Rivernorth Flexible MuniRFM

13F holders, Q4 2024 (December 31)
21holders +2
2new positions
1sold out
$14.87avg. 13F price*

At the end of Q4 2024, 21 institutions reported holding Rivernorth Flexible Muni (RFM) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Wells Fargo & Company ($2.4M), Wolverine Asset Management LLC ($1.5M) and Morgan Stanley ($1.2M).

Company
Rivernorth Flexible Muni
CUSIP
76883H104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 19Q1 2024Q2 2024: 17Q2 2024Q3 2024: 19Q3 2024Q4 2024: 21Q4 2024Q1 2025: 18Q1 2025Q2 2025: 17Q2 2025Q3 2025: 20Q3 2025Q4 2025: 24Q4 2025Q1 2026: 27Q1 2026Q2 2026: 25Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$593K
Exits1$41K

All 13F filers, Q3 2024 → Q4 2024: 190,480 shares bought and 37,689 shares sold, net +152,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 21 holders

Wells Fargo & Company 0.00% Add +13.8% 160,257 $2.4M
Wolverine Asset Management LLC 0.12% Add +118.4% 103,215 $1.5M
Morgan Stanley 0.00% Add +4.8% 80,899 $1.2M
UBS Group AG 0.00% Reduce -3.4% 80,700 $1.2M
Logan Stone Capital, LLC 0.38% Add +522.4% 76,483 $1.1M
Wedbush Securities Inc. 0.03% Reduce -4.3% 52,482 $780K
Royal Bank of Canada 0.00% Reduce -10.6% 52,001 $773K
SteelPeak Wealth, LLC 0.02% Add +36.4% 26,250 $390K
Virtu Financial LLC 0.02% New 25,894 $385K
LPL Financial LLC 0.00% Reduce -45.7% 25,379 $377K
Fairhaven Wealth Management, LLC 0.09% No change 18,864 $281K
Stifel Financial Corp. 0.00% No change 16,425 $244K
Osaic Holdings, Inc. 0.00% Add +0.7% 15,642 $233K
Carnegie Investment Counsel 0.01% No change 15,000 $223K
Capital Investment Advisors, LLC 0.00% Reduce -11.9% 14,750 $219K
Apollon Wealth Management, LLC 0.00% New 14,000 $208K
Raymond James Financial Inc. 0.00% — 12,484 $186K
&partners 0.00% Reduce -4.3% 11,064 $167K
Noble Wealth Management PBC 0.07% — 6,941 $103K
NewEdge Advisors, LLC 0.00% Add +1.9% 5,342 $79K
Sound Income Strategies, LLC 0.00% No change 600 $9K

"% of holder's portfolio" is RFM's weight in each manager's 13F, not the share of Rivernorth Flexible Muni the manager owns.