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 26 institutions that hold shares in the stock, with a total of 1.56 Million shares, which have been reported (via 13F filing form) to have a value of $24.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
483,316
shares
|
$7.63 Million
0.11% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
158,729
shares
|
$2.51 Million
0.0% of portfolio
|
Q4 2024
Added 50.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
138,287
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
137,189
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
112,766
shares
|
$1.78 Million
0.81% of portfolio
|
Q4 2024
Added 187.49%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
112,616
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
87,801
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
Added 133.36%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
46,217
shares
|
$729,766
0.29% of portfolio
|
Q4 2024
Added 22.34%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
41,741
shares
|
$659,090
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
32,500
shares
|
$513,175
0.1% of portfolio
|
Q4 2021
Added 8.33%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
30,301
shares
|
$478,452
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,720
shares
|
$437,698
0.0% of portfolio
|
Q3 2024
Added 17.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
24,607
shares
|
$388,544
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
22,353
shares
|
$352,953
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
19,045
shares
|
$300,720
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
18,653
shares
|
$294,530
0.09% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
13,000
shares
|
$205,270
0.02% of portfolio
|
Q1 2024
Reduced 17.72%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
11,100
shares
|
$175,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,685
shares
|
$168,716
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,170
shares
|
$160,584
0.05% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$157,900
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
7,100
shares
|
$112,109
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,560
shares
|
$40,422
0.0% of portfolio
|
Q3 2024
Reduced 30.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,440
shares
|
$38,527
0.0% of portfolio
|
Q4 2024
Added 35.56%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
1,877
shares
|
$29,637
0.02% of portfolio
|
Q4 2024
New holding
|