Rivernorth Flexible MuniRFM
13F holders, Q1 2024 (March 31)19holders
$16.22avg. 13F price*
At the end of Q1 2024, 19 institutions reported holding Rivernorth Flexible Muni (RFM) in their 13F filings. The largest holders were Wells Fargo & Company ($2.3M), UBS Group AG ($1.6M) and Royal Bank of Canada ($1.1M).
- Company
- Rivernorth Flexible Muni
- CUSIP
- 76883H104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $651K |
| Exits | 5 | $785K |
Ownership 19 holders
| Wells Fargo & Company | 0.00% | Reduce -3.0% | 141,746 | $2.3M |
| UBS Group AG | 0.00% | Reduce -11.3% | 97,300 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -21.3% | 69,140 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Reduce -0.3% | 61,805 | $1.0M |
| Morgan Stanley | 0.00% | Add +19.1% | 55,970 | $910K |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 47,720 | $776K |
| Osaic Holdings, Inc. | 0.00% | Add +11.7% | 22,253 | $360K |
| Raymond James & Associates | 0.00% | Reduce -10.0% | 21,482 | $349K |
| Fairhaven Wealth Management, LLC | 0.10% | New | 18,236 | $297K |
| Stifel Financial Corp. | 0.00% | No change | 17,396 | $283K |
| Capital Investment Advisors, LLC | 0.01% | No change | 16,750 | $272K |
| Carnegie Investment Counsel | 0.01% | No change | 15,000 | $244K |
| &partners | 0.03% | Reduce -15.1% | 14,064 | $229K |
| B. Riley Wealth Advisors, Inc. | 0.00% | New | 12,571 | $180K |
| NewEdge Advisors, LLC | 0.00% | New | 5,060 | $82K |
| Whittier Trust Co. | 0.00% | New | 5,000 | $81K |
| Spire Wealth Management | 0.00% | Reduce -28.6% | 2,500 | $41K |
| CIBC Private Wealth Group LLC | 0.00% | New | 670 | $11K |
| Sound Income Strategies, LLC | 0.00% | No change | 600 | $10K |
"% of holder's portfolio" is RFM's weight in each manager's 13F, not the share of Rivernorth Flexible Muni the manager owns.