Institutional Ownership Option Care Health, Inc. (OPCH)
This table provides information about the institutional ownership of Option Care Health, Inc. (OPCH). We have compiled data on the 360 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $4.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
69
shares
|
$2,411
0.0% of portfolio
|
Q2 2021
Reduced 62.3%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
65
shares
|
$2,271
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
62
shares
|
$2,166
0.0% of portfolio
|
Q4 2024
Added 34.78%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
60
shares
|
$2,097
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
56
shares
|
$1,957
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
55
shares
|
$1,922
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
53
shares
|
$1,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
34
shares
|
$1,188
0.0% of portfolio
|
Q3 2024
Reduced 51.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
33
shares
|
$1,153
0.0% of portfolio
|
Q4 2024
Reduced 56.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
32
shares
|
$1,118
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
32
shares
|
$1,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
26
shares
|
$908
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
24
shares
|
$838
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
23
shares
|
$803
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
23
shares
|
$803
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
23
shares
|
$803
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
22
shares
|
$768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
22
shares
|
$768
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
20
shares
|
$699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
18
shares
|
$629
0.0% of portfolio
|
Q4 2024
Reduced 89.16%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
17
shares
|
$594
0.0% of portfolio
|
Q4 2024
Added 183.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
16
shares
|
$559
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
14
shares
|
$489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
10
shares
|
$349
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
6
shares
|
$209
0.0% of portfolio
|
Q4 2024
New holding
|