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 27 institutions that hold shares in the stock, with a total of 1.55 Million shares, which have been reported (via 13F filing form) to have a value of $21.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
472,246
shares
|
$6.58 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
175,600
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
138,767
shares
|
$1.93 Million
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
120,864
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
109,050
shares
|
$1.52 Million
0.87% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
109,009
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Robinson Capital Management, LLC
|
May 13, 2025 Q1 2025 |
97,276
shares
|
$1.36 Million
0.61% of portfolio
|
Q1 2025
Added 110.48%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
33,552
shares
|
$467,714
0.01% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
32,500
shares
|
$453,050
0.1% of portfolio
|
Q4 2021
Added 8.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,720
shares
|
$386,416
0.0% of portfolio
|
Q3 2024
Added 17.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
26,107
shares
|
$363,931
0.0% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
24,535
shares
|
$342,017
0.01% of portfolio
|
Q1 2025
Added 129.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
23,645
shares
|
$329,611
0.01% of portfolio
|
Q1 2025
Added 24.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
22,566
shares
|
$314,570
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
20,593
shares
|
$287,066
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
19,709
shares
|
$274,743
0.01% of portfolio
|
Q1 2025
Reduced 77.55%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
18,653
shares
|
$260,022
0.09% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
15,750
shares
|
$219,555
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
13,594
shares
|
$189,500
0.0% of portfolio
|
Q4 2024
Reduced 60.68%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
13,500
shares
|
$188,190
0.02% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
10,170
shares
|
$141,769
0.04% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
10,000
shares
|
$139,400
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
7,100
shares
|
$98,974
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,440
shares
|
$34,013
0.0% of portfolio
|
Q4 2024
Added 35.56%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
1,877
shares
|
$26,165
0.02% of portfolio
|
Q4 2024
New holding
|