LSC
RMI

Logan Stone Capital’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Logan Stone Capital’s Portfolio RMI Stock Details RMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-137,906
Closed -$1.97M – 180
2025
Q4 		$1.97M Sell
137,906
-24,037
-15% -$350K 0.49% 43
2025
Q3 		$2.37M Buy
161,943
+57,712
+55% +$818K 1.08% 19
2025
Q2 		$1.49M Sell
104,231
-4,819
-4% -$69.1K 0.7% 24
2025
Q1 		$1.63M Sell
109,050
-3,716
-3% -$57.5K 0.76% 28
2024
Q4 		$1.7M Buy
112,766
+73,541
+187% +$1.17M 0.57% 33
2024
Q3 		$641K Buy
+39,225
New +$628K 0.16% 92
2024
Q2 		– Sell
-34,443
Closed -$555K – 192
2024
Q1 		$555K Sell
34,443
-21,898
-39% -$350K 0.12% 105
2023
Q4 		$858K Buy
+56,341
New +$824K 0.17% 97

Other funds holding RMI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $2.57B AUM 16.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return