Institutional Ownership Rafael Holdings, Inc. (RFL)
This table provides information about the institutional ownership of Rafael Holdings, Inc. (RFL). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 3.36 Million shares, which have been reported (via 13F filing form) to have a value of $4.26 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,036
shares
|
$12,745
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,538
shares
|
$8,303
0.0% of portfolio
|
Q3 2025
Added 80.66%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,500
shares
|
$6,985
0.0% of portfolio
|
Q4 2022
Reduced 5.17%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
4,000
shares
|
$5,080
0.0% of portfolio
|
Q4 2021
Added 300.0%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,537
shares
|
$3,221
0.0% of portfolio
|
Q1 2025
Added 124.51%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,602
shares
|
$2,034
0.0% of portfolio
|
Q3 2025
Added 160100.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,537
shares
|
$1,951
0.0% of portfolio
|
Q2 2025
Added 81.89%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,500
shares
|
$1,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
1,450
shares
|
$1,841
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
705
shares
|
$895
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
450
shares
|
$571
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
325
shares
|
$412
0.0% of portfolio
|
Q4 2024
Reduced 32.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
97
shares
|
$123
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
82
shares
|
$104
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
50
shares
|
$63
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
40
shares
|
$50
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
34
shares
|
$43
0.0% of portfolio
|
Q3 2025
Reduced 99.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
32
shares
|
$40
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
8
shares
|
$10
0.0% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
8
shares
|
$10
0.0% of portfolio
|
Q1 2024
Reduced 97.91%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1
shares
|
$1
0.0% of portfolio
|
Q3 2025
Reduced 99.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|