RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 2.32 M | $19.78 M | -2.56% | 9.74% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.07 M | $9.15 M | 55.55% | 4.51% |
| ROYAL BANK OF CANADA | 11/14/2025 | 953.94 K | $8.14 M | 2.12% | 4.01% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 364.02 K | $3.11 M | 136.66% | 1.53% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 258.89 K | $2.21 M | 4.23% | 1.09% |
| UBS GROUP AG | 11/13/2025 | 240.09 K | $2.05 M | -7.63% | 1.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 193.43 K | $392 | 14.05% | 0.81% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 182.23 K | $1.55 M | 297.87% | 0.77% |
| LPL FINANCIAL LLC | 11/12/2025 | 156.20 K | $1.33 M | 3.68% | 0.66% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 147.51 K | $1.26 M | -3.91% | 0.62% |
| VERITY ASSET MANAGEMENT, INC. | 11/14/2025 | 79.10 K | $674.76 K | 29.24% | 0.33% |
| SEACREST WEALTH MANAGEMENT, LLC | 11/13/2025 | 67.60 K | $566.52 K | 10.34% | 0.28% |
| RIVERBRIDGE PARTNERS LLC | 10/14/2025 | 61.81 K | $527.22 K | -32.93% | 0.26% |
| FIRST FOUNDATION ADVISORS | 11/17/2025 | 61.34 K | $523.22 K | 0.00% | 0.26% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 60.47 K | $515.82 K | 37.20% | 0.25% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 60.30 K | $514.00 K | 0.00% | 0.25% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 55.94 K | $477.17 K | 45.09% | 0.24% |
| NEXT CAPITAL MANAGEMENT LLC | 11/05/2025 | 55.11 K | $470.08 K | -13.70% | 0.23% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 50.02 K | $426.67 K | -0.07% | 0.21% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 11/05/2025 | 46.89 K | $399.96 K | 0.00% | 0.20% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 42.85 K | $365.52 K | 6.13% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 41.33 K | $355.51 K | 3.06% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 33.18 K | $283.00 K | -20.05% | 0.14% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 32.18 K | $274.53 K | -88.13% | 0.14% |
| COMERICA BANK | 11/14/2025 | 30.33 K | $258.70 K | -0.72% | 0.13% |
| NAVIS WEALTH ADVISORS, LLC | 11/14/2025 | 29.53 K | $251.89 K | 3.36% | 0.12% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 26.11 K | $222.71 K | 56.34% | 0.11% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 11/12/2025 | 25.82 K | $220.28 K | 0.58% | 0.11% |
| POWELL INVESTMENT ADVISORS, LLC | 11/13/2025 | 24.45 K | $208.52 K | 11.68% | 0.10% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 23.15 K | $197.48 K | -85.10% | 0.10% |
| ORG PARTNERS LLC | 10/24/2025 | 20.48 K | $174.72 K | -2.99% | 0.09% |
| GATEWAY WEALTH PARTNERS, LLC | 11/06/2025 | 17.41 K | $148.51 K | 100.00% | 0.07% |
| POST RESCH TALLON GROUP INC. | 11/05/2025 | 16.54 K | $141.10 K | 45.67% | 0.07% |
| HRT FINANCIAL LP | 11/14/2025 | 15.84 K | $135.00 K | 100.00% | 0.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 13.98 K | $119.21 K | 100.00% | 0.06% |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 11/13/2025 | 12.60 K | $107.48 K | -16.00% | 0.05% |
| FIDUCIARY GROUP LLC | 11/12/2025 | 12.10 K | $103.21 K | 0.00% | 0.05% |
| AUSDAL FINANCIAL PARTNERS, INC. | 11/14/2025 | 11.49 K | $98.00 K | 3.36% | 0.05% |
| HOLLENCREST CAPITAL MANAGEMENT | 11/03/2025 | 10.95 K | $93.36 K | 0.00% | 0.05% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 10/15/2025 | 9.00 K | $76.77 K | 0.00% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 8.00 K | $68.24 K | 100.00% | 0.03% |
| NBC SECURITIES, INC. | 11/14/2025 | 5.29 K | $45.08 K | -15.91% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 5.00 K | $42.65 K | -36.71% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 4.68 K | $39.93 K | 198.72% | 0.02% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 4.40 K | $37.52 K | 100.00% | 0.02% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 2.17 K | $18.51 K | 0.00% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 2.16 K | $18.46 K | 0.00% | 0.01% |
| WPG ADVISERS, LLC | 10/29/2025 | 1.27 K | $10.86 K | 0.08% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 10/14/2025 | 1.00 K | $8.53 K | 100.00% | 0.00% |
| CWM, LLC | 10/15/2025 | 384 | $3.00 K | 0.00% | 0.00% |
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RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 70 institutional investors and hedge funds held shares of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 2.32 M
WELLS FARGO & COMPANY/MN: 1.07 M
ROYAL BANK OF CANADA: 953,940
Advisors Asset Management, Inc.: 364,018
J.W. COLE ADVISORS, INC.: 258,894
UBS Group AG: 240,088
29.28% of RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.97 M shares in the last 24 months. This purchase volume represents approximately $68.00 M in transactions.