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 22 institutions that hold shares in the stock, with a total of 1.46 Million shares, which have been reported (via 13F filing form) to have a value of $20.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
432,355
shares
|
$6.05 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
175,600
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
138,767
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
120,864
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.9%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
109,050
shares
|
$1.53 Million
0.87% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
109,009
shares
|
$1.53 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
|
Aug 06, 2025 Q2 2025 |
33,706
shares
|
$471,884
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
32,500
shares
|
$455,000
0.09% of portfolio
|
Q4 2021
Added 8.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,720
shares
|
$388,080
0.0% of portfolio
|
Q3 2024
Added 17.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
27,107
shares
|
$379,498
0.0% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
26,595
shares
|
$372,330
0.01% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
24,535
shares
|
$343,490
0.01% of portfolio
|
Q1 2025
Added 129.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
22,566
shares
|
$315,924
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
20,593
shares
|
$288,302
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
18,653
shares
|
$261,142
0.09% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
13,500
shares
|
$189,000
0.02% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
10,170
shares
|
$142,380
0.04% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
7,100
shares
|
$99,400
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
5,345
shares
|
$74,830
0.0% of portfolio
|
Q2 2025
Reduced 60.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,440
shares
|
$34,160
0.0% of portfolio
|
Q4 2024
Added 35.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|