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Institutional Holders of RFMZ
HolderAmountPosition Size
($ in 1000's)
 As of
Stifel Financial Corp747,433$9,791 12/31/2023
     RFMZ747,433$9,791 12/31/2023
Rockefeller Capital Management L.P.744,328$9,751 12/31/2023
     RFMZ744,328$9,751 12/31/2023
UBS Group AG636,759$8,342 12/31/2023
     RFMZ636,759$8,342 12/31/2023
Karpus Management Inc.620,531$8,129 12/31/2023
     RFMZ620,531$8,129 12/31/2023
Morgan Stanley341,362$4,472 12/31/2023
     RFMZ341,362$4,472 12/31/2023
Wells Fargo & Company MN296,695$3,887 12/31/2023
     RFMZ296,695$3,887 12/31/2023
Royal Bank of Canada271,404$3,555 12/31/2023
     RFMZ271,404$3,555 12/31/2023
Thomas J. Herzfeld Advisors Inc.178,336$2,336 12/31/2023
     RFMZ178,336$2,336 12/31/2023
Wedbush Securities Inc.133,184$1,745 12/31/2023
     RFMZ133,184$1,745 12/31/2023
Envestnet Asset Management Inc.112,106$1,469 12/31/2023
     RFMZ112,106$1,469 12/31/2023
Riverbridge Partners LLC92,000$1,291 03/31/2024
     RFMZ92,000$1,291 03/31/2024
Wolverine Asset Management LLC78,000$1,022 12/31/2023
     RFMZ78,000$1,022 12/31/2023
Landscape Capital Management L.L.C.76,978$1,008 12/31/2023
     RFMZ76,978$1,008 12/31/2023
Clough Capital Partners L P66,574$872 12/31/2023
     RFMZ66,574$872 12/31/2023
Oppenheimer & Co. Inc.45,300$593 12/31/2023
     RFMZ45,300$593 12/31/2023
Private Advisor Group LLC43,345$568 12/31/2023
     RFMZ43,345$568 12/31/2023
CNH Partners LLC36,821$482 12/31/2023
     RFMZ36,821$482 12/31/2023
National Asset Management Inc.34,530$452 12/31/2023
     RFMZ34,530$452 12/31/2023
BlackDiamond Wealth Management Inc.31,050$425 12/31/2023
     RFMZ31,050$425 12/31/2023
Carnegie Capital Asset Management LLC30,000$393 12/31/2023
     RFMZ30,000$393 12/31/2023
Advisor Group Holdings Inc.28,859$378 12/31/2023
     RFMZ28,859$378 12/31/2023
Quarry LP26,874$352 12/31/2023
     RFMZ26,874$352 12/31/2023
U.S. Capital Wealth Advisors LLC25,700$337 12/31/2023
     RFMZ25,700$337 12/31/2023
Cohen & Steers Inc.25,000$328 12/31/2023
     RFMZ25,000$328 12/31/2023
Moors & Cabot Inc.24,500$321 12/31/2023
     RFMZ24,500$321 12/31/2023
Concurrent Investment Advisors LLC23,760$311 12/31/2023
     RFMZ23,760$311 12/31/2023
Mathes Company Inc.23,500$308 12/31/2023
     RFMZ23,500$308 12/31/2023
Janney Montgomery Scott LLC22,938$300 12/31/2023
     RFMZ22,938$300 12/31/2023
Virtu Financial LLC21,659$284 12/31/2023
     RFMZ21,659$284 12/31/2023
Elequin Capital LP21,149$277 12/31/2023
     RFMZ21,149$277 12/31/2023
Weiss Asset Management LP20,547$269 12/31/2023
     RFMZ20,547$269 12/31/2023
Matisse Capital19,070$250 12/31/2023
     RFMZ19,070$250 12/31/2023
Raymond James Financial Services Advisors Inc.16,352$229 03/31/2024
     RFMZ16,352$229 03/31/2024
Raymond James & Associates15,563$218 03/31/2024
     RFMZ15,563$218 03/31/2024
Hayek Kallen Investment Management12,500$164 12/31/2023
     RFMZ12,500$164 12/31/2023
Commonwealth Equity Services LLC12,029$158 12/31/2023
     RFMZ12,029$158 12/31/2023
Comerica Bank12,019$157 12/31/2023
     RFMZ12,019$157 12/31/2023
Wiley BROS. Aintree Capital LLC10,106$142 03/31/2024
     RFMZ10,106$142 03/31/2024
Wellspring Financial Advisors LLC10,000$131 12/31/2023
     RFMZ10,000$131 12/31/2023
Private Trust Co. NA886$12 03/31/2024
     RFMZ886$12 03/31/2024
FMR LLC1$0 12/31/2023
     RFMZ1$0 12/31/2023

See All: Funds Holding RFMZ
See Details: Top 10 Hedge Funds Holding RFMZ
Also See: RFMZ Insider Buying
Also See: RFMZ Holdings Changes

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