RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
ROYAL BANK OF CANADA | 02/14/2025 | 1.06 M | $8.80 M | 8.08% | 4.60% |
UBS GROUP AG | 02/14/2025 | 260,053 | $2.17 M | -1.16% | 1.13% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 215,438 | $1.80 M | 50.68% | 0.94% |
MATISSE CAPITAL | 01/24/2025 | 191,722 | $1.60 M | -1.68% | 0.83% |
1607 CAPITAL PARTNERS, LLC | 02/13/2025 | 174,450 | $1.45 M | 52.29% | 0.76% |
RIVERBRIDGE PARTNERS LLC | 01/17/2025 | 155,127 | $1.29 M | -0.42% | 0.68% |
J.W. COLE ADVISORS, INC. | 01/31/2025 | 144,385 | $1.20 M | 43.35% | 0.63% |
BAIRD FINANCIAL GROUP, INC. | 02/14/2025 | 138,970 | $1.16 M | 4.43% | 0.61% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 137,391 | $1.15 M | 100.00% | 0.60% |
ABSOLUTE INVESTMENT ADVISERS, LLC | 01/24/2025 | 124,385 | $1.04 M | 100.00% | 0.54% |
SHAKER FINANCIAL SERVICES, LLC | 02/13/2025 | 82,132 | $684,981 | -28.11% | 0.36% |
YAKIRA CAPITAL MANAGEMENT, INC. | 02/13/2025 | 68,516 | $571,423 | 100.00% | 0.30% |
FIRST FOUNDATION ADVISORS | 02/13/2025 | 66,107 | $551,332 | -9.47% | 0.29% |
SEACREST WEALTH MANAGEMENT, LLC | 01/14/2025 | 64,038 | $534,077 | 19.30% | 0.28% |
NEXT CAPITAL MANAGEMENT LLC | 02/11/2025 | 63,859 | $532,584 | 0.00% | 0.28% |
WEDBUSH SECURITIES INC | 02/13/2025 | 61,778 | $515,000 | 0.00% | 0.27% |
KESTRA ADVISORY SERVICES, LLC | 02/10/2025 | 55,055 | $459,159 | 100.00% | 0.24% |
NEWEDGE ADVISORS, LLC | 02/13/2025 | 48,500 | $404,490 | -12.93% | 0.21% |
QUARRY LP | 02/14/2025 | 48,461 | $404,165 | 100.00% | 0.21% |
PRIME CAPITAL INVESTMENT ADVISORS, LLC | 02/12/2025 | 46,888 | $391,047 | -18.58% | 0.20% |
VERITY ASSET MANAGEMENT, INC. | 01/27/2025 | 46,748 | $389,878 | 27.75% | 0.20% |
COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 46,563 | $388,000 | -0.29% | 0.20% |
WALLEYE CAPITAL LLC | 02/13/2025 | 44,636 | $372,264 | 100.00% | 0.19% |
CORECAP ADVISORS, LLC | 02/14/2025 | 43,700 | $364,458 | 30.06% | 0.19% |
PFG INVESTMENTS, LLC | 01/22/2025 | 38,962 | $324,947 | 4.71% | 0.17% |
PERENNIAL INVESTMENT ADVISORS, LLC | 02/13/2025 | 31,790 | $265,132 | -28.37% | 0.14% |
STIFEL FINANCIAL CORP | 02/13/2025 | 31,248 | $260,604 | 13.62% | 0.14% |
BRYN MAWR TRUST CO | 01/28/2025 | 30,592 | $255,137 | 0.00% | 0.13% |
ORG PARTNERS LLC | 01/10/2025 | 29,742 | $248,043 | 0.00% | 0.13% |
NAVIS WEALTH ADVISORS, LLC | 01/21/2025 | 26,716 | $222,811 | 1.27% | 0.12% |
INDEPENDENT ADVISOR ALLIANCE | 02/07/2025 | 18,774 | $156,575 | 100.00% | 0.08% |
POWELL INVESTMENT ADVISORS, LLC | 01/29/2025 | 17,452 | $145,548 | 100.00% | 0.08% |
STRATEGIC FINANCIAL CONCEPTS, LLC | 01/30/2025 | 16,000 | $133,440 | 13.48% | 0.07% |
VIRTU FINANCIAL LLC | 02/11/2025 | 15,255 | $127,000 | 100.00% | 0.07% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 13,611 | $122,938 | 0.22% | 0.06% |
FIDUCIARY GROUP LLC | 02/11/2025 | 13,000 | $108,420 | 0.00% | 0.06% |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/12/2025 | 12,707 | $105,977 | 100.00% | 0.06% |
01/31/2025 | 11,305 | $96,206 | -1.18% | 0.05% | |
HOLLENCREST CAPITAL MANAGEMENT | 02/10/2025 | 10,945 | $91,281 | 0.00% | 0.05% |
AUSDAL FINANCIAL PARTNERS, INC. | 02/12/2025 | 10,068 | $83,964 | 100.00% | 0.04% |
JEFFERIES FINANCIAL GROUP INC. | 02/14/2025 | 10,000 | $83,400 | 100.00% | 0.04% |
FUTURE FINANCIAL WEALTH MANAGMENT LLC | 01/13/2025 | 8,500 | $70,890 | 0.00% | 0.04% |
PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 5,000 | $41,700 | 0.00% | 0.02% |
CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2025 | 2,170 | $18,293 | 0.00% | 0.01% |
NATIONAL BANK OF CANADA /FI/ | 02/12/2025 | 2,164 | $18,048 | 0.00% | 0.01% |
SYNERGY ASSET MANAGEMENT, LLC | 01/23/2025 | 1,400 | $12,705 | 100.00% | 0.01% |
CWM, LLC | 02/04/2025 | 384 | $3,000 | 0.00% | 0.00% |
GENEOS WEALTH MANAGEMENT INC. | 01/21/2025 | 345 | $2,877 | 0.00% | 0.00% |
ASSETMARK, INC | 02/06/2025 | 74 | $617 | 0.00% | 0.00% |
NBC SECURITIES, INC. | 01/22/2025 | 6 | $53 | -99.91% | 0.00% |
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.. The most heavily invested institutionals were:
ROYAL BANK OF CANADA: 1.06 M
UBS Group AG: 260,053
WELLS FARGO & COMPANY/MN: 215,438
Matisse Capital: 191,722
1607 Capital Partners, LLC: 174,450
RIVERBRIDGE PARTNERS LLC: 155,127
26.69% of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.61 M shares in the last 24 months. This purchase volume represents approximately $56.44 M in transactions.