Rivernorth Flexible MuniRFM
13F holders, Q1 2025 (March 31)18holders −3
1new positions
3sold out
$14.77avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Rivernorth Flexible Muni (RFM) in their 13F filings, down 3 from Q4 2024. 1 opened new positions and 3 sold out. The largest holders were Wells Fargo & Company ($2.7M), Morgan Stanley ($1.3M) and UBS Group AG ($1.2M).
- Company
- Rivernorth Flexible Muni
- CUSIP
- 76883H104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $621K |
| Exits | 3 | $561K |
All 13F filers, Q4 2024 → Q1 2025: 81,741 shares bought and 129,736 shares sold, net −47,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Wells Fargo & Company | 0.00% | Add +11.9% | 179,313 | $2.7M |
| Morgan Stanley | 0.00% | Add +12.8% | 91,225 | $1.3M |
| UBS Group AG | 0.00% | Reduce -1.6% | 79,444 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Reduce -0.5% | 52,200 | $772K |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 50,892 | $752K |
| Logan Stone Capital, LLC | 0.33% | Reduce -38.0% | 47,453 | $701K |
| Wolverine Asset Management LLC | 0.05% | Reduce -57.4% | 43,989 | $650K |
| Robinson Capital Management, LLC | 0.25% | New | 41,983 | $621K |
| SteelPeak Wealth, LLC | 0.02% | Add +6.7% | 28,000 | $414K |
| LPL Financial LLC | 0.00% | Reduce -1.5% | 25,004 | $370K |
| Osaic Holdings, Inc. | 0.00% | Add +36.2% | 21,311 | $315K |
| Stifel Financial Corp. | 0.00% | Reduce -5.5% | 15,525 | $229K |
| Capital Investment Advisors, LLC | 0.00% | No change | 14,750 | $218K |
| Raymond James Financial Inc. | 0.00% | Add +18.1% | 14,750 | $218K |
| Carnegie Investment Counsel | 0.01% | No change | 15,000 | $212K |
| Apollon Wealth Management, LLC | 0.00% | No change | 14,000 | $207K |
| Noble Wealth Management PBC | 0.08% | Add +8.5% | 7,533 | $111K |
| NewEdge Advisors, LLC | 0.00% | Add +1.9% | 5,441 | $80K |
"% of holder's portfolio" is RFM's weight in each manager's 13F, not the share of Rivernorth Flexible Muni the manager owns.