Latest Institutional Transactions on Office Properties Income Trust (OPI)
This table provides information on the latest institutional transactions involving Office Properties Income Trust (OPI) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11.5KNew |
$68.2K - $141K
|
11.5K
$458
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
2.9K+ 12.83% |
$17.3K - $35.7K
|
25.5K
$1.02K
|
|
| Q1 2023 | |||||||
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-507Closed |
$5.55K - $8.94K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.8KNew |
$402K - $648K
|
36.8K
$1.47K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.46KClosed |
$26.9K - $43.3K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1New |
$11 - $17.6
|
1
$0.04
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
207+ 136.18% |
$2.27K - $3.65K
|
359
$14.4
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
596New |
$6.53K - $10.5K
|
596
$23.8
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-86.3K- 40.73% |
$945K - $1.52M
|
126K
$5.02K
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
16.4KNew |
$179K - $289K
|
16.4K
$655
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
44.1K+ 62.29% |
$483K - $778K
|
115K
$4.6K
|
|
|
May 11, 2023
Q1 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
5.4K+ 28.38% |
$59.1K - $95.3K
|
24.4K
$977
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
18.1K+ 161.75% |
$198K - $319K
|
29.2K
$1.17K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-6.77K- 30.67% |
$74.1K - $119K
|
15.3K
$612
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-177- 1.74% |
$1.94K - $3.12K
|
10K
$400
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-265- 25.88% |
$2.9K - $4.67K
|
759
$30.4
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.5KNew |
$16.4K - $26.5K
|
1.5K
$60
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-168- 0.31% |
$1.84K - $2.96K
|
54.5K
$2.18K
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
138KNew |
$1.51M - $2.43M
|
138K
$5.51K
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.03K+ 20.89% |
$22.2K - $35.8K
|
11.8K
$470
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.42K- 11.9% |
$15.6K - $25.1K
|
10.5K
$421
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-359- 91.82% |
$3.93K - $6.33K
|
32
$1.28
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
16.6KNew |
$182K - $293K
|
16.6K
$664
|
|
| Q4 2022 | |||||||
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.3K+ 7.04% |
$40.9K - $51.6K
|
50.2K
$2.01K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13New |
$161 - $203
|
13
$0.52
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
10.6K+ 52.27% |
$132K - $166K
|
30.9K
$1.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
518KNew |
$6.42M - $8.1M
|
518K
$20.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
35+ 79.55% |
$434 - $547
|
79
$3.16
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
441New |
$5.47K - $6.89K
|
441
$17.6
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.9KNew |
$48.3K - $60.9K
|
3.9K
$156
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
582+ 0.2% |
$7.22K - $9.1K
|
287K
$11.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
14K+ 41.11% |
$174K - $219K
|
48.1K
$1.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.7KNew |
$195K - $246K
|
15.7K
$630
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46New |
$570 - $719
|
46
$1.84
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.21KNew |
$39.7K - $50.1K
|
3.21K
$128
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
19.7KNew |
$244K - $307K
|
19.7K
$786
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
200KNew |
$2.48M - $3.13M
|
200K
$8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.25KNew |
$40.3K - $50.8K
|
3.25K
$130
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-234- 48.35% |
$2.9K - $3.66K
|
250
$10
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.45K- 13.12% |
$30.3K - $38.2K
|
16.2K
$648
|
|
|
Feb 07, 2023
Q4 2022
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.9K- 25.2% |
$48.4K - $61K
|
11.6K
$463
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
248New |
$3.08K - $3.88K
|
248
$9.92
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17New |
$211 - $266
|
17
$0.68
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.97K- 18.37% |
$36.8K - $46.4K
|
13.2K
$528
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
52New |
$645 - $813
|
52
$2.08
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-88- 79.28% |
$1.09K - $1.38K
|
23
$0.92
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
261New |
$3.24K - $4.08K
|
261
$10.4
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12New |
$149 - $188
|
12
$0.48
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
25New |
$310 - $391
|
25
$1
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
19.8KNew |
$246K - $310K
|
19.8K
$793
|
|