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B. Riley Wealth Advisors’s M/I Homes MHO Stock Holding History

B. Riley Wealth Advisors’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,235
Closed -$297K – 1380
2024
Q4 		$297K Sell
2,235
-760
-25% -$120K 0.01% 873
2024
Q3 		$510K Sell
2,995
-20
-0.7% -$3.03K 0.01% 738
2024
Q2 		$368K Sell
3,015
-57
-2% -$6.97K 0.01% 939
2024
Q1 		$258K Buy
3,072
+72
+2% +$9.14K 0.01% 1128
2023
Q4 		$413K Sell
3,000
-72
-2% -$7.2K 0.01% 916
2023
Q3 		$258K Buy
+3,072
New +$284K 0.01% 1128

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

B. Riley Wealth Advisors's MHO Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of M/I Homes (MHO) in Q1 2025, closing a stake of 2,235 shares — an estimated $297K sold.

B. Riley Wealth Advisors first reported a position in MHO in Q3 2023 and held it in 6 quarters. The position peaked at $510K in Q3 2024. 321 funds tracked by Wall St. Rank hold MHO as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining M/I Homes position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,235 M/I Homes shares in Q1 2025, an estimated $297K.
  • B. Riley Wealth Advisors first reported a position in M/I Homes in Q3 2023 and held it in 6 quarters.
  • B. Riley Wealth Advisors's M/I Homes position peaked at $510K in Q3 2024.
  • 321 funds tracked by Wall St. Rank held M/I Homes as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.