Rivernorth OpportunitiesRIV

13F holders, Q2 2024 (June 30)
49holders −3
2new positions
6sold out
$11.82avg. 13F price*

At the end of Q2 2024, 49 institutions reported holding Rivernorth Opportunities (RIV) in their 13F filings, down 3 from Q1 2024. 2 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($20.2M), Mangrove Partners Im, LLC ($6.3M) and LPL Financial LLC ($3.7M).

Company
Rivernorth Opportunities
CUSIP
76881Y109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 52Q1 2024Q2 2024: 49Q2 2024Q3 2024: 45Q3 2024Q4 2024: 49Q4 2024Q1 2025: 47Q1 2025Q2 2025: 48Q2 2025Q3 2025: 52Q3 2025Q4 2025: 58Q4 2025Q1 2026: 57Q1 2026Q2 2026: 60Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions2$26K
Exits6$1.1M

All 13F filers, Q1 2024 → Q2 2024: 576,856 shares bought and 375,048 shares sold, net +201,808 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 49 holders

Morgan Stanley 0.00% Add +3.4% 1,649,820 $20.2M
Mangrove Partners Im, LLC 0.58% No change 515,627 $6.3M
LPL Financial LLC 0.00% Add +136.6% 298,802 $3.7M
B. Riley Wealth Advisors, Inc. 0.08% Add +28.3% 248,240 $3.0M
Wells Fargo & Company 0.00% Add +17.0% 235,322 $2.9M
Bank of America Corp. 0.00% Reduce -19.9% 211,021 $2.6M
Royal Bank of Canada 0.00% Reduce -1.5% 157,349 $1.9M
Envestnet Asset Management Inc. 0.00% Add +7.8% 134,681 $1.6M
Principal Securities, Inc. 0.05% Add +10.6% 134,189 $1.6M
Absolute Investment Advisers, LLC 0.23% Reduce -1.9% 124,506 $1.5M
Marks Group Wealth Management, Inc 0.15% Add +70.9% 114,796 $1.4M
Tennessee Valley Asset Management Partners 0.22% Add +1.5% 97,202 $1.2M
Baird Financial Group, Inc. 0.00% Reduce -6.5% 95,395 $1.2M
Nations Financial Group Inc, /Ia/ 0.09% Add +1.4% 89,676 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -24.8% 85,859 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -70.0% 69,538 $852K
NWF Advisory Services Inc. 0.11% No change 57,127 $700K
Quarry LP 0.28% Reduce -1.9% 53,170 $651K
AEGON USA Investment Management, LLC 0.62% No change 50,165 $615K
NewEdge Advisors, LLC 0.00% Add +3.8% 46,800 $573K
Raymond James & Associates 0.00% Add +1.5% 45,373 $556K
Oppenheimer & Co. Inc. 0.01% Add +2.2% 42,881 $525K
Sheaff Brock Investment Advisors, LLC 0.04% Add +3.0% 34,000 $417K
Private Advisor Group, LLC 0.00% Add +5.8% 33,273 $408K
Commonwealth Equity Services, LLC 0.00% Add +2.1% 30,288 $371K
Calamos Advisors LLC 0.00% Add +27.6% 30,271 $371K
BlackDiamond Wealth Management, LLC 0.23% Add +0.9% 28,273 $348K
Wedbush Securities Inc. 0.01% Reduce -7.5% 26,801 $328K
CoreCap Advisors, LLC 0.03% Add +19.0% 24,475 $300K
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.3% 23,499 $288K
Westside Investment Management, Inc. 0.06% No change 21,200 $260K
UBS Group AG 0.00% Add +6.4% 20,934 $256K
SeaCrest Wealth Management, LLC 0.03% Reduce -5.6% 20,753 $254K
CSS LLC 0.05% Reduce -50.8% 17,008 $208K
Atria Wealth Solutions, Inc. 0.00% Add +9.2% 15,906 $195K
Transcend Capital Advisors, LLC 0.01% No change 12,554 $154K
HighTower Advisors, LLC 0.00% No change 12,500 $153K
Channel Wealth LLC 0.05% Reduce -15.4% 12,371 $152K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -37.0% 12,000 $147K
CIBC Private Wealth Group LLC 0.00% No change 11,790 $145K
Farther Finance Advisors, LLC 0.00% Add +3.9% 7,120 $87K
National Bank of Canada 0.00% No change 2,639 $32K
Oliver Lagore Vanvalin Investment Group 0.01% No change 2,400 $29K
Ashton Thomas Private Wealth, LLC 0.00% New 2,000 $25K
Strategic Financial Concepts, LLC 0.01% Add +1178.2% 180,222 $15K
Cwm, LLC 0.00% No change 358 $4K
Geneos Wealth Management Inc. 0.00% No change 310 $4K
Northwestern Mutual Wealth Management Co. 0.00% New 106 $1K
AlphaMark Advisors, LLC 0.00% Add +2.4% 43 $1K

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