Raymond James Financial
RMI

Raymond James Financial’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Raymond James Financial’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 		$182K Hold
12,088
– – ﹤0.01% 4910
2025
Q4 		$173K Sell
12,088
-3,370
-22% -$49K ﹤0.01% 4824
2025
Q3 		$226K Sell
15,458
-6,528
-30% -$92.5K ﹤0.01% 4564
2025
Q2 		$313K Sell
21,986
-580
-3% -$8.32K ﹤0.01% 4267
2025
Q1 		$337K Buy
22,566
+213
+1% +$3.3K ﹤0.01% 4148
2024
Q4 		$337K Buy
+22,353
New +$355K ﹤0.01% 4121

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 $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B 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 $11.8B AUM 31.86% 1-Year Est. Return

Raymond James Financial's RMI Position: Q1 2026 in Review

Raymond James Financial held its RiverNorth Opportunistic Municipal Income Fund (RMI) position steady in Q1 2026 at 12,088 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #4910.

Raymond James Financial first reported a position in RMI in Q4 2024 and has held it in 6 quarters since. The position peaked at $337K in Q1 2025. 25 funds tracked by Wall St. Rank hold RMI as of Q1 2026.

  • Raymond James Financial held 12,088 shares of RiverNorth Opportunistic Municipal Income Fund worth $182K as of Q1 2026.
  • Raymond James Financial left its RiverNorth Opportunistic Municipal Income Fund share count unchanged in Q1 2026.
  • RiverNorth Opportunistic Municipal Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4910 holding.
  • Raymond James Financial first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's RiverNorth Opportunistic Municipal Income Fund position peaked at $337K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.