Institutional Ownership Ooma Inc (OOMA)
This table provides information about the institutional ownership of Ooma Inc (OOMA). We have compiled data on the 128 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $273 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
767
shares
|
$10,247
0.0% of portfolio
|
Q1 2024
Reduced 77.04%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
740
shares
|
$9,886
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
709
shares
|
$9,472
0.0% of portfolio
|
Q4 2024
Added 340.37%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
685
shares
|
$9,151
0.0% of portfolio
|
Q4 2024
Added 864.79%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
661
shares
|
$8,830
0.0% of portfolio
|
Q4 2024
Reduced 38.68%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
613
shares
|
$8,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
583
shares
|
$7,788
0.0% of portfolio
|
Q4 2024
Reduced 41.11%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
458
shares
|
$6,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
398
shares
|
$5,317
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
300
shares
|
$4,008
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
205
shares
|
$2,738
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
145
shares
|
$1,937
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
124
shares
|
$1,656
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
79
shares
|
$1,055
0.0% of portfolio
|
Q4 2024
Added 79.55%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
60
shares
|
$801
0.0% of portfolio
|
Q4 2020
Reduced 62.5%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
54
shares
|
$721
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
23
shares
|
$307
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
15
shares
|
$200
0.0% of portfolio
|
Q4 2024
Reduced 71.7%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
15
shares
|
$200
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
14
shares
|
$187
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
12
shares
|
$160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2
shares
|
$26
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q2 2024
Reduced 99.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|