B. Riley Wealth Management, Inc.
(037612306)
Funds Reporting Holdings of B. Riley Wealth Management, Inc. according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Select Equity Group LP | 1,124,929 | $38,585,065k | Jun 30, 2019 | Aug 14, 2019 | |
| Cantab Capital Partners LLP | 69,904 | $2,104,000k | Sep 30, 2017 | Nov 14, 2017 | |
| Tiger Global Management LLC | 37,663,500 | $1,291,858k | Jun 30, 2019 | Aug 14, 2019 | |
| HMI Capital LLC | 6,000,828 | $205,828k | Jun 30, 2019 | Aug 12, 2019 | |
| Timessquare Capital Management LLC | 3,833,975 | $131,505k | Jun 30, 2019 | Aug 2, 2019 | |
| BECK MACK & Oliver LLC | 3,530,125 | $121,083k | Jun 30, 2019 | Aug 13, 2019 | |
| LGT Capital Partners USA Inc | 675,000 | $23,152k | Jun 30, 2019 | Jul 10, 2019 | |
| Thornburg Investment Management Inc | 605,952 | $20,784k | Jun 30, 2019 | Aug 6, 2019 | |
| Miller Value Partners LLC | 449,500 | $15,418k | Jun 30, 2019 | Aug 14, 2019 | |
| RED Rocks Capital LLC | 568,544 | $12,593k | Jun 30, 2015 | Aug 14, 2015 | |
| New Mountain Vantage Advisers LLC | 354,413 | $12,156k | Jun 30, 2019 | Aug 14, 2019 | |
| Pzena Investment Management LLC | 228,267 | $7,830k | Jun 30, 2019 | Aug 2, 2019 | |
| Renaissance Technologies LLC | 162,334 | $5,568k | Jun 30, 2019 | Aug 12, 2019 | |
| Arrowmark Colorado Holdings LLC | 130,819 | $4,487k | Jun 30, 2019 | Aug 14, 2019 | |
| Alkeon Capital Management LLC | 128,885 | $4,421k | Jun 30, 2019 | Aug 14, 2019 | |
| Iconiq Capital LLC | 87,526 | $3,002k | Jun 30, 2019 | Aug 15, 2019 | |
| Cheyne Capital Management UK LLP | 87,418 | $2,998k | Jun 30, 2019 | Aug 8, 2019 | |
| Incline Global Management LLC | 78,240 | $2,684k | Jun 30, 2019 | Aug 14, 2019 | |
| LLBH Private Wealth Management LLC | 64,223 | $2,203k | Jun 30, 2019 | Aug 13, 2019 | |
| SOL Capital Management Co | 60,100 | $2,061k | Jun 30, 2019 | Jul 17, 2019 | |
| Prospera Financial Services Inc | 51,913 | $1,781k | Jun 30, 2019 | Aug 14, 2019 | |
| Weiss Multi-Strategy Advisers LLC | 50,000 | $1,715k | Jun 30, 2019 | Aug 14, 2019 | |
| Covey Capital Advisors LLC | 47,911 | $1,643k | Jun 30, 2019 | Aug 8, 2019 | |
| Allen Investment Management LLC | 41,305 | $1,417k | Jun 30, 2019 | Aug 12, 2019 | |
| USCA RIA LLC | 40,849 | $1,401k | Jun 30, 2019 | Aug 14, 2019 | |
| Segment Wealth Management LLC | 38,140 | $1,308k | Jun 30, 2019 | Jul 29, 2019 | |
| Northern Right Capital Management LP | 38,000 | $1,303k | Jun 30, 2019 | Aug 14, 2019 | |
| MD SASS Investors Services Inc | 36,200 | $1,242k | Jun 30, 2019 | Aug 13, 2019 | |
| Cacti Asset Management LLC | 30,500 | $1,045k | Jun 30, 2019 | Jul 1, 2019 | |
| Kayne Anderson Capital Advisors LP | 29,455 | $1,010k | Jun 30, 2019 | Jul 29, 2019 | |
| Karpas Strategies LLC | 25,000 | $858k | Jun 30, 2019 | Jul 25, 2019 | |
| Dividend Assets Capital LLC | 22,350 | $767k | Jun 30, 2019 | Jul 12, 2019 | |
| The Investment House LLC | 15,974 | $548k | Jun 30, 2019 | Aug 5, 2019 | |
| Wealthstar Advisors LLC | 15,325 | $524k | Jun 30, 2019 | Aug 7, 2019 | |
| Baldwin Brothers Inc | 14,900 | $511k | Jun 30, 2019 | Jul 19, 2019 | |
| Dimension Capital Management LLC | 13,439 | $461k | Jun 30, 2019 | Aug 12, 2019 | |
| Kovack Advisors Inc | 12,877 | $442k | Jun 30, 2019 | Aug 14, 2019 | |
| Kovack International Advisors Inc | 12,877 | $442k | Jun 30, 2019 | Aug 14, 2019 | |
| Accuvest Global Advisors | 11,900 | $408k | Jun 30, 2019 | Jul 17, 2019 | |
| American National Registered Investment Advisor Inc | 11,400 | $391k | Jun 30, 2019 | Aug 5, 2019 | |
| Williams Jones & Associates LLC | 11,250 | $386k | Jun 30, 2019 | Aug 14, 2019 | |
| Stelac Advisory Services LLC | 10,993 | $377k | Jun 30, 2019 | Jul 29, 2019 | |
| SMH Capital Advisors LLC | 9,803 | $336k | Jun 30, 2019 | Aug 5, 2019 | |
| Tocqueville Asset Management LP | 8,750 | $300k | Jun 30, 2019 | Jul 31, 2019 | |
| Abbot Financial Management Inc | 8,300 | $285k | Jun 30, 2019 | Aug 8, 2019 | |
| CWA Asset Management Group LLC | 7,920 | $272k | Jun 30, 2019 | Aug 13, 2019 | |
| Clear Harbor Asset Management LLC | 7,450 | $256k | Jun 30, 2019 | Jul 22, 2019 | |
| Wiley Bros-Aintree Capital LLC | 7,290 | $250k | Jun 30, 2019 | Jul 10, 2019 | |
| Provise Management Group LLC | 6,200 | $213k | Jun 30, 2019 | Aug 9, 2019 | |
| B Riley Wealth Management Inc | 6,155 | $211k | Jun 30, 2019 | Aug 14, 2019 | |
| Catalyst Capital Advisors LLC | 5,878 | $202k | Jun 30, 2019 | Aug 8, 2019 | |
| Capital Bank and Trust Company | 1,048 | $36k | Jun 30, 2019 | Aug 14, 2019 | |
| Arlington Partners LLC | 985 | $34k | Jun 30, 2019 | Jul 10, 2019 | |
| Tiger Legatus Capital Management LLC | 1,000 | $34k | Jun 30, 2019 | Aug 14, 2019 | |
| Whitener Capital Management Inc | 400 | $13k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Management Group Inc | 42 | $1k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 42 | $1k | Jun 30, 2019 | Aug 2, 2019 |