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 43 institutions that hold shares in the stock, with a total of 2.21 Million shares, which have been reported (via 13F filing form) to have a value of $51.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,323
shares
|
$378,203
0.0% of portfolio
|
Q3 2024
Reduced 49.15%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
13,995
shares
|
$324,264
0.26% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
11,251
shares
|
$260,685
0.08% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,113
shares
|
$211,148
0.09% of portfolio
|
Q3 2023
Reduced 43.22%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,103
shares
|
$210,916
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,863
shares
|
$135,845
0.0% of portfolio
|
Q3 2024
Reduced 59.33%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,360
shares
|
$124,191
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,770
shares
|
$110,520
0.0% of portfolio
|
Q2 2024
Added 170.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,745
shares
|
$86,771
0.0% of portfolio
|
Q3 2024
Added 26.95%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
2,859
shares
|
$66,243
0.02% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$46,340
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,591
shares
|
$36,863
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$23,170
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
634
shares
|
$14,689
0.0% of portfolio
|
Q1 2024
Reduced 68.24%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
532
shares
|
$12,326
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
194
shares
|
$4,494
0.0% of portfolio
|
Q4 2023
Reduced 0.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
57
shares
|
$1,320
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|