Rivernorth Flexible MuniRFM
13F holders, Q3 2024 (September 30)19holders +2
3new positions
1sold out
$16.28avg. 13F price*
At the end of Q3 2024, 19 institutions reported holding Rivernorth Flexible Muni (RFM) in their 13F filings, up 2 from Q2 2024. 3 opened new positions and 1 sold out. The largest holders were Wells Fargo & Company ($2.3M), UBS Group AG ($1.4M) and Morgan Stanley ($1.3M).
- Company
- Rivernorth Flexible Muni
- CUSIP
- 76883H104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 1 | $162K |
All 13F filers, Q2 2024 → Q3 2024: 83,414 shares bought and 45,999 shares sold, net +37,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Wells Fargo & Company | 0.00% | Reduce -6.1% | 140,771 | $2.3M |
| UBS Group AG | 0.00% | Reduce -6.7% | 83,533 | $1.4M |
| Morgan Stanley | 0.00% | Add +4.8% | 77,154 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 58,182 | $947K |
| Wedbush Securities Inc. | 0.03% | Reduce -9.0% | 54,817 | $893K |
| Wolverine Asset Management LLC | 0.08% | New | 47,263 | $770K |
| LPL Financial LLC | 0.00% | Reduce -2.1% | 46,720 | $761K |
| Raymond James & Associates | 0.00% | Add +0.5% | 25,239 | $411K |
| SteelPeak Wealth, LLC | 0.01% | New | 19,250 | $313K |
| Fairhaven Wealth Management, LLC | 0.09% | Add +3.4% | 18,864 | $307K |
| Capital Investment Advisors, LLC | 0.01% | No change | 16,750 | $273K |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 16,425 | $267K |
| Osaic Holdings, Inc. | 0.00% | Add +1.6% | 15,532 | $253K |
| Carnegie Investment Counsel | 0.01% | No change | 15,000 | $244K |
| Logan Stone Capital, LLC | 0.05% | New | 12,288 | $200K |
| &partners | 0.00% | Reduce -30.2% | 11,564 | $188K |
| NewEdge Advisors, LLC | 0.00% | Add +1.8% | 5,244 | $85K |
| Spire Wealth Management | 0.00% | Reduce -0.0% | 2,499 | $41K |
| 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.