Rivernorth Flexible MuniRFM
13F holders, Q2 2024 (June 30)17holders −2
1new positions
3sold out
$16.19avg. 13F price*
At the end of Q2 2024, 17 institutions reported holding Rivernorth Flexible Muni (RFM) in their 13F filings, down 2 from Q1 2024. 1 opened new positions and 3 sold out. The largest holders were Wells Fargo & Company ($2.4M), UBS Group AG ($1.4M) and Morgan Stanley ($1.2M).
- Company
- Rivernorth Flexible Muni
- CUSIP
- 76883H104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $162K |
| Exits | 3 | $272K |
All 13F filers, Q1 2024 → Q2 2024: 42,082 shares bought and 37,065 shares sold, net +5,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Wells Fargo & Company | 0.00% | Add +5.8% | 149,947 | $2.4M |
| UBS Group AG | 0.00% | Reduce -8.0% | 89,540 | $1.4M |
| Morgan Stanley | 0.00% | Add +31.5% | 73,615 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 67,486 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Reduce -2.5% | 60,228 | $975K |
| LPL Financial LLC | 0.00% | No change | 47,720 | $773K |
| Raymond James & Associates | 0.00% | Add +17.0% | 25,127 | $407K |
| Fairhaven Wealth Management, LLC | 0.10% | No change | 18,236 | $295K |
| Capital Investment Advisors, LLC | 0.01% | No change | 16,750 | $271K |
| &partners | 0.01% | Add +17.8% | 16,564 | $268K |
| Stifel Financial Corp. | 0.00% | Reduce -5.0% | 16,525 | $268K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.3% | 15,291 | $246K |
| Carnegie Investment Counsel | 0.01% | No change | 15,000 | $243K |
| Modern Wealth Management, LLC | 0.01% | New | 10,000 | $162K |
| NewEdge Advisors, LLC | 0.00% | Add +1.8% | 5,151 | $83K |
| Spire Wealth Management | 0.00% | No change | 2,500 | $40K |
| 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.