Latest Institutional Transactions on Rli Corp (RLI)
This table provides information on the latest institutional transactions involving Rli Corp (RLI) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
182New |
$18.6K - $24.4K
|
182
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
141New |
$14.4K - $18.9K
|
141
$10.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.79K+ 1.43% |
$183K - $240K
|
128K
$9.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-84- 1.19% |
$8.56K - $11.3K
|
6.96K
$530K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-4.49K- 97.69% |
$458K - $602K
|
106
$8.08K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
32New |
$3.26K - $4.29K
|
32
$2.44K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-30- 50.0% |
$3.06K - $4.02K
|
30
$2.29K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
184New |
$18.8K - $24.7K
|
184
$14K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3New |
$306 - $402
|
3
$229
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100New |
$10.2K - $13.4K
|
100
$7.62K
|
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
945New |
$96.3K - $127K
|
945
$72K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
21New |
$2.14K - $2.81K
|
21
$1.6K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-49- 28.0% |
$4.99K - $5.87K
|
126
$9.6K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.43K- 38.82% |
$146K - $171K
|
2.26K
$172K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-200Closed |
$20.4K - $23.9K
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
58+ 23.39% |
$5.91K - $6.94K
|
306
$23.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
46.2K+ 7.15% |
$4.7M - $5.53M
|
692K
$52.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
SELL
|
- |
-15.5K- 4.32% |
$1.57M - $1.85M
|
342K
$26.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
2.63K+ 23.76% |
$267K - $314K
|
13.7K
$1.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
14.8KNew |
$1.51M - $1.77M
|
14.8K
$1.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
2K+ 25.0% |
$204K - $239K
|
10K
$762K
|
|
|
Nov 08, 2022
Q3 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.24K+ 15.61% |
$330K - $388K
|
24K
$1.83M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
16+ 14.68% |
$1.63K - $1.92K
|
125
$9.52K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
6New |
$611 - $718
|
6
$457
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-534- 28.19% |
$54.4K - $63.9K
|
1.36K
$104K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17New |
$1.73K - $2.04K
|
17
$1.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
2.14KNew |
$218K - $256K
|
2.14K
$163K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
408New |
$41.6K - $48.9K
|
408
$31.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-13- 4.18% |
$1.32K - $1.56K
|
298
$22.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$102 - $120
|
1
$76.2
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-49- 28.0% |
$4.99K - $5.87K
|
126
$9.6K
|
|
| Q2 2022 | |||||||
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
10New |
$1.08K - $1.21K
|
10
$762
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-14Closed |
$1.51K - $1.7K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-240Closed |
$25.8K - $29.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-77Closed |
$8.29K - $9.33K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
224KNew |
$24.2M - $27.2M
|
224K
$17.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.4KNew |
$258K - $291K
|
2.4K
$183K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
863+ 27.4% |
$92.9K - $105K
|
4.01K
$306K
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-42Closed |
$4.52K - $5.09K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.94K+ 75.16% |
$209K - $235K
|
4.52K
$344K
|
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-4.2KClosed |
$452K - $509K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-5Closed |
$539 - $606
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
19New |
$2.05K - $2.3K
|
19
$1.45K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.07KClosed |
$223K - $251K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
197New |
$21.2K - $23.9K
|
197
$15K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-33- 23.24% |
$3.55K - $4K
|
109
$8.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4- 1.79% |
$431 - $484
|
219
$16.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
237New |
$25.5K - $28.7K
|
237
$18.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-32Closed |
$3.45K - $3.88K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
6New |
$646 - $727
|
6
$457
|
|