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Livermore
Livermore
ZHEN

BRC Group Holdings, Inc.

RILY
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001464790

No open-market purchases or sales by BRC Group Holdings, Inc. insiders were filed in the last 90 days; 93 institutions reported holding it in 13F filings for Q2 2026, worth $131.6M in total; no superinvestor holds it.

Other share classesRILYGRILYLRILYNRILYPRILYTRILYZ

Q1 2024 vs. Q4 2023

How the institutions holding BRC Group Holdings, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of RILY: Q4 2023 compared with Q1 2024
MeasureQ4 2023Q1 2024Change
Holders143142−1
Shares15.4M11.9M−3.45M (−22.5%)
Value$322.2M$252.5M−$69.7M (−21.6%)

New holders (32)

Institutions that held BRC Group Holdings, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to RILY in Q1 2024
InstitutionSharesValue% of portfolio
D. E. Shaw & Co., Inc.87,533$1.85M0.00%
Simplex Trading, LLC85,542$1.81M0.05%
Wolverine Trading, LLC32,969$698.0K0.01%
LexAurum Advisors, LLC28,699$607.5K0.15%
Point72 (DIFC) Ltd24,917$527.5K0.04%
Harbor Capital Advisors, Inc.22,133$469.0K0.06%
Axxcess Wealth Management, LLC18,600$393.8K0.01%
AQR Capital Management LLC16,503$349.4K0.00%
XTX Topco Ltd15,451$327.1K0.04%
De Lisle Partners LLP13,200$279.3K0.06%
Mutual Advisors, LLC12,462$263.8K0.01%
Susquehanna International Group, LLP12,017$254.4K0.00%
Russell Investments Group, Ltd.11,987$253.8K0.00%
Bayesian Capital Management, LP11,554$244.6K0.02%
Merit Financial Group, LLC7,841$243.9K0.01%
LPL Financial LLC10,794$228.5K0.00%
GTS Securities LLC10,062$213.0K0.01%
Diametric Capital, LP9,630$203.9K0.11%
CIBC Private Wealth Group, LLC700$15.7K0.00%
LRI Investments, LLC516$10.9K0.00%
Whittier Trust Co508$10.7K0.00%
Quest Partners LLC413$8.74K0.00%
First Command Advisory Services, Inc.400$8.47K0.00%
EverSource Wealth Advisors, LLC233$8.02K0.00%
Fifth Third Bancorp268$5.67K0.00%
Quadrant Capital Group LLC172$3.64K0.00%
Huntington National Bank103$2.18K0.00%
Massmutual Trust Co FSB42$8890.00%
Quarry LP24$5080.00%
Sanctuary Wealth Management, L.L.C.10$2120.00%
Rothschild Investment LLC5$1060.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5$1050.00%

Sold out (33)

Institutions that held BRC Group Holdings, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of RILY in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Mirae Asset Global Investments Co., Ltd.225,392$4.73M
Victory Capital Management Inc156,770$3.29M
Marshall Wace, LLP144,278$3.03M
First Eagle Investment Management, LLC131,185$2.75M
Qube Research & Technologies Ltd100,357$2.11M
Two Sigma Investments, LP100,287$2.11M
Tudor Investment Corp Et Al77,000$1.62M
Twinbeech Capital LP73,293$1.54M
Balyasny Asset Management LLC69,665$1.46M
Squarepoint Ops LLC63,380$1.33M
Quadrature Capital Ltd47,646$1.00M
Algert Global LLC36,513$766.4K
Virtu Financial LLC33,957$713.0K
XML Financial, LLC22,500$472.3K
Keebeck Alpha, LP21,193$444.8K
Point72 Middle East FZE19,891$417.5K
Engineers Gate Manager LP16,589$348.2K
Capstone Investment Advisors, LLC14,716$308.9K
Scientech Research LLC14,291$300.1K
HAP Trading, LLC10,768$226.0K
Caption Management, LLC10,037$210.7K
Manufacturers Life Insurance Company, The9,555$200.6K
SG Americas Securities, LLC5,665$119.0K
Point72 Asset Management, L.P.5,500$115.4K
Marathon Trading Investment Management LLC4,400$92.4K
Advisory Services Network, LLC2,000$42.0K
Benjamin F. Edwards & Company, Inc.1,979$41.0K
EMC Capital Management1,915$40.0K
Belvedere Trading LLC1,391$29.2K
BKM Wealth Management, LLC128$2.69K
Global Financial Private Client, LLC112$2.35K
Arlington Trust Co LLC23$483
Ronald Blue Trust, Inc.9$0