BRWA
LOAN

B. Riley Wealth Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

B. Riley Wealth Advisors’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-23,250
Closed -$120K – 1355
2024
Q2 		$120K Buy
23,250
+6,117
+36% +$31.3K ﹤0.01% 1299
2024
Q1 		$82.2K Buy
17,133
+6,923
+68% +$33.3K ﹤0.01% 1373
2023
Q4 		$51.9K Sell
10,210
-6,923
-40% -$32.3K ﹤0.01% 1350
2023
Q3 		$82.2K Sell
17,133
-7,991
-32% -$38.4K ﹤0.01% 1373
2023
Q2 		$127K Buy
25,124
+67
+0.3% +$333 ﹤0.01% 1406
2023
Q1 		$130K Buy
25,057
+66
+0.3% +$367 ﹤0.01% 1354
2022
Q4 		$136K Sell
24,991
-5,933
-19% -$32.9K ﹤0.01% 1327
2022
Q3 		$175K Sell
30,924
-436
-1% -$2.42K 0.01% 1255
2022
Q2 		$176K Sell
31,360
-1,589
-5% -$8.95K 0.01% 1057
2022
Q1 		$210K Sell
32,949
-10,145
-24% -$58.7K 0.01% 1191
2021
Q4 		$238K Sell
43,094
-7,930
-16% -$48.4K 0.01% 1188
2021
Q3 		$347K Buy
51,024
+16,057
+46% +$104K 0.01% 964
2021
Q2 		$275K Buy
34,967
+102
+0.3% +$667 0.01% 1071
2021
Q1 		$213K Sell
34,865
-4,714
-12% -$25.6K 0.01% 1164
2020
Q4 		$207K Buy
39,579
+675
+2% +$3.19K 0.01% 911
2020
Q3 		$170K Sell
38,904
-11,953
-24% -$51.2K 0.01% 856
2020
Q2 		$237K Sell
50,857
-5,942
-10% -$24.8K 0.02% 709
2020
Q1 		$233K Buy
56,799
+3,807
+7% +$21.4K 0.02% 615
2019
Q4 		$338K Buy
52,992
+9,093
+21% +$57.3K 0.03% 549
2019
Q3 		$283K Buy
43,899
+8,050
+22% +$50.2K 0.03% 605
2019
Q2 		$230K Buy
35,849
+6,000
+20% +$36.9K 0.03% 667
2019
Q1 		$190K Sell
29,849
-1,149
-4% -$7.12K 0.02% 664
2018
Q4 		$175K Buy
30,998
+5,149
+20% +$30.9K 0.02% 587
2018
Q3 		$166K Buy
+25,849
New +$176K 0.02% 661

Other funds holding LOAN

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
HR
Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 1-Year Est. Return

B. Riley Wealth Advisors's LOAN Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Manhattan Bridge Capital (LOAN) in Q3 2024, closing a stake of 23,250 shares — an estimated $120K sold.

B. Riley Wealth Advisors first reported a position in LOAN in Q3 2018 and held it in 24 quarters. The position peaked at $347K in Q3 2021. 45 funds tracked by Wall St. Rank hold LOAN as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Manhattan Bridge Capital position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 23,250 Manhattan Bridge Capital shares in Q3 2024, an estimated $120K.
  • B. Riley Wealth Advisors first reported a position in Manhattan Bridge Capital in Q3 2018 and held it in 24 quarters.
  • B. Riley Wealth Advisors's Manhattan Bridge Capital position peaked at $347K in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.