Rockefeller Capital Management
RMI

Rockefeller Capital Management’s RiverNorth Opportunistic Municipal Income Fund RMI Stock Holding History

Rockefeller Capital Management’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 		$1.68M Buy
111,800
+39,750
+55% +$601K ﹤0.01% 1379
2025
Q4 		$1.03M Buy
72,050
+51,625
+253% +$751K ﹤0.01% 1548
2025
Q3 		$299K Buy
+20,425
New +$289K ﹤0.01% 2021
2022
Q4 		– Sell
-2,800
Closed -$43K – 4157
2022
Q3 		$43K Sell
2,800
-8,169
-74% -$143K ﹤0.01% 2432
2022
Q2 		$191K Hold
10,969
– – ﹤0.01% 1657
2022
Q1 		$203K Buy
+10,969
New +$220K ﹤0.01% 1684

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
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 $424B AUM 22.94% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management's RMI Position: Q1 2026 in Review

Rockefeller Capital Management increased its RiverNorth Opportunistic Municipal Income Fund (RMI) stake by 55% in Q1 2026, buying an estimated $601K and bringing the position to 111,800 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Rockefeller Capital Management first reported a position in RMI in Q1 2022 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold RMI as of Q1 2026.

  • Rockefeller Capital Management held 111,800 shares of RiverNorth Opportunistic Municipal Income Fund worth $1.68M as of Q1 2026.
  • Rockefeller Capital Management bought 39,750 RiverNorth Opportunistic Municipal Income Fund shares in Q1 2026, an estimated $601K.
  • RiverNorth Opportunistic Municipal Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1379 holding.
  • Rockefeller Capital Management first reported a position in RiverNorth Opportunistic Municipal Income Fund in Q1 2022 and has held it in 6 quarters since.
  • 25 funds tracked by Wall St. Rank held RiverNorth Opportunistic Municipal Income Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.