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 53 institutions that hold shares in the stock, with a total of 2.04 Million shares, which have been reported (via 13F filing form) to have a value of $46.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
16,773
shares
|
$384,940
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,323
shares
|
$374,612
0.0% of portfolio
|
Q3 2024
Reduced 49.15%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
14,127
shares
|
$324,214
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
13,999
shares
|
$321,277
0.24% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
13,875
shares
|
$318,431
0.1% of portfolio
|
Q1 2025
Reduced 20.77%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
10,725
shares
|
$246,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
9,717
shares
|
$223,005
0.02% of portfolio
|
Q4 2024
Reduced 91.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
9,544
shares
|
$219,034
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
9,542
shares
|
$218,988
0.07% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,113
shares
|
$209,143
0.09% of portfolio
|
Q3 2023
Reduced 43.22%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,103
shares
|
$208,913
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,360
shares
|
$123,012
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,770
shares
|
$109,471
0.0% of portfolio
|
Q2 2024
Added 170.56%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,281
shares
|
$52,348
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
2,052
shares
|
$47,093
0.01% of portfolio
|
Q4 2024
Reduced 28.23%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,000
shares
|
$45,900
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,751
shares
|
$40,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$22,950
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
799
shares
|
$18,337
0.0% of portfolio
|
Q4 2024
Added 26.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
595
shares
|
$13,655
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
253
shares
|
$5,806
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
170
shares
|
$3,901
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
166
shares
|
$3,809
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
139
shares
|
$3,190
0.0% of portfolio
|
Q4 2024
Reduced 97.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
82
shares
|
$1,881
0.0% of portfolio
|
Q4 2024
Reduced 57.73%
|