Purchases and Sales Made in Q3 2023 in Rli Corp (RLI)
This table provides information about the institutional ownership of Rli Corp (RLI) during Q3 2023. The information is specifically focused on institutions that hold shares of RLI CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 12.4% |
$2.05K - $2.24K
|
145
$11.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15New |
$1.92K - $2.1K
|
15
$1.17K
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
14+ 0.9% |
$1.8K - $1.96K
|
1.57K
$123K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13+ 0.23% |
$1.67K - $1.82K
|
5.64K
$441K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
7+ 0.24% |
$898 - $980
|
2.96K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5+ 0.01% |
$642 - $700
|
44K
$3.44M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4+ 0.24% |
$513 - $560
|
1.68K
$131K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 57.14% |
$513 - $560
|
11
$860
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3+ 0.07% |
$385 - $420
|
4.04K
$316K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 1.65% |
$257 - $280
|
123
$9.62K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.84% |
$257 - $280
|
241
$18.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 1.52% |
$128 - $140
|
65
$5.08K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 0.35% |
$128 - $140
|
283
$22.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2- 0.06% |
$257 - $280
|
3.61K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2- 0.06% |
$257 - $280
|
3.61K
$282K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3Closed |
$385 - $420
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 1.95% |
$513 - $560
|
201
$15.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4- 9.52% |
$513 - $560
|
38
$2.97K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 8.86% |
$898 - $980
|
72
$5.63K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 36.0% |
$1.15K - $1.26K
|
16
$1.25K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13- 13.83% |
$1.67K - $1.82K
|
81
$6.33K
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-17- 0.68% |
$2.18K - $2.38K
|
2.48K
$194K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-19- 0.65% |
$2.44K - $2.66K
|
2.9K
$227K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23- 1.5% |
$2.95K - $3.22K
|
1.51K
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-24- 1.58% |
$3.08K - $3.36K
|
1.5K
$117K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-37- 1.61% |
$4.75K - $5.18K
|
2.26K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-56- 0.43% |
$7.19K - $7.84K
|
12.9K
$1.01M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-64- 0.35% |
$8.21K - $8.96K
|
18.1K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-67- 2.9% |
$8.6K - $9.38K
|
2.25K
$176K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-68- 0.19% |
$8.73K - $9.52K
|
35.7K
$2.79M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-80- 2.41% |
$10.3K - $11.2K
|
3.24K
$253K
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-90- 0.76% |
$11.5K - $12.6K
|
11.7K
$917K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-93- 1.7% |
$11.9K - $13K
|
5.38K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-101- 0.39% |
$13K - $14.1K
|
25.8K
$2.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-102- 0.66% |
$13.1K - $14.3K
|
15.3K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-111- 1.23% |
$14.2K - $15.5K
|
8.9K
$696K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-113- 2.68% |
$14.5K - $15.8K
|
4.11K
$321K
|
|
|
Oct 18, 2023
Q3 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-119- 0.73% |
$15.3K - $16.7K
|
16.2K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-120- 2.69% |
$15.4K - $16.8K
|
4.34K
$340K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-140- 3.77% |
$18K - $19.6K
|
3.58K
$280K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-141- 1.05% |
$18.1K - $19.7K
|
13.3K
$1.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-141- 1.05% |
$18.1K - $19.7K
|
13.3K
$1.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-173- 3.22% |
$22.2K - $24.2K
|
5.2K
$407K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-188- 8.85% |
$24.1K - $26.3K
|
1.94K
$151K
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-214- 5.92% |
$27.5K - $30K
|
3.4K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-219- 0.43% |
$28.1K - $30.7K
|
50.7K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-244- 2.81% |
$31.3K - $34.2K
|
8.45K
$661K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-291- 13.52% |
$37.3K - $40.7K
|
1.86K
$146K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-291- 4.12% |
$37.3K - $40.7K
|
6.78K
$530K
|