WEST PALM BEACH, FL
RIVERNORTH OPPORTUNISTIC MUNICIPAL INCOME FUND, INC.RMI— Latest position per institution from SEC 13F filings
15
Institutional holders
2.07M
Total shares held
31.06M
Estimated value
103.39K
Avg. position size
STRATOS WEALTH PARTNERS, LTD.
CIK 1612865
Shares
432.36K
Value
6.16M
Filed
Jun 30, 2025
MORGAN STANLEY
CIK 895421
Shares
229.11K
Value
3.55M
Filed
Jun 30, 2026
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 1599795
Shares
143.79K
Value
2.23M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
142.96K
Value
2.21M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
140.75K
Value
2.18M
Filed
Jun 30, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
137.91K
Value
1.97M
Filed
Dec 31, 2025
PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CIK 2130270
Shares
125.55K
Value
1.80M
Filed
Dec 31, 2025
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
96.20K
Value
1.49M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
87.33K
Value
1.35M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
84.33K
Value
1.31M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
69.47K
Value
997.60K
Filed
Sep 30, 2023
GATEWAY WEALTH PARTNERS, LLC
CIK 1966037
Shares
53.14K
Value
823.18K
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
47.86K
Value
741.35K
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
47.13K
Value
730.11K
Filed
Jun 30, 2026
INDEPENDENT ADVISOR ALLIANCE
CIK 1696899
Shares
41.74K
Value
628.61K
Filed
Dec 31, 2024
CONCURRENT INVESTMENT ADVISORS, LLC
CIK 2001015
Shares
41.12K
Value
636.95K
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
40.78K
Value
631.68K
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
40.60K
Value
628.92K
Filed
Jun 30, 2026
PROSPERA FINANCIAL SERVICES INC
CIK 1541625
Shares
33.05K
Value
483.30K
Filed
Sep 30, 2025
CYPRESS WEALTH SERVICES, LLC
CIK 1721527
Shares
32.50K
Value
503.43K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | STRATOS WEALTH PARTNERS, LTD. | 1612865 | 432.36K | 6.16M | Jun 30, 2025 |
| 2 | MORGAN STANLEY | 895421 | 229.11K | 3.55M | Jun 30, 2026 |
| 3 | ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | 143.79K | 2.23M | Jun 30, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 142.96K | 2.21M | Jun 30, 2026 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 140.75K | 2.18M | Jun 30, 2026 |
| 6 | LOGAN STONE CAPITAL, LLC | 1535521 | 137.91K | 1.97M | Dec 31, 2025 |
| 7 | PROFESSIONAL FINANCIAL MANAGEMENT, INC. | 2130270 | 125.55K | 1.80M | Dec 31, 2025 |
| 8 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 96.20K | 1.49M | Jun 30, 2026 |
| 9 | ROYAL BANK OF CANADA | 1000275 | 87.33K | 1.35M | Jun 30, 2026 |
| 10 | UBS GROUP AG | 1610520 | 84.33K | 1.31M | Jun 30, 2026 |
| 11 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 69.47K | 997.60K | Sep 30, 2023 |
| 12 | GATEWAY WEALTH PARTNERS, LLC | 1966037 | 53.14K | 823.18K | Jun 30, 2026 |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 47.86K | 741.35K | Jun 30, 2026 |
| 14 | OSAIC HOLDINGS, INC. | 1677044 | 47.13K | 730.11K | Jun 30, 2026 |
| 15 | INDEPENDENT ADVISOR ALLIANCE | 1696899 | 41.74K | 628.61K | Dec 31, 2024 |
| 16 | CONCURRENT INVESTMENT ADVISORS, LLC | 2001015 | 41.12K | 636.95K | Jun 30, 2026 |
| 17 | LPL FINANCIAL LLC | 1403438 | 40.78K | 631.68K | Jun 30, 2026 |
| 18 | BANK OF AMERICA CORP /DE/ | 70858 | 40.60K | 628.92K | Jun 30, 2026 |
| 19 | PROSPERA FINANCIAL SERVICES INC | 1541625 | 33.05K | 483.30K | Sep 30, 2025 |
| 20 | CYPRESS WEALTH SERVICES, LLC | 1721527 | 32.50K | 503.43K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.