Institutional Ownership Riverfront Strategic Income Fd (RIGS)
This table provides information about the institutional ownership of Riverfront Strategic Income Fd (RIGS). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 2.19 Million shares, which have been reported (via 13F filing form) to have a value of $50.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
476,023
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Added 68.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
351,520
shares
|
$8.13 Million
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
306,430
shares
|
$7.08 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
139,846
shares
|
$3.23 Million
0.06% of portfolio
|
Q2 2025
Added 61.87%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
120,618
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
119,755
shares
|
$2.77 Million
0.43% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
91,918
shares
|
$2.13 Million
1.38% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
85,922
shares
|
$1.99 Million
0.05% of portfolio
|
Q1 2025
Reduced 56.47%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
83,217
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2025
Added 23.43%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
77,476
shares
|
$1.79 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
57,531
shares
|
$1.33 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
49,275
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
47,477
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
47,033
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
44,615
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 6.98%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
33,008
shares
|
$763,144
0.73% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
31,871
shares
|
$736,857
0.06% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
30,258
shares
|
$699,564
0.0% of portfolio
|
Q4 2024
Added 31.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
27,629
shares
|
$638,782
0.0% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
25,666
shares
|
$593,397
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
21,960
shares
|
$507,715
0.03% of portfolio
|
Q2 2025
Added 4.46%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
17,674
shares
|
$408,622
0.0% of portfolio
|
Q1 2025
Reduced 22.19%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
17,652
shares
|
$408,114
0.09% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
17,652
shares
|
$408,114
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,942
shares
|
$391,699
0.0% of portfolio
|
Q4 2024
Added 0.08%
|