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B. Riley Financial shares owned by Creative Planning

Quarter-by-quarter ownership of B. Riley Financial (RILY) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in B. Riley Financial

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All positions including B. Riley Financial held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in B. Riley Financial by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $756k 36k 20.99
2023-09-30 $662k 16k 40.99
2023-06-30 $786k 17k 45.98
2022-12-31 $497k 15k 34.20
2022-09-30 $232k 5.2k 44.61
2017-06-30 $2.0k 113 17.70

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View all positions for Creative Planning

Top funds holding B. Riley Financial

Vanguard Group
Soros Fund Management
Royce & Associates
Equitec Proprietary Markets
Punch & Associates Investment Management
Citadel Advisors
Gts Securities
Nokomis Capital
Nomura Holdings
Charles Schwab Investment Management
potrero capital research
LSV Asset Management
Dimensional Fund Advisors
Mirae Asset Global Investments
Jpmorgan Chase & Co

View all funds holding B. Riley Financial