Morgan Stanley
RIV

Morgan Stanley’s RiverNorth Opportunities Fund RIV Stock Holding History

Morgan Stanley’s Portfolio RIV Stock Details RIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.8M Sell
1,868,969
-24,027
-1% -$278K ﹤0.01% 3020
2026
Q1 		$21M Buy
1,892,996
+160,435
+9% +$1.89M ﹤0.01% 2911
2025
Q4 		$20.3M Sell
1,732,561
-48,649
-3% -$567K ﹤0.01% 2916
2025
Q3 		$21.4M Buy
1,781,210
+14,653
+0.8% +$180K ﹤0.01% 2826
2025
Q2 		$21.7M Sell
1,766,557
-1,963
-0.1% -$23K ﹤0.01% 2723
2025
Q1 		$20.9M Buy
1,768,520
+90,284
+5% +$1.09M ﹤0.01% 2663
2024
Q4 		$19.3M Sell
1,678,236
-32,879
-2% -$410K ﹤0.01% 2785
2024
Q3 		$22.1M Buy
1,711,115
+61,295
+4% +$757K ﹤0.01% 2699
2024
Q2 		$20.2M Buy
1,649,820
+53,819
+3% +$645K ﹤0.01% 2657
2024
Q1 		$19.2M Buy
1,596,001
+78,731
+5% +$915K ﹤0.01% 2743
2023
Q4 		$16.7M Sell
1,517,270
-58,288
-4% -$612K ﹤0.01% 2867
2023
Q3 		$16.6M Buy
1,575,558
+18,499
+1% +$208K ﹤0.01% 2649
2023
Q2 		$17.8M Buy
1,557,059
+82,980
+6% +$925K ﹤0.01% 2595
2023
Q1 		$16.7M Buy
1,474,079
+71,925
+5% +$853K ﹤0.01% 2613
2022
Q4 		$17.2M Buy
1,402,154
+11,558
+0.8% +$144K ﹤0.01% 2499
2022
Q3 		$16.9M Buy
1,390,596
+17,111
+1% +$242K ﹤0.01% 2383
2022
Q2 		$19.4M Buy
1,373,485
+76,549
+6% +$1.12M ﹤0.01% 2322
2022
Q1 		$20.7M Buy
1,296,936
+327,619
+34% +$5.26M ﹤0.01% 2078
2021
Q4 		$15.5M Sell
969,317
-151,813
-14% -$2.57M ﹤0.01% 2445
2021
Q3 		$19.1M Buy
1,121,130
+69,134
+7% +$1.25M ﹤0.01% 2138
2021
Q2 		$19.3M Buy
1,051,996
+195,857
+23% +$3.49M ﹤0.01% 2186
2021
Q1 		$14.9M Buy
856,139
+55,913
+7% +$958K ﹤0.01% 2228
2020
Q4 		$12.9M Buy
800,226
+4,699
+0.6% +$70K ﹤0.01% 2253
2020
Q3 		$11.4M Sell
795,527
-83,335
-9% -$1.26M ﹤0.01% 1920
2020
Q2 		$13M Buy
878,862
+67,730
+8% +$920K ﹤0.01% 1740
2020
Q1 		$10.1M Buy
811,132
+97,460
+14% +$1.5M ﹤0.01% 1770
2019
Q4 		$11.6M Buy
713,672
+619,550
+658% +$10.1M ﹤0.01% 2246
2019
Q3 		$1.6M Buy
94,122
+49,213
+110% +$830K ﹤0.01% 3975
2019
Q2 		$753K Sell
44,909
-17,358
-28% -$289K ﹤0.01% 4388
2019
Q1 		$1.01M Buy
62,267
+10,054
+19% +$166K ﹤0.01% 4108
2018
Q4 		$834K Buy
52,213
+50,362
+2,721% +$834K ﹤0.01% 4412
2018
Q3 		$34K Sell
1,851
-680
-27% -$13.1K ﹤0.01% 5989
2018
Q2 		$51K Buy
2,531
+650
+35% +$13.5K ﹤0.01% 5914
2018
Q1 		$38K Buy
1,881
+30
+2% +$610 ﹤0.01% 5959
2017
Q4 		$36K Sell
1,851
-1,063
-36% -$20.9K ﹤0.01% 5927
2017
Q3 		$58K Buy
2,914
+1,881
+182% +$38.1K ﹤0.01% 5741
2017
Q2 		$20K Hold
1,033
– – ﹤0.01% 6089
2017
Q1 		$20K Sell
1,033
-414
-29% -$7.82K ﹤0.01% 6089
2016
Q4 		$26K Buy
1,447
+414
+40% +$7.66K ﹤0.01% 5936
2016
Q3 		$20K Buy
+1,033
New +$19.6K ﹤0.01% 5913

Other funds holding RIV

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley's RIV Position: Q2 2026 in Review

Morgan Stanley reduced its RiverNorth Opportunities Fund (RIV) stake by 1.3% in Q2 2026, selling an estimated $278K and leaving 1,868,969 shares worth $21.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3020.

Morgan Stanley first reported a position in RIV in Q3 2016 and has held it in 40 quarters since. The position peaked at $22.1M in Q3 2024. 60 funds tracked by Wall St. Rank hold RIV as of Q2 2026.

  • Morgan Stanley held 1,868,969 shares of RiverNorth Opportunities Fund worth $21.8M as of Q2 2026.
  • Morgan Stanley sold 24,027 RiverNorth Opportunities Fund shares in Q2 2026, an estimated $278K.
  • RiverNorth Opportunities Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3020 holding.
  • Morgan Stanley first reported a position in RiverNorth Opportunities Fund in Q3 2016 and has held it in 40 quarters since.
  • Morgan Stanley's RiverNorth Opportunities Fund position peaked at $22.1M in Q3 2024.
  • 60 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.