Latest Institutional Transactions on Rbb Rf Inc Motley Fool 100 Ind (TMFC)
This table provides information on the latest institutional transactions involving Rbb Rf Inc Motley Fool 100 Ind (TMFC) 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 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.43K+ 2430.0% |
$135K - $152K
|
2.53K
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
4.03K+ 15.1% |
$224K - $253K
|
30.8K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
30.6KNew |
$1.7M - $1.92M
|
30.6K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
16.1K+ 17.91% |
$892K - $1M
|
106K
$6.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
6.55KNew |
$364K - $410K
|
6.55K
$401K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.2K+ 34.52% |
$790K - $890K
|
55.4K
$3.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-880- 2.7% |
$48.9K - $55.1K
|
31.7K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.37% |
$278 - $313
|
1.35K
$82.6K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.55KNew |
$197K - $222K
|
3.55K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-125- 23.81% |
$6.95K - $7.83K
|
400
$24.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
110+ 0.39% |
$6.11K - $6.89K
|
28.1K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
26+ 4.14% |
$1.45K - $1.63K
|
654
$40K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.07KNew |
$226K - $255K
|
4.07K
$249K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 0.76% |
$55.6 - $62.6
|
132
$8.08K
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-10.1K- 2.42% |
$563K - $634K
|
408K
$25M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
500New |
$27.8K - $31.3K
|
500
$30.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.1KNew |
$1.28M - $1.45M
|
23.1K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.6K+ 13.59% |
$145K - $163K
|
21.7K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.37% |
$111 - $125
|
542
$33.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
8.38KNew |
$466K - $525K
|
8.38K
$513K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.7K+ 16.34% |
$94.5K - $106K
|
12.1K
$741K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
30.7KNew |
$1.71M - $1.92M
|
30.7K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-190- 1.57% |
$10.6K - $11.9K
|
11.9K
$728K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.89KNew |
$439K - $494K
|
7.89K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.76KNew |
$431K - $486K
|
7.76K
$475K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
129New |
$7.17K - $8.08K
|
129
$7.89K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.44K+ 8.16% |
$80.1K - $90.2K
|
19.1K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
3.36KNew |
$187K - $211K
|
3.36K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
62.2K+ 8.39% |
$3.46M - $3.89M
|
804K
$49.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
156+ 5.61% |
$8.67K - $9.77K
|
2.94K
$180K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-269- 2.59% |
$15K - $16.8K
|
10.1K
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
19+ 0.38% |
$1.06K - $1.19K
|
4.97K
$304K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
4.89K+ 9.11% |
$272K - $306K
|
58.5K
$3.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
47.9KNew |
$2.66M - $3M
|
47.9K
$2.93M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.94K+ 11323.08% |
$147K - $166K
|
2.97K
$182K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.37K+ 27.84% |
$68.4K - $77.1K
|
6.29K
$385K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.78K+ 110.9% |
$88.9K - $100K
|
3.39K
$207K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-40- 0.67% |
$2K - $2.25K
|
5.9K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.1KNew |
$1.5M - $1.69M
|
30.1K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.1K+ 8055.2% |
$503K - $567K
|
10.2K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 63.64% |
$8.74K - $9.85K
|
100
$6.12K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 9.65% |
$78.9K - $89K
|
14.8K
$905K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 4.41% |
$300 - $338
|
142
$8.69K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.31K+ 17.44% |
$115K - $130K
|
15.6K
$953K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.06K+ 2124.0% |
$53K - $59.8K
|
1.11K
$68K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.68K+ 37.34% |
$184K - $207K
|
13.6K
$829K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
13.3KNew |
$663K - $747K
|
13.3K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-400- 8.54% |
$20K - $22.5K
|
4.29K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
149K+ 140.27% |
$7.43M - $8.38M
|
255K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.73K- 40.57% |
$236K - $266K
|
6.93K
$424K
|
|