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Get Institutions for : 
B. Riley Financial Inc (RILY)  
$31.10 2.48 (7.39%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 137    24
Total shares held : 
15,266,566  
% of shares held : 
60.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -8  
Amount of shares held : 
538,031  
% of shares held change : 
  2.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$38.19  
Last Quarter's Ending Price : 
$20.99  
Last Quarter's Average Price
$29.24  
Change from last quarter's     
avg. price to the last closing  : 
1.86 (6.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 471,474
 3.09%
 
Increased Positions :
53
 3,066,105
 20.08%
 
Unchanged Positions :
22
 220,907
 1.45%
 
Decreased Positions :
37
-1,568,552
-10.27%
 
Closed Positions :
49
-1,430,996
-9.37%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BLACKROCK INC. 2315 - 2023-12-31 2,875,473 $60,356,000 265,866
   VANGUARD GROUP INC 2475 - 2023-12-31 1,246,969 $26,174,000 54,850
   INVESCO LTD 1337 - 2023-12-31 1,049,626 $22,032,000 793,699
   EQUITEC PROPRIETARY MARKETS LLC 2 - 2023-12-31 1,005,800 $21,112,000 -68,205
   STATE STREET CORP 2199 - 2023-12-31 872,970 $18,324,000 96,438
   ROYCE & ASSOCIATES LLC 199 - 2023-12-31 744,497 $15,627,000 170,700
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 32 - 2023-12-31 700,485 $14,703,000 -75,535
   NOKOMIS CAPITAL, L.L.C. 10 - 2023-12-31 445,636 $9,354,000 188,925
   FMR LLC 1799 - 2023-12-31 444,180 $9,323,000 -259,657
   GEODE CAPITAL MANAGEMENT LLC 2408 - 2023-12-31 422,488 $8,869,000 36,736
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2178 - 2023-12-31 326,428 $6,852,000 49,973
   MORGAN STANLEY 3682 - 2023-12-31 293,592 $6,163,000 168,904
   LSV ASSET MANAGEMENT 513 - 2023-12-31 259,776 $5,453,000 -14,900
   DIMENSIONAL FUND ADVISORS INC 2556 - 2023-12-31 239,191 $5,020,000 -26,260
   J P MORGAN CHASE & CO 2486 - 2023-12-31 224,004 $4,702,000 186,850
   Allspring Global Investments Holdings LLC 983 - 2024-03-31 219,007 $4,636,000 0
   NORTHERN TRUST CORP 2596 - 2023-12-31 201,110 $4,221,000 7,989
   JANE STREET GROUP LLC 1861 - 2023-12-31 159,265 $3,343,000 147,670
   MARSHALL WACE LLP 875 - 2023-12-31 144,278 $3,028,000 -229,670
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 307 - 2023-12-31 131,185 $2,754,000 66,100
   BANK OF NEW YORK MELLON CORP 2611 - 2024-03-31 126,413 $2,676,000 -7,539
   AMERIPRISE FINANCIAL INC 2669 - 2023-12-31 126,364 $2,652,000 -457,999
   BANK OF AMERICA CORP /DE/ 3415 - 2023-12-31 110,007 $2,309,000 36,249
   Qube Research & Technologies Ltd 1274 - 2023-12-31 100,357 $2,106,000 96,638
   TWO SIGMA INVESTMENTS LLC 1385 - 2023-12-31 100,287 $2,105,000 64,095
   FULLER & THALER ASSET MANAGEMENT, INC. 362 - 2023-12-31 94,356 $1,981,000 -75
   PRINCIPAL FINANCIAL GROUP INC - 2024-03-31 86,596 $1,833,000 255
   SIMPLEX TRADING LLC 316 - 2024-03-31 85,542 $1,810,000 85,542
   Straight Path Wealth Management 18 - 2024-03-31 77,200 $1,634,000 42,400
   TUDOR INVESTMENT CORP ET AL 785 *New 2023-12-31 77,000 $1,616,000 77,000
   TWINBEECH CAPITAL LP 438 *New 2023-12-31 73,293 $1,538,000 73,293
   BALYASNY ASSET MANAGEMENT LLC 1074 - 2023-12-31 69,665 $1,462,000 64,234
   Squarepoint Ops LLC 1212 - 2023-12-31 63,380 $1,330,000 63,380
   NANTAHALA CAPITAL MANAGEMENT, LLC 83 - 2023-12-31 62,520 $1,312,000 0
   CITADEL ADVISORS LLC 2684 - 2023-12-31 62,174 $1,305,000 -4,512
   RHUMBLINE ADVISERS 2193 - 2023-12-31 52,955 $1,112,000 1,917
   Quadrature Capital LTD 427 *New 2023-12-31 47,646 $1,001,000 47,646
   LEGAL & GENERAL GROUP PLC 2218 - 2023-12-31 47,323 $993,000 2,066
   BARCLAYS PLC 2545 - 2023-12-31 45,765 $960,000 37,436
   NATIONAL ASSET MANAGEMENT, INC. 546 - 2023-12-31 45,050 $946,000 22,219
   UBS Group AG 3522 - 2023-12-31 41,407 $869,000 4,034
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 41,034 $869,000 -140,415
   MANATUCK HILL PARTNERS, LLC 68 - 2023-12-31 40,000 $840,000 0
   We Are One Seven LLC 364 *New 2023-12-31 39,873 $837,000 39,873
   TOWNSQUARE CAPITAL LLC 648 *New 2023-12-31 39,878 $837,000 39,878
   ROYAL BANK OF CANADA 3217 - 2023-12-31 39,662 $833,000 6,025
   ALLIANZ ASSET MANAGEMENT AG 1275 - 2023-12-31 38,600 $810,000 32,400
   ALGERT COLDIRON INVESTORS LLC 688 - 2023-12-31 36,513 $766,000 -1,200
   WEDBUSH MORGAN SECURITIES INC 409 *New 2023-12-31 36,275 $761,000 36,275
   CREATIVE PLANNING 1412 - 2023-12-31 36,024 $756,000 19,874
   PUBLIC SECTOR PENSION INVESTMENT BOARD 1080 - 2023-12-31 34,279 $720,000 13,873
   VIRTU FINANCIAL LLC 288 *New 2023-12-31 33,957 $713,000 33,957
   Swiss National Bank 2403 - 2023-12-31 33,200 $697,000 -3,900
   NEUBERGER BERMAN GROUP LLC 1400 - 2023-12-31 30,081 $631,000 -10,936
   LexAurum Advisors LLC 132 *New 2024-03-31 28,699 $608,000 28,699
   MILLENNIUM MANAGEMENT LLC 2980 - 2023-12-31 28,771 $604,000 22,053
   NEW YORK STATE COMMON RETIREMENT FUND 1985 - 2023-12-31 27,126 $569,000 18,479
   EntryPoint Capital LLC 4 - 2023-12-31 25,051 $526,000 0
   Mork Capital Management 131 - 2023-12-31 25,000 $525,000 0
   NOMURA HOLDINGS INC 667 *New 2023-12-31 24,847 $522,000 24,847
   GOLDMAN SACHS GROUP INC/ 3821 - 2023-12-31 24,521 $515,000 -15,524
   XML Financial LLC 219 - 2023-12-31 22,500 $472,000 -1,357
   Keebeck Alpha LP 75 - 2023-12-31 21,193 $445,000 11,522
   ANTIPODEAN ADVISORS LLC 6 *New 2023-09-30 10,629 $436,000 10,629
   Point72 Middle East FZE 428 *New 2023-12-31 19,891 $418,000 19,891
   Ridgewood Investments LLC 128 - 2024-03-31 19,489 $413,000 4,866
   ALLIANCEBERNSTEIN L.P. 2696 - 2023-12-31 19,574 $411,000 -3,279
   PRUDENTIAL FINANCIAL INC 2209 - 2023-12-31 19,275 $405,000 4
   NUVEEN ASSET MANAGEMENT, LLC 3036 - 2023-12-31 18,979 $398,000 -319,649
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2321 - 2023-12-31 18,343 $385,000 -700
   CWM Advisors LLC 777 - 2023-12-31 17,833 $374,000 10,394
   CREDIT SUISSE/ 2740 - 2023-12-31 17,805 $374,000 2,107
   Nebula Research & Development LLC 359 *New 2023-12-31 17,492 $367,000 17,492
   Engineers Gate Manager LP 1372 *New 2023-12-31 16,589 $348,000 16,589
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1778 - 2023-12-31 15,052 $315,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 2275 - 2023-12-31 14,716 $309,000 -386
   AMERICAN CENTURY COMPANIES INC 2514 - 2023-12-31 14,604 $307,000 6,630
   Scientech Research LLC 121 - 2023-12-31 14,291 $300,000 0
   TEXAS PERMANENT SCHOOL FUND 1512 - 2023-12-31 14,047 $295,000 45
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 2366 - 2023-12-31 13,644 $286,000 -1,358
   FIRST TRUST ADVISORS LP 2248 - 2023-12-31 13,210 $277,000 -52,808
   Entropy Technologies LP 458 - 2023-12-31 12,942 $272,000 0
   GSA CAPITAL PARTNERS LLP 1272 - 2024-03-31 12,759 $270,000 -44,258
   Mutual Advisors LLC *New 2024-03-31 12,462 $264,000 12,462
   Hennion & Walsh Asset Management Inc. 736 - 2024-03-31 12,347 $261,000 -5,037
   Advisor Group Holdings Inc. 3775 - 2023-12-31 10,992 $231,000 985
   AMERICAN INTERNATIONAL GROUP INC 2100 - 2023-12-31 10,931 $229,000 781
   HAP TRADING, LLC 125 *New 2023-12-31 10,768 $226,000 10,768
   Cubist Systematic Strategies LLC 1610 *New 2023-12-31 10,698 $225,000 10,698
   MetLife Investment Advisors LLC 2206 - 2023-12-31 10,318 $217,000 0
   NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1516 - 2024-03-31 10,178 $215,000 0
   DEUTSCHE BANK AG 2744 - 2023-12-31 10,144 $213,000 -167
   CITIGROUP INC 2988 - 2023-12-31 10,101 $212,000 3,943
   ALASKA RETIREMENT MANAGEMENT BOARD 1569 - 2024-03-31 10,050 $212,000 -110
   Caption Management LLC 300 *New 2023-12-31 10,037 $211,000 10,037
   MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGE 686 *New 2023-12-31 9,890 $208,000 9,890
   Precept Management LLC 19 *New 2023-09-30 5,000 $205,000 5,000
   MANUFACTURERES LIFE INSURANCE CO 2605 - 2023-12-31 9,555 $201,000 161
   COMERICA BANK 2326 - 2023-12-31 7,751 $163,000 -97
   WELLS FARGO & CO/MN 4040 - 2023-12-31 7,239 $152,000 -5,451

  100 Records found
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