Retail Opportunity Investments Corp.
ROIC
ROIC
Delisted
ROIC was delisted on the 12th of February, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 226 |
OPS
226
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$14K | -1,274 | Closed |
|
| 227 |
SWA
227
Sutton Wealth Advisors
Tampa,
Florida
| – | -$5.03K | -444 | Closed |
|
| 228 |
228
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -290 | Closed |
|
| 229 |
FA
229
Fortis Advisors
Wayne,
Pennsylvania
| – | -$11 | -1 | -50% |
|