Punch & Associates Investment Management, Inc. B. Riley Financial, Inc. Transaction History

Punch & Associates Investment Management, Inc.

$1.66 Billion
Q1 2024

A detailed history of Punch & Associates Investment Management, Inc. transactions in B. Riley Financial, Inc. stock. As of the latest transaction made, Punch & Associates Investment Management, Inc. holds 598,873 shares of RILY stock, worth $10.2 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

598,873

Previous 700,485 14.51%

Holding current value

$10.2 Million

Previous $14.7 Million 13.77%

% of portfolio

0.76%

Previous 0.9%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$15.2 - $25.38 $1.54 Million - $2.58 Million	-101,612 Reduced 14.51%	598,873 $12.7 Million
Q4 2023 Feb 15, 2024	BUY	$17.9 - $43.1 $12.5 Million - $30.2 Million	700,485 New	700,485 $14.7 Million
Q3 2023 Oct 26, 2023	BUY	$39.99 - $59.13 $4.17 Million - $6.17 Million	104,344 Added 15.53%	776,020 $31.8 Million
Q2 2023 Aug 14, 2023	SELL	$25.27 - $46.62 $166,579 - $307,319	-6,592 Reduced 0.97%	671,676 $30.9 Million
Q1 2023 May 15, 2023	SELL	$26.96 - $46.57 $189,178 - $326,781	-7,017 Reduced 1.02%	678,268 $19.3 Million

Q4 2022 Feb 14, 2023	BUY	$31.88 - $46.84 $296,069 - $435,003	9,287 Added 1.37%	685,285 $23.4 Million
Q3 2022 Nov 14, 2022	SELL	$24.81 - $53.9 $342,055 - $743,119	-13,787 Reduced 2.0%	675,998 $30.1 Million
Q2 2022 Aug 15, 2022	SELL	$42.25 - $70.05 $320,339 - $531,119	-7,582 Reduced 1.09%	689,785 $29.1 Million
Q1 2022 May 16, 2022	SELL	$55.73 - $87.27 $2.63 Million - $4.12 Million	-47,181 Reduced 6.34%	697,367 $48.8 Million
Q4 2021 Feb 15, 2022	SELL	$58.94 - $89.05 $2.23 Million - $3.37 Million	-37,890 Reduced 4.84%	744,548 $66.2 Million
Q3 2021 Nov 15, 2021	SELL	$56.49 - $77.51 $181,050 - $248,419	-3,205 Reduced 0.41%	782,438 $46.2 Million
Q2 2021 Sep 10, 2021	SELL	$56.91 - $76.5 $9.07 Million - $12.2 Million	-159,315 Reduced 16.86%	785,643 $59.3 Million
Q2 2021 Aug 16, 2021	SELL	$56.91 - $76.5 $5.16 Million - $6.94 Million	-90,664 Reduced 8.75%	944,958 $71.3 Million
Q1 2021 May 18, 2021	SELL	$43.34 - $66.25 $7.28 Million - $11.1 Million	-168,053 Reduced 13.96%	1,035,622 $58.4 Million
Q4 2020 Feb 16, 2021	SELL	$24.67 - $44.52 $6.21 Million - $11.2 Million	-251,566 Reduced 17.29%	1,203,675 $53.2 Million
Q3 2020 Nov 16, 2020	SELL	$21.29 - $27.4 $301,615 - $388,175	-14,167 Reduced 0.96%	1,455,241 $36.5 Million
Q2 2020 Aug 14, 2020	SELL	$16.04 - $23.5 $638,488 - $935,441	-39,806 Reduced 2.64%	1,469,408 $32 Million
Q1 2020 May 15, 2020	SELL	$14.62 - $27.96 $734,538 - $1.4 Million	-50,242 Reduced 3.22%	1,509,214 $27.8 Million
Q4 2019 Feb 14, 2020	BUY	$22.2 - $29.7 $407,769 - $545,529	18,368 Added 1.19%	1,559,456 $39.3 Million
Q3 2019 Nov 14, 2019	BUY	$18.34 - $25.1 $187,416 - $256,496	10,219 Added 0.67%	1,541,088 $36.4 Million
Q2 2019 Aug 14, 2019	BUY	$16.99 - $21.13 $174,878 - $217,491	10,293 Added 0.68%	1,530,869 $31.9 Million
Q1 2019 May 14, 2019	BUY	$13.73 - $17.49 $1.69 Million - $2.15 Million	123,180 Added 8.81%	1,520,576 $25.4 Million
Q4 2018 Feb 14, 2019	BUY	$14.16 - $22.45 $971,687 - $1.54 Million	68,622 Added 5.16%	1,397,396 $19.8 Million
Q3 2018 Nov 14, 2018	BUY	$21.45 - $23.0 $1.5 Million - $1.61 Million	70,084 Added 5.57%	1,328,774 $30.1 Million
Q2 2018 Aug 14, 2018	SELL	$19.15 - $22.7 $499,680 - $592,311	-26,093 Reduced 2.03%	1,258,690 $28.4 Million
Q1 2018 May 14, 2018	BUY	$17.9 - $20.1 $123,420 - $138,589	6,895 Added 0.54%	1,284,783 $25.1 Million
Q4 2017 Feb 14, 2018	BUY	$15.9 - $19.2 $2.48 Million - $2.99 Million	155,733 Added 13.88%	1,277,888 $23.1 Million
Q3 2017 Nov 14, 2017	BUY	$15.3 - $19.45 $17.2 Million - $21.8 Million	1,122,155	1,122,155 $19.1 Million

Others Institutions Holding RILY

# of Institutions

170

Shares Held

11.7M

Call Options Held

2.61M

Put Options Held

6.93M

View Full List

About B. Riley Financial, Inc.

Ticker RILY
Exchange NASDAQ
Sector Financial Services
Industry Financial Conglomerates
Shares Outstandng 28,290,500
Market Cap $480M
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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Punch & Associates Investment Management, Inc. B. Riley Financial, Inc. Transaction History