Latest Institutional Transactions on Ooma Inc (OOMA)
This table provides information on the latest institutional transactions involving Ooma Inc (OOMA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Herald Investment Management LTD
|
BUY
|
- |
34.6K+ 15.35% |
$437K - $527K
|
260K
$3.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.18KNew |
$14.9K - $18K
|
1.18K
$17.3K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-102- 53.68% |
$1.29K - $1.55K
|
88
$1.29K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
38New |
$480 - $578
|
38
$557
|
|
| Q2 2023 | |||||||
|
Jul 09, 2024
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.59K- 5.85% |
$18.7K - $24.4K
|
25.5K
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
17.2KNew |
$203K - $264K
|
17.2K
$252K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
126New |
$1.49K - $1.94K
|
126
$1.85K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2KNew |
$23.6K - $30.8K
|
2K
$29.3K
|
|
| Q1 2023 | |||||||
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-231K- 47.19% |
$2.76M - $3.51M
|
258K
$3.79M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
144New |
$1.72K - $2.19K
|
144
$2.11K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-273- 2.04% |
$3.26K - $4.16K
|
13.1K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Woodson Capital Management, LP
Greenwich, CT |
SELL
|
- |
-400K- 40.0% |
$4.78M - $6.09M
|
600K
$8.8M
|
|
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
460+ 4.54% |
$5.5K - $7K
|
10.6K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.5KNew |
$257K - $327K
|
21.5K
$315K
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
167+ 7.66% |
$2K - $2.54K
|
2.35K
$34.4K
|
|
|
May 02, 2023
Q1 2023
|
Acuitas Investments, LLC
|
SELL
|
- |
-11.3K- 70.63% |
$135K - $172K
|
4.7K
$68.9K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
15.5KNew |
$185K - $236K
|
15.5K
$227K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-76- 17.84% |
$908 - $1.16K
|
350
$5.13K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
405New |
$4.84K - $6.16K
|
405
$5.94K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
101KNew |
$1.33M - $1.66M
|
101K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-41.7K- 55.23% |
$548K - $683K
|
33.8K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
4.9K+ 8.73% |
$64.4K - $80.3K
|
61K
$895K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-126- 99.21% |
$1.66K - $2.06K
|
1
$14.7
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10KNew |
$132K - $164K
|
10K
$147K
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
3.32K+ 8.64% |
$43.6K - $54.4K
|
41.7K
$612K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.51KNew |
$59.3K - $73.9K
|
4.51K
$66.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
33.4KNew |
$439K - $548K
|
33.4K
$491K
|
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
12.6KNew |
$165K - $206K
|
12.6K
$185K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
1.99KNew |
$26.1K - $32.5K
|
1.99K
$29.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hcsf Management, LLC
San Francisco, CA |
BUY
|
- |
52.6K+ 5.89% |
$591K - $728K
|
946K
$13.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
19KNew |
$213K - $262K
|
19K
$278K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
48New |
$539 - $663
|
48
$704
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
48New |
$539 - $663
|
48
$704
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-800- 38.1% |
$8.98K - $11.1K
|
1.3K
$19.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
74New |
$831 - $1.02K
|
74
$1.09K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
205New |
$2.3K - $2.83K
|
205
$3.01K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-32KClosed |
$353K - $512K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-38- 20.32% |
$419 - $608
|
149
$2.19K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
325+ 68.86% |
$3.58K - $5.2K
|
797
$11.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-741KClosed |
$8.17M - $11.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-135Closed |
$1.49K - $2.16K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Friess Associates LLC
Greenville, DE |
SELL
|
- |
-16.2K- 10.03% |
$179K - $259K
|
145K
$2.13M
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.91KClosed |
$21.1K - $30.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-15.1KClosed |
$167K - $241K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-52Closed |
$574 - $831
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.3KClosed |
$124K - $180K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-65.2KClosed |
$719K - $1.04M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lapides Asset Management, LLC
|
SELL
|
- |
-24.1KClosed |
$266K - $385K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
245New |
$2.7K - $3.92K
|
245
$3.59K
|
|
|
Jul 26, 2022
Q2 2022
|
Ophir Asset Management Pty LTD
|
SELL
|
- |
-129K- 17.14% |
$1.42M - $2.06M
|
622K
$9.12M
|
|