Latest Institutional Purchases of B. Riley Financial, Inc. (RILY)
This list provides information on the latest institutional transactions involving B. Riley Financial, Inc. (RILY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
245+ 4.67% |
$6.08K - $13.2K
|
5.5K
$23.5K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
17+ 0.16% |
$422 - $916
|
10.5K
$45.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11New |
$273 - $593
|
11
$47.1
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
7New |
$174 - $377
|
7
$30
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
1+ 16.67% |
$24.8 - $53.9
|
7
$30
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 2.44% |
$24.8 - $53.9
|
42
$180
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.31K+ 36.37% |
$309K - $512K
|
27.4K
$117K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
5.51K+ 24.54% |
$233K - $386K
|
27.9K
$120K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.71K+ 98.78% |
$199K - $330K
|
9.49K
$40.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.38K+ 8.25% |
$143K - $236K
|
44.3K
$189K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
$42.3K - $70.1K
|
1K
$4.28K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
CALL |
1KNew |
$42.3K - $70.1K
|
1K
$4.28K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
500+ 8.47% |
$21.1K - $35K
|
6.4K
$27.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
307New |
$13K - $21.5K
|
307
$1.31K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100+ 50.0% |
$4.23K - $7.01K
|
300
$1.28K
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
8+ 0.02% |
$338 - $560
|
35K
$150K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
73.4KNew |
$4.09M - $6.41M
|
73.4K
$314K
|
|
|
May 04, 2022
Q1 2022
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
1.08K+ 8.77% |
$59.9K - $93.8K
|
13.3K
$57K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
215New |
$12K - $18.8K
|
215
$920
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$111 - $175
|
4
$17.1
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
6.13KNew |
$361K - $546K
|
6.13K
$26.2K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Mangrove Partners
New York, NY |
BUY
|
- |
280KNew |
$15.9M - $21.4M
|
280K
$1.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Yarra Square Partners LP
|
BUY
|
- |
280KNew |
$15.9M - $21.4M
|
280K
$1.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Sonic Fund Ii, L.P.
Honolulu, HI |
BUY
|
- |
280KNew |
$15.9M - $21.4M
|
280K
$1.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Armor Advisors, L.L.C.
New York, NY |
BUY
|
- |
280KNew |
$15.9M - $21.4M
|
280K
$1.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Albar Capital LTD
London, X0 |
BUY
|
- |
280KNew |
$15.9M - $21.4M
|
280K
$1.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
BUY
|
- |
280KNew |
$15.9M - $21.4M
|
280K
$1.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
40KNew |
$2.28M - $3.06M
|
40K
$171K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Alta Fundamental Advisers LLC
New York, NY |
BUY
|
- |
15KNew |
$650K - $994K
|
15K
$64.2K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
200New |
$4.93K - $8.9K
|
200
$856
|
|
| Q1 2019 | |||||||
|
Mar 24, 2023
Q1 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$1.37K - $1.75K
|
100
$428
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
6.12K+ 566.2% |
$131K - $141K
|
7.2K
$30.8K
|
|