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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, Q1 2023

Institutional positions in RiskOn International, Inc. as of Mar 31, 2023. 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
38
−12 vs. Q4 2022
Shares held
5.22M
−279.7K (−5.1%) vs. Q4 2022
Total value
$609.2K
−$635.7K (−51.1%) vs. Q4 2022
New holders
5
4 more added
Sold out
17
7 more reduced

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 38 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 heldQ1 2023: $609.2K
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, Q1 2023

Shares, value and share of portfolio for each institution holding RiskOn International, Inc.; share changes are against Q4 2022.

Institutions holding ROII in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Partners Investment Advisory, LLC40$50.00%00.0%Unchanged
Wells Fargo & Company190$220.00%+24+14.5%Added
Advisory Services Network, LLC330$390.00%00.0%Unchanged
BerganKDV Wealth Management, LLC600$710.00%00.0%Unchanged
First Community Trust NA2,500$2930.00%00.0%Unchanged
Global Retirement Partners, LLC5,295$3700.00%00.0%Unchanged
Tower Research Capital LLC (TRC)11,912$1.00K0.00%−410−3.3%Reduced
Royal Bank of Canada10,334$1.00K0.00%00.0%Unchanged
HRT Financial LP14,619$1.00K0.00%+14,619New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC9,358$1.10K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.10,000$1.10K0.00%00.0%Unchanged
Foundations Investment Advisors, LLC10,745$1.26K0.00%00.0%Unchanged
Kestra Advisory Services, LLC11,814$1.39K0.00%−29,000−71.1%Reduced
Morgan Stanley14,150$1.66K0.00%−2,200−13.5%Reduced
Goldman Sachs Group Inc14,734$1.73K0.00%+14,734New
Commonwealth Equity Services, LLC25,263$2.00K0.00%+1,100+4.6%Added
Silverhawk Asset Management, LLC18,019$2.11K0.00%−8,000−30.7%Reduced
Sunbelt Securities, Inc.18,800$2.24K0.00%00.0%Unchanged
Fort Point Capital Partners LLC19,239$2.25K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.19,460$2.28K0.00%00.0%Unchanged
HB Wealth Management, LLC21,383$2.51K0.00%00.0%Unchanged
Avantax Planning Partners, Inc.29,324$3.44K0.00%00.0%Unchanged
Brighton Jones LLC39,773$4.66K0.00%00.0%Unchanged
Empower Advisory Group, LLC42,918$5.11K0.00%+42,918New
Northern Trust Corp44,617$5.23K0.00%00.0%Unchanged
Wagner Wealth Management, LLC49,716$5.83K0.00%00.0%Unchanged
GWM Advisors LLC56,062$6.57K0.00%00.0%Unchanged
BlackRock Inc.57,629$6.75K0.00%+1,860+3.3%Added
State Street Corp78,974$9.26K0.00%00.0%Unchanged
Ergoteles LLC82,519$9.67K0.00%+82,519New
HighTower Advisors, LLC94,647$11.0K0.00%−7,000−6.9%Reduced
Pacific Capital Wealth Advisors, Inc109,366$12.8K0.00%00.0%Unchanged
Geode Capital Management, LLC178,710$20.9K0.00%00.0%Unchanged
Renaissance Technologies LLC209,400$25.0K0.00%+209,400New
Advisor Group Holdings, Inc.217,197$25.5K0.00%−4,975−2.2%Reduced
Vanguard Group Inc231,959$27.2K0.00%−335,691−59.1%Reduced
Hexagon Capital Partners LLC523,883$61.4K0.02%00.0%Unchanged
Nepsis, Inc.2,930,747$343.5K0.11%+28,739+1.0%Added
Susquehanna International Group, LLP0$00.00%−61,741−100.0%Sold out
UBS Group AG0$00.00%−44,405−100.0%Sold out
Hudson Portfolio Management LLC0$00.00%−40,000−100.0%Sold out
Virtu Financial LLC0$00.00%−22,027−100.0%Sold out
Vise Technologies, Inc.0$00.00%−18,632−100.0%Sold out
Jane Street Group, LLC0$00.00%−13,204−100.0%Sold out
Millennium Management LLC0$00.00%−13,666−100.0%Sold out
Tradition Wealth Management, LLC0$00.00%−14,000−100.0%Sold out
Orion Portfolio Solutions, LLC0$00.00%−11,807−100.0%Sold out
Citadel Advisors LLC0$00.00%−10,793−100.0%Sold out
AlphaStar Capital Management, LLC0$00.00%−10,197−100.0%Sold out
Simplex Trading, LLC0$00.00%−9,112−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−3,569−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,500−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−81−100.0%Sold out
Bank of America Corp0$00.00%−30−100.0%Sold out
IFP Advisors, Inc0$00.00%−13,576−100.0%Sold out
Heritage Wealth Management, LLC––––Not filed
Personal Capital Advisors Corp––––Not filed
Trustcore Financial Services, LLC––––Not filed