B. Riley Financial Ownership 2024 | Who Owns B. Riley Financial Now?
Institutional Ownership
5.18%
Insider Ownership
47.61%
Retail Ownership
47.20%
Institutional Holders
56.00
B. Riley Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 9.35% | 0.00% | 2,805,431 | -8,860 | -0.31% | 49,487,799 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.23% | 0.00% | 1,267,461 | 13,870 | 1.11% | 22,358,012 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 3.11% | 0.03% | 931,400 | -350,200 | -27.33% | 16,429,896 | Jun 30, 2024 |
| STATE STREET CORP | 3.02% | 0.00% | 906,635 | -28,705 | -3.07% | 15,993,041,000 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.20% | 0.68% | 660,920 | 62,047 | 10.36% | 11,658,625 | Jun 30, 2024 |
| INVESCO LTD. | 1.89% | 0.00% | 566,620 | -194,787 | -25.58% | 9,995,177 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.47% | 0.00% | 439,606 | 8,154 | 1.89% | 7,756,051 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.12% | 0.00% | 337,284 | -56,841 | -14.42% | 5,949,690 | Jun 30, 2024 |
| MORGAN STANLEY | 1.02% | 0.00% | 307,221 | 72,555 | 30.92% | 5,419,398 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.65% | 0.00% | 195,870 | -10,402 | -5.04% | 3,455,146,000 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.63% | 0.01% | 188,900 | 138,900 | 277.80% | 3,332,196 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.62% | 0.00% | 185,900 | -169,700 | -47.72% | 3,279,276 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.44% | 0.00% | 132,168 | 5,755 | 4.55% | 2,331,448 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.39% | 0.00% | 116,156 | 116,156 | 100.00% | 2,049,000 | Jun 30, 2024 |
| DAVIES FINANCIAL ADVISORS, INC. | 0.38% | 1.87% | 113,745 | 113,745 | 100.00% | 2,006,462 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.38% | 0.00% | 113,002 | -11,830 | -9.48% | 1,992,883 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.30% | 0.00% | 88,777 | 55,808 | 169.27% | 1,566,026 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.30% | 0.01% | 88,656 | -3,125 | -3.40% | 1,563,892 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.27% | 0.00% | 81,840 | -4,756 | -5.49% | 1,443,658,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.27% | 0.00% | 81,561 | -15,355 | -15.84% | 1,438,736 | Jun 30, 2024 |
B. Riley Financial's largest institutional shareholder is BLACKROCK INC., holding 9.35% of the company's total share outstanding, currently valued at $49.49M. The top 10 institutional shareholders own together 28.07% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MEDICI CAPITAL LLC | 0.21% | 2.40% | 63,100 | 62,916 | 34193.48% | 1,113,084 | Jun 30, 2024 |
| DAVIES FINANCIAL ADVISORS, INC. | 0.38% | 1.87% | 113,745 | 113,745 | 100.00% | 2,006,462 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.20% | 0.68% | 660,920 | 62,047 | 10.36% | 11,658,625 | Jun 30, 2024 |
| STRAIGHT PATH WEALTH MANAGEMENT | 0.22% | 0.59% | 65,000 | -12,200 | -15.80% | 1,146,600 | Jun 30, 2024 |
| TRUEMARK INVESTMENTS, LLC | 0.23% | 0.41% | 67,838 | 67,838 | 100.00% | 1,196,662 | Jun 30, 2024 |
| MORK CAPITAL MANAGEMENT, LLC | 0.08% | 0.35% | 25,000 | - | - | 441,000 | Jun 30, 2024 |
| NOKOMIS CAPITAL, L.L.C. | 0.18% | 0.33% | 53,055 | -78,837 | -59.77% | 935,890 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | 0.06% | 0.16% | 18,404 | -1,085 | -5.57% | 324,652 | Jun 30, 2024 |
| MUZINICH & CO., INC. | 0.03% | 0.13% | 10,000 | 10,000 | 100.00% | 176,400 | Jun 30, 2024 |
| LEXAURUM ADVISORS, LLC | 0.08% | 0.10% | 23,430 | -5,269 | -18.36% | 413,308 | Jun 30, 2024 |
| DE LISLE PARTNERS LLP | 0.05% | 0.06% | 15,200 | 2,000 | 15.15% | 268,204 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.15% | 0.06% | 46,454 | 33,695 | 264.09% | 819,000 | Jun 30, 2024 |
| QUARRY LP | 0.03% | 0.05% | 10,000 | 10,000 | 100.00% | 176,400 | Jun 30, 2024 |
| STILWELL VALUE LLC | 0.02% | 0.05% | 5,000 | 5,000 | 100.00% | 88,200 | Jun 30, 2024 |
| INSPIRE INVESTING, LLC | 0.07% | 0.04% | 20,004 | 2,968 | 17.42% | 352,871 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.04% | 0.04% | 12,804 | 12,804 | 100.00% | 225,863 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 3.11% | 0.03% | 931,400 | -350,200 | -27.33% | 16,429,896 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.07% | 0.03% | 19,523 | 4,072 | 26.35% | 344,386 | Jun 30, 2024 |
| MGO ONE SEVEN LLC | 0.11% | 0.03% | 34,425 | -448 | -1.28% | 607,257 | Jun 30, 2024 |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 0.08% | 0.02% | 23,976 | -38,544 | -61.65% | 422,937 | Jun 30, 2024 |
The largest B. Riley Financial shareholder by % of total assets is MEDICI CAPITAL LLC. The company owns 63.10K shares of B. Riley Financial (RILY), representing 2.40% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NOMURA HOLDINGS INC | 0.63% | 0.01% | 188,900 | 138,900 | 277.80% | 3,332,196 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.39% | 0.00% | 116,156 | 116,156 | 100.00% | 2,049,000 | Jun 30, 2024 |
| DAVIES FINANCIAL ADVISORS, INC. | 0.38% | 1.87% | 113,745 | 113,745 | 100.00% | 2,006,462 | Jun 30, 2024 |
| MORGAN STANLEY | 1.02% | 0.00% | 307,221 | 72,555 | 30.92% | 5,419,398 | Jun 30, 2024 |
| TRUEMARK INVESTMENTS, LLC | 0.23% | 0.41% | 67,838 | 67,838 | 100.00% | 1,196,662 | Jun 30, 2024 |
| MEDICI CAPITAL LLC | 0.21% | 2.40% | 63,100 | 62,916 | 34193.48% | 1,113,084 | Jun 30, 2024 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2.20% | 0.68% | 660,920 | 62,047 | 10.36% | 11,658,625 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.30% | 0.00% | 88,777 | 55,808 | 169.27% | 1,566,026 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.17% | 0.00% | 51,800 | 51,800 | 100.00% | 913,752 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.16% | 0.00% | 48,300 | 48,300 | 100.00% | 852,012 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.15% | 0.06% | 46,454 | 33,695 | 264.09% | 819,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.27% | 0.00% | 79,616 | 31,665 | 66.04% | 1,404,426 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.10% | 0.00% | 30,920 | 30,920 | 100.00% | 545,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.10% | 0.00% | 28,877 | 28,877 | 100.00% | 509,390 | Jun 30, 2024 |
| BARCLAYS PLC | 0.08% | 0.00% | 24,200 | 24,200 | 100.00% | 427,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.10% | 0.00% | 31,449 | 17,805 | 130.50% | 554,760 | Jun 30, 2024 |
| IMC-CHICAGO, LLC | 0.06% | 0.00% | 17,017 | 17,017 | 100.00% | 300,180 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.06% | 0.01% | 16,806 | 16,806 | 100.00% | 296,458 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.05% | 0.00% | 16,055 | 16,055 | 100.00% | 283,210 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.05% | 0.00% | 14,413 | 14,413 | 100.00% | 254,245 | Jun 30, 2024 |
As of Jun 30 2024, B. Riley Financial's largest institutional buyer is NOMURA HOLDINGS INC. The company purchased 138.90K stocks of RILY, valued at $3.33M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EQUITEC PROPRIETARY MARKETS, LLC | - | - | - | -743,254 | -100.00% | - | Jun 30, 2024 |
| POTRERO CAPITAL RESEARCH LLC | - | - | - | -680,000 | -100.00% | - | Jun 30, 2024 |
| SOROS FUND MANAGEMENT LLC | - | - | - | -579,800 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 3.11% | 0.03% | 931,400 | -350,200 | -27.33% | 16,429,896 | Jun 30, 2024 |
| GTS SECURITIES LLC | 0.21% | 0.00% | 62,000 | -249,000 | -80.06% | 1,093,680 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 0.01% | 0.00% | 2,400 | -231,836 | -98.98% | 42,000 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -219,007 | -100.00% | - | Jun 30, 2024 |
| INVESCO LTD. | 1.89% | 0.00% | 566,620 | -194,787 | -25.58% | 9,995,177 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.62% | 0.00% | 185,900 | -169,700 | -47.72% | 3,279,276 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.17% | 0.00% | 51,094 | -99,747 | -66.13% | 901,289 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -88,500 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -87,533 | -100.00% | - | Jun 30, 2024 |
| NOKOMIS CAPITAL, L.L.C. | 0.18% | 0.33% | 53,055 | -78,837 | -59.77% | 935,890 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -64,900 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.07% | 0.00% | 22,357 | -63,185 | -73.86% | 394,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.05% | - | 15,738 | -61,127 | -79.53% | 277,619 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.12% | 0.00% | 337,284 | -56,841 | -14.42% | 5,949,690 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.23% | 0.00% | 69,200 | -55,500 | -44.51% | 1,220,688 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -51,792 | -100.00% | - | Jun 30, 2024 |
| HAP TRADING, LLC | - | - | - | -48,800 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, B. Riley Financial's biggest institutional seller is EQUITEC PROPRIETARY MARKETS, LLC. The company sold -0.74M shares of RILY, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 0.39% | 0.00% | 116,156 | 116,156 | 100.00% | 2,049,000 | Jun 30, 2024 |
| DAVIES FINANCIAL ADVISORS, INC. | 0.38% | 1.87% | 113,745 | 113,745 | 100.00% | 2,006,462 | Jun 30, 2024 |
| TRUEMARK INVESTMENTS, LLC | 0.23% | 0.41% | 67,838 | 67,838 | 100.00% | 1,196,662 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.17% | 0.00% | 51,800 | 51,800 | 100.00% | 913,752 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.16% | 0.00% | 48,300 | 48,300 | 100.00% | 852,012 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.10% | 0.00% | 30,920 | 30,920 | 100.00% | 545,000 | Jun 30, 2024 |
| BARCLAYS PLC | 0.08% | 0.00% | 24,200 | 24,200 | 100.00% | 427,000 | Jun 30, 2024 |
| IMC-CHICAGO, LLC | 0.06% | 0.00% | 17,017 | 17,017 | 100.00% | 300,180 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.05% | 0.00% | 14,413 | 14,413 | 100.00% | 254,245 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.04% | 0.04% | 12,804 | 12,804 | 100.00% | 225,863 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 11,669 | 11,669 | 100.00% | 205,841 | Jun 30, 2024 |
| ENSIGN PEAK ADVISORS, INC | 0.04% | 0.00% | 10,750 | 10,750 | 100.00% | 189,630 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.03% | 0.00% | 10,100 | 10,100 | 100.00% | 178,164 | Jun 30, 2024 |
| QUARRY LP | 0.03% | 0.05% | 10,000 | 10,000 | 100.00% | 176,400 | Jun 30, 2024 |
| MUZINICH & CO., INC. | 0.03% | 0.13% | 10,000 | 10,000 | 100.00% | 176,400 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 9,762 | 9,762 | 100.00% | 172,202 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.02% | 0.02% | 5,000 | 5,000 | 100.00% | 88,000 | Jun 30, 2024 |
| STILWELL VALUE LLC | 0.02% | 0.05% | 5,000 | 5,000 | 100.00% | 88,200 | Jun 30, 2024 |
| CARMICHAEL HILL & ASSOCIATES, INC. | 0.00% | 0.00% | 409 | 409 | 100.00% | 7,217 | Jun 30, 2024 |
| RONALD BLUE TRUST, INC. | 0.00% | 0.00% | 374 | 374 | 100.00% | 7,918 | Jun 30, 2024 |
| LINDBROOK CAPITAL, LLC | 0.00% | 0.00% | 93 | 93 | 100.00% | 1,641 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 70 | 70 | 100.00% | 1,210 | Jun 30, 2024 |
| UMB BANK, N.A. | 0.00% | - | 23 | 23 | 100.00% | 406 | Jun 30, 2024 |
| PARKSIDE FINANCIAL BANK & TRUST | - | - | 6 | 6 | 100.00% | 106 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 3 | 3 | 100.00% | 53 | Jun 30, 2024 |
B. Riley Financial's largest new institutional shareholder by number of shares is COMMONWEALTH EQUITY SERVICES, LLC, purchased 116.16K shares, valued at $2.05M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EQUITEC PROPRIETARY MARKETS, LLC | - | - | - | -743,254 | -100.00% | - | Jun 30, 2024 |
| POTRERO CAPITAL RESEARCH LLC | - | - | - | -680,000 | -100.00% | - | Jun 30, 2024 |
| SOROS FUND MANAGEMENT LLC | - | - | - | -579,800 | -100.00% | - | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | - | -219,007 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -88,500 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -87,533 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -64,900 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -51,792 | -100.00% | - | Jun 30, 2024 |
| HAP TRADING, LLC | - | - | - | -48,800 | -100.00% | - | Jun 30, 2024 |
| MANATUCK HILL PARTNERS, LLC | - | - | - | -40,000 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -31,100 | -100.00% | - | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | - | - | - | -30,800 | -100.00% | - | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | - | - | - | -30,112 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -27,400 | -100.00% | - | Jun 30, 2024 |
| EISLER CAPITAL (US) LLC | - | - | - | -25,000 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -24,917 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -21,500 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | - | - | - | -20,241 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -19,948 | -100.00% | - | Jun 30, 2024 |
| GTS SECURITIES LLC | - | - | - | -19,600 | -100.00% | - | Jun 30, 2024 |
| AXXCESS WEALTH MANAGEMENT, LLC | - | - | - | -18,600 | -100.00% | - | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | - | - | - | -16,503 | -100.00% | - | Jun 30, 2024 |
| MUTUAL ADVISORS, LLC | - | - | - | -12,462 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -11,554 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -10,835 | -100.00% | - | Jun 30, 2024 |
| LPL FINANCIAL LLC | - | - | - | -10,794 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -9,863 | -100.00% | - | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | - | - | - | -9,630 | -100.00% | - | Jun 30, 2024 |
| MERIT FINANCIAL GROUP, LLC | - | - | - | -7,841 | -100.00% | - | Jun 30, 2024 |
| ADVISORS ASSET MANAGEMENT, INC. | - | - | - | -2,741 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,080 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -700 | -100.00% | - | Jun 30, 2024 |
| FIRST COMMAND ADVISORY SERVICES, INC. | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -305 | -100.00% | - | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| BELVEDERE TRADING LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
| SANCTUARY WEALTH MANAGEMENT, L.L.C. | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
B. Riley Financial's largest sold out institutional shareholder by shares sold is EQUITEC PROPRIETARY MARKETS, LLC, sold -0.74M shares, valued at -, as of undefined.
B. Riley Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Manager Directed Portfolios | 1.48% | 241,642 | - | - | Jan 31, 2024 |
| HEARTLAND GROUP INC | 0.24% | 135,000 | - | - | Mar 31, 2024 |
| ROYCE MICRO-CAP TRUST, INC. | 0.09% | 44,633 | -141,967 | -76.08% | Mar 31, 2024 |
| ROYCE CAPITAL FUND | 0.09% | 33,380 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.09% | 49,256 | - | - | Mar 31, 2024 |
| Angel Oak Dynamic Financial Strategies Income Term Trust | 0.06% | 40,000 | - | - | Apr 30, 2022 |
| ROYCE FUND | 0.06% | 412,624 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.05% | 39,200 | - | - | Mar 31, 2024 |
| ANCORA TRUST | 0.04% | 8,488 | - | - | Mar 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.04% | 7,479 | - | - | Mar 28, 2024 |
| Angel Oak Dynamic Financial Strategies Income Term Trust | 0.03% | 20,000 | - | - | Apr 30, 2022 |
| Angel Oak Financial Strategies Income Term Trust | 0.03% | 120,000 | - | - | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.03% | 108,623 | 11,329 | 11.64% | Feb 29, 2024 |
| Western Asset Middle Market Income Fund Inc. | 0.02% | 17,941 | 17,941 | - | Oct 31, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 11,394 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.02% | 604 | 85 | 16.38% | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.02% | 43,290 | - | - | Mar 31, 2024 |
| Angel Oak Financial Strategies Income Term Trust | 0.02% | 80,000 | - | - | Jan 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.02% | 17,637 | -1,492 | -7.80% | Jan 31, 2024 |
| Vericimetry Funds | 0.02% | 1,440 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 8,517 | - | - | Mar 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 30,200 | - | - | Mar 28, 2024 |
| Angel Oak Financial Strategies Income Term Trust | 0.01% | 40,000 | - | - | Jan 31, 2024 |
| FORUM FUNDS II | 0.01% | 7,150 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 26,746 | 14,792 | 123.74% | Jan 31, 2024 |
| EntrepreneurShares Series Trust | 0.01% | 1,775 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.01% | 13,590 | - | - | Mar 31, 2024 |
| Trust for Advised Portfolios | 0.01% | 115,300 | - | - | Dec 31, 2023 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 33,250 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 3,111 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.01% | 16,731 | 248 | 1.50% | Feb 29, 2024 |
| Global X Funds | 0.00% | 212,674 | 751 | 0.35% | Jan 31, 2024 |
| Humankind Benefit Corp | 0.00% | 94 | - | - | Dec 31, 2023 |
| IndexIQ ETF Trust | 0.00% | 8,240 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 983,261 | 799,250 | 434.35% | Feb 29, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 20,493 | - | - | Aug 31, 2023 |
| ETF Series Solutions | 0.00% | 64,125 | 4,734 | 7.97% | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 252,900 | -325,500 | -56.28% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 603 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST III | 0.00% | 30,000 | - | - | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 51,363 | 3,805 | 8.00% | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 91,649 | 14,330 | 18.53% | Jan 31, 2024 |
| WILLIAMSBURG INVESTMENT TRUST | 0.00% | 6,000 | - | - | Mar 31, 2024 |
| Victory Portfolios II | 0.00% | 104,114 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 824,384 | -242,447 | -22.73% | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 42,067 | 3,097 | 7.95% | Jan 31, 2024 |
| Meeder Funds | 0.00% | 8,402 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 34,380 | 2,532 | 7.95% | Jan 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 8,765 | - | - | Feb 29, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 32,477 | - | - | Mar 31, 2024 |
| Lattice Strategies Trust | 0.00% | 2,021 | - | - | Mar 31, 2024 |
| Capitol Series Trust | 0.00% | 12,046 | 625 | 5.47% | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 14,500 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 2,055 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 5,029 | - | - | Mar 31, 2020 |
| PRAXIS MUTUAL FUNDS | 0.00% | 9,890 | 6,040 | 156.88% | Dec 31, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 19,300 | - | - | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 160,198 | 3,384 | 2.16% | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 59,824 | 60 | 0.10% | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,858 | - | - | Mar 31, 2024 |
| Listed Funds Trust | 0.00% | 3,369 | -146 | -4.15% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 3,627 | 2,351 | 184.25% | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 126,715 | -2,309 | -1.79% | Mar 31, 2024 |
| SHELTON FUNDS | 0.00% | 1,016 | - | - | Feb 29, 2024 |
| TIMOTHY PLAN | 0.00% | 2,802 | 378 | 15.59% | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 6,283 | - | - | Feb 29, 2024 |
| ALLSPRING FUNDS TRUST | 0.00% | 219,007 | -21,100 | -8.79% | Mar 31, 2024 |
| Angel Oak Funds Trust | 0.00% | 40,000 | - | - | Jan 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 1,071 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 244,342 | 45,014 | 22.58% | Feb 29, 2024 |
| OPTIMUM FUND TRUST | 0.00% | 15,900 | - | - | Mar 28, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 10,511 | -888 | -7.79% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 156 | - | - | Apr 30, 2021 |
| PFM Multi-Manager Series Trust | 0.00% | 200 | - | - | Dec 31, 2023 |
| FINANCIAL INVESTORS TRUST | 0.00% | 18,000 | - | - | Jan 31, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 17,661 | - | - | Mar 28, 2024 |
| Catholic Responsible Investments Funds | 0.00% | 8,268 | 159 | 1.96% | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 3,972 | -56 | -1.39% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 6,824 | -1,032 | -13.14% | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.00% | 1,000 | - | - | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 1,008 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 209,604 | 58,444 | 38.66% | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 10,233 | -763 | -6.94% | Dec 31, 2023 |
| Dunham Funds | 0.00% | 12,000 | - | - | Jan 31, 2024 |
| GPS Funds I | 0.00% | 903 | - | - | Mar 31, 2024 |
| Tidal ETF Trust | 0.00% | 2,032 | - | - | Jan 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 105 | -9 | -7.89% | Sep 30, 2023 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 16,497 | 5,363 | 48.17% | Feb 29, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 26,300 | -60,400 | -69.67% | Feb 29, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 148,355 | - | - | Mar 31, 2024 |
| OHIO NATIONAL FUND INC | 0.00% | 2,670 | - | - | Mar 31, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 14,327 | -389 | -2.64% | Mar 28, 2024 |
| iSHARES TRUST | 0.00% | 2,073,540 | -61,536 | -2.88% | Mar 31, 2024 |
| COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.00% | 67,743 | - | - | Mar 31, 2024 |
| VANGUARD WORLD FUND | 0.00% | 26,734 | -1,056 | -3.80% | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 6,934 | - | - | Mar 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 274 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 361 | - | - | Mar 28, 2024 |
| NORTHERN FUNDS | 0.00% | 11,569 | -68 | -0.58% | Mar 28, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 961 | 91 | 10.46% | Mar 31, 2024 |
B. Riley Financial's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 241.64K shares, compromising 1.48% of its total assets.
B. Riley Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 56 | -66.27% |
| 31 Mar, 24 | 166 | 1.22% |
| 31 Dec, 23 | 164 | -5.20% |
| 30 Sep, 23 | 173 | 3.59% |
| 30 Jun, 23 | 167 | 4.38% |
| 31 Mar, 23 | 160 | -11.60% |
| 31 Dec, 22 | 181 | 6.47% |
| 30 Sep, 22 | 170 | -3.41% |
| 30 Jun, 22 | 176 | -13.30% |
| 31 Mar, 22 | 203 | -2.40% |
| 31 Dec, 21 | 208 | 8.90% |
| 30 Sep, 21 | 191 | -2.05% |
| 30 Jun, 21 | 195 | 34.48% |
| 31 Mar, 21 | 145 | 40.78% |
| 31 Dec, 20 | 103 | 15.73% |
| 30 Sep, 20 | 89 | 9.88% |
| 30 Jun, 20 | 81 | -6.90% |
| 31 Mar, 20 | 87 | -2.25% |
| 31 Dec, 19 | 89 | 8.54% |
| 30 Sep, 19 | 82 | 17.14% |
| 30 Jun, 19 | 70 | -4.11% |
| 31 Mar, 19 | 73 | 1.39% |
| 31 Dec, 18 | 72 | 4.35% |
| 30 Sep, 18 | 69 | -5.48% |
| 30 Jun, 18 | 73 | 2.82% |
| 31 Mar, 18 | 71 | -4.05% |
| 31 Dec, 17 | 74 | -11.90% |
| 30 Sep, 17 | 84 | 9.09% |
| 30 Jun, 17 | 77 | 71.11% |
| 31 Mar, 17 | 45 | - |
| 31 Dec, 16 | 45 | 4.65% |
| 30 Sep, 16 | 43 | 10.26% |
| 30 Jun, 16 | 39 | 178.57% |
| 31 Mar, 16 | 14 | 100.00% |
| 31 Dec, 15 | 7 | - |
| 30 Sep, 15 | 7 | - |
As of 30 Jun 24, 56 institutions are holding B. Riley Financial's shares, representing a decrease of -66.27% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,554,297 | -86.94% |
| 31 Mar, 24 | 11,901,512 | -22.47% |
| 31 Dec, 23 | 15,351,684 | 4.30% |
| 30 Sep, 23 | 14,718,516 | 16.09% |
| 30 Jun, 23 | 12,678,125 | -3.09% |
| 31 Mar, 23 | 13,081,976 | -2.77% |
| 31 Dec, 22 | 13,455,022 | 3.00% |
| 30 Sep, 22 | 13,063,546 | -3.88% |
| 30 Jun, 22 | 13,590,274 | -3.94% |
| 31 Mar, 22 | 14,148,349 | 2.76% |
| 31 Dec, 21 | 13,768,086 | -0.98% |
| 30 Sep, 21 | 13,904,680 | -18.50% |
| 30 Jun, 21 | 17,061,326 | 36.51% |
| 31 Mar, 21 | 12,498,447 | 11.17% |
| 31 Dec, 20 | 11,242,754 | -0.55% |
| 30 Sep, 20 | 11,305,015 | -3.00% |
| 30 Jun, 20 | 11,654,538 | -4.95% |
| 31 Mar, 20 | 12,261,763 | -3.78% |
| 31 Dec, 19 | 12,742,947 | -6.63% |
| 30 Sep, 19 | 13,647,997 | 8.45% |
| 30 Jun, 19 | 12,584,278 | 2.43% |
| 31 Mar, 19 | 12,286,083 | 1.09% |
| 31 Dec, 18 | 12,153,402 | -2.77% |
| 30 Sep, 18 | 12,499,716 | 1.57% |
| 30 Jun, 18 | 12,306,873 | 0.70% |
| 31 Mar, 18 | 12,221,379 | -2.49% |
| 31 Dec, 17 | 12,533,768 | 3.36% |
| 30 Sep, 17 | 12,126,764 | 11.50% |
| 30 Jun, 17 | 10,875,900 | 13.88% |
| 31 Mar, 17 | 9,550,353 | -0.85% |
| 31 Dec, 16 | 9,632,105 | 0.45% |
| 30 Sep, 16 | 9,589,215 | 6.24% |
| 30 Jun, 16 | 9,025,587 | 98.23% |
| 31 Mar, 16 | 4,553,163 | 0.35% |
| 31 Dec, 15 | 4,537,342 | 38.93% |
| 30 Sep, 15 | 3,265,888 | - |
B. Riley Financial (RILY) has 1.55M shares outstanding as of 30 Jun 24, down -86.94% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 5.18% | 0.33% |
| 31 Mar, 24 | 39.35% | 1.50% |
| 31 Dec, 23 | 51.24% | 1.89% |
| 30 Sep, 23 | 52.12% | 2.65% |
| 30 Jun, 23 | 44.35% | 2.12% |
| 31 Mar, 23 | 45.76% | 1.89% |
| 31 Dec, 22 | 49.17% | 2.31% |
| 30 Sep, 22 | 46.17% | 1.97% |
| 30 Jun, 22 | 48.45% | 1.88% |
| 31 Mar, 22 | 50.79% | 2.01% |
| 31 Dec, 21 | 50.31% | 1.98% |
| 30 Sep, 21 | 50.43% | 1.30% |
| 30 Jun, 21 | 62.39% | 2.91% |
| 31 Mar, 21 | 46.34% | 2.35% |
| 31 Dec, 20 | 44.38% | 2.25% |
| 30 Sep, 20 | 44.43% | 2.15% |
| 30 Jun, 20 | 45.48% | 2.05% |
| 31 Mar, 20 | 47.11% | 2.04% |
| 31 Dec, 19 | 48.00% | 1.82% |
| 30 Sep, 19 | 51.39% | 2.24% |
| 30 Jun, 19 | 47.89% | 2.18% |
| 31 Mar, 19 | 46.86% | 2.17% |
| 31 Dec, 18 | 46.43% | 2.00% |
| 30 Sep, 18 | 48.13% | 2.05% |
| 30 Jun, 18 | 48.41% | 2.23% |
| 31 Mar, 18 | 46.61% | 2.03% |
| 31 Dec, 17 | 47.93% | 2.21% |
| 30 Sep, 17 | 46.53% | 1.77% |
| 30 Jun, 17 | 51.26% | 2.07% |
| 31 Mar, 17 | 49.79% | 1.76% |
| 31 Dec, 16 | 53.20% | 2.08% |
| 30 Sep, 16 | 50.53% | 2.00% |
| 30 Jun, 16 | 50.32% | 6.60% |
| 31 Mar, 16 | 27.61% | 3.56% |
| 31 Dec, 15 | 27.86% | 6.89% |
| 30 Sep, 15 | 20.11% | - |
As of 30 Jun 24, B. Riley Financial is held by 5.18% institutional shareholders, representing a 0.33% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 21 | -68.18% |
| 31 Mar, 24 | 66 | -29.79% |
| 31 Dec, 23 | 94 | -2.08% |
| 30 Sep, 23 | 96 | 52.38% |
| 30 Jun, 23 | 63 | -18.18% |
| 31 Mar, 23 | 77 | -18.09% |
| 31 Dec, 22 | 94 | 17.50% |
| 30 Sep, 22 | 80 | -5.88% |
| 30 Jun, 22 | 85 | -15.00% |
| 31 Mar, 22 | 100 | -7.41% |
| 31 Dec, 21 | 108 | 21.35% |
| 30 Sep, 21 | 89 | -29.92% |
| 30 Jun, 21 | 127 | 38.04% |
| 31 Mar, 21 | 92 | 70.37% |
| 31 Dec, 20 | 54 | 42.11% |
| 30 Sep, 20 | 38 | -2.56% |
| 30 Jun, 20 | 39 | -15.22% |
| 31 Mar, 20 | 46 | -11.54% |
| 31 Dec, 19 | 52 | 15.56% |
| 30 Sep, 19 | 45 | 32.35% |
| 30 Jun, 19 | 34 | -2.86% |
| 31 Mar, 19 | 35 | 12.90% |
| 31 Dec, 18 | 31 | -3.13% |
| 30 Sep, 18 | 32 | -11.11% |
| 30 Jun, 18 | 36 | 9.09% |
| 31 Mar, 18 | 33 | -13.16% |
| 31 Dec, 17 | 38 | -30.91% |
| 30 Sep, 17 | 55 | -19.12% |
| 30 Jun, 17 | 68 | 223.81% |
| 31 Mar, 17 | 21 | - |
| 31 Dec, 16 | 21 | -8.70% |
| 30 Sep, 16 | 23 | -34.29% |
| 30 Jun, 16 | 35 | 400.00% |
| 31 Mar, 16 | 7 | 133.33% |
| 31 Dec, 15 | 3 | -57.14% |
| 30 Sep, 15 | 7 | - |
21 institutional shareholders have increased their position in RILY stock as of 30 Jun 24 compared to 66 in the previous quarter (a -68.18% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 24 | -57.14% |
| 31 Mar, 24 | 56 | 43.59% |
| 31 Dec, 23 | 39 | -15.22% |
| 30 Sep, 23 | 46 | -34.29% |
| 30 Jun, 23 | 70 | 29.63% |
| 31 Mar, 23 | 54 | 1.89% |
| 31 Dec, 22 | 53 | -7.02% |
| 30 Sep, 22 | 57 | 1.79% |
| 30 Jun, 22 | 56 | -18.84% |
| 31 Mar, 22 | 69 | 2.99% |
| 31 Dec, 21 | 67 | -2.90% |
| 30 Sep, 21 | 69 | 46.81% |
| 30 Jun, 21 | 47 | 11.90% |
| 31 Mar, 21 | 42 | 20.00% |
| 31 Dec, 20 | 35 | - |
| 30 Sep, 20 | 35 | 6.06% |
| 30 Jun, 20 | 33 | 3.13% |
| 31 Mar, 20 | 32 | 39.13% |
| 31 Dec, 19 | 23 | 15.00% |
| 30 Sep, 19 | 20 | -13.04% |
| 30 Jun, 19 | 23 | 35.29% |
| 31 Mar, 19 | 17 | -22.73% |
| 31 Dec, 18 | 22 | 37.50% |
| 30 Sep, 18 | 16 | -11.11% |
| 30 Jun, 18 | 18 | -10.00% |
| 31 Mar, 18 | 20 | - |
| 31 Dec, 17 | 20 | 33.33% |
| 30 Sep, 17 | 15 | 400.00% |
| 30 Jun, 17 | 3 | -80.00% |
| 31 Mar, 17 | 15 | 50.00% |
| 31 Dec, 16 | 10 | 100.00% |
| 30 Sep, 16 | 5 | 400.00% |
| 30 Jun, 16 | 1 | - |
| 31 Mar, 16 | 1 | - |
| 31 Dec, 15 | - | - |
| 30 Sep, 15 | - | - |
24 institutional shareholders have reduced their position in RILY stock as of 30 Jun 24 compared to 56 in the previous quarter (a -57.14% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 56 | -66.27% | 1,554,297 | -86.94% | 5.18% | 0.33% | 21 | -68.18% | 24 | -57.14% |
| 31 Mar, 24 | 166 | 1.22% | 11,901,512 | -22.47% | 39.35% | 1.50% | 66 | -29.79% | 56 | 43.59% |
| 31 Dec, 23 | 164 | -5.20% | 15,351,684 | 4.30% | 51.24% | 1.89% | 94 | -2.08% | 39 | -15.22% |
| 30 Sep, 23 | 173 | 3.59% | 14,718,516 | 16.09% | 52.12% | 2.65% | 96 | 52.38% | 46 | -34.29% |
| 30 Jun, 23 | 167 | 4.38% | 12,678,125 | -3.09% | 44.35% | 2.12% | 63 | -18.18% | 70 | 29.63% |
| 31 Mar, 23 | 160 | -11.60% | 13,081,976 | -2.77% | 45.76% | 1.89% | 77 | -18.09% | 54 | 1.89% |
| 31 Dec, 22 | 181 | 6.47% | 13,455,022 | 3.00% | 49.17% | 2.31% | 94 | 17.50% | 53 | -7.02% |
| 30 Sep, 22 | 170 | -3.41% | 13,063,546 | -3.88% | 46.17% | 1.97% | 80 | -5.88% | 57 | 1.79% |
| 30 Jun, 22 | 176 | -13.30% | 13,590,274 | -3.94% | 48.45% | 1.88% | 85 | -15.00% | 56 | -18.84% |
| 31 Mar, 22 | 203 | -2.40% | 14,148,349 | 2.76% | 50.79% | 2.01% | 100 | -7.41% | 69 | 2.99% |
| 31 Dec, 21 | 208 | 8.90% | 13,768,086 | -0.98% | 50.31% | 1.98% | 108 | 21.35% | 67 | -2.90% |
| 30 Sep, 21 | 191 | -2.05% | 13,904,680 | -18.50% | 50.43% | 1.30% | 89 | -29.92% | 69 | 46.81% |
| 30 Jun, 21 | 195 | 34.48% | 17,061,326 | 36.51% | 62.39% | 2.91% | 127 | 38.04% | 47 | 11.90% |
| 31 Mar, 21 | 145 | 40.78% | 12,498,447 | 11.17% | 46.34% | 2.35% | 92 | 70.37% | 42 | 20.00% |
| 31 Dec, 20 | 103 | 15.73% | 11,242,754 | -0.55% | 44.38% | 2.25% | 54 | 42.11% | 35 | - |
| 30 Sep, 20 | 89 | 9.88% | 11,305,015 | -3.00% | 44.43% | 2.15% | 38 | -2.56% | 35 | 6.06% |
| 30 Jun, 20 | 81 | -6.90% | 11,654,538 | -4.95% | 45.48% | 2.05% | 39 | -15.22% | 33 | 3.13% |
| 31 Mar, 20 | 87 | -2.25% | 12,261,763 | -3.78% | 47.11% | 2.04% | 46 | -11.54% | 32 | 39.13% |
| 31 Dec, 19 | 89 | 8.54% | 12,742,947 | -6.63% | 48.00% | 1.82% | 52 | 15.56% | 23 | 15.00% |
| 30 Sep, 19 | 82 | 17.14% | 13,647,997 | 8.45% | 51.39% | 2.24% | 45 | 32.35% | 20 | -13.04% |
| 30 Jun, 19 | 70 | -4.11% | 12,584,278 | 2.43% | 47.89% | 2.18% | 34 | -2.86% | 23 | 35.29% |
| 31 Mar, 19 | 73 | 1.39% | 12,286,083 | 1.09% | 46.86% | 2.17% | 35 | 12.90% | 17 | -22.73% |
| 31 Dec, 18 | 72 | 4.35% | 12,153,402 | -2.77% | 46.43% | 2.00% | 31 | -3.13% | 22 | 37.50% |
| 30 Sep, 18 | 69 | -5.48% | 12,499,716 | 1.57% | 48.13% | 2.05% | 32 | -11.11% | 16 | -11.11% |
| 30 Jun, 18 | 73 | 2.82% | 12,306,873 | 0.70% | 48.41% | 2.23% | 36 | 9.09% | 18 | -10.00% |
| 31 Mar, 18 | 71 | -4.05% | 12,221,379 | -2.49% | 46.61% | 2.03% | 33 | -13.16% | 20 | - |
| 31 Dec, 17 | 74 | -11.90% | 12,533,768 | 3.36% | 47.93% | 2.21% | 38 | -30.91% | 20 | 33.33% |
| 30 Sep, 17 | 84 | 9.09% | 12,126,764 | 11.50% | 46.53% | 1.77% | 55 | -19.12% | 15 | 400.00% |
| 30 Jun, 17 | 77 | 71.11% | 10,875,900 | 13.88% | 51.26% | 2.07% | 68 | 223.81% | 3 | -80.00% |
| 31 Mar, 17 | 45 | - | 9,550,353 | -0.85% | 49.79% | 1.76% | 21 | - | 15 | 50.00% |
| 31 Dec, 16 | 45 | 4.65% | 9,632,105 | 0.45% | 53.20% | 2.08% | 21 | -8.70% | 10 | 100.00% |
| 30 Sep, 16 | 43 | 10.26% | 9,589,215 | 6.24% | 50.53% | 2.00% | 23 | -34.29% | 5 | 400.00% |
| 30 Jun, 16 | 39 | 178.57% | 9,025,587 | 98.23% | 50.32% | 6.60% | 35 | 400.00% | 1 | - |
| 31 Mar, 16 | 14 | 100.00% | 4,553,163 | 0.35% | 27.61% | 3.56% | 7 | 133.33% | 1 | - |
| 31 Dec, 15 | 7 | - | 4,537,342 | 38.93% | 27.86% | 6.89% | 3 | -57.14% | - | - |
| 30 Sep, 15 | 7 | - | 3,265,888 | - | 20.11% | - | 7 | - | - | - |
B. Riley Financial Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of B. Riley Financial's stock was made by WEITZMAN HOWARD on Jun 04 2024, selling 633 shares at $24.81 per share (valued at $15.70K).
B. Riley Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 6 | - | - |
| Q4 2023 | 14 | 2 | 700.00% |
| Q3 2023 | 9 | - | - |
| Q2 2023 | 16 | 15 | 106.67% |
| Q1 2023 | 37 | 11 | 336.36% |
| Q4 2022 | 14 | 1 | 1400.00% |
| Q3 2022 | 12 | - | - |
| Q2 2022 | 38 | 19 | 200.00% |
| Q1 2022 | 9 | - | - |
| Q4 2021 | 11 | - | - |
| Q3 2021 | 11 | 1 | 1100.00% |
| Q2 2021 | 20 | 8 | 250.00% |
| Q1 2021 | 21 | - | - |
| Q4 2020 | 14 | 15 | 93.33% |
| Q3 2020 | 10 | 3 | 333.33% |
| Q2 2020 | 20 | 7 | 285.71% |
| Q1 2020 | 12 | - | - |
| Q4 2019 | 1 | 1 | 100.00% |
| Q3 2019 | 16 | - | - |
| Q2 2019 | 17 | 10 | 170.00% |
6 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by B. Riley Financial's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | - | - |
| Q4 2023 | 10 | 1 | 1000.00% |
| Q3 2023 | 9 | - | - |
| Q2 2023 | 4 | - | - |
| Q1 2023 | 23 | - | - |
| Q4 2022 | 13 | - | - |
| Q3 2022 | 12 | - | - |
| Q2 2022 | 20 | 4 | 500.00% |
| Q1 2022 | 9 | - | - |
| Q4 2021 | 3 | - | - |
| Q3 2021 | 11 | - | - |
| Q2 2021 | 4 | 2 | 200.00% |
| Q1 2021 | 14 | - | - |
| Q4 2020 | 4 | - | - |
| Q3 2020 | 8 | - | - |
| Q2 2020 | 4 | - | - |
| Q1 2020 | 12 | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | 2 | - | - |
| Q2 2019 | 4 | 5 | 80.00% |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of B. Riley Financial's stocks.
RILY Ownership FAQ
Who Owns B. Riley Financial?
B. Riley Financial is owned by institutional shareholders (5.18%), insiders (47.61%), and public (47.20%). The largest institutional shareholder of B. Riley Financial is BLACKROCK INC. (9.35% of total shares) and the top mutual fund owner is Manager Directed Portfolios (1.48% of total shares).
Who are the major institutional shareholders of B. Riley Financial?
B. Riley Financial's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, NOMURA HOLDINGS INC, STATE STREET CORP, and PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. The top five shareholders own together 21.91% of the company's share outstanding.
How many B. Riley Financial shareholders are there?
As of Jun 2024, there are 56 institutional shareholders of B. Riley Financial.
What percentage of B. Riley Financial is owned by BLACKROCK INC?
BLACKROCK INC owns 2.81M shares of B. Riley Financial, representing 9.35% of the company's total shares outstanding, valued at $49.49M (as of Jun 2024).
What percentage of B. Riley Financial is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 1.27M shares of B. Riley Financial (RILY), compromising 4.23% of the company, valued at $22.36M.
What percentage of B. Riley Financial is owned by NOMURA HOLDINGS INC?
NOMURA HOLDINGS INC is the third largest holder of B. Riley Financial. The company owns 931.4K of the company's shares outstanding (worth $16.43M).