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 20 institutions that hold shares in the stock, with a total of 1.28 Million shares, which have been reported (via 13F filing form) to have a value of $19.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
474,451
shares
|
$7.06 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
148,163
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
127,906
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
122,365
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
105,561
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.97%
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,225
shares
|
$584,060
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Robinson Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
37,776
shares
|
$562,484
0.22% of portfolio
|
Q3 2024
Added 36.64%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
37,625
shares
|
$560,236
0.01% of portfolio
|
Q3 2024
Added 223.93%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
32,500
shares
|
$483,925
0.11% of portfolio
|
Q4 2021
Added 8.33%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
30,258
shares
|
$450,541
0.01% of portfolio
|
Q3 2024
Added 117.86%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,720
shares
|
$412,750
0.0% of portfolio
|
Q3 2024
Added 17.19%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
24,885
shares
|
$370,537
0.01% of portfolio
|
Q4 2023
Reduced 5.83%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
19,045
shares
|
$283,580
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,653
shares
|
$277,743
0.09% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
13,000
shares
|
$193,570
0.02% of portfolio
|
Q1 2024
Reduced 17.72%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
10,170
shares
|
$151,431
0.05% of portfolio
|
Q4 2023
Reduced 0.09%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
10,000
shares
|
$148,900
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,560
shares
|
$38,118
0.0% of portfolio
|
Q3 2024
Reduced 30.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,800
shares
|
$26,802
0.0% of portfolio
|
Q2 2024
Reduced 72.57%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|