Latest Institutional Purchases of Rmr Group Inc. (RMR)
This list provides information on the latest institutional transactions involving Rmr Group Inc. (RMR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1New |
$24.1 - $31.2
|
1
$15.7
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1New |
$24.1 - $31.2
|
1
$15.7
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
68.3KNew |
$1.64M - $1.99M
|
68.3K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
13.3KNew |
$319K - $388K
|
13.3K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
262+ 2.66% |
$6.27K - $7.63K
|
10.1K
$159K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
164+ 16400.0% |
$3.93K - $4.77K
|
165
$2.58K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
129New |
$3.09K - $3.76K
|
129
$2.02K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
34New |
$814 - $990
|
34
$532
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25New |
$599 - $728
|
25
$392
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
6New |
$144 - $175
|
6
$94
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2New |
$47.9 - $58.2
|
2
$31.3
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1New |
$24 - $29.1
|
1
$15.7
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
3.97KNew |
$91.7K - $117K
|
3.97K
$62.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
374New |
$8.64K - $11.1K
|
374
$5.86K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
44+ 17.12% |
$1.02K - $1.3K
|
301
$4.71K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4New |
$92.4 - $118
|
4
$62.6
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
3New |
$69.3 - $88.8
|
3
$47
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
46.7KNew |
$1.25M - $1.46M
|
46.7K
$731K
|
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
25.2KNew |
$674K - $791K
|
25.2K
$395K
|
|
|
Aug 12, 2022
Q2 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
13.4KNew |
$358K - $420K
|
13.4K
$210K
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.59K+ 32.58% |
$69.3K - $81.3K
|
10.5K
$165K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
604New |
$16.1K - $19K
|
604
$9.46K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
49New |
$1.31K - $1.54K
|
49
$767
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
20New |
$534 - $628
|
20
$313
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
12New |
$321 - $377
|
12
$188
|
|
| Q1 2022 | |||||||
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.8KNew |
$310K - $391K
|
10.8K
$170K
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
7.36KNew |
$211K - $265K
|
7.36K
$115K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
49New |
$1.4K - $1.77K
|
49
$767
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
19New |
$544 - $685
|
19
$298
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
9New |
$257 - $324
|
9
$141
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
110New |
$3.59K - $4.13K
|
110
$1.72K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
50New |
$1.63K - $1.88K
|
50
$783
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
28New |
$915 - $1.05K
|
28
$438
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25New |
$817 - $939
|
25
$392
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3New |
$98 - $113
|
3
$47
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1New |
$32.7 - $37.6
|
1
$15.7
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
290KNew |
$9.63M - $13.4M
|
290K
$4.54M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$1.66M - $2.32M
|
50K
$783K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
51New |
$1.69K - $2.36K
|
51
$799
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
21New |
$697 - $973
|
21
$329
|
|
|
Aug 11, 2022
Q3 2021
|
Philo Smith Capital Corp
Stamford, CT |
BUY
|
- |
4New |
$133 - $185
|
4
$62.6
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13New |
$475 - $569
|
13
$204
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9New |
$329 - $394
|
9
$141
|
|
| Q4 2020 | |||||||
|
Jan 14, 2021
Q4 2020
|
Community Bank Of Raymore
|
BUY
|
- |
2.21K+ 12.53% |
$58.5K - $89.4K
|
19.9K
$311K
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
6New |
$159 - $243
|
6
$94
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4New |
$106 - $162
|
4
$62.6
|
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
4New |
$106 - $162
|
4
$62.6
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4New |
$106 - $162
|
4
$62.6
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
3New |
$79.4 - $121
|
3
$47
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
BUY
|
- |
57+ 950.0% |
$1.48K - $1.76K
|
63
$987
|
|