WEST PALM BEACH, FL
RIVERNORTH OPPORTUNISTIC MUNICIPAL INCOME FUND, INC.RMI— Latest position per institution from SEC 13F filings
15
Institutional holders
2.06M
Total shares held
30.45M
Estimated value
103.06K
Avg. position size
STRATOS WEALTH PARTNERS, LTD.
CIK 1612865
Shares
432.36K
Value
6.16M
Filed
Jun 30, 2025
MORGAN STANLEY
CIK 895421
Shares
237.70K
Value
3.58M
Filed
Mar 31, 2026
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 1599795
Shares
152.96K
Value
2.32M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
146.68K
Value
2.21M
Filed
Mar 31, 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
111.80K
Value
1.68M
Filed
Mar 31, 2026
GATEWAY WEALTH PARTNERS, LLC
CIK 1966037
Shares
106.24K
Value
1.60M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
93.76K
Value
1.41M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
91.08K
Value
1.37M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
69.47K
Value
997.60K
Filed
Sep 30, 2023
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
50.66K
Value
762.92K
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
42.76K
Value
643.98K
Filed
Mar 31, 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
619.27K
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
40.18K
Value
605.11K
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
39.41K
Value
593.53K
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
34.24K
Value
515.60K
Filed
Mar 31, 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
489.45K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | STRATOS WEALTH PARTNERS, LTD. | 1612865 | 432.36K | 6.16M | Jun 30, 2025 |
| 2 | MORGAN STANLEY | 895421 | 237.70K | 3.58M | Mar 31, 2026 |
| 3 | ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | 152.96K | 2.32M | Mar 31, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 146.68K | 2.21M | Mar 31, 2026 |
| 5 | LOGAN STONE CAPITAL, LLC | 1535521 | 137.91K | 1.97M | Dec 31, 2025 |
| 6 | PROFESSIONAL FINANCIAL MANAGEMENT, INC. | 2130270 | 125.55K | 1.80M | Dec 31, 2025 |
| 7 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 111.80K | 1.68M | Mar 31, 2026 |
| 8 | GATEWAY WEALTH PARTNERS, LLC | 1966037 | 106.24K | 1.60M | Mar 31, 2026 |
| 9 | ROYAL BANK OF CANADA | 1000275 | 93.76K | 1.41M | Mar 31, 2026 |
| 10 | UBS GROUP AG | 1610520 | 91.08K | 1.37M | Mar 31, 2026 |
| 11 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 69.47K | 997.60K | Sep 30, 2023 |
| 12 | GUGGENHEIM CAPITAL LLC | 1283072 | 50.66K | 762.92K | Mar 31, 2026 |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 42.76K | 643.98K | Mar 31, 2026 |
| 14 | INDEPENDENT ADVISOR ALLIANCE | 1696899 | 41.74K | 628.61K | Dec 31, 2024 |
| 15 | CONCURRENT INVESTMENT ADVISORS, LLC | 2001015 | 41.12K | 619.27K | Mar 31, 2026 |
| 16 | LPL FINANCIAL LLC | 1403438 | 40.18K | 605.11K | Mar 31, 2026 |
| 17 | BANK OF AMERICA CORP /DE/ | 70858 | 39.41K | 593.53K | Mar 31, 2026 |
| 18 | OSAIC HOLDINGS, INC. | 1677044 | 34.24K | 515.60K | Mar 31, 2026 |
| 19 | PROSPERA FINANCIAL SERVICES INC | 1541625 | 33.05K | 483.30K | Sep 30, 2025 |
| 20 | CYPRESS WEALTH SERVICES, LLC | 1721527 | 32.50K | 489.45K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.