Share ownership B. Riley Financial, Inc.

RILY

US05580M1080

Investment Banking & Brokerage Services

Real-time Estimate Cboe BZX Other stock markets 15:24:17 10/09/2024 BST			5-day change	1st Jan Change
5.465 ^USD	-7.84%		-4.28%	-73.37%

09-09	Sector Update: Financial Stocks Rise Pre-Bell Monday	MT
09-09	The market burns its idols

Share class: B. Riley Financial, Inc.

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	30,295,303	15,870,703 ( 52.39 %)	0	52.39 %
Stock B	0	1,729	0	0

Major shareholders: B. Riley Financial, Inc.

Name	Equities	%	Valuation
Bryant Riley 23.24 %	7,041,164	23.24 %	35 M $
BlackRock Advisors LLC 8.922 %	2,702,819	8.922 %	13 M $
Dj Investments LLC Series E 8.455 %	2,561,600	8.455 %	13 M $
Estate Of Lloyd Miller I III 6.004 %	1,819,030	6.004 %	9 M $
Vanguard Fiduciary Trust Co. 4.184 %	1,267,461	4.184 %	6 M $
Tom Kelleher 3.641 %	1,103,060	3.641 %	5 M $
State Street Corp. 2.993 %	906,635	2.993 %	4 M $
Punch & Associates Investment Management, Inc. 2.182 %	660,920	2.182 %	3 M $
Invesco Advisers, Inc. 1.870 %	566,620	1.870 %	3 M $
Bob Antin 1.660 %	502,995	1.660 %	2 M $
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Name	Equities	%	Valuation
Angel Oak Capital Advisors LLC 1.579 %	27,310	1.579 %	253 573 $

Name	Equities	%	Valuation
Holbrook Holdings, Inc. 12.59 %	1,634,729	12.59 %	18 M $
Angel Oak Capital Advisors LLC 0.6159 %	80,000	0.6159 %	891 200 $
Highlander Capital Management LLC 0.1065 %	13,834	0.1065 %	154 111 $

Breakdown by shareholder type

Individuals	34.21%
Institutional	29.66%
Other	15.71%
State Street Corp.	2.99%
Schweizerische Nationalbank	0.11%
Nomura Holdings, Inc.	0.05%
Corebridge Financial, Inc.	0.04%
Governments	0.01%
Unknown	17.21%

Based on 1000 largest holdings

Geographical origin of shareholders

United States	46.17%
Individuals	34.21%
United Kingdom	1.24%
Australia	0.32%
Ireland	0.28%
Switzerland	0.22%
Canada	0.19%
Cayman Islands	0.06%
Japan	0.05%
Israel	0.03%
Norway	0.01%

Based on 1000 largest holdings

B. Riley Financial, Inc. operates a diversified financial services platform. Its Capital Markets segment provides investment banking and institutional brokerage services, fund and asset management services, and direct lending services. Its Wealth Management segment provides retail brokerage, investment management, and insurance and tax preparation services. Its Financial Consulting segment provides a variety of specialized advisory services spanning bankruptcy, restructuring, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. Its Auction and Liquidation provide retail liquidation services to help clients dispose of under-performing assets and generate cash from excess inventory. Its communications portfolio of companies consists of related businesses that it has acquired for attractive risk-adjusted investment return characteristics. Its Consumer Products segment is comprised of Targus, which is a multinational company.

Employees

2,383

Sector

Investment Banking & Brokerage Services

Calendar

23/10/2024 - Q3 2024 Earnings Release (Projected)

Related indices

Russell 2000

More about the company