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B. Riley Financial (RILY) Institutional Ownership

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$5.25 -0.45 (-7.89%)
Closing price 04:00 PM Eastern
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$5.36 +0.11 (+2.10%)
As of 05:09 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)
34
Total
Institutional Inflows
(last 12 months)
$13.73M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$22.32M
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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
2/25/2025 B. Riley Wealth Advisors Inc.43,221$198K0.0%-11.1%0.142%
2/19/2025 Toronto Dominion Bank20,006$92K0.0%+666,766.7%0.066%
2/17/2025 Two Sigma Investments LP49,220$226K0.0%-74.0%0.161%
2/17/2025 Toronto Dominion Bank20,006$92K0.0%+666,766.7%0.066%
2/17/2025 Nokomis Capital L.L.C.41,655$191K0.1%-17.3%0.137%
2/17/2025 Millennium Management LLC197,466$906K0.0%-10.9%0.647%
2/17/2025 BNP Paribas Financial Markets10,450$48K0.0%-52.0%0.034%
2/14/2025 Northern Trust Corp171,600$788K0.0%-6.0%0.563%
2/13/2025 Federated Hermes Inc.53,926$248K0.0%+144.1%0.177%
2/13/2025 Wells Fargo & Company MN9,543$44K0.0%+44.8%0.031%
2/11/2025 Intech Investment Management LLC10,050$46K0.0%N/A0.033%
2/6/2025 Charles Schwab Investment Management Inc.198,041$909K0.0%-26.0%0.649%
2/6/2025 Jones Financial Companies Lllp9,710$45K0.0%+1,049.1%0.032%
1/31/2025 Sanctuary Advisors LLC15,928$74K0.0%-19.2%0.052%
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%
12/26/2024 JPMorgan Chase & Co.21,658$114K0.0%+37.6%0.071%
12/13/2024 B. Riley Wealth Advisors Inc.48,638$253K0.0%-37.3%0.161%
11/25/2024 Sanctuary Advisors LLC19,724$100K0.0%N/A0.065%
11/16/2024 Geode Capital Management LLC437,126$2.30M0.0%-0.6%1.443%
11/15/2024 XTX Topco Ltd33,755$177K0.0%+72.9%0.111%
11/15/2024 State Street Corp481,755$2.53M0.0%-46.9%1.590%
11/15/2024 Point72 DIFC Ltd13,385$70K0.0%N/A0.044%
11/15/2024 Point72 Asia Singapore Pte. Ltd.5,601$29K0.0%N/A0.018%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC28,677$151K0.0%-8.8%0.095%
11/13/2024 BNP Paribas Financial Markets21,787$114K0.0%+136.0%0.072%
11/13/2024 FMR LLC10,075$53K0.0%+1,085.3%0.033%
11/12/2024 Charles Schwab Investment Management Inc.267,576$1.41M0.0%-20.7%0.883%
11/6/2024 Straight 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%
8/26/2024 Ariadne Wealth Management LP5,811$103K0.1%N/A0.019%
8/20/2024 Nantahala Capital Management LLC23,976$423K0.0%-61.7%0.079%
8/19/2024 B. Riley Wealth Advisors Inc.77,552$1.37M0.0%+239.7%0.256%
8/16/2024 Straight Path Wealth Management65,000$1.15M0.6%-15.8%0.215%
8/14/2024 Marshall Wace LLP28,877$509K0.0%N/A0.095%
8/14/2024 Public Sector Pension Investment Board36,008$635K0.0%+5.0%0.119%
8/13/2024 Ensign Peak Advisors Inc10,750$190K0.0%N/A0.035%
8/12/2024 Intech Investment Management LLC14,413$254K0.0%N/A0.048%
8/12/2024 Inspire Investing LLC20,004$353K0.0%+17.4%0.066%
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8/12/2024 XTX Topco Ltd19,523$344K0.0%+26.4%0.064%
8/9/2024 Dimensional Fund Advisors LP113,002$1.99M0.0%-9.5%0.373%
8/7/2024 Texas Permanent School Fund Corp26,774$472K0.0%+88.2%0.088%
8/7/2024 Wedbush Securities Inc.14,580$257K0.0%-46.7%0.048%
8/6/2024 LSV Asset Management2,400$42K0.0%-99.0%0.008%
8/1/2024 Rhumbline Advisers53,363$941K0.0%-2.2%0.176%
7/31/2024 Commonwealth 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%
7/29/2024 Principal Financial Group Inc.81,840$1.44M0.0%-5.5%0.270%
7/29/2024 TrueMark Investments LLC67,838$1.20M0.4%N/A0.224%
7/29/2024 Ridgewood Investments LLC18,404$325K0.2%-5.6%0.061%
7/26/2024 Bank 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%
5/17/2024 Comerica Bank6,814$144K0.0%-12.1%0.023%
5/16/2024 California State Teachers Retirement System17,178$364K0.0%-6.4%0.057%
5/16/2024 B. Riley Wealth Advisors Inc.22,831$483K0.0%-49.3%0.076%
5/16/2024 Bayesian Capital Management LP11,554$245K0.0%N/A0.038%
5/14/2024 Advisors Asset Management Inc.2,741$58K0.0%-51.9%0.009%
5/14/2024 Axxcess Wealth Management LLC18,600$394K0.0%N/A0.062%
5/14/2024 Nokomis Capital L.L.C.131,892$2.79M0.9%-70.4%0.438%
5/10/2024 Vanguard 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%
5/8/2024 Russell Investments Group Ltd.11,987$254K0.0%N/A0.040%
5/8/2024 Inspire Investing LLC17,036$361K0.0%-4.5%0.057%
5/6/2024 LSV Asset Management234,236$4.96M0.0%-9.8%0.777%
5/1/2024 BNP Paribas Financial Markets41,034$869K0.0%-77.4%0.135%
4/18/2024 Allspring 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%
3/25/2024 Quadrature Capital Ltd47,646$1.00M0.0%N/A0.156%
3/15/2024 B. Riley Wealth Advisors Inc.45,050$946K0.0%+97.3%0.147%
2/26/2024 Virtu Financial LLC33,957$713K0.1%N/A0.111%
2/14/2024 XML Financial LLC22,500$472K0.0%-5.7%0.074%
2/14/2024 Quadrature Capital Ltd47,646$1.00M0.0%N/A0.156%
2/13/2024 Tower Research Capital LLC TRC5,255$110K0.0%+150.8%0.017%
2/12/2024 Capstone Investment Advisors LLC14,716$309K0.0%N/A0.048%
2/12/2024 Olympiad Research LP21,193$445K0.3%+119.1%0.069%
2/8/2024 First Eagle Investment Management LLC131,185$2.75M0.0%+101.6%0.429%
2/7/2024 Principal Financial Group Inc.86,341$1.81M0.0%-2.4%0.282%
2/7/2024 BNP Paribas Financial Markets181,449$3.81M0.0%+818.2%0.593%
2/6/2024 Charles Schwab Investment Management Inc.326,428$6.85M0.0%+18.1%1.067%
2/6/2024 LSV Asset Management259,776$5.45M0.0%-5.4%0.849%
2/6/2024 Amalgamated Bank7,182$151K0.0%-11.2%0.023%
2/6/2024 Swiss National Bank33,200$697K0.0%-10.5%0.109%
2/6/2024 DiNuzzo Private Wealth Inc.1,379$29K0.0%N/A0.005%
2/5/2024 Victory Capital Management Inc.156,770$3.29M0.0%+71.1%0.513%
2/1/2024 New 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%
1/29/2024 Equitec Proprietary Markets LLC1,005,800$21.11M15.6%-6.4%3.289%
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1/25/2024 Allspring 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%
1/23/2024 Straight 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%
12/18/2023 Vanguard Group Inc.1,192,119$48.87M0.0%+3.8%3.898%
12/6/2023 Citigroup Inc.6,158$252K0.0%-49.4%0.020%
12/1/2023 B. Riley Wealth Advisors Inc.22,831$936K0.0%-6.6%0.075%
11/15/2023 GSA Capital Partners LLP24,516$1.01M0.1%+113.3%0.080%
11/15/2023 Redwood Grove Capital LLC273,567$11.21M4.5%-23.9%0.895%
(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, 108 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 Kennedy Capital Management LLC ($4.90M).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 76 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), First Republic Investment Management Inc. ($158.67K), and Victory Capital Management Inc. ($156.77K).

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

Institutional investors have bought a total of 3,567,426 shares in the last 24 months. This purchase volume represents approximately $107.12M in transactions.

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

Of the 53 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 ($342.08K), Nokomis Capital L.L.C. ($322.44K), Equitec Proprietary Markets LLC ($240.94K), BNP Paribas Financial Markets ($151.75K), Two Sigma Investments LP ($139.74K), and Charles Schwab Investment Management Inc. ($139.24K).

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

Institutional investors have sold a total of 2,396,415 shares in the last 24 months. This volume of shares sold represents approximately $46.62M in transactions.



This page (NASDAQ:RILY) was last updated on 3/6/2025 by MarketBeat.com Staff
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