Institutional Ownership River North Opportunistic Municipal Income Fund, Inc. (RMI)
This table provides information about the institutional ownership of River North Opportunistic Municipal Income Fund, Inc. (RMI). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 1.34 Million shares, which have been reported (via 13F filing form) to have a value of $21.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
474,570
shares
|
$7.51 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
156,752
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
129,058
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2024
Added 17.58%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
120,737
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
120,417
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2024
Added 6.78%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
49,771
shares
|
$787,874
0.0% of portfolio
|
Q1 2024
Added 23.34%
|
|
Robinson Capital Management, LLC
|
May 14, 2024 Q1 2024 |
45,757
shares
|
$724,333
0.26% of portfolio
|
Q1 2024
Added 1.5%
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
34,443
shares
|
$545,232
0.13% of portfolio
|
Q1 2024
Reduced 38.87%
|
|
Cypress Wealth Services, LLC
|
Apr 15, 2024 Q1 2024 |
32,500
shares
|
$514,475
0.12% of portfolio
|
Q4 2021
Added 8.33%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
27,259
shares
|
$431,509
0.0% of portfolio
|
Q1 2024
Added 14.99%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
24,885
shares
|
$393,929
0.01% of portfolio
|
Q4 2023
Reduced 5.83%
|
|
Landscape Capital Management, L.L.C.
|
May 09, 2024 Q1 2024 |
20,353
shares
|
$322,187
0.03% of portfolio
|
Q1 2024
Reduced 30.28%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
19,045
shares
|
$301,482
0.01% of portfolio
|
Q4 2023
New holding
|
|
Fairhaven Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
18,021
shares
|
$285,272
0.1% of portfolio
|
Q1 2024
New holding
|
|
Xml Financial, LLC
|
May 15, 2024 Q1 2024 |
13,000
shares
|
$205,790
0.02% of portfolio
|
Q1 2024
Reduced 17.72%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
12,303
shares
|
$194,756
0.01% of portfolio
|
Q4 2023
Reduced 4.12%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
10,931
shares
|
$173,037
0.01% of portfolio
|
Q1 2024
New holding
|
|
Twelve Points Wealth Management LLC
|
Apr 15, 2024 Q1 2024 |
10,170
shares
|
$160,991
0.06% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
10,000
shares
|
$158,300
0.13% of portfolio
|
Q1 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
6,562
shares
|
$103,876
0.0% of portfolio
|
Q1 2024
Added 99.45%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|