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Rivernorth Managed Duration Municipal Income Fund (RMM) Institutional Ownership

$14.98 +0.08 (+0.54%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Rivernorth Managed Duration Municipal Income Fund (NYSEARCA:RMM)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$5.29M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$164.17K
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RMM Institutional Buying and Selling by Quarter

Rivernorth Managed Duration Municipal Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024World Investment Advisors LLC26,500$426K0.0%N/A0.000%
11/15/2024Stifel Financial Corp329,524$5.30M0.0%+37.5%0.000%
11/14/2024CreativeOne Wealth LLC11,968$192K0.0%+13.0%0.000%
11/8/2024Advisors Asset Management Inc.113,914$1.83M0.0%+65.3%0.000%
11/6/2024Oppenheimer & Co. Inc.22,000$354K0.0%-6.8%0.000%
11/2/2024 XML Financial LLC25,399$408K0.0%+5.8%0.000%
10/17/2024Stratos Wealth Partners LTD.428,086$6.88M0.1%+0.7%0.000%
8/21/2024Truist Financial Corp28,500$435K0.0%+20.7%0.000%
8/19/2024B. Riley Wealth Advisors Inc.16,111$246K0.0%-4.6%0.000%
8/15/2024Logan Stone Capital LLC72,870$1.11M0.3%-8.5%0.000%
8/12/2024ProVise Management Group LLC159,630$2.44M0.2%+13.6%0.000%
7/11/2024U.S. Capital Wealth Advisors LLC94,695$1.45M0.1%+8.0%0.000%
5/17/2024 XML Financial LLC22,000$329K0.0%+8.6%0.000%
5/14/2024CreativeOne Wealth LLC11,097$166K0.0%+8.0%0.000%
5/14/2024Robinson Capital Management LLC86,261$1.27M0.5%N/A0.000%
5/8/2024Avantax Advisory Services Inc.10,020$150K0.0%N/A0.000%
5/7/2024Oppenheimer & Co. Inc.23,600$353K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC19,666$294K0.0%-7.4%0.000%
5/1/2024Fairhaven Wealth Management LLC19,727$295K0.1%N/A0.000%
8/7/2023 XML Financial LLC17,000$257K0.0%-35.8%0.000%
8/4/2023Parallel Advisors LLC3,371$51K0.0%+23.9%0.000%
8/3/2023Samalin Investment Counsel LLC12,181$184K0.1%-12.5%0.000%
8/1/2023Truist Financial Corp50,458$764K0.0%+8.0%0.000%
7/31/2023LPL Financial LLC131,105$1.99M0.0%+14.5%0.000%
7/27/2023B. Riley Wealth Advisors Inc.29,531$447K0.0%+176.5%0.000%
7/26/2023 Janney Montgomery Scott LLC28,315$429K0.0%+4.1%0.000%
7/25/2023Raymond James & Associates30,405$460K0.0%+31.6%0.000%
7/18/2023Stratos Wealth Partners LTD.397,757$6.02M0.1%+312.6%0.000%
5/11/2023U.S. Capital Wealth Advisors LLC75,030$1.13M0.1%+10.5%0.000%
5/10/2023Robinson Capital Management LLC20,935$317K0.1%N/A0.000%
5/9/2023Wedbush Securities Inc.18,702$282K0.0%+83.0%0.000%
5/9/2023Samalin Investment Counsel LLC13,915$210K0.1%-12.7%0.000%
5/8/2023Avidian Wealth Solutions LLC24,000$362K0.0%N/A0.000%
5/8/2023ProVise Management Group LLC21,700$327K0.0%N/A0.000%
4/28/2023 Janney Montgomery Scott LLC27,196$410K0.0%+10.1%0.000%
4/27/2023Stratos Wealth Partners LTD.96,405$1.45M0.0%-54.5%0.000%
4/25/2023Parallel Advisors LLC2,721$41K0.0%N/A0.000%
4/14/2023AE Wealth Management LLC14,229$214K0.0%-12.0%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.26,002$392K0.0%+89.9%0.000%
4/14/2023Raymond James & Associates23,098$348K0.0%N/A0.000%
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3/6/2023Rockefeller Capital Management L.P.31,701$456K0.0%+352.2%0.000%
2/10/2023Samalin Investment Counsel LLC15,940$230K0.1%-64.4%0.000%
2/10/2023 XML Financial LLC26,500$382K0.0%-11.7%0.000%
2/10/2023Moors & Cabot Inc.39,000$562K0.0%-54.9%0.000%
2/8/2023UBS Group AG257,084$3.70M0.0%-31.7%0.000%
2/8/2023Belpointe Asset Management LLC6,150$89K0.0%N/A0.000%
2/7/2023LPL Financial LLC110,660$1.59M0.0%+274.5%0.000%
2/7/2023Moors & Cabot Inc.42,000$846K0.1%-51.4%0.000%
2/3/2023U.S. Capital Wealth Advisors LLC67,875$977K0.0%+54.4%0.000%
2/1/2023Wolverine Asset Management LLC3,406$49K0.0%N/A0.000%
2/1/2023 Janney Montgomery Scott LLC24,708$356K0.0%-42.8%0.000%
1/31/2023 Melfa Wealth Management LLC10,847$156K0.2%N/A0.000%
1/31/2023Wedbush Securities Inc.10,220$147K0.0%-7.2%0.000%
11/10/2022UBS Group AG376,293$5.50M0.0%+2.9%0.000%
11/8/2022Moors & Cabot Inc.86,500$1.27M0.1%+5.4%0.000%
11/4/2022 XML Financial LLC30,000$439K0.1%N/A0.000%
11/2/2022Rockefeller Capital Management L.P.7,010$102K0.0%+40.3%0.000%
11/1/2022Howard Wealth Management LLC28,615$418K0.3%+5.0%0.000%
11/1/2022U.S. Capital Wealth Advisors LLC43,950$643K0.0%+92.6%0.000%
10/26/2022Truist Financial Corp44,887$656K0.0%+18.3%0.000%
10/25/2022 Janney Montgomery Scott LLC43,193$631K0.0%-4.0%0.000%
10/25/2022AE Wealth Management LLC15,989$234K0.0%-44.7%0.000%
10/25/2022Raymond James Financial Services Advisors Inc.13,686$200K0.0%+8.0%0.000%
10/24/2022Stratos Wealth Partners LTD.121,343$1.77M0.0%+4.7%0.000%
8/13/2022Kavar Capital Partners Group LLC22,350$353K0.1%N/A0.000%
8/12/2022U.S. Capital Wealth Advisors LLC22,825$361K0.0%+36.8%0.000%
8/11/2022Wagner Wealth Management LLC33,812$534K0.4%-22.7%0.000%
8/11/2022UBS Group AG365,778$5.78M0.0%+3.7%0.000%
8/8/2022Moors & Cabot Inc.82,100$1.30M0.1%+50.4%0.000%
8/4/2022Steward Partners Investment Advisory LLC8,885$140K0.0%+20.5%0.000%
8/3/2022 Janney Montgomery Scott LLC45,012$689K0.0%+7.4%0.000%
8/3/2022AE Wealth Management LLC28,933$457K0.0%-33.5%0.000%
7/22/2022Stratos Wealth Partners LTD.115,903$1.83M0.0%+46.1%0.000%
7/22/2022Truist Financial Corp37,939$599K0.0%-19.2%0.000%
7/21/2022Wedbush Securities Inc.10,446$165K0.0%-20.1%0.000%
5/16/2022Samalin Investment Counsel LLC42,008$722K0.4%+1.8%0.000%
5/13/2022Walled Lake Planning & Wealth Management LLC11,443$197K0.1%N/A0.000%
5/10/2022Karpus Management Inc.138,117$2.37M0.1%-71.3%0.000%
5/9/2022 Mutual Advisors LLC12,340$212K0.0%N/A0.000%
5/4/2022 Janney Montgomery Scott LLC41,895$720K0.0%+2.4%0.000%
5/4/2022Advisor Group Holdings Inc.31,383$540K0.0%-11.9%0.000%
5/2/2022 XML Financial LLC26,750$460K0.1%+31.4%0.000%
5/2/2022Steward Partners Investment Advisory LLC7,371$127K0.0%N/A0.000%
4/28/2022Alphastar Capital Management LLC11,629$200K0.0%-45.2%0.000%
4/26/2022Stratos Wealth Partners LTD.79,318$1.36M0.0%N/A0.000%
4/22/2022Truist Financial Corp46,926$807K0.0%-14.1%0.000%
4/20/2022Howard Wealth Management LLC29,950$514K0.3%+11.4%0.000%
4/19/2022Wedbush Securities Inc.13,077$225K0.0%-43.0%0.000%
4/18/2022AE Wealth Management LLC43,483$747K0.0%-8.7%0.000%
3/18/2022Twelve Points Wealth Management LLC14,717$297K0.2%N/A0.000%
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2/15/2022Samalin Investment Counsel LLC41,246$831K0.4%-9.1%0.000%
2/15/2022Wagner Wealth Management LLC76,032$1.53M1.2%+2.7%0.000%
2/15/2022Karpus Management Inc.481,427$9.70M0.3%-34.1%0.000%
2/8/2022Raymond James Financial Services Advisors Inc.27,536$555K0.0%+3.8%0.000%
2/4/2022Alphastar Capital Management LLC21,228$417K0.0%-56.8%0.000%
2/3/2022Advisor Group Holdings Inc.35,626$718K0.0%+41.1%0.000%
2/1/2022 XML Financial LLC20,350$410K0.0%+8.0%0.000%
1/31/2022CWM LLC2,500$50K0.0%N/A0.000%
1/27/2022 Janney Montgomery Scott LLC40,897$824K0.0%+16.2%0.000%
1/20/2022AE Wealth Management LLC47,651$960K0.0%+30.7%0.000%
(Data available from 1/1/2016 forward)

RMM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RMM shares?

During the previous two years, 30 institutional investors and hedge funds held shares of Rivernorth Managed Duration Municipal Income Fund. The most heavily invested institutionals were Stratos Wealth Partners LTD. ($6.88M), Stifel Financial Corp ($5.30M), UBS Group AG ($3.70M), ProVise Management Group LLC ($2.44M), LPL Financial LLC ($1.99M), Advisors Asset Management Inc. ($1.83M), and U.S. Capital Wealth Advisors LLC ($1.45M).Learn more on RMM's institutional investors.

Which institutional investors have been buying Rivernorth Managed Duration Municipal Income Fund stock?

Of the 25 institutional investors that purchased Rivernorth Managed Duration Municipal Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stratos Wealth Partners LTD. ($304.41K), Robinson Capital Management LLC ($107.20K), LPL Financial LLC ($97.67K), Stifel Financial Corp ($89.86K), Advisors Asset Management Inc. ($45.00K), ProVise Management Group LLC ($40.85K), and U.S. Capital Wealth Advisors LLC ($38.12K).

How much institutional buying is happening at Rivernorth Managed Duration Municipal Income Fund?

Institutional investors have bought a total of 963,063 shares in the last 24 months. This purchase volume represents approximately $14.60M in transactions.

Which Rivernorth Managed Duration Municipal Income Fund major shareholders have been selling company stock?

Of the 11 institutional investors that sold Rivernorth Managed Duration Municipal Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($119.21K), Stratos Wealth Partners LTD. ($115.65K), Moors & Cabot Inc. ($92K), Samalin Investment Counsel LLC ($32.59K), Janney Montgomery Scott LLC ($20.05K), XML Financial LLC ($13K), and Logan Stone Capital LLC ($6.77K).

How much institutional selling is happening at Rivernorth Managed Duration Municipal Income Fund?

Institutional investors have sold a total of 404,366 shares in the last 24 months. This volume of shares sold represents approximately $5.92M in transactions.



This page (NYSEARCA:RMM) was last updated on 1/22/2025 by MarketBeat.com Staff
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