Purchases and Sales Made in Q1 2025 in B. Riley Financial, Inc. (RILY)
This table provides information about the institutional ownership of B. Riley Financial, Inc. (RILY) during Q1 2025. The information is specifically focused on institutions that hold shares of B. Riley Financial, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
323K+ 371434.47% |
$995K - $2.06M
|
323K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
219K+ 110.64% |
$675K - $1.4M
|
417K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
115K+ 0.0% |
$354K - $734K
|
115K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
72.6KNew |
$223K - $464K
|
72.6K
$238K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
60KNew |
$185K - $383K
|
60K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
50.1K+ 33.74% |
$154K - $320K
|
199K
$652K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
47.2K+ 87.5% |
$145K - $302K
|
101K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
27.4K+ 110.34% |
$84.3K - $175K
|
52.2K
$171K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
23.6K+ 5.4% |
$72.6K - $151K
|
460K
$1.51M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.2K+ 1446.24% |
$62.1K - $129K
|
21.6K
$70.7K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.5K+ 175000.0% |
$53.9K - $112K
|
17.5K
$57.4K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
15.1KNew |
$46.4K - $96.3K
|
15.1K
$49.4K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.9K+ 107.97% |
$39.7K - $82.3K
|
24.8K
$81.4K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
11.4KNew |
$35.1K - $72.8K
|
11.4K
$37.4K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.5KNew |
$32.5K - $67.4K
|
10.5K
$34.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
10.2K+ 12.24% |
$31.4K - $65.2K
|
93.5K
$307K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
9.35K+ 93.03% |
$28.8K - $59.7K
|
19.4K
$63.6K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
7.51K+ 11.13% |
$23.1K - $48K
|
75K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.16K+ 4.63% |
$22.1K - $45.8K
|
162K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
3.5K+ 71.72% |
$10.8K - $22.4K
|
8.38K
$27.5K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.08K+ 12.16% |
$9.47K - $19.6K
|
28.4K
$93.1K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.82K+ 23.49% |
$8.68K - $18K
|
14.8K
$48.6K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2.46K+ 703.44% |
$7.56K - $15.7K
|
2.8K
$9.2K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.35K+ 4.77% |
$7.24K - $15K
|
51.6K
$169K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2KNew |
$6.16K - $12.8K
|
2K
$6.56K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.4K+ 30.87% |
$4.3K - $8.93K
|
5.92K
$19.4K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.04K+ 8.89% |
$3.22K - $6.67K
|
12.8K
$41.9K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.02K+ 35.84% |
$3.15K - $6.54K
|
3.88K
$12.7K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
874+ 32.22% |
$2.69K - $5.58K
|
3.59K
$11.8K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
806New |
$2.48K - $5.15K
|
806
$2.64K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
792+ 8.39% |
$2.44K - $5.06K
|
10.2K
$33.5K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
546+ 4.65% |
$1.68K - $3.49K
|
12.3K
$40.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
500+ 1.85% |
$1.54K - $3.2K
|
27.6K
$90.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
375New |
$1.16K - $2.4K
|
375
$1.23K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
330+ 3.46% |
$1.02K - $2.11K
|
9.87K
$32.4K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250+ 100.0% |
$770 - $1.6K
|
500
$1.64K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
246+ 512.5% |
$758 - $1.57K
|
294
$964
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
82New |
$253 - $524
|
82
$269
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
60+ 100.0% |
$185 - $383
|
120
$394
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
20+ 222.22% |
$61.6 - $128
|
29
$95.1
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 22.95% |
$43.1 - $89.5
|
75
$246
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6New |
$18.5 - $38.3
|
6
$19.7
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1+ 0.38% |
$3.08 - $6.39
|
264
$866
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-51- 14.53% |
$157 - $326
|
300
$984
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-237- 1.92% |
$730 - $1.51K
|
12.1K
$39.7K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 50.0% |
$770 - $1.6K
|
250
$820
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-300- 1.53% |
$924 - $1.92K
|
19.3K
$63.3K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-300- 16.67% |
$924 - $1.92K
|
1.5K
$4.92K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-431- 0.25% |
$1.33K - $2.75K
|
171K
$561K
|