RJFSA
RIV

Raymond James Financial Services Advisors’s RiverNorth Opportunities Fund RIV Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$380K Buy
29,405
+5,906
+25% +$72.9K ﹤0.01% 2804
2024
Q2 		$288K Buy
23,499
+62
+0.3% +$743 ﹤0.01% 2900
2024
Q1 		$282K Sell
23,437
-1,295
-5% -$15.1K ﹤0.01% 2880
2023
Q4 		$272K Buy
+24,732
New +$260K ﹤0.01% 2804

Other funds holding RIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Raymond James Financial Services Advisors's RIV Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its RiverNorth Opportunities Fund (RIV) stake by 25% in Q3 2024, buying an estimated $72.9K and bringing the position to 29,405 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Raymond James Financial Services Advisors first reported a position in RIV in Q4 2023 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold RIV as of Q3 2024.

  • Raymond James Financial Services Advisors held 29,405 shares of RiverNorth Opportunities Fund worth $380K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 5,906 RiverNorth Opportunities Fund shares in Q3 2024, an estimated $72.9K.
  • RiverNorth Opportunities Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2804 holding.
  • Raymond James Financial Services Advisors first reported a position in RiverNorth Opportunities Fund in Q4 2023 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held RiverNorth Opportunities Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.