OPPENHEIMER & CO INC RIV — RIVERNORTH OPPORTUNITIES FD

Ownership history in OPPENHEIMER & CO INC  ·  21 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported RIVERNORTH OPPORTUNITIES FD (RIV) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows RIV at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in RIVERNORTH OPPORTUNITIES FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RIV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RIV stock page OPPENHEIMER & CO INC fund profile OPPENHEIMER & CO INC full holdings
How OPPENHEIMER & CO INC held RIV — position size vs. price
% of Fund (quarterly)    RIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 52,949 +1,380 +2.7% 0.01% $588K 2026-04-24 $11.67
2025 Q4 ADDED — — — 51,569 +1,304 +2.6% 0.01% $605K 2026-02-02 $11.67
2025 Q3 ADDED — — — 50,265 +6,878 +15.9% 0.01% $603K 2025-11-06 $10.76
2025 Q2 REDUCED 7.4% +3.7% ❌ 43,387 -3,481 -7.4% 0.01% $532K 2025-07-31 $10.84
2025 Q1 ADDED — — — 46,868 +2,594 +5.9% 0.01% $553K 2025-04-23 $9.40
2024 Q4 ADDED — — — 44,274 +995 +2.3% 0.01% $509K 2025-02-05 $10.08
2024 Q3 ADDED — — — 43,279 +398 +0.9% 0.01% $559K 2024-11-05 $10.00
2024 Q2 ADDED — — — 42,881 +906 +2.2% 0.01% $525K 2024-08-08 $9.55
2024 Q1 ADDED — — — 41,975 +1,743 +4.3% 0.01% $505K 2024-05-07 $9.08
2023 Q4 ADDED — — — 40,232 +1,052 +2.7% 0.01% $442K 2024-02-13 $8.54
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RIV

As of 2026 Q1 — sorted by position size

Everstar Asset Management, LLC 1.0% ABSOLUTE INVESTMENT ADVISERS, LLC 0.36% Tennessee Valley Asset Management Partners 3Y 0.19% Opal Wealth Advisors, LLC 3Y 0.17% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.05% SeaCrest Wealth Management, LLC 3Y 7Y 0.02% TCP Asset Management, LLC 3Y 0.02% WEDBUSH SECURITIES INC 3Y 7Y 0.01% CoreCap Advisors, LLC 3Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.0%

FAQ About OPPENHEIMER & CO INC and RIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning RIV?

OPPENHEIMER & CO INC reported RIV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RIV position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for RIV was 0.01% in 2025 Q4.

What is the latest reported RIV position on this page?

The most recent filing on this page is 2026 Q1, when OPPENHEIMER & CO INC reported 52,949 shares, equal to 0.01% of portfolio, with an estimated market value of $588K.

What does the chart on this RIV ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly RIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OPPENHEIMER & CO INC time their RIV position?

Based on 13F filing dates vs. subsequent RIV price moves, OPPENHEIMER & CO INC correctly timed 11 out of 20 reported position changes (55%). The annualised alpha on RIV relative to SPY over the holding period was -6.5%.

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