RIVERNORTH MANAGED DUR MUN I (RMMZ)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
23
Reporting holders
$24.2M
Reported value
0.0%
Held as options
+1
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 | $3.4M | 224,416 | 0.00% | 17q | +2.6%+$84.4K |
| ROYAL BANK OF CANADA | $2.9M | 195,609 | 0.00% | 18q | -2.3%-$68.0K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $2.9M | 195,309 | 1.30% | 5q | HELD |
| GUGGENHEIM CAPITAL LLC | $2.9M | 192,927 | 0.02% | 2q | +89.4%+$1.4M |
| WELLS FARGO & COMPANY/MN | $2.9M | 192,323 | 0.00% | 18q | -51.4%-$3.1M |
| Gateway Wealth Partners, LLC | $2.2M | 147,255 | 0.13% | 4q | -49.4%-$2.2M |
| UBS Group AG | $1.6M | 103,111 | 0.00% | 18q | -1.2%-$18.5K |
| OPPENHEIMER & CO INC | $792.2K | 52,673 | 0.01% | 8q | +27.8%+$172.3K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $605.3K | 40,249 | 0.03% | 2q | +62.3%+$232.3K |
| Closed-End Fund Advisors, Inc. | $577.6K | 38,401 | 0.56% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $566.2K | 37,647 | 0.01% | 9q | +3.2%+$17.5K |
| STIFEL FINANCIAL CORP | $490.6K | 32,616 | 0.00% | 15q | +0.8%+$4.0K |
| OSAIC HOLDINGS, INC. | $458.2K | 30,468 | 0.00% | 16q | +97.1%+$225.8K |
| River Street Advisors LLC | $365.8K | 24,321 | 0.11% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $354.9K | 23,600 | 0.00% | 7q | -4.5%-$16.7K |
| LPL Financial LLC | $339.8K | 22,592 | 0.00% | 12q | +108.4%+$176.7K |
| &PARTNERS | $242.0K | 16,089 | 0.00% | 11q | HELD |
| Thomas J. Herzfeld Advisors, Inc. | $237.7K | 15,802 | 0.07% | new | NEW |
| PFG Investments, LLC | $165.4K | 11,000 | 0.01% | 10q | -14.5%-$28.1K |
| Integrated Wealth Concepts LLC | $97.9K | 6,508 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $93.2K | 6,200 | 0.04% | 2q | +416.7%+$75.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $30.7K | 2,039 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $11.7K | 775 | 0.00% | 15q | HELD |
| WEDBUSH SECURITIES INC | $223 | 14,847 | 0.01% | 14q | 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 | 23 | $24.2M | 1,611,930 | 3 | 9 | 6 | 0.0% |
| Q1 2026 | 22 | $26.6M | 1,806,472 | 3 | 7 | 4 | 0.0% |
| Q4 2025 | 21 | $19.2M | 1,320,973 | 1 | 8 | 5 | 0.0% |
| Q3 2025 | 21 | $18.7M | 1,243,806 | 2 | 8 | 4 | 0.0% |
| Q2 2025 | 22 | $18.2M | 1,293,947 | 5 | 6 | 6 | 0.0% |
| Q1 2025 | 20 | $16.0M | 1,047,845 | 1 | 6 | 7 | 0.0% |
| Q4 2024 | 22 | $19.1M | 1,278,700 | 3 | 8 | 5 | 0.0% |
| Q3 2024 | 20 | $17.9M | 1,095,224 | 1 | 6 | 7 | 0.0% |
| Q2 2024 | 20 | $18.1M | 1,115,841 | 2 | 6 | 8 | 0.0% |
| Q1 2024 | 21 | $24.6M | 1,525,906 | 6 | 6 | 5 | 0.0% |
| Q4 2023 | 19 | $19.5M | 1,243,778 | 7 | 6 | 3 | 0.0% |
| Q3 2023 | 14 | $18.8M | 1,308,050 | 3 | 8 | 1 | 0.0% |
| Q2 2023 | 12 | $19.3M | 1,203,294 | 2 | 4 | 4 | 0.0% |
| Q1 2023 | 10 | $14.0M | 926,135 | 0 | 6 | 3 | 0.0% |
| Q4 2022 | 12 | $14.1M | 999,334 | 7 | 5 | 0 | 0.0% |
| Q3 2022 | 6 | $4.3M | 277,710 | 2 | 4 | 0 | 0.0% |
| Q2 2022 | 4 | $3.6M | 222,125 | 1 | 1 | 2 | 0.0% |
| Q1 2022 | 5 | $3.7M | 192,676 | 5 | 0 | 0 | 0.0% |