Purchases and Sales Made in Q4 2024 in Rbb Fd Inc Us Treas 10 Yr Nt E (UTEN)
This table provides information about the institutional ownership of Rbb Fd Inc Us Treas 10 Yr Nt E (UTEN) during Q4 2024. The information is specifically focused on institutions that hold shares of RBB FD INC US TREAS 10 YR NT E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
166K+ 28.91% |
N/A
|
742K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
83.7K+ 70.03% |
N/A
|
203K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
74.5K+ 18.1% |
N/A
|
486K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.3KNew |
N/A
|
31.3K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.9K+ 388.97% |
N/A
|
38.8K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
21.1KNew |
N/A
|
21.1K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21K+ 14.7% |
N/A
|
164K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.6K+ 16.92% |
N/A
|
122K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
9.53K+ 43.17% |
N/A
|
31.6K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.13KNew |
N/A
|
9.13K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.51K+ 9.84% |
N/A
|
61.5K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.61K+ 6.09% |
N/A
|
80.4K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
32New |
N/A
|
32
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-91- 0.02% |
N/A
|
457K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-137- 7.7% |
N/A
|
1.64K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-319- 2.98% |
N/A
|
10.4K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-401- 0.34% |
N/A
|
119K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.53K- 13.28% |
N/A
|
10K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.22K- 26.37% |
N/A
|
14.6K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.78K- 16.35% |
N/A
|
29.6K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-10.5K- 53.57% |
N/A
|
9.13K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-14.5K- 72.34% |
N/A
|
5.54K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-19.9K- 45.04% |
N/A
|
24.3K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33.1K- 19.95% |
N/A
|
133K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-85.1K- 90.3% |
N/A
|
9.15K
$0
|