Morgan Stanley
RILY icon

Morgan Stanley’s B. Riley Financial RILY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$51.1K Sell
17,204
-26,254
-60% -$78K ﹤0.01% 6352
2025
Q1
$168K Sell
43,458
-56,811
-57% -$220K ﹤0.01% 5809
2024
Q4
$460K Buy
100,269
+9,678
+11% +$44.4K ﹤0.01% 5448
2024
Q3
$476K Sell
90,591
-216,630
-71% -$1.14M ﹤0.01% 5425
2024
Q2
$5.42M Buy
307,221
+72,555
+31% +$1.28M ﹤0.01% 3809
2024
Q1
$4.97M Sell
234,666
-352,518
-60% -$7.46M ﹤0.01% 3916
2023
Q4
$12.3M Buy
587,184
+462,496
+371% +$9.71M ﹤0.01% 3745
2023
Q3
$5.11M Buy
124,688
+10,254
+9% +$420K ﹤0.01% 3721
2023
Q2
$5.26M Sell
114,434
-114,712
-50% -$5.27M ﹤0.01% 3735
2023
Q1
$6.51M Buy
229,146
+120,402
+111% +$3.42M ﹤0.01% 3551
2022
Q4
$3.72M Sell
108,744
-21,012
-16% -$719K ﹤0.01% 4000
2022
Q3
$5.78M Sell
129,756
-22,171
-15% -$987K ﹤0.01% 3551
2022
Q2
$6.42M Sell
151,927
-106,656
-41% -$4.51M ﹤0.01% 3523
2022
Q1
$18.1M Buy
258,583
+86,131
+50% +$6.03M ﹤0.01% 2225
2021
Q4
$15.3M Buy
172,452
+34,456
+25% +$3.06M ﹤0.01% 2462
2021
Q3
$8.15M Sell
137,996
-68,479
-33% -$4.04M ﹤0.01% 3137
2021
Q2
$15.6M Buy
206,475
+203,451
+6,728% +$15.4M ﹤0.01% 2449
2021
Q1
$171K Sell
3,024
-12,491
-81% -$706K ﹤0.01% 5752
2020
Q4
$686K Buy
15,515
+7,924
+104% +$350K ﹤0.01% 4882
2020
Q3
$190K Sell
7,591
-8,531
-53% -$214K ﹤0.01% 5146
2020
Q2
$351K Buy
16,122
+9,716
+152% +$212K ﹤0.01% 4789
2020
Q1
$118K Sell
6,406
-26,164
-80% -$482K ﹤0.01% 5118
2019
Q4
$821K Buy
32,570
+21,606
+197% +$545K ﹤0.01% 4648
2019
Q3
$259K Buy
10,964
+681
+7% +$16.1K ﹤0.01% 4999
2019
Q2
$214K Sell
10,283
-16,540
-62% -$344K ﹤0.01% 4997
2019
Q1
$448K Sell
26,823
-23,915
-47% -$399K ﹤0.01% 4600
2018
Q4
$720K Buy
50,738
+6,923
+16% +$98.2K ﹤0.01% 4533
2018
Q3
$992K Sell
43,815
-10,570
-19% -$239K ﹤0.01% 4543
2018
Q2
$1.23M Buy
54,385
+11,403
+27% +$257K ﹤0.01% 4473
2018
Q1
$838K Buy
42,982
+1,594
+4% +$31.1K ﹤0.01% 4674
2017
Q4
$749K Buy
41,388
+13,284
+47% +$240K ﹤0.01% 4742
2017
Q3
$479K Buy
28,104
+15,301
+120% +$261K ﹤0.01% 4905
2017
Q2
$237K Buy
12,803
+610
+5% +$11.3K ﹤0.01% 5243
2017
Q1
$183K Sell
12,193
-14,854
-55% -$223K ﹤0.01% 5360
2016
Q4
$499K Buy
27,047
+25,347
+1,491% +$468K ﹤0.01% 4931
2016
Q3
$23K Buy
+1,700
New +$23K ﹤0.01% 5869
2016
Q2
Sell
-4,235
Closed -$44K 6632
2016
Q1
$44K Buy
4,235
+4,207
+15,025% +$43.7K ﹤0.01% 5667
2015
Q4
$0 Buy
+28
New ﹤0.01% 6770