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 29 institutions that hold shares in the stock, with a total of 1.24 Million shares, which have been reported (via 13F filing form) to have a value of $18 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
161,943
shares
|
$2.34 Million
1.77% of portfolio
|
Q3 2025
Added 55.37%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
161,653
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
146,884
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
126,696
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
95,733
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
Robinson Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
64,881
shares
|
$938,828
0.52% of portfolio
|
Q3 2025
Reduced 60.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
45,533
shares
|
$658,862
0.0% of portfolio
|
Q3 2025
Added 176.68%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
42,067
shares
|
$608,709
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
33,760
shares
|
$488,507
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
33,470
shares
|
$484,310
0.01% of portfolio
|
Q3 2025
Added 25.85%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
33,053
shares
|
$478,276
0.01% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
32,500
shares
|
$470,275
0.08% of portfolio
|
Q4 2021
Added 8.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
28,847
shares
|
$417,416
0.0% of portfolio
|
Q3 2025
Added 81.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,720
shares
|
$401,108
0.0% of portfolio
|
Q3 2024
Added 17.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
26,107
shares
|
$377,768
0.0% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
24,535
shares
|
$355,021
0.01% of portfolio
|
Q1 2025
Added 129.62%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
21,069
shares
|
$304,868
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
20,593
shares
|
$297,980
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
20,425
shares
|
$295,549
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
18,653
shares
|
$269,908
0.09% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Nov 14, 2025 Q3 2025 |
17,301
shares
|
$250,345
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
15,458
shares
|
$223,677
0.0% of portfolio
|
Q3 2025
Reduced 29.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,669
shares
|
$183,320
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
10,500
shares
|
$151,935
0.01% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
10,170
shares
|
$147,159
0.04% of portfolio
|
Q4 2023
Reduced 0.09%
|
|