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 51 institutions that hold shares in the stock, with a total of 2.11 Million shares, which have been reported (via 13F filing form) to have a value of $48.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
16,942
shares
|
$389,666
0.0% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,323
shares
|
$375,429
0.0% of portfolio
|
Q3 2024
Reduced 49.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
15,916
shares
|
$366,068
0.0% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
14,002
shares
|
$322,046
0.26% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
13,875
shares
|
$319,125
0.1% of portfolio
|
Q1 2025
Reduced 20.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,156
shares
|
$256,588
0.0% of portfolio
|
Q1 2025
Added 16.89%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
9,542
shares
|
$219,466
0.07% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,113
shares
|
$209,599
0.09% of portfolio
|
Q3 2023
Reduced 43.22%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,103
shares
|
$209,369
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
6,302
shares
|
$144,946
0.08% of portfolio
|
Q1 2025
Reduced 55.39%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,360
shares
|
$123,280
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,770
shares
|
$109,710
0.0% of portfolio
|
Q2 2024
Added 170.56%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
2,315
shares
|
$53,245
0.02% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,281
shares
|
$52,463
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,000
shares
|
$46,000
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,751
shares
|
$40,273
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
920
shares
|
$21,160
0.0% of portfolio
|
Q1 2025
Added 54.62%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
799
shares
|
$18,377
0.0% of portfolio
|
Q4 2024
Added 26.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
646
shares
|
$14,858
0.0% of portfolio
|
Q1 2025
Added 1800.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
383
shares
|
$8,809
0.0% of portfolio
|
Q1 2025
Added 175.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
253
shares
|
$5,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
170
shares
|
$3,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
166
shares
|
$3,818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
93
shares
|
$2,139
0.0% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q1 2025
Reduced 98.25%
|