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This page summarizes the RILY holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether RILY is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing RILY Share Count |
|---|
| GAMMA Investing LLC |
181 |
409 |
+228 |
+125.97% |
| Ridgewood Investments LLC |
14,623 |
19,489 |
+4,866 |
+33.28% |
| Glass Jacobson Investment Advisors llc |
373 |
382 |
+9 |
+2.41% |
| 13F Filers Reporting New Positions In RILY |
|---|
| Fifth Third Bancorp |
0 |
268 |
+268 |
+100% |
| Massmutual Trust Co. FSB ADV |
0 |
42 |
+42 |
+100% |
| Simplex Trading LLC |
0 |
85,542 |
+85,542 |
+100% |
| LexAurum Advisors LLC |
0 |
28,699 |
+28,699 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| New York State Teachers Retirement System |
10,178 |
10,178 |
UNCH |
0.00% |
| NBC Securities Inc. |
475 |
475 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
11 |
11 |
UNCH |
0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank |
3,279 |
3,279 |
UNCH |
0.00% |
| 13F Filers Decreasing RILY Share Count |
|---|
| Cutler Group LP |
2,618 |
103 |
-2,515 |
-96.07% |
| CWM LLC |
10 |
5 |
-5 |
-50.00% |
| Global Retirement Partners LLC |
500 |
300 |
-200 |
-40.00% |
| Hennion & Walsh Asset Management Inc. |
17,384 |
12,347 |
-5,037 |
-28.97% |
| Amalgamated Bank |
7,182 |
5,155 |
-2,027 |
-28.22% |
| Equitec Proprietary Markets LLC |
1,005,800 |
743,254 |
-262,546 |
-26.10% |
| Allspring Global Investments Holdings LLC |
290,894 |
219,007 |
-71,887 |
-24.71% |
| Versant Capital Management Inc |
269 |
245 |
-24 |
-8.92% |
| Bank of New York Mellon Corp |
133,952 |
126,413 |
-7,539 |
-5.63% |
| State of Alaska Department of Revenue |
10,160 |
10,050 |
-110 |
-1.08% |
| 13F Filers Exiting RILY |
|---|
| BKM Wealth Management LLC |
128 |
0 |
-128 |
-100.00% |
| Arlington Trust Co LLC |
23 |
0 |
-23 |
-100.00% |
See Summary: Institutional Holders of RILY
See Details: Top 10 Hedge Funds Holding RILY
Also See: RILY Insider Buying
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