Rivernorth OpportunitiesRIV
13F holders, Q1 2025 (March 31)47holders −2
6new positions
6sold out
$11.78avg. 13F price*
At the end of Q1 2025, 47 institutions reported holding Rivernorth Opportunities (RIV) in their 13F filings, down 2 from Q4 2024. 6 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($20.9M), Penserra Capital Management LLC ($6.7M) and LPL Financial LLC ($5.0M).
- Company
- Rivernorth Opportunities
- CUSIP
- 76881Y109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 6 | $901K |
All 13F filers, Q4 2024 → Q1 2025: 436,745 shares bought and 288,728 shares sold, net +148,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Morgan Stanley | 0.00% | Add +5.4% | 1,768,520 | $20.9M |
| Penserra Capital Management LLC | 0.12% | Reduce -9.9% | 571,025 | $6.7M |
| LPL Financial LLC | 0.00% | Add +4.9% | 426,391 | $5.0M |
| Wells Fargo & Company | 0.00% | Add +14.5% | 265,233 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +22.0% | 224,088 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +25.2% | 199,111 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.5% | 192,912 | $2.3M |
| Principal Securities, Inc. | 0.04% | No change | 165,714 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +15.7% | 115,428 | $1.4M |
| Marks Group Wealth Management, Inc | 0.13% | No change | 115,399 | $1.4M |
| Tennessee Valley Asset Management Partners | 0.22% | Add +19.0% | 113,205 | $1.3M |
| Everstar Asset Management, LLC | 0.73% | Add +12.1% | 93,154 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +2.4% | 89,409 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +5.8% | 82,004 | $967K |
| Raymond James Financial Inc. | 0.00% | Add +3.8% | 62,168 | $733K |
| Shaker Financial Services, LLC | 0.26% | Reduce -43.6% | 56,974 | $672K |
| NWF Advisory Services Inc. | 0.09% | New | 56,227 | $663K |
| Advisor OS, LLC | 0.07% | Add +2.6% | 53,165 | $627K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.9% | 46,868 | $553K |
| Sheaff Brock Investment Advisors, LLC | 0.05% | Add +4.4% | 44,680 | $527K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.5% | 36,569 | $431K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -74.6% | 28,850 | $340K |
| CoreCap Advisors, LLC | 0.01% | Reduce -9.2% | 28,200 | $332K |
| Readystate Asset Management LP | 0.03% | New | 27,201 | $321K |
| Wedbush Securities Inc. | 0.01% | Reduce -2.5% | 26,410 | $311K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.2% | 26,299 | $310K |
| Total Wealth Planning & Management, Inc. | 0.32% | New | 26,201 | $309K |
| Bank of America Corp. | 0.00% | Reduce -33.6% | 25,011 | $295K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 24,040 | $283K |
| UBS Group AG | 0.00% | Reduce -46.5% | 20,282 | $239K |
| Westside Investment Management, Inc. | 0.05% | No change | 20,000 | $236K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.5% | 19,300 | $228K |
| HighTower Advisors, LLC | 0.00% | No change | 19,280 | $227K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -20.1% | 19,251 | $227K |
| WealthTrust Asset Management, LLC | 0.13% | New | 14,398 | $170K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 14,000 | $165K |
| Channel Wealth LLC | 0.05% | No change | 12,371 | $146K |
| Strategic Financial Concepts, LLC | 0.02% | Reduce -34.9% | 10,800 | $127K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 11,300 | $118K |
| Truvestments Capital LLC | 0.02% | New | 9,133 | $108K |
| National Bank of Canada | 0.00% | No change | 2,639 | $31K |
| Cwm, LLC | 0.00% | Add +174.0% | 981 | $12K |
| Elequin Capital, LP | 0.00% | Reduce -86.8% | 851 | $10K |
| Luminist Capital LLC | 0.01% | No change | 537 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 310 | $4K |
| Wolverine Asset Management LLC | 0.00% | New | 255 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 83 | $988 |
"% of holder's portfolio" is RIV's weight in each manager's 13F, not the share of Rivernorth Opportunities the manager owns.