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 | 08/13/2026 | 2.23 M | $17.21 M | 1.46% | 8.92% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1.65 M | $12.75 M | 10.32% | 6.61% |
| ROYAL BANK OF CANADA | 08/14/2026 | 894.98 K | $6.91 M | -12.42% | 3.58% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 672.86 K | $5.19 M | 29.37% | 2.69% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 536.70 K | $4.14 M | 1.29% | 2.15% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 522.99 K | $4.04 M | 51.09% | 2.09% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 240.80 K | $1.86 M | 1.56% | 0.96% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 232.07 K | $1.79 M | 100.00% | 0.93% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 198.75 K | $1.53 M | -41.10% | 0.80% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 186.73 K | $1.44 M | 6.07% | 0.75% |
| UBS GROUP AG | 08/13/2026 | 173.56 K | $1.34 M | -18.59% | 0.69% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 137.96 K | $1.07 M | 0.12% | 0.55% |
| LPL FINANCIAL LLC | 08/07/2026 | 128.35 K | $990.85 K | 1.40% | 0.51% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 127.13 K | $981.41 K | 2.84% | 0.51% |
| VERITY ASSET MANAGEMENT, INC. | 08/13/2026 | 93.47 K | $721.55 K | 5.18% | 0.37% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 77.12 K | $595.34 K | -10.65% | 0.31% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 74.14 K | $572.38 K | 12.92% | 0.30% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 08/13/2026 | 66.46 K | $513.09 K | -9.56% | 0.27% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 62.40 K | $482.00 K | 0.00% | 0.25% |
| FIRST FOUNDATION ADVISORS | 08/14/2026 | 61.34 K | $473.54 K | 0.00% | 0.25% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 57.02 K | $440.19 K | 0.00% | 0.23% |
| NEXT CAPITAL MANAGEMENT LLC | 08/03/2026 | 55.11 K | $425.44 K | 0.00% | 0.22% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 48.39 K | $373.56 K | -59.58% | 0.19% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 07/28/2026 | 46.06 K | $355.57 K | 2.90% | 0.18% |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | 10/30/2026 | 46.05 K | $355.51 K | 0.00% | 0.18% |
| BFC PLANNING, INC. | 10/29/2026 | 46.05 K | $355.51 K | 0.00% | 0.18% |
| READYSTATE ASSET MANAGEMENT LP | 08/14/2026 | 42.96 K | $331.67 K | 100.00% | 0.17% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 42.32 K | $326.74 K | 4.16% | 0.17% |
| POST RESCH TALLON GROUP INC. | 07/07/2026 | 39.42 K | $304.30 K | 32.20% | 0.16% |
| FIFTH THIRD BANCORP | 08/05/2026 | 37.30 K | $287.93 K | -0.15% | 0.15% |
| CSS LLC/IL | 08/14/2026 | 31.34 K | $241.94 K | 0.00% | 0.13% |
| NAVIS WEALTH ADVISORS, LLC | 08/14/2026 | 31.26 K | $241.31 K | 3.59% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 28.29 K | $218.43 K | 11.13% | 0.11% |
| POWELL INVESTMENT ADVISORS, LLC | 07/29/2026 | 27.64 K | $213.35 K | 1.06% | 0.11% |
| WFA OF SAN DIEGO, LLC | 08/14/2026 | 22.00 K | $168.74 K | 44.98% | 0.09% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 21.82 K | $168.48 K | -2.30% | 0.09% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 18.90 K | $145.91 K | 24.25% | 0.08% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 17.80 K | $137.43 K | 100.00% | 0.07% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 08/14/2026 | 16.27 K | $125.62 K | 1.09% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 15.84 K | $122.30 K | -42.32% | 0.06% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 14.51 K | $112.03 K | -57.27% | 0.06% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 13.61 K | $105.03 K | 100.00% | 0.05% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 12.77 K | $98.59 K | 3.59% | 0.05% |
| FIDUCIARY GROUP, LLC | 08/10/2026 | 12.10 K | $93.41 K | 0.00% | 0.05% |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 08/05/2026 | 11.55 K | $89.14 K | -66.21% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 11.45 K | $88.41 K | -6.28% | 0.05% |
| HOLLENCREST CAPITAL MANAGEMENT | 08/13/2026 | 10.95 K | $84.50 K | 0.00% | 0.04% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 8.52 K | $65.78 K | 0.00% | 0.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 6.68 K | $51.54 K | 100.00% | 0.03% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 5.55 K | $42.83 K | -42.40% | 0.02% |
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RiverNorth/DoubleLine Strategic opportunity fund Inc institutional Ownership - FAQ's
During the previous two years, 85 institutional investors and hedge funds held shares of RiverNorth/DoubleLine Strategic opportunity fund Inc. The most heavily invested institutionals were:
SeaCrest Wealth Management, LLC: 72,331
Kestra Advisory Services, LLC: 66,020
Verity Asset Management, Inc.: 65,396
WEDBUSH SECURITIES INC: 61,100
Shaker Financial Services, LLC: 60,800
Closed-End Fund Advisors, Inc.: 52,261
36.40% of RiverNorth/DoubleLine Strategic opportunity fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.25 M shares in the last 24 months. This purchase volume represents approximately $79.04 M in transactions.