RIVERNORTH OPPORTUNISTIC MUN (RMI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
24
Reporting holders
$20.9M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $3.5M | 229,113 | 0.00% | 31q | -3.6%-$133.0K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $2.2M | 143,791 | 0.98% | 11q | -6.0%-$142.0K |
| WELLS FARGO & COMPANY/MN | $2.2M | 142,960 | 0.00% | 31q | -51.3%-$2.3M |
| GUGGENHEIM CAPITAL LLC | $2.2M | 140,755 | 0.01% | 2q | +177.8%+$1.4M |
| Rockefeller Capital Management L.P. | $1.5M | 96,200 | 0.00% | 4q | -14.0%-$241.6K |
| ROYAL BANK OF CANADA | $1.4M | 87,333 | 0.00% | 31q | -6.9%-$99.6K |
| UBS Group AG | $1.3M | 84,326 | 0.00% | 31q | -7.4%-$104.6K |
| Gateway Wealth Partners, LLC | $823.2K | 53,143 | 0.05% | 4q | -50.0%-$822.4K |
| ENVESTNET ASSET MANAGEMENT INC | $741.4K | 47,860 | 0.00% | 4q | +11.9%+$79.0K |
| OSAIC HOLDINGS, INC. | $730.1K | 47,135 | 0.00% | 26q | +37.7%+$199.8K |
| Concurrent Investment Advisors, LLC | $636.9K | 41,120 | 0.01% | 11q | HELD |
| LPL Financial LLC | $631.7K | 40,780 | 0.00% | 7q | +1.5%+$9.3K |
| BANK OF AMERICA CORP /DE/ | $628.9K | 40,602 | 0.00% | 29q | +3.0%+$18.4K |
| Cypress Wealth Services, LLC | $503.4K | 32,500 | 0.06% | 30q | HELD |
| Noble Wealth Management PBC | $433.8K | 28,007 | 0.19% | 6q | -1.7%-$7.6K |
| Plancorp, LLC | $330.2K | 21,069 | 0.01% | 4q | HELD |
| River Street Advisors LLC | $319.0K | 20,593 | 0.09% | 5q | HELD |
| Apollon Wealth Management, LLC | $302.6K | 19,535 | 0.00% | 7q | HELD |
| STIFEL FINANCIAL CORP | $197.8K | 12,767 | 0.00% | 4q | -1.3%-$2.6K |
| RAYMOND JAMES FINANCIAL INC | $187.2K | 12,088 | 0.00% | 7q | HELD |
| Clear Street Group Inc. | $67.4K | 4,353 | 0.00% | new | NEW |
| Ritter Daniher Financial Advisory LLC / DE | $7.0K | 452 | 0.00% | 3q | +1.8% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $4.6K | 295 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $3.9K | 250 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 24 | $20.9M | 1,347,027 | 2 | 6 | 9 | 0.0% |
| Q1 2026 | 24 | $22.7M | 1,505,302 | 2 | 10 | 7 | 0.0% |
| Q4 2025 | 27 | $20.3M | 1,417,168 | 3 | 10 | 6 | 0.0% |
| Q3 2025 | 26 | $17.6M | 1,202,847 | 7 | 7 | 7 | 0.0% |
| Q2 2025 | 19 | $22.5M | 1,580,360 | 2 | 8 | 4 | 0.0% |
| Q1 2025 | 22 | $22.0M | 1,471,440 | 2 | 9 | 5 | 0.0% |
| Q4 2024 | 23 | $23.0M | 1,527,838 | 4 | 8 | 2 | 0.0% |
| Q3 2024 | 18 | $20.8M | 1,273,663 | 1 | 7 | 4 | 0.0% |
| Q2 2024 | 17 | $19.3M | 1,213,864 | 1 | 4 | 6 | 0.0% |
| Q1 2024 | 18 | $25.0M | 1,557,651 | 1 | 8 | 4 | 0.0% |
| Q4 2023 | 19 | $22.7M | 1,492,428 | 4 | 6 | 4 | 0.0% |
| Q3 2023 | 19 | $17.5M | 1,211,843 | 4 | 5 | 5 | 0.0% |
| Q2 2023 | 16 | $19.1M | 1,165,578 | 1 | 6 | 6 | 0.0% |
| Q1 2023 | 17 | $15.1M | 902,811 | 1 | 4 | 9 | 0.0% |
| Q4 2022 | 19 | $17.7M | 1,082,957 | 5 | 3 | 8 | 0.0% |
| Q3 2022 | 17 | $14.4M | 920,760 | 3 | 3 | 9 | 0.0% |
| Q2 2022 | 17 | $16.4M | 939,953 | 4 | 6 | 3 | 0.0% |
| Q1 2022 | 17 | $16.9M | 911,225 | 2 | 7 | 4 | 0.0% |
| Q4 2021 | 16 | $24.8M | 1,112,000 | 2 | 4 | 4 | 0.0% |
| Q3 2021 | 13 | $23.6M | 1,022,424 | 0 | 3 | 6 | 0.0% |
| Q2 2021 | 19 | $23.8M | 1,027,699 | 3 | 4 | 6 | 0.0% |
| Q1 2021 | 16 | $22.7M | 1,030,535 | 2 | 6 | 5 | 0.0% |
| Q4 2020 | 16 | $22.7M | 1,053,859 | 3 | 5 | 5 | 0.0% |
| Q3 2020 | 15 | $20.9M | 1,004,155 | 3 | 2 | 8 | 2.0% |
| Q2 2020 | 14 | $22.2M | 1,042,847 | 1 | 5 | 4 | 0.0% |
| Q1 2020 | 16 | $17.3M | 858,242 | 5 | 8 | 1 | 0.0% |
| Q4 2019 | 12 | $15.3M | 675,126 | 1 | 8 | 2 | 0.0% |
| Q3 2019 | 12 | $13.1M | 590,798 | 2 | 9 | 0 | 0.0% |
| Q2 2019 | 13 | $10.4M | 488,938 | 3 | 6 | 2 | 0.0% |
| Q1 2019 | 11 | $6.7M | 322,598 | 7 | 3 | 0 | 0.0% |
| Q4 2018 | 5 | $1.2M | 61,877 | 1 | 0 | 0 | 0.0% |