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B. Riley Financial Ownership 2024 | Who Owns B. Riley Financial Now?

OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

0.00%

0

Institutional Holders

1.00

B. Riley Financial Mutual Fund Holders

Name% Total AssetsTotal SharesChange AmountChange %Date
HIGHLAND FUNDS II1.35%20,000--Dec 31, 2023
AMERICAN PENSION INVESTORS TRUST0.01%80,000--Jan 31, 2024
Leader Funds Trust0.01%64,29564,295-Jan 31, 2024
Pioneer Floating Rate Fund, Inc.0.00%2,870--Feb 29, 2024
ETF Series Solutions0.00%22,2101,6337.94%Jan 31, 2024
Angel Oak Funds Trust0.00%63,000--Jan 31, 2024
Two Roads Shared Trust0.00%24,550--Jan 31, 2024
PROFESSIONALLY MANAGED PORTFOLIOS0.00%42,671-5,129-10.73%Feb 29, 2024
PERMANENT PORTFOLIO FAMILY OF FUNDS0.00%5,000--Jan 31, 2024
Pioneer Series Trust VI0.00%1,718--Jan 31, 2024
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust0.00%560--Feb 29, 2024
Pioneer Diversified High Income Fund, Inc.0.00%1,322--Jan 31, 2024
Advisors' Inner Circle Fund III0.00%8,892--Jan 31, 2024
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND0.00%1,415--Feb 29, 2024
ADVISORS' INNER CIRCLE FUND0.00%1,000--Jan 31, 2024
PIONEER HIGH INCOME FUND, INC.0.00%382-1,762-82.18%Mar 28, 2024
iSHARES TRUST0.00%103,875-411,114-79.83%Mar 31, 2024
GUGGENHEIM FUNDS TRUST0.00%1,205--Dec 31, 2023
FIDELITY SCHOOL STREET TRUST0.00%5,307--Mar 31, 2024
PRINCIPAL FUNDS, INC.0.00%2,384--Feb 29, 2024
FIDELITY SALEM STREET TRUST0.00%1,400--Mar 31, 2024

B. Riley Financial's largest mutual fund holder by % of total assets is "HIGHLAND FUNDS II", owning 20.00K shares, compromising 1.35% of its total assets.

B. Riley Financial Institutional Ownership Trends

Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 201-

As of 31 Mar 20, 1 institutions are holding B. Riley Financial's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 20200-

B. Riley Financial (RILYO) has 200.00 shares outstanding as of 31 Mar 20, up 0.00% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 20--

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 201-

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 20--

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 201-200---1---

B. Riley Financial Insider Shareholders Trades

Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 19, 2023KELLEHER THOMAS J /ADVofficer Co-CEOP-PurchaseBuy20,000$20.22$404.39K896,544
Nov 17, 2023D Agostino Robert Pdirector-P-PurchaseBuy5,000$21.23$106.14K160,570
Nov 17, 2023PAULSON RANDALL Edirector-P-PurchaseBuy10,000$21.23$212.29K318,979
Nov 17, 2023RILEY BRYANT Rdirector, 10 percent owner, officer Chairman and Co-CEOP-PurchaseBuy30,000$21.23$636.86K6,778,773
Nov 15, 2023Moore Andrewofficer CEO B. Riley Securities, Inc.S-SaleSell61,609$20.35$1.25M318,054
Nov 14, 2023ANTIN ROBERT Ldirector-P-PurchaseBuy10,000$20.36$203.60K80,495
Nov 13, 2023Labran Renee Edirector-P-PurchaseBuy500$19.96$9.98K6,510
Nov 13, 2023Labran Renee Edirector-P-PurchaseBuy380$26.14$9.93K6,010
Nov 13, 2023ANTIN ROBERT Ldirector-P-PurchaseBuy15,000$25.63$384.45K70,495
Nov 13, 2023ANTIN ROBERT Ldirector-P-PurchaseBuy10,000$25.94$259.40K55,495
Nov 13, 2023Brandt Tamara Suedirector-P-PurchaseBuy1,635$30.64$50.09K6,195
Aug 22, 2023RILEY BRYANT Rdirector, 10 percent owner, officer Chairman and Co-CEOP-PurchaseBuy25,000$47.31$1.18M6,748,773
Jul 27, 2023RILEY BRYANT Rdirector, 10 percent owner, officer Chairman and Co-CEOP-PurchaseBuy72,727$55.00$4.00M6,723,773
Jul 27, 2023PAULSON RANDALL Edirector-P-PurchaseBuy5,000$55.00$275.00K308,979
Jul 27, 2023Moore Andrewofficer CEO B. Riley Securities, Inc.P-PurchaseBuy5,000$55.00$275.00K379,663
Jul 27, 2023KELLEHER THOMAS J /ADVofficer Co-CEOP-PurchaseBuy7,272$55.00$399.96K876,544

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 19, 2023KELLEHER THOMAS J /ADVofficer Co-CEOP-PurchaseBuy20,000$20.22$404.39K896,544
Nov 17, 2023D Agostino Robert Pdirector-P-PurchaseBuy5,000$21.23$106.14K160,570
Nov 17, 2023PAULSON RANDALL Edirector-P-PurchaseBuy10,000$21.23$212.29K318,979
Nov 17, 2023RILEY BRYANT Rdirector, 10 percent owner, officer Chairman and Co-CEOP-PurchaseBuy30,000$21.23$636.86K6,778,773
Nov 14, 2023ANTIN ROBERT Ldirector-P-PurchaseBuy10,000$20.36$203.60K80,495
Nov 13, 2023Labran Renee Edirector-P-PurchaseBuy500$19.96$9.98K6,510
Nov 13, 2023Labran Renee Edirector-P-PurchaseBuy380$26.14$9.93K6,010
Nov 13, 2023ANTIN ROBERT Ldirector-P-PurchaseBuy15,000$25.63$384.45K70,495
Nov 13, 2023ANTIN ROBERT Ldirector-P-PurchaseBuy10,000$25.94$259.40K55,495
Nov 13, 2023Brandt Tamara Suedirector-P-PurchaseBuy1,635$30.64$50.09K6,195
Aug 22, 2023RILEY BRYANT Rdirector, 10 percent owner, officer Chairman and Co-CEOP-PurchaseBuy25,000$47.31$1.18M6,748,773
Jul 27, 2023RILEY BRYANT Rdirector, 10 percent owner, officer Chairman and Co-CEOP-PurchaseBuy72,727$55.00$4.00M6,723,773
Jul 27, 2023PAULSON RANDALL Edirector-P-PurchaseBuy5,000$55.00$275.00K308,979
Jul 27, 2023Moore Andrewofficer CEO B. Riley Securities, Inc.P-PurchaseBuy5,000$55.00$275.00K379,663
Jul 27, 2023KELLEHER THOMAS J /ADVofficer Co-CEOP-PurchaseBuy7,272$55.00$399.96K876,544

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 29, 2023WEITZMAN HOWARDofficer SVP, Chief Accounting OfficerG-GiftSell1,394--46,062
Dec 19, 2023KELLEHER THOMAS J /ADVofficer Co-CEOG-GiftSell4,986--891,558
Nov 15, 2023Moore Andrewofficer CEO B. Riley Securities, Inc.S-SaleSell61,609$20.35$1.25M318,054

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 29, 2023WEITZMAN HOWARDofficer SVP, Chief Accounting OfficerA-AwardBuy543$39.08$21.22K46,605
Dec 29, 2023WEITZMAN HOWARDofficer SVP, Chief Accounting OfficerG-GiftSell1,394--46,062
Dec 19, 2023KELLEHER THOMAS J /ADVofficer Co-CEOP-PurchaseBuy20,000$20.22$404.39K896,544
Dec 19, 2023KELLEHER THOMAS J /ADVofficer Co-CEOG-GiftSell4,986--891,558
Nov 17, 2023D Agostino Robert Pdirector-P-PurchaseBuy5,000$21.23$106.14K160,570
Nov 17, 2023PAULSON RANDALL Edirector-P-PurchaseBuy10,000$21.23$212.29K318,979
Nov 17, 2023RILEY BRYANT Rdirector, 10 percent owner, officer Chairman and Co-CEOP-PurchaseBuy30,000$21.23$636.86K6,778,773
Nov 15, 2023Moore Andrewofficer CEO B. Riley Securities, Inc.S-SaleSell61,609$20.35$1.25M318,054
Nov 14, 2023ANTIN ROBERT Ldirector-P-PurchaseBuy10,000$20.36$203.60K80,495
Nov 13, 2023Labran Renee Edirector-P-PurchaseBuy500$19.96$9.98K6,510
Nov 13, 2023Labran Renee Edirector-P-PurchaseBuy380$26.14$9.93K6,010
Nov 13, 2023ANTIN ROBERT Ldirector-P-PurchaseBuy15,000$25.63$384.45K70,495
Nov 13, 2023ANTIN ROBERT Ldirector-P-PurchaseBuy10,000$25.94$259.40K55,495
Nov 13, 2023Brandt Tamara Suedirector-P-PurchaseBuy1,635$30.64$50.09K6,195
Aug 22, 2023RILEY BRYANT Rdirector, 10 percent owner, officer Chairman and Co-CEOP-PurchaseBuy25,000$47.31$1.18M6,748,773
Jul 27, 2023RILEY BRYANT Rdirector, 10 percent owner, officer Chairman and Co-CEOP-PurchaseBuy72,727$55.00$4.00M6,723,773
Jul 27, 2023PAULSON RANDALL Edirector-P-PurchaseBuy5,000$55.00$275.00K308,979
Jul 27, 2023Moore Andrewofficer CEO B. Riley Securities, Inc.P-PurchaseBuy5,000$55.00$275.00K379,663
Jul 27, 2023Moore Andrewofficer CEO B. Riley Securities, Inc.A-AwardBuy543$39.08$21.22K374,663
Jul 27, 2023KELLEHER THOMAS J /ADVofficer Co-CEOP-PurchaseBuy7,272$55.00$399.96K876,544

The last insider sell of B. Riley Financial's stock was made by WEITZMAN HOWARD on Dec 29 2023, selling 1,394 shares at - per share (valued at -). The last insider buy of RILYO was made by KELLEHER THOMAS J /ADV on Dec 19 2023, buying 20,000 shares at $20.22 per share (worth $404.39K).

B. Riley Financial Insider Ownership Trends

All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024-3-
Q4 2023143466.67%
Q3 2023113366.67%
Q2 20235218288.89%
Q1 20234111372.73%
Q4 2022274675.00%
Q1 20212--
Q4 2020102500.00%
Q2 2019-3-
Q3 2018---
Q2 2017---

0 total buy trades, and 3 total sell trades (buy/sell ratio of 0.00%) were made by B. Riley Financial's insiders, as of Q1 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q1 2024-3-
Q4 2023142700.00%
Q3 202392450.00%
Q2 202341--
Q1 202327--
Q4 20222521250.00%
Q1 20212--
Q4 2020---
Q2 2019-3-
Q3 2018---
Q2 2017---

As of Q1 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of B. Riley Financial's stocks.

RILYO Ownership FAQ

B. Riley Financial is owned by institutional shareholders (0%), insiders (0.00%), and public (0%). The largest institutional shareholder of B. Riley Financial is (0% of total shares) and the top mutual fund owner is HIGHLAND FUNDS II (1.35% of total shares).

As of Mar 2020, there are 1 institutional shareholders of B. Riley Financial.