Institutional Ownership River North Flexible Municipal Income Fund Ii, Inc. (RFMZ)
This table provides information about the institutional ownership of River North Flexible Municipal Income Fund Ii, Inc. (RFMZ). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 6.15 Million shares, which have been reported (via 13F filing form) to have a value of $78 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
30,489
shares
|
$386,600
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
30,000
shares
|
$380,400
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
25,084
shares
|
$318,065
0.0% of portfolio
|
Q4 2024
Reduced 18.78%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
22,795
shares
|
$289,040
0.02% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
21,486
shares
|
$272,442
0.0% of portfolio
|
Q1 2025
Reduced 25.94%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
20,840
shares
|
$264,251
0.09% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
20,500
shares
|
$259,940
0.01% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
17,106
shares
|
$216,904
0.0% of portfolio
|
Q4 2024
Added 54.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
16,963
shares
|
$215,090
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
16,812
shares
|
$213,176
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,352
shares
|
$207,343
0.0% of portfolio
|
Q4 2023
Reduced 41.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
16,182
shares
|
$205,187
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
13,886
shares
|
$176,074
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,791
shares
|
$162,189
0.0% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
12,000
shares
|
$152,160
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
11,609
shares
|
$147,202
0.0% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,489
shares
|
$145,680
0.0% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
11,300
shares
|
$143,284
0.01% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
10,000
shares
|
$126,800
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
10,000
shares
|
$126,800
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
7,615
shares
|
$96,558
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,400
shares
|
$55,792
0.0% of portfolio
|
Q3 2024
Added 25.71%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,063
shares
|
$51,518
0.0% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
3,676
shares
|
$46,611
0.0% of portfolio
|
Q1 2025
Reduced 96.61%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,500
shares
|
$31,700
0.0% of portfolio
|
Q4 2024
New holding
|