Purchases and Sales Made in Q4 2024 in Rbb Fd Inc Us Treas 2 Yr Nt Et (UTWO)
This table provides information about the institutional ownership of Rbb Fd Inc Us Treas 2 Yr Nt Et (UTWO) during Q4 2024. The information is specifically focused on institutions that hold shares of RBB FD INC US TREAS 2 YR NT ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-4.76K- 29.1% |
N/A
|
11.6K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.48K- 48.12% |
N/A
|
5.91K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.33K- 40.88% |
N/A
|
10.6K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.18K- 12.01% |
N/A
|
67.2K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.42K- 61.57% |
N/A
|
5.88K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-10.1K- 74.75% |
N/A
|
3.42K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-41.2K- 42.57% |
N/A
|
55.6K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-55.3K- 92.16% |
N/A
|
4.7K
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-144K- 96.68% |
N/A
|
4.96K
$0
|