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B. Riley Wealth Advisors’s Thomson Reuters TRI Stock Holding History

B. Riley Wealth Advisors’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,062
Closed -$217K – 1175
2025
Q2 		$217K Sell
1,062
-220
-17% -$41.9K 0.01% 861
2025
Q1 		$225K Sell
1,282
-72
-5% -$12.4K 0.01% 1103
2024
Q4 		$220K Sell
1,354
-2,301
-63% -$388K 0.01% 1000
2024
Q3 		$632K Sell
3,655
-1,298
-26% -$219K 0.02% 660
2024
Q2 		$848K Sell
4,953
-303
-6% -$50.2K 0.02% 595
2024
Q1 		$653K Buy
5,256
+319
+6% +$49.6K 0.02% 667
2023
Q4 		$733K Sell
4,937
-319
-6% -$43.1K 0.02% 640
2023
Q3 		$653K Buy
5,256
+243
+5% +$32K 0.02% 667
2023
Q2 		$687K Sell
5,013
-227
-4% -$30.5K 0.02% 717
2023
Q1 		$718K Buy
5,240
+2,221
+74% +$283K 0.02% 667
2022
Q4 		$363K Buy
3,019
+322
+12% +$37.1K 0.01% 944
2022
Q3 		$292K Buy
+2,697
New +$313K 0.01% 1021
2021
Q4 		– Sell
-3,187
Closed -$370K – 1491
2021
Q3 		$370K Buy
+3,187
New +$371K 0.01% 930
2021
Q1 		– Sell
-4,200
Closed -$364K – 1413
2020
Q4 		$364K Sell
4,200
-4,487
-52% -$384K 0.02% 659
2020
Q3 		$726K Buy
8,687
+627
+8% +$48.8K 0.04% 400
2020
Q2 		$579K Sell
8,060
-137
-2% -$9.91K 0.04% 402
2020
Q1 		$587K Buy
8,197
+2,457
+43% +$191K 0.05% 350
2019
Q4 		$434K Buy
5,740
+811
+16% +$59.1K 0.04% 481
2019
Q3 		$348K Buy
+4,929
New +$350K 0.03% 538
2015
Q1 		– Sell
-544
Closed -$25K – 1867
2014
Q4 		$25K Buy
+544
New +$24.1K ﹤0.01% 2450
2014
Q3 		– Sell
-491
Closed -$20.7K – 1778
2014
Q2 		$20.7K Buy
+491
New +$20.1K ﹤0.01% 1459

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return
SFC
SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

B. Riley Wealth Advisors's TRI Position: Q3 2025 in Review

B. Riley Wealth Advisors sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,062 shares — an estimated $217K sold.

B. Riley Wealth Advisors first reported a position in TRI in Q2 2014 and held it in 21 quarters. The position peaked at $848K in Q2 2024. 522 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

  • B. Riley Wealth Advisors reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,062 Thomson Reuters shares in Q3 2025, an estimated $217K.
  • B. Riley Wealth Advisors first reported a position in Thomson Reuters in Q2 2014 and held it in 21 quarters.
  • B. Riley Wealth Advisors's Thomson Reuters position peaked at $848K in Q2 2024.
  • 522 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.