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B. Riley Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

B. Riley Wealth Advisors’s Portfolio PAA Stock Details PAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,300
Closed -$185K – 1056
2025
Q4 		$185K Buy
10,300
+16
+0.2% +$272 0.01% 882
2025
Q3 		$175K Sell
10,284
-2,123
-17% -$38K 0.01% 911
2025
Q2 		$227K Sell
12,407
-7,165
-37% -$125K 0.01% 831
2025
Q1 		$391K Sell
19,572
-3,243
-14% -$64.1K 0.01% 846
2024
Q4 		$390K Buy
22,815
+395
+2% +$6.87K 0.01% 776
2024
Q3 		$389K Sell
22,420
-79,996
-78% -$1.43M 0.01% 844
2024
Q2 		$1.83M Sell
102,416
-63,666
-38% -$1.11M 0.05% 371
2024
Q1 		$2.54M Buy
166,082
+22,546
+16% +$364K 0.07% 285
2023
Q4 		$2.17M Sell
143,536
-22,546
-14% -$344K 0.06% 342
2023
Q3 		$2.54M Buy
166,082
+20,363
+14% +$305K 0.07% 285
2023
Q2 		$2.05M Buy
145,719
+6,698
+5% +$88.4K 0.05% 366
2023
Q1 		$1.73M Buy
139,021
+54,333
+64% +$678K 0.05% 384
2022
Q4 		$996K Buy
84,688
+13,484
+19% +$160K 0.03% 534
2022
Q3 		$750K Buy
71,204
+59,052
+486% +$659K 0.02% 605
2022
Q2 		$120K Buy
12,152
+26
+0.2% +$282 0.01% 1105
2022
Q1 		$131K Sell
12,126
-4,196
-26% -$44.9K ﹤0.01% 1267
2021
Q4 		$153K Buy
16,322
+5,472
+50% +$55K ﹤0.01% 1306
2021
Q3 		$111K Buy
10,850
+5
+0% +$50 ﹤0.01% 1325
2021
Q2 		$124K Sell
10,845
-49,604
-82% -$510K ﹤0.01% 1289
2021
Q1 		$551K Buy
+60,449
New +$552K 0.02% 688
2015
Q2 		– Sell
-9,931
Closed -$484K – 572
2015
Q1 		$484K Sell
9,931
-4,285
-30% -$213K 0.12% 233
2014
Q4 		$2.92M Buy
14,216
+5,506
+63% +$292K 0.06% 399
2014
Q3 		$513K Sell
8,710
-5,273
-38% -$309K 0.13% 204
2014
Q2 		$411K Buy
13,983
+7,231
+107% +$411K 0.1% 231
2014
Q1 		$372K Buy
6,752
+1,669
+33% +$87.6K 0.11% 210
2013
Q4 		$263K Sell
5,083
-407
-7% -$20.8K 0.08% 274
2013
Q3 		$289K Sell
5,490
-705
-11% -$37.6K 0.1% 235
2013
Q2 		$346K Buy
+6,195
New +$351K 0.12% 200

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

B. Riley Wealth Advisors's PAA Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Plains All American Pipeline (PAA) in Q1 2026, closing a stake of 10,300 shares — an estimated $185K sold.

B. Riley Wealth Advisors first reported a position in PAA in Q2 2013 and held it in 28 quarters. The position peaked at $2.92M in Q4 2014. 411 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Plains All American Pipeline position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,300 Plains All American Pipeline shares in Q1 2026, an estimated $185K.
  • B. Riley Wealth Advisors first reported a position in Plains All American Pipeline in Q2 2013 and held it in 28 quarters.
  • B. Riley Wealth Advisors's Plains All American Pipeline position peaked at $2.92M in Q4 2014.
  • 411 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.