Rivernorth Flex Muni IIRFMZ
13F holders, Q1 2025 (March 31)48holders −6
3new positions
9sold out
$13.42avg. 13F price*
At the end of Q1 2025, 48 institutions reported holding Rivernorth Flex Muni II (RFMZ) in their 13F filings, down 6 from Q4 2024. 3 opened new positions and 9 sold out. The largest holders were Stifel Financial Corp. ($11.0M), Rockefeller Capital Management L.P. ($11.0M) and UBS Group AG ($10.2M).
- Company
- Rivernorth Flex Muni II
- CUSIP
- 76883Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $458K |
| Exits | 9 | $3.1M |
All 13F filers, Q4 2024 → Q1 2025: 526,124 shares bought and 459,446 shares sold, net +66,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Stifel Financial Corp. | 0.01% | Reduce -0.7% | 822,764 | $11.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.0% | 818,059 | $11.0M |
| UBS Group AG | 0.00% | Reduce -4.6% | 757,510 | $10.2M |
| Wells Fargo & Company | 0.00% | Add +8.0% | 421,024 | $5.7M |
| Thomas J. Herzfeld Advisors, Inc. | 1.38% | Add +18.6% | 302,810 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 296,332 | $4.0M |
| Absolute Investment Advisers, LLC | 0.58% | Reduce -4.6% | 295,952 | $4.0M |
| Karpus Management, Inc. | 0.12% | Reduce -3.1% | 277,395 | $3.7M |
| Morgan Stanley | 0.00% | Reduce -7.0% | 233,166 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Add +243.9% | 217,128 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.6% | 205,214 | $2.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +31.6% | 153,159 | $2.1M |
| Atlas Wealth LLC | 1.05% | Add +133.7% | 143,343 | $1.9M |
| Robinson Capital Management, LLC | 0.63% | Add +23.2% | 116,002 | $1.6M |
| Quarry LP | 0.40% | Reduce -3.9% | 115,149 | $1.5M |
| Wedbush Securities Inc. | 0.06% | Add +0.2% | 112,694 | $1.5M |
| Riverbridge Partners LLC | 0.02% | Add +10.8% | 107,228 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +2.8% | 65,610 | $880K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -25.6% | 56,472 | $758K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.0% | 53,749 | $721K |
| Choreo, LLC | 0.01% | Add +13.1% | 51,825 | $695K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +16.2% | 38,520 | $517K |
| Corient Private Wealth LP | 0.00% | Reduce -9.6% | 36,399 | $488K |
| Mathes Company, Inc. | 0.19% | No change | 34,000 | $456K |
| Truist Financial Corp. | 0.00% | Add +22.0% | 30,866 | $414K |
| Carnegie Investment Counsel | 0.01% | No change | 30,000 | $383K |
| Osaic Holdings, Inc. | 0.00% | Add +23.1% | 25,084 | $337K |
| PFG Investments, LLC | 0.02% | Add +7.0% | 22,795 | $306K |
| HighTower Advisors, LLC | 0.00% | Reduce -25.9% | 21,486 | $288K |
| SteelPeak Wealth, LLC | 0.01% | Add +10.8% | 20,500 | $275K |
| &partners | 0.00% | No change | 17,106 | $230K |
| Raymond James Financial Inc. | 0.00% | Add +0.4% | 16,963 | $228K |
| Plancorp, LLC | 0.01% | New | 16,812 | $226K |
| LPL Financial LLC | 0.00% | New | 16,182 | $217K |
| Comerica Bank | 0.00% | Add +0.4% | 13,886 | $186K |
| Caliber Wealth Management, LLC / KS | 0.02% | — | 12,000 | $161K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.6% | 11,609 | $156K |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.5% | 11,489 | $154K |
| Hilltop Holdings Inc. | 0.01% | No change | 11,300 | $152K |
| Wellspring Financial Advisors, LLC | 0.01% | No change | 10,000 | $134K |
| Mosaic Financial Group, LLC | 0.11% | No change | 10,000 | $134K |
| Noble Wealth Management PBC | 0.07% | No change | 7,615 | $102K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 4,400 | $59K |
| US Bancorp \de | 0.00% | Add +1.6% | 4,063 | $55K |
| Wolverine Asset Management LLC | 0.00% | Reduce -96.6% | 3,676 | $49K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,500 | $34K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 1,100 | $15K |
| Private Trust Co. NA | 0.00% | No change | 886 | $12K |
"% of holder's portfolio" is RFMZ's weight in each manager's 13F, not the share of Rivernorth Flex Muni II the manager owns.