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RiskOn International, Inc.

ROIIDelisted Jun 3, 2024
Industry
Services-Computer Processing & Data Preparation
SEC CIK
0001437491

RiskOn International, Inc. was delisted on Jun 3, 2024; its insiders filed their last Form 4 on Apr 26, 2024; 25 institutions reported holding it in 13F filings for Q4 2023, worth $90.0K in total; no superinvestor held it.

13F holders, Q4 2022

Institutional positions in RiskOn International, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
53
+4 vs. Q3 2022
Shares held
5.66M
+87.6K (+1.6%) vs. Q3 2022
Total value
$1.28M
−$5.94M (−82.2%) vs. Q3 2022
New holders
8
12 more added
Sold out
4
11 more reduced

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ROII on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 53 institutions
Q1 2021: 2 institutionsQ2 2021: 2 institutionsQ3 2021: 40 institutionsQ4 2021: 48 institutionsQ1 2022: 50 institutionsQ2 2022: 49 institutionsQ3 2022: 49 institutionsQ4 2022: 53 institutionsQ1 2023: 38 institutionsQ2 2023: 17 institutionsQ3 2023: 18 institutionsQ4 2023: 25 institutionsQ1 2024: 4 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2022: $1.28M
Q1 2021: $218.0KQ2 2021: $102.0KQ3 2021: $37.1MQ4 2021: $13.6MQ1 2022: $12.8MQ2 2022: $15.6MQ3 2022: $7.22MQ4 2022: $1.28MQ1 2023: $609.2KQ2 2023: $164.0KQ3 2023: $133.3KQ4 2023: $90.0KQ1 2024: $16Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding ROII and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20244$16
Q4 202325$90.0K
Q3 202318$133.3K
Q2 202317$164.0K
Q1 202338$609.2K
Q4 202253$1.28M
Q3 202249$7.22M
Q2 202249$15.6M
Q1 202250$12.8M
Q4 202148$13.6M
Q3 202140$37.1M
Q2 20212$102.0K
Q1 20212$218.0K

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding RiskOn International, Inc.; share changes are against Q3 2022.

Institutions holding ROII in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Nepsis, Inc.2,902,008$666.9K0.22%+108,598+3.9%Added
Vanguard Group Inc567,650$130.4K0.00%+376+0.1%Added
Hexagon Capital Partners LLC523,883$120.4K0.04%+38,000+7.8%Added
Advisor Group Holdings, Inc.222,172$49.0K0.00%−92,258−29.3%Reduced
Geode Capital Management, LLC178,710$41.0K0.00%−376−0.2%Reduced
Heritage Wealth Management, LLC122,126$28.1K0.00%+59,090+93.7%Added
Pacific Capital Wealth Advisors, Inc109,366$25.1K0.01%00.0%Unchanged
HighTower Advisors, LLC101,647$24.0K0.00%+41,133+68.0%Added
State Street Corp78,974$18.1K0.00%00.0%Unchanged
Susquehanna International Group, LLP61,741$14.2K0.00%−44,296−41.8%Reduced
BlackRock Inc.55,769$12.8K0.00%+1,208+2.2%Added
Wagner Wealth Management, LLC49,716$11.4K0.01%00.0%Unchanged
Northern Trust Corp44,617$10.3K0.00%00.0%Unchanged
UBS Group AG44,405$10.2K0.00%+36,628+471.0%Added
Personal Capital Advisors Corp42,918$9.86K0.00%−2,180−4.8%Reduced
Kestra Advisory Services, LLC40,814$9.38K0.00%+20,000+96.1%Added
Hudson Portfolio Management LLC40,000$9.19K0.01%−109,684−73.3%Reduced
Brighton Jones LLC39,773$9.14K0.00%00.0%Unchanged
Avantax Planning Partners, Inc.29,324$6.74K0.00%00.0%Unchanged
Silverhawk Asset Management, LLC26,019$5.98K0.01%−625−2.3%Reduced
Commonwealth Equity Services, LLC24,163$5.00K0.00%−50−0.2%Reduced
Virtu Financial LLC22,027$5.00K0.00%+22,027New
HB Wealth Management, LLC21,383$4.91K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.19,460$4.47K0.00%+5,000+34.6%Added
Fort Point Capital Partners LLC19,239$4.42K0.00%00.0%Unchanged
Sunbelt Securities, Inc.18,800$4.32K0.00%00.0%Unchanged
Vise Technologies, Inc.18,632$4.28K0.00%00.0%Unchanged
Morgan Stanley16,350$3.76K0.00%00.0%Unchanged
Jane Street Group, LLC13,204$3.03K0.00%+13,204New
Tradition Wealth Management, LLC14,000$3.00K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)12,322$3.00K0.00%+6,429+109.1%Added
Millennium Management LLC13,666$3.00K0.00%+13,666New
Orion Portfolio Solutions, LLC11,807$2.71K0.00%−3,883−24.7%Reduced
TD Waterhouse Canada Inc.10,000$2.60K0.00%00.0%Unchanged
Citadel Advisors LLC10,793$2.48K0.00%+10,793New
Foundations Investment Advisors, LLC10,745$2.47K0.00%+10,745New
AlphaStar Capital Management, LLC10,197$2.34K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC9,358$2.15K0.00%−44,446−82.6%Reduced
Royal Bank of Canada10,334$2.00K0.00%−298−2.8%Reduced
Simplex Trading, LLC9,112$2.00K0.00%+5,927+186.1%Added
Global Retirement Partners, LLC5,295$1.22K0.00%00.0%Unchanged
First Community Trust NA2,500$1.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.3,569$8210.00%00.0%Unchanged
Group One Trading, L.P.1,500$3450.00%−20,562−93.2%Reduced
Trustcore Financial Services, LLC1,340$3080.00%00.0%Unchanged
BerganKDV Wealth Management, LLC600$1380.00%00.0%Unchanged
Advisory Services Network, LLC330$760.00%+330New
Wells Fargo & Company166$380.00%+4+2.5%Added
AdvisorNet Financial, Inc81$190.00%00.0%Unchanged
GWM Advisors LLC56,062$130.00%+56,062New
Steward Partners Investment Advisory, LLC40$90.00%00.0%Unchanged
Bank of America Corp30$70.00%+30New
IFP Advisors, Inc13,576––00.0%Unchanged
Wealthsource Partners, LLC0$00.00%−18,631−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−11,470−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−10,671−100.0%Sold out
Meeder Asset Management Inc0$00.00%−2,221−100.0%Sold out