Purchases and Sales Made in Q4 2024 in Office Properties Income Trust (OPI)
This table provides information about the institutional ownership of Office Properties Income Trust (OPI) during Q4 2024. The information is specifically focused on institutions that hold shares of OFFICE PROPERTIES INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
690New |
$676 - $1.46K
|
690
$683
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500+ 111.11% |
$490 - $1.06K
|
950
$941
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
400New |
$392 - $844
|
400
$396
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
390+ 4.48% |
$382 - $823
|
9.1K
$9.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
197New |
$193 - $416
|
197
$195
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
163New |
$160 - $344
|
163
$161
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-43- 97.73% |
$42.1 - $90.7
|
1
$0.99
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-100- 10.93% |
$98 - $211
|
815
$807
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-102- 0.74% |
$100 - $215
|
13.6K
$13.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-114- 1.59% |
$112 - $241
|
7.07K
$7K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-900- 19.31% |
$882 - $1.9K
|
3.76K
$3.72K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.18K- 31.23% |
$7.04K - $15.1K
|
15.8K
$15.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-8.45K- 1.52% |
$8.28K - $17.8K
|
548K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-302K- 93.73% |
$296K - $638K
|
20.2K
$20K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-506K- 47.97% |
$496K - $1.07M
|
549K
$543K
|