Rivernorth Flex Muni IIRFMZ
13F holders, Q4 2024 (December 31)54holders +13
16new positions
3sold out
$13.40avg. 13F price*
At the end of Q4 2024, 54 institutions reported holding Rivernorth Flex Muni II (RFMZ) in their 13F filings, up 13 from Q3 2024. 16 opened new positions and 3 sold out. The largest holders were Stifel Financial Corp. ($11.1M), UBS Group AG ($10.6M) and Rockefeller Capital Management L.P. ($10.4M).
- Company
- Rivernorth Flex Muni II
- CUSIP
- 76883Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $12.6M |
| Exits | 3 | $687K |
All 13F filers, Q3 2024 → Q4 2024: 1,356,786 shares bought and 409,205 shares sold, net +947,581 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Stifel Financial Corp. | 0.01% | Reduce -6.8% | 828,376 | $11.1M |
| UBS Group AG | 0.00% | Add +32.0% | 793,954 | $10.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.4% | 779,071 | $10.4M |
| Wells Fargo & Company | 0.00% | Reduce -10.1% | 389,916 | $5.2M |
| Absolute Investment Advisers, LLC | 0.53% | New | 310,200 | $4.2M |
| Royal Bank of Canada | 0.00% | Reduce -5.9% | 296,061 | $4.0M |
| Karpus Management, Inc. | 0.11% | Reduce -32.9% | 286,395 | $3.8M |
| Thomas J. Herzfeld Advisors, Inc. | 1.10% | Add +0.7% | 255,434 | $3.4M |
| Morgan Stanley | 0.00% | Reduce -8.7% | 250,771 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.7% | 163,381 | $2.2M |
| Independent Advisor Alliance | 0.02% | New | 137,379 | $1.8M |
| Quarry LP | 0.32% | New | 119,836 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +20.5% | 116,409 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +1.2% | 112,420 | $1.5M |
| Wolverine Asset Management LLC | 0.11% | Add +9748.6% | 108,335 | $1.5M |
| Riverbridge Partners LLC | 0.02% | Add +0.1% | 96,788 | $1.3M |
| Robinson Capital Management, LLC | 0.51% | New | 94,156 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +6.1% | 75,908 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +28.5% | 63,850 | $856K |
| Pathstone Holdings, LLC | 0.00% | New | 63,140 | $846K |
| Atlas Wealth LLC | 0.43% | New | 61,333 | $822K |
| Private Advisor Group, LLC | 0.00% | Add +32.6% | 57,156 | $766K |
| Choreo, LLC | 0.01% | Add +32.7% | 45,837 | $616K |
| Corient Private Wealth LP | 0.00% | Reduce -62.4% | 40,258 | $539K |
| Mathes Company, Inc. | 0.17% | No change | 34,000 | $456K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.6% | 33,145 | $444K |
| Carnegie Investment Counsel | 0.01% | No change | 30,000 | $402K |
| HighTower Advisors, LLC | 0.00% | New | 29,010 | $389K |
| Truist Financial Corp. | 0.00% | New | 25,302 | $339K |
| Readystate Asset Management LP | 0.02% | New | 22,987 | $308K |
| PFG Investments, LLC | 0.02% | No change | 21,295 | $285K |
| Fairhaven Wealth Management, LLC | 0.09% | No change | 20,840 | $279K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.4% | 20,373 | $273K |
| HRT Financial LP | 0.00% | New | 20,047 | $268K |
| SteelPeak Wealth, LLC | 0.01% | Add +27.6% | 18,500 | $248K |
| &partners | 0.00% | Add +54.0% | 17,106 | $234K |
| Raymond James Financial Inc. | 0.00% | — | 16,899 | $226K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 13,855 | $186K |
| Comerica Bank | 0.00% | No change | 13,831 | $185K |
| Nomura Holdings Inc. | 0.00% | New | 13,000 | $174K |
| Susquehanna International Group, LLP | 0.00% | New | 12,986 | $174K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.8% | 11,543 | $155K |
| NewEdge Advisors, LLC | 0.00% | No change | 11,400 | $153K |
| Hilltop Holdings Inc. | 0.01% | Add +6.6% | 11,300 | $151K |
| Jane Street Group, LLC | 0.00% | New | 11,182 | $150K |
| Mosaic Financial Group, LLC | 0.10% | No change | 10,000 | $134K |
| Wellspring Financial Advisors, LLC | 0.01% | No change | 10,000 | $134K |
| Noble Wealth Management PBC | 0.07% | — | 7,615 | $102K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 4,400 | $59K |
| US Bancorp \de | 0.00% | No change | 4,000 | $54K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,500 | $34K |
| Private Trust Co. NA | 0.00% | No change | 886 | $12K |
| Avior Wealth Management, LLC | 0.00% | New | 866 | $12K |
| Bessemer Group Inc. | 0.00% | Reduce -49.9% | 752 | $10K |
"% of holder's portfolio" is RFMZ's weight in each manager's 13F, not the share of Rivernorth Flex Muni II the manager owns.