Purchases and Sales Made in Q4 2025 in Rbb Fd Inc Us Treas 3 Month Bi (TBIL)
This table provides information about the institutional ownership of Rbb Fd Inc Us Treas 3 Month Bi (TBIL) during Q4 2025. The information is specifically focused on institutions that hold shares of RBB FD INC US TREAS 3 MONTH BI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
453K+ 174.23% |
N/A
|
713K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
113K+ 6.46% |
N/A
|
1.86M
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
112K+ 283.76% |
N/A
|
151K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
109K+ 72.0% |
N/A
|
261K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
96.2K+ 1369.98% |
N/A
|
103K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
49.5K+ 28.53% |
N/A
|
223K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
37.7K+ 34.5% |
N/A
|
147K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Robinhood Asset Management, LLC
Menlo Park, CA |
BUY
|
- |
35.8KNew |
N/A
|
35.8K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
29.2K+ 429.17% |
N/A
|
36K
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
26.2K+ 22.62% |
N/A
|
142K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Cane Capital Partners, LLC
St Francisville, LA |
BUY
|
- |
25.1KNew |
N/A
|
25.1K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
21.7K+ 140.88% |
N/A
|
37.1K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
21.3K+ 3664.72% |
N/A
|
21.9K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Divergent Planning, LLC
|
BUY
|
- |
19.5K+ 9.36% |
N/A
|
227K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
19.3K+ 97.44% |
N/A
|
39K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.7K+ 302.49% |
N/A
|
24.9K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
12K+ 23.46% |
N/A
|
63.2K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.8K+ 44.7% |
N/A
|
35.1K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.1K+ 9.38% |
N/A
|
118K
$0
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.9K+ 9.31% |
N/A
|
116K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.43K+ 62.92% |
N/A
|
21.8K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
8.1KNew |
N/A
|
8.1K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.71K+ 8.33% |
N/A
|
100K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.5KNew |
N/A
|
7.5K
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
7.1KNew |
N/A
|
7.1K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.04KNew |
N/A
|
6.04K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.27K+ 7.03% |
N/A
|
80.3K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
4.51KNew |
N/A
|
4.51K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
4.44K+ 7.11% |
N/A
|
66.9K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.15KNew |
N/A
|
4.15K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.53K+ 30.39% |
N/A
|
15.1K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.31K+ 2.01% |
N/A
|
168K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.88K+ 12.6% |
N/A
|
25.7K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2K+ 17.24% |
N/A
|
13.6K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.89K+ 13.56% |
N/A
|
15.8K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1K+ 21.05% |
N/A
|
5.75K
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
848+ 21.18% |
N/A
|
4.85K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
104+ 0.93% |
N/A
|
11.3K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
50New |
N/A
|
50
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
N/A
|
18.6K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.84% |
N/A
|
120
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-23- 3.91% |
N/A
|
565
$0
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-162- 1.31% |
N/A
|
12.2K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-170- 1.92% |
N/A
|
8.67K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-319- 6.02% |
N/A
|
4.98K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-376- 7.57% |
N/A
|
4.59K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-389- 7.35% |
N/A
|
4.9K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-791- 21.61% |
N/A
|
2.87K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1K- 12.5% |
N/A
|
7K
$0
|
|