B. Riley Financial (RILY) Institutional Ownership

$36.82
+2.13 (+6.14%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for B. Riley Financial (NASDAQ:RILY)

Current
Institutional Ownership
Percentage
50.20%
Number of
Institutional Buyers
(last 12 months)
54
Total
Institutional Inflows
(last 12 months)
$95.33M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$25.92M
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RILY Institutional Buying and Selling by Quarter

B. Riley Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2024 Allspring Global Investments Holdings LLC219,007$4.64M0.0%-24.7%0.716%
4/17/2024 Hennion & Walsh Asset Management Inc.12,347$261K0.0%-29.0%0.040%
4/10/2024 LexAurum Advisors LLC28,699$608K0.2%N/A0.094%
4/10/2024 Ridgewood Investments LLC19,489$413K0.2%+33.3%0.064%
3/25/2024Quadrature Capital Ltd47,646$1.00M0.0%N/A0.156%
3/15/2024B. Riley Wealth Advisors Inc.45,050$946K0.0%+97.3%0.147%
2/26/2024Virtu Financial LLC33,957$713K0.1%N/A0.111%
2/14/2024XML Financial LLC22,500$472K0.0%-5.7%0.074%
2/14/2024Quadrature Capital Ltd47,646$1.00M0.0%N/A0.156%
2/13/2024Tower Research Capital LLC TRC5,255$110K0.0%+150.8%0.017%
2/12/2024Capstone Investment Advisors LLC14,716$309K0.0%N/A0.048%
2/12/2024Olympiad Research LP21,193$445K0.3%+119.1%0.069%
2/8/2024First Eagle Investment Management LLC131,185$2.75M0.0%+101.6%0.429%
2/7/2024Principal Financial Group Inc.86,341$1.81M0.0%-2.4%0.282%
2/7/2024BNP Paribas Financial Markets181,449$3.81M0.0%+818.2%0.593%
2/6/2024Charles Schwab Investment Management Inc.326,428$6.85M0.0%+18.1%1.067%
2/6/2024LSV Asset Management259,776$5.45M0.0%-5.4%0.849%
2/6/2024 Amalgamated Bank7,182$151K0.0%-11.2%0.023%
2/6/2024Swiss National Bank33,200$697K0.0%-10.5%0.109%
2/6/2024DiNuzzo Private Wealth Inc.1,379$29K0.0%N/A0.005%
2/5/2024Victory Capital Management Inc.156,770$3.29M0.0%+71.1%0.513%
2/1/2024New York State Common Retirement Fund27,126$569K0.0%+213.7%0.089%
1/30/2024Everence Capital Management Inc.9,890$208K0.0%N/A0.032%
1/29/2024Equitec Proprietary Markets LLC1,005,800$21.11M15.6%-6.4%3.289%
1/25/2024 Allspring Global Investments Holdings LLC290,894$6.11M0.0%+6.7%0.951%
1/24/2024Mirae Asset Global Investments Co. Ltd.225,392$4.73M0.0%+4.1%0.737%
1/23/2024Straight Path Wealth Management34,800$730K0.4%+93.1%0.114%
1/12/2024SG Americas Securities LLC5,665$119K0.0%N/A0.019%
1/11/2024 Ridgewood Investments LLC14,623$307K0.2%+43.9%0.048%
12/18/2023Vanguard Group Inc.1,192,119$48.87M0.0%+3.8%3.898%
12/6/2023Citigroup Inc.6,158$252K0.0%-49.4%0.020%
12/1/2023B. Riley Wealth Advisors Inc.22,831$936K0.0%-6.6%0.075%
11/15/2023GSA Capital Partners LLP24,516$1.01M0.1%+113.3%0.080%
11/15/2023Redwood Grove Capital LLC273,567$11.21M4.5%-23.9%0.895%
11/15/2023Kennedy Capital Management LLC119,632$4.90M0.1%+152.5%0.391%
11/15/2023Advisors Asset Management Inc.10,749$441K0.0%-6.2%0.035%
11/13/2023Jaffetilchin Investment Partners LLC11,411$468K0.1%-44.5%0.037%
11/13/2023Algert Global LLC37,713$1.55M0.1%-36.1%0.123%
11/13/2023Federated Hermes Inc.19,059$781K0.0%N/A0.062%
11/13/2023Fuller & Thaler Asset Management Inc.94,431$3.87M0.0%-3.5%0.309%
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11/13/2023Dark Forest Capital Management LP28,371$1.16M0.1%+104.8%0.093%
11/13/2023Mork Capital Management LLC25,000$1.03M0.8%+22.0%0.082%
11/13/2023Invesco Ltd.255,927$10.49M0.0%-24.7%0.837%
11/13/2023FMR LLC703,837$28.85M0.0%+51,501.0%2.302%
11/13/2023Old West Investment Management LLC11,038$452K0.2%N/A0.036%
11/13/2023Maven Securities LTD45,000$1.85M0.0%N/A0.147%
11/9/2023Rhumbline Advisers51,038$2.09M0.0%+1.8%0.167%
11/9/2023EMC Capital Management1,915$78K0.1%-84.6%0.006%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS11,037$452K0.0%-38.0%0.036%
11/8/2023Charles Schwab Investment Management Inc.276,455$11.33M0.0%+11.1%0.904%
11/8/2023First Eagle Investment Management LLC65,085$2.67M0.0%+8.7%0.213%
11/8/2023Swiss National Bank37,100$1.52M0.0%-1.6%0.121%
11/7/2023Kingsview Wealth Management LLC10,744$440K0.0%N/A0.035%
11/7/2023Merit Financial Group LLC7,229$296K0.0%-7.5%0.024%
11/7/2023Barclays PLC8,329$341K0.0%-5.3%0.027%
11/6/2023XML Financial LLC23,857$978K0.1%-3.0%0.078%
11/6/2023Victory Capital Management Inc.91,640$3.76M0.0%N/A0.300%
11/4/2023LSV Asset Management274,676$11.26M0.0%-12.7%0.899%
11/2/2023Principal Financial Group Inc.88,444$3.63M0.0%-1.7%0.289%
11/2/2023Olympiad Research LP9,671$396K0.4%N/A0.032%
11/2/2023Nisa Investment Advisors LLC3,953$162K0.0%+275.4%0.013%
10/31/2023Straight Path Wealth Management18,019$739K0.5%-7.6%0.059%
10/27/2023 Hennion & Walsh Asset Management Inc.16,922$694K0.0%+18.1%0.055%
10/27/2023 Allspring Global Investments Holdings LLC272,568$11.17M0.0%+619,372.7%0.892%
10/26/2023Punch & Associates Investment Management Inc.776,020$31.81M2.0%+15.5%2.539%
10/26/2023Inspire Investing LLC7,439$305K0.0%+9.0%0.024%
10/26/2023Mirae Asset Global Investments Co. Ltd.216,579$8.88M0.0%+12.7%0.708%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank3,279$134K0.0%+65.3%0.011%
10/25/2023New York State Teachers Retirement System10,278$421K0.0%+115.1%0.034%
10/24/2023Bank of New York Mellon Corp137,730$5.65M0.0%-0.6%0.451%
10/17/2023Equitec Proprietary Markets LLC1,074,005$44.02M10.9%-3.7%3.513%
10/16/2023 Leavell Investment Management Inc.10,700$439K0.0%-5.3%0.035%
9/21/2023Barclays PLC8,796$404K0.0%-16.3%0.029%
8/15/2023Capital Impact Advisors LLC1,775$82K0.1%-33.0%0.006%
8/10/2023Cruiser Capital Advisors LLC60,182$2.77M2.8%-7.4%0.199%
8/10/2023Mirae Asset Global Investments Co. Ltd.192,163$8.84M0.0%N/A0.636%
8/9/2023Swiss National Bank37,700$1.73M0.0%+11.2%0.125%
8/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,810$819K0.0%+5.1%0.059%
8/8/2023Rhumbline Advisers50,139$2.31M0.0%-6.3%0.166%
8/7/2023Principal Financial Group Inc.90,001$4.14M0.0%-7.3%0.298%
8/7/2023Texas Permanent School Fund Corp13,720$631K0.0%-3.5%0.045%
8/7/2023Royce & Associates LP569,232$26.17M0.3%+6.8%1.883%
8/4/2023Parallel Advisors LLC1,555$71K0.0%+19.5%0.005%
8/4/2023American International Group Inc.9,878$454K0.0%-10.5%0.033%
8/3/2023Barclays PLC8,796$404K0.0%-16.3%0.029%
8/3/2023Bank of New York Mellon Corp138,536$6.37M0.0%-2.1%0.458%
8/2/2023Yousif Capital Management LLC8,375$385K0.0%-8.7%0.028%
8/2/2023LSV Asset Management314,776$14.47M0.0%-8.3%1.041%
8/1/2023Arizona State Retirement System4,857$223K0.0%N/A0.017%
7/31/2023LPL Financial LLC9,871$454K0.0%N/A0.035%
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7/31/2023Inspire Investing LLC6,822$314K0.0%-29.3%0.024%
7/27/2023New York State Teachers Retirement System4,778$220K0.0%-29.6%0.017%
7/27/2023B. Riley Wealth Advisors Inc.24,451$1.12M0.0%-11.7%0.087%
7/26/2023Oregon Public Employees Retirement Fund4,913$226K0.0%-7.5%0.017%
7/26/2023Straight Path Wealth Management19,500$897K0.6%-13.7%0.069%
7/25/2023 State of Alaska Department of Revenue10,368$476K0.0%-5.4%0.037%
7/21/2023Creative Planning17,104$786K0.0%N/A0.061%
7/19/2023 Leavell Investment Management Inc.11,300$520K0.0%+21.5%0.040%
7/18/2023 Louisiana State Employees Retirement System8,300$382K0.0%+10.7%0.029%
7/12/2023Equitec Proprietary Markets LLC1,114,985$51.27M15.5%-10.6%3.962%
(Data available from 1/1/2016 forward)

RILY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RILY shares?

During the previous two years, 125 institutional investors and hedge funds held shares of B. Riley Financial. The most heavily invested institutionals were Vanguard Group Inc. ($48.87M), Hood River Capital Management LLC ($35.88M), Punch & Associates Investment Management Inc. ($31.81M), FMR LLC ($28.85M), Royce & Associates LP ($26.17M), Equitec Proprietary Markets LLC ($21.11M), and Redwood Grove Capital LLC ($11.21M).Learn more on RILY's institutional investors.

What percentage of B. Riley Financial stock is owned by institutional investors?

50.20% of B. Riley Financial stock is owned by institutional investors. Learn more on RILY's institutional investor holdings.

Which institutional investors have been buying B. Riley Financial stock?

Of the 104 institutional investors that purchased B. Riley Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($702.47K), Victory Capital Management Inc. ($356.12K), Allspring Global Investments Holdings LLC ($290.85K), Mirae Asset Global Investments Co. Ltd. ($225.39K), Royce & Associates LP ($180.85K), B. Riley Asset Management LLC ($162.80K), and BNP Paribas Financial Markets ($161.69K).

How much institutional buying is happening at B. Riley Financial?

Institutional investors have bought a total of 4,232,233 shares in the last 24 months. This purchase volume represents approximately $174.68M in transactions.

Which B. Riley Financial major shareholders have been selling company stock?

Of the 59 institutional investors that sold B. Riley Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Equitec Proprietary Markets LLC ($240.94K), Russell Investments Group Ltd. ($129.97K), LSV Asset Management ($110.90K), Jupiter Asset Management Ltd. ($99.22K), Principal Financial Group Inc. ($87.97K), Redwood Grove Capital LLC ($86.01K), and Invesco Ltd. ($84.16K).

How much institutional selling is happening at B. Riley Financial?

Institutional investors have sold a total of 1,311,209 shares in the last 24 months. This volume of shares sold represents approximately $59.03M in transactions.


This page (NASDAQ:RILY) was last updated on 4/26/2024 by MarketBeat.com Staff

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