Institutional Ownership B. Riley Financial, Inc. (RILY)
This table provides information about the institutional ownership of B. Riley Financial, Inc. (RILY). We have compiled data on the 107 institutions that hold shares in the stock, with a total of 8.23 Million shares, which have been reported (via 13F filing form) to have a value of $47.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
294
shares
|
$1,702
0.0% of portfolio
|
Q1 2025
Added 512.5%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
250
shares
|
$1,447
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
200
shares
|
$1,158
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
120
shares
|
$694
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
105
shares
|
$607
0.0% of portfolio
|
Q2 2025
Reduced 60.23%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
103
shares
|
$596
0.0% of portfolio
|
Q1 2024
Reduced 96.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
82
shares
|
$474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
75
shares
|
$434
0.0% of portfolio
|
Q1 2025
Added 22.95%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
35
shares
|
$202
0.0% of portfolio
|
Q3 2023
Reduced 84.44%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
29
shares
|
$167
0.0% of portfolio
|
Q1 2025
Added 222.22%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
21
shares
|
$121
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
16
shares
|
$92
0.0% of portfolio
|
Q4 2024
Added 700.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
6
shares
|
$34
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3
shares
|
$17
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|