |
$14.1K - $17.5K
|
234
$14.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
233+ 24.89% |
$14.1K - $17.4K
|
1.17K
$74K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
225New |
$13.6K - $16.8K
|
225
$14.2K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
224+ 3.87% |
$13.5K - $16.7K
|
6.02K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
223+ 6.43% |
$13.5K - $16.7K
|
3.69K
$234K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
221+ 3.91% |
$13.3K - $16.5K
|
5.87K
$371K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
215+ 2.38% |
$13K - $16.1K
|
9.26K
$586K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
205+ 2.4% |
$12.4K - $15.3K
|
8.76K
$554K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$12.1K - $15K
|
200
$12.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
200New |
$12.1K - $15K
|
200
$12.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
192+ 2.59% |
$11.6K - $14.4K
|
7.6K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
180+ 153.85% |
$10.9K - $13.5K
|
297
$18.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
176+ 1.86% |
$10.6K - $13.2K
|
9.65K
$610K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
175+ 0.31% |
$10.6K - $13.1K
|
56.1K
$3.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
156+ 39.29% |
$9.42K - $11.7K
|
553
$35K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
155New |
$9.36K - $11.6K
|
155
$9.81K
|