Purchases and Sales Made in Q4 2023 in Rli Corp (RLI)
This table provides information about the institutional ownership of Rli Corp (RLI) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
600New |
$75.9K - $84.1K
|
600
$44.7K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
588+ 19.77% |
$74.4K - $82.5K
|
3.56K
$265K
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
567+ 23.43% |
$71.7K - $79.5K
|
2.99K
$223K
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
459+ 8.22% |
$58.1K - $64.4K
|
6.05K
$450K
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
440+ 10.62% |
$55.7K - $61.7K
|
4.58K
$341K
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
417+ 0.24% |
$52.8K - $58.5K
|
174K
$12.9M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
401+ 514.1% |
$50.7K - $56.2K
|
479
$35.7K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
378+ 21.99% |
$47.8K - $53K
|
2.1K
$156K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
343+ 57.55% |
$43.4K - $48.1K
|
939
$70K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
312New |
$39.5K - $43.8K
|
312
$23.2K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
311+ 20.41% |
$39.4K - $43.6K
|
1.84K
$137K
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
310+ 6.37% |
$39.2K - $43.5K
|
5.18K
$386K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
302New |
$38.2K - $42.3K
|
302
$22.5K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
289+ 6.74% |
$36.6K - $40.5K
|
4.58K
$341K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
247+ 73.73% |
$31.3K - $34.6K
|
582
$43.4K
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
244+ 3.84% |
$30.9K - $34.2K
|
6.59K
$491K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
182New |
$23K - $25.5K
|
182
$13.6K
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
180+ 1.02% |
$22.8K - $25.2K
|
17.8K
$1.33M
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
159+ 1.42% |
$20.1K - $22.3K
|
11.4K
$847K
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
140+ 2.32% |
$17.7K - $19.6K
|
6.17K
$459K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
114+ 6.36% |
$14.4K - $16K
|
1.91K
$142K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
108+ 5.49% |
$13.7K - $15.1K
|
2.07K
$155K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
104New |
$13.2K - $14.6K
|
104
$7.75K
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
99+ 3.13% |
$12.5K - $13.9K
|
3.26K
$243K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
84+ 0.24% |
$10.6K - $11.8K
|
35.4K
$2.64M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
82New |
$10.4K - $11.5K
|
82
$6.11K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
75+ 1.73% |
$9.49K - $10.5K
|
4.42K
$329K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
70New |
$8.86K - $9.82K
|
70
$5.22K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
65+ 0.26% |
$8.22K - $9.11K
|
25.5K
$1.9M
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
59+ 3.94% |
$7.47K - $8.27K
|
1.56K
$116K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
57+ 0.16% |
$7.21K - $7.99K
|
35.7K
$2.66M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
54New |
$6.83K - $7.57K
|
54
$4.02K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
46+ 2.74% |
$5.82K - $6.45K
|
1.73K
$129K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
34+ 0.38% |
$4.3K - $4.77K
|
8.93K
$666K
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
32+ 0.2% |
$4.05K - $4.49K
|
16.2K
$1.21M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
27+ 1.62% |
$3.42K - $3.79K
|
1.7K
$126K
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
22+ 0.74% |
$2.78K - $3.09K
|
2.99K
$222K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
22New |
$2.78K - $3.09K
|
22
$1.64K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 52.63% |
$2.53K - $2.8K
|
58
$4.32K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
19New |
$2.4K - $2.66K
|
19
$1.42K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16New |
$2.02K - $2.24K
|
16
$1.19K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
14+ 0.06% |
$1.77K - $1.96K
|
22.4K
$1.67M
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
13+ 1.21% |
$1.64K - $1.82K
|
1.09K
$80.8K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12New |
$1.52K - $1.68K
|
12
$894
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10New |
$1.27K - $1.4K
|
10
$745
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7New |
$886 - $982
|
7
$522
|
|
Feb 14, 2024
Q4 2023
|
Eulav Asset Management
|
BUY
|
- |
6+ 0.0% |
$759 - $841
|
207K
$15.4M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3New |
$380 - $421
|
3
$224
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 1.23% |
$127 - $140
|
82
$6.11K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
$127 - $140
|
7
$522
|