Institutional Ownership B. Riley Financial, Inc. (RILY)
This table provides information about the institutional ownership of B. Riley Financial, Inc. (RILY). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 8.92 Million shares, which have been reported (via 13F filing form) to have a value of $35.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
250
shares
|
$1,000
0.0% of portfolio
|
Q3 2022
Reduced 88.51%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
200
shares
|
$800
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
131
shares
|
$524
0.0% of portfolio
|
Q4 2024
Reduced 70.5%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
103
shares
|
$412
0.0% of portfolio
|
Q1 2024
Reduced 96.07%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
87
shares
|
$348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
61
shares
|
$244
0.0% of portfolio
|
Q4 2024
Reduced 87.45%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
60
shares
|
$240
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
59
shares
|
$236
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
48
shares
|
$192
0.0% of portfolio
|
Q4 2024
Added 182.35%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
35
shares
|
$140
0.0% of portfolio
|
Q3 2023
Reduced 84.44%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
21
shares
|
$84
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
17
shares
|
$68
0.0% of portfolio
|
Q1 2024
Reduced 94.77%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
16
shares
|
$64
0.0% of portfolio
|
Q4 2024
Added 700.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14
shares
|
$56
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
11
shares
|
$44
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
10
shares
|
$40
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
9
shares
|
$36
0.0% of portfolio
|
Q3 2024
Reduced 99.29%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
3
shares
|
$12
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1
shares
|
$4
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|