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B. Riley Financial (RILY) Institutional Ownership

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$4.72 +0.06 (+1.18%)
As of 02:14 PM Eastern
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Institutional Ownership Changes (13F Filings) for B. Riley Financial (NASDAQ:RILY)

Current
Institutional Ownership
Percentage
50.20%
Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$23.45M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$21.55M
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RILY Institutional Buying and Selling by Quarter

B. Riley Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Albion Financial Group UT6,500$30K0.0%N/A0.021%
1/16/2025 Davies Financial Advisors Inc.154,495$709K0.6%-30.4%0.510%
12/26/2024JPMorgan Chase & Co.21,658$114K0.0%+37.6%0.071%
12/13/2024B. Riley Wealth Advisors Inc.48,638$253K0.0%-37.3%0.161%
11/25/2024Sanctuary Advisors LLC19,724$100K0.0%N/A0.065%
11/16/2024Geode Capital Management LLC437,126$2.30M0.0%-0.6%1.443%
11/15/2024XTX Topco Ltd33,755$177K0.0%+72.9%0.111%
11/15/2024State Street Corp481,755$2.53M0.0%-46.9%1.590%
11/15/2024Point72 DIFC Ltd13,385$70K0.0%N/A0.044%
11/15/2024Point72 Asia Singapore Pte. Ltd.5,601$29K0.0%N/A0.018%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC28,677$151K0.0%-8.8%0.095%
11/13/2024BNP Paribas Financial Markets21,787$114K0.0%+136.0%0.072%
11/13/2024FMR LLC10,075$53K0.0%+1,085.3%0.033%
11/12/2024Charles Schwab Investment Management Inc.267,576$1.41M0.0%-20.7%0.883%
11/6/2024Straight Path Wealth Management84,500$444K0.2%+30.0%0.279%
10/17/2024 LexAurum Advisors LLC12,100$64K0.0%-48.4%0.040%
10/9/2024 Davies Financial Advisors Inc.221,960$1.17M1.0%+95.1%0.733%
8/26/2024Ariadne Wealth Management LP5,811$103K0.1%N/A0.019%
8/20/2024Nantahala Capital Management LLC23,976$423K0.0%-61.7%0.079%
8/19/2024B. Riley Wealth Advisors Inc.77,552$1.37M0.0%+239.7%0.256%
8/16/2024Straight Path Wealth Management65,000$1.15M0.6%-15.8%0.215%
8/14/2024Marshall Wace LLP28,877$509K0.0%N/A0.095%
8/14/2024Public Sector Pension Investment Board36,008$635K0.0%+5.0%0.119%
8/13/2024Ensign Peak Advisors Inc10,750$190K0.0%N/A0.035%
8/12/2024Intech Investment Management LLC14,413$254K0.0%N/A0.048%
8/12/2024 Inspire Investing LLC20,004$353K0.0%+17.4%0.066%
8/12/2024XTX Topco Ltd19,523$344K0.0%+26.4%0.064%
8/9/2024Dimensional Fund Advisors LP113,002$1.99M0.0%-9.5%0.373%
8/7/2024Texas Permanent School Fund Corp26,774$472K0.0%+88.2%0.088%
8/7/2024Wedbush Securities Inc.14,580$257K0.0%-46.7%0.048%
8/6/2024LSV Asset Management2,400$42K0.0%-99.0%0.008%
8/1/2024Rhumbline Advisers53,363$941K0.0%-2.2%0.176%
7/31/2024Commonwealth Equity Services LLC116,156$2.05M0.0%N/A0.383%
7/30/2024 Davies Financial Advisors Inc.113,745$2.01M1.9%N/A0.375%
7/29/2024Principal Financial Group Inc.81,840$1.44M0.0%-5.5%0.270%
7/29/2024TrueMark Investments LLC67,838$1.20M0.4%N/A0.224%
7/29/2024 Ridgewood Investments LLC18,404$325K0.2%-5.6%0.061%
7/26/2024Bank of New York Mellon Corp132,168$2.33M0.0%+4.6%0.436%
7/9/2024 Harbor Capital Advisors Inc.82,645$1.46M0.1%+273.4%0.273%
5/17/2024Comerica Bank6,814$144K0.0%-12.1%0.023%
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5/16/2024California State Teachers Retirement System17,178$364K0.0%-6.4%0.057%
5/16/2024B. Riley Wealth Advisors Inc.22,831$483K0.0%-49.3%0.076%
5/16/2024Bayesian Capital Management LP11,554$245K0.0%N/A0.038%
5/14/2024Advisors Asset Management Inc.2,741$58K0.0%-51.9%0.009%
5/14/2024Axxcess Wealth Management LLC18,600$394K0.0%N/A0.062%
5/14/2024Nokomis Capital L.L.C.131,892$2.79M0.9%-70.4%0.438%
5/10/2024Vanguard Group Inc.1,253,591$26.54M0.0%+0.5%4.159%
5/8/2024 Entropy Technologies LP19,948$422K0.0%+54.1%0.066%
5/8/2024Russell Investments Group Ltd.11,987$254K0.0%N/A0.040%
5/8/2024 Inspire Investing LLC17,036$361K0.0%-4.5%0.057%
5/6/2024LSV Asset Management234,236$4.96M0.0%-9.8%0.777%
5/1/2024BNP Paribas Financial Markets41,034$869K0.0%-77.4%0.135%
4/18/2024Allspring Global Investments Holdings LLC219,007$4.64M0.0%-24.7%0.723%
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%
2/14/2024 XML 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%
2/6/2024Amalgamated Bank7,182$151K0.0%-11.2%0.023%
2/6/2024Swiss National Bank33,200$697K0.0%-10.5%0.109%
2/6/2024 DiNuzzo 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%
1/30/2024 Everence 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%
1/25/2024Allspring Global Investments Holdings LLC290,894$6.11M0.0%+6.7%0.951%
1/24/2024 Mirae 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%
1/12/2024 SG 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%
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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%
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%
11/9/2023 EMC Capital Management1,915$78K0.1%-84.6%0.006%
(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, 113 institutional investors and hedge funds held shares of B. Riley Financial. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($31.81M), Vanguard Group Inc. ($26.54M), Royce & Associates LP ($26.17M), Equitec Proprietary Markets LLC ($21.11M), Redwood Grove Capital LLC ($11.21M), Invesco Ltd. ($10.49M), and B. Riley Asset Management LLC ($5.57M).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 85 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 ($711.70K), Allspring Global Investments Holdings LLC ($290.85K), Mirae Asset Global Investments Co. Ltd. ($225.39K), Davies Financial Advisors Inc. ($221.96K), BNP Paribas Financial Markets ($174.24K), B. Riley Asset Management LLC ($162.80K), and First Republic Investment Management Inc. ($158.67K).

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

Institutional investors have bought a total of 3,962,795 shares in the last 24 months. This purchase volume represents approximately $123.41M in transactions.

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

Of the 55 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: State Street Corp ($424.88K), LSV Asset Management ($353.98K), Nokomis Capital L.L.C. ($313.74K), Equitec Proprietary Markets LLC ($240.94K), BNP Paribas Financial Markets ($140.42K), 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 2,213,653 shares in the last 24 months. This volume of shares sold represents approximately $48.47M in transactions.


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This page (NASDAQ:RILY) was last updated on 1/30/2025 by MarketBeat.com Staff
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