A detailed history of Straight Path Wealth Management transactions in B. Riley Financial, Inc. stock. As of the latest transaction made, Straight Path Wealth Management holds 84,500 shares of RILY stock, worth $419,120. This represents 0.21% of its overall portfolio holdings.

Number of Shares
84,500
Previous 65,000 30.0%
Holding current value
$419,120
Previous $1.15 Million 61.34%
% of portfolio
0.21%
Previous 0.6%

Shares

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

Nov 06, 2024

BUY
$4.92 - $19.81 $95,940 - $386,295
19,500 Added 30.0%
84,500 $443,000
Q2 2024

Aug 15, 2024

SELL
$17.29 - $38.55 $210,938 - $470,309
-12,200 Reduced 15.8%
65,000 $1.15 Million
Q1 2024

Apr 30, 2024

BUY
$15.2 - $25.38 $644,480 - $1.08 Million
42,400 Added 121.84%
77,200 $1.63 Million
Q4 2023

Jan 23, 2024

BUY
$17.9 - $43.1 $300,379 - $723,261
16,781 Added 93.13%
34,800 $730,000
Q3 2023

Oct 31, 2023

SELL
$39.99 - $59.13 $59,225 - $87,571
-1,481 Reduced 7.59%
18,019 $738,000
Q2 2023

Jul 25, 2023

SELL
$25.27 - $46.62 $78,337 - $144,522
-3,100 Reduced 13.72%
19,500 $896,000
Q1 2023

Apr 26, 2023

BUY
$26.96 - $46.57 $13,480 - $23,285
500 Added 2.26%
22,600 $641,000
Q4 2022

Jan 20, 2023

BUY
$31.88 - $46.84 $31,880 - $46,840
1,000 Added 4.74%
22,100 $0
Q2 2022

Jul 19, 2022

BUY
$42.25 - $70.05 $232,375 - $385,275
5,500 Added 35.26%
21,100 $891,000
Q1 2022

Apr 29, 2022

BUY
$55.73 - $87.27 $640,895 - $1 Million
11,500 Added 280.49%
15,600 $1.09 Million
Q4 2021

Jan 26, 2022

BUY
$58.94 - $89.05 $241,654 - $365,105
4,100 New
4,100 $364,000

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 $140M
  • 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...
More about RILY
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