A detailed history of Charles Schwab Investment Management Inc transactions in B. Riley Financial, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 267,576 shares of RILY stock, worth $1.31 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
267,576
Previous 337,284 20.67%
Holding current value
$1.31 Million
Previous $5.95 Million 76.4%
% of portfolio
0.0%
Previous 0.0%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$4.92 - $19.81 $342,963 - $1.38 Million
-69,708 Reduced 20.67%
267,576 $1.4 Million
Q2 2024

Aug 12, 2024

SELL
$17.29 - $38.55 $982,780 - $2.19 Million
-56,841 Reduced 14.42%
337,284 $5.95 Million
Q1 2024

May 08, 2024

BUY
$15.2 - $25.38 $1.03 Million - $1.72 Million
67,697 Added 20.74%
394,125 $8.34 Million
Q4 2023

Feb 06, 2024

BUY
$17.9 - $43.1 $894,516 - $2.15 Million
49,973 Added 18.08%
326,428 $6.85 Million
Q3 2023

Nov 08, 2023

BUY
$39.99 - $59.13 $1.1 Million - $1.63 Million
27,584 Added 11.08%
276,455 $11.3 Million
Q2 2023

Aug 09, 2023

BUY
$25.27 - $46.62 $590,509 - $1.09 Million
23,368 Added 10.36%
248,871 $11.4 Million
Q1 2023

May 11, 2023

BUY
$26.96 - $46.57 $729,052 - $1.26 Million
27,042 Added 13.63%
225,503 $6.4 Million
Q4 2022

Feb 13, 2023

BUY
$31.88 - $46.84 $779,944 - $1.15 Million
24,465 Added 14.06%
198,461 $6.79 Million
Q3 2022

Nov 14, 2022

BUY
$24.81 - $53.9 $487,764 - $1.06 Million
19,660 Added 12.74%
173,996 $7.75 Million
Q2 2022

Aug 15, 2022

BUY
$42.25 - $70.05 $713,306 - $1.18 Million
16,883 Added 12.28%
154,336 $6.52 Million
Q1 2022

May 13, 2022

BUY
$55.73 - $87.27 $851,554 - $1.33 Million
15,280 Added 12.51%
137,453 $9.62 Million
Q4 2021

Feb 11, 2022

BUY
$58.94 - $89.05 $35,481 - $53,608
602 Added 0.5%
122,173 $10.9 Million
Q3 2021

Nov 16, 2021

SELL
$56.49 - $77.51 $291,431 - $399,874
-5,159 Reduced 4.07%
121,571 $7.18 Million
Q2 2021

Aug 16, 2021

BUY
$56.91 - $76.5 $81,210 - $109,165
1,427 Added 1.14%
126,730 $9.57 Million
Q1 2021

May 17, 2021

BUY
$43.34 - $66.25 $520,730 - $795,993
12,015 Added 10.61%
125,303 $7.07 Million
Q4 2020

Feb 16, 2021

BUY
$24.67 - $44.52 $6,266 - $11,308
254 Added 0.22%
113,288 $5.01 Million
Q3 2020

Nov 13, 2020

SELL
$21.29 - $27.4 $111,112 - $143,000
-5,219 Reduced 4.41%
113,034 $2.83 Million
Q2 2020

Aug 14, 2020

SELL
$16.04 - $23.5 $958,165 - $1.4 Million
-59,736 Reduced 33.56%
118,253 $2.57 Million
Q1 2020

May 15, 2020

BUY
$14.62 - $27.96 $1.12 Million - $2.14 Million
76,572 Added 75.5%
177,989 $3.28 Million
Q4 2019

Feb 07, 2020

BUY
$22.2 - $29.7 $45,754 - $61,211
2,061 Added 2.07%
101,417 $2.55 Million
Q3 2019

Nov 08, 2019

BUY
$18.34 - $25.1 $939,338 - $1.29 Million
51,218 Added 106.4%
99,356 $2.35 Million
Q2 2019

Aug 09, 2019

BUY
$16.99 - $21.13 $28,832 - $35,857
1,697 Added 3.65%
48,138 $1.01 Million
Q4 2018

Feb 14, 2019

BUY
$14.16 - $22.45 $29,736 - $47,145
2,100 Added 4.74%
46,441 $660,000
Q2 2018

Aug 08, 2018

SELL
$19.15 - $22.7 $75,853 - $89,914
-3,961 Reduced 8.2%
44,341 $1 Million
Q1 2018

May 07, 2018

BUY
$17.9 - $20.1 $179,000 - $201,000
10,000 Added 26.11%
48,302 $942,000
Q3 2017

Nov 13, 2017

BUY
$15.3 - $19.45 $586,020 - $744,973
38,302
38,302 $654,000

Others Institutions Holding RILY

About B. Riley Financial, Inc.


  • Ticker RILY
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Financial Conglomerates
  • Shares Outstandng 28,290,500
  • Market Cap $139M
  • Description
  • B. Riley Financial, Inc., through its subsidiaries, provides investment banking and financial services to corporate, institutional, and high net worth clients in North America, Australia, and Europe. The company operates in six segments: Capital Markets, Wealth Management, Auction and Liquidation, Financial Consulting, Principal Investments?Comm...
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