RIVERNORTH FLEXIBLE MUNI (RFM) Institutional Ownership Changes & 13F Activity
RIVERNORTH FLEXIBLE MUNI (RFM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Thomas J. Herzfeld Advisors, Inc., Logan Stone Capital, Llc, Newedge Advisors, Llc, Rivernorth Capital Management, Llc, and Carnegie Investment Counsel.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Rivernorth Capital Management, Llc | Buy | +16,333 | +34.3% | 63,987 | $945.73K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +4,417 | +19.5% | 27,048 | $399.77K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +2,428 | +17.8% | 16,049 | $237.21K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +2,151 | +3.2% | 69,635 | $1.03M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -500 | -0.3% | 144,055 | $2.13M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +169 | +1.4% | 12,398 | $183.25K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +8,374 | +7.2% | 124,718 | $1.84M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +348 | +0.5% | 69,086 | $1.02M | Q2 2026 | Aug 13, 2026 |
| Estate Planners Group, Llc | Buy | +245 | +0.4% | 54,853 | $810.73K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +34,378 | — | 34,378 | $508.11K | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Buy | +10,384 | +9.9% | 115,139 | $1.70M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -600 | -3.9% | 14,925 | $220.59K | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | Buy | +339 | — | 339 | $5.01K | Q2 2026 | Aug 12, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +79,341 | — | 79,341 | $1.17M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +15 | +0.1% | 13,241 | $195.70K | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisors, Llc | Sell | -2,000 | -14.0% | 12,250 | $181.06K | Q2 2026 | Aug 06, 2026 |
| Wedbush Securities Inc | Buy | +77 | +0.4% | 20,771 | $307.00K | Q2 2026 | Jul 28, 2026 |
| Closed-End Fund Advisors, Inc. | Buy | +152 | +1.0% | 15,820 | $233.82K | Q2 2026 | Jul 27, 2026 |
| Professional Financial Management, Inc. | Sell | -626 | -1.0% | 64,360 | $951.24K | Q2 2026 | Jul 15, 2026 |
| Noble Wealth Management Pbc | Buy | +1,541 | +11.2% | 15,342 | $226.75K | Q2 2026 | Jul 01, 2026 |
| Logan Stone Capital, Llc | Sell | -63,871 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -833 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Hamrick Investment Counsel, Llc | Sell | -7,449 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Carnegie Investment Counsel | Sell | -15,000 | -100.0% | 0 | $0.00 | Q2 2026 | May 01, 2026 |
Frequently asked questions about RFM activity
Which institutional owners are buying RFM?
Institutional owners buying RFM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RFM activity?
"Buy" means an investor increased their reported position in RFM compared to the prior reporting period. This reflects growing exposure to RIVERNORTH FLEXIBLE MUNI (RFM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RFM increasing?
Institutional interest in RFM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.