BRWA
OPP

B. Riley Wealth Advisors’s RiverNorth/DoubleLine Strategic Opportunity Fund OPP Stock Holding History

B. Riley Wealth Advisors’s Portfolio OPP Stock Details OPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-29,175
Closed -$249K – 1387
2024
Q2 		$249K Sell
29,175
-759
-3% -$6.36K 0.01% 1115
2024
Q1 		$234K Sell
29,934
-3,036
-9% -$25.1K 0.01% 1180
2023
Q4 		$272K Buy
32,970
+3,036
+10% +$23.7K 0.01% 1102
2023
Q3 		$234K Hold
29,934
– – 0.01% 1180
2023
Q2 		$253K Sell
29,934
-2,530
-8% -$20.8K 0.01% 1216
2023
Q1 		$275K Hold
32,464
– – 0.01% 1120
2022
Q4 		$278K Buy
32,464
+2,226
+7% +$20.1K 0.01% 1081
2022
Q3 		$275K Buy
+30,238
New +$320K 0.01% 1056

Other funds holding OPP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of RiverNorth/DoubleLine Strategic Opportunity Fund (OPP) in Q3 2024, closing a stake of 29,175 shares — an estimated $249K sold.

B. Riley Wealth Advisors first reported a position in OPP in Q3 2022 and held it in 8 quarters. The position peaked at $278K in Q4 2022. 44 funds tracked by Wall St. Rank hold OPP as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining RiverNorth/DoubleLine Strategic Opportunity Fund position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 29,175 RiverNorth/DoubleLine Strategic Opportunity Fund shares in Q3 2024, an estimated $249K.
  • B. Riley Wealth Advisors first reported a position in RiverNorth/DoubleLine Strategic Opportunity Fund in Q3 2022 and held it in 8 quarters.
  • B. Riley Wealth Advisors's RiverNorth/DoubleLine Strategic Opportunity Fund position peaked at $278K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held RiverNorth/DoubleLine Strategic Opportunity Fund as of Q3 2024.

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