Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MOTLEY FOOL MID
-
Number of holders
-
25
-
Total 13F shares, excl. options
-
334K
-
Shares change
-
-22.1K
-
Total reported value, excl. options
-
$8.43M
-
Value change
-
-$530K
-
Number of buys
-
9
-
Number of sells
-
-7
-
Price
-
$25.31
Significant Holders of RBB FD INC - MOTLEY FOOL MID (TMFM) as of Q4 2023
27 filings reported holding TMFM - RBB FD INC - MOTLEY FOOL MID as of Q4 2023.
RBB FD INC - MOTLEY FOOL MID (TMFM) has 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 334K shares
.
Largest 10 shareholders include Motley Fool Wealth Management, LLC (149K shares), GTS SECURITIES LLC (50.5K shares), OSAIC HOLDINGS, INC. (24.1K shares), Creative Planning (19.6K shares), LPL Financial LLC (16K shares), Wedmont Private Capital (12.6K shares), Pure Financial Advisors, LLC (12.1K shares), CAPTRUST FINANCIAL ADVISORS (10.6K shares), FLAGSHIP HARBOR ADVISORS, LLC (10K shares), and Private Advisor Group, LLC (8.2K shares).
This table shows the top 25 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.