Latest Institutional Transactions on Oportun Financial Corp (OPRT)
This table provides information on the latest institutional transactions involving Oportun Financial Corp (OPRT) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.1K- 38.23% |
$34.1K - $60.1K
|
22.8K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Union Square Park Capital Management, LLC
New York, NY |
SELL
|
- |
-166K- 23.73% |
$400K - $705K
|
533K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-19- 20.88% |
$45.8 - $80.8
|
72
$338
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.63KNew |
$6.34K - $11.2K
|
2.63K
$12.4K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-512K- 77.09% |
$1.22M - $1.75M
|
152K
$715K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35.4KNew |
$84.6K - $121K
|
35.4K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.3KNew |
$58K - $83K
|
24.3K
$114K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
60.2KNew |
$128K - $266K
|
60.2K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Hst Ventures, LLC
|
BUY
|
- |
58.1KNew |
$124K - $257K
|
58.1K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-363K- 29.97% |
$773K - $1.6M
|
848K
$3.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Tejara Capital LTD
London, X0 |
SELL
|
- |
-73.3K- 40.52% |
$156K - $324K
|
108K
$505K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
20KNew |
$48.4K - $87.2K
|
20K
$94K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
108K+ 47.27% |
$261K - $471K
|
336K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20New |
$48.4 - $87.2
|
20
$94
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5KNew |
$3.63K - $6.54K
|
1.5K
$7.05K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-812- 3.79% |
$1.97K - $3.54K
|
20.6K
$96.8K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
14.1K+ 85.21% |
$34.1K - $61.4K
|
30.6K
$144K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$4.3 - $14.4
|
2
$9.4
|
|
|
Feb 14, 2024
Q4 2023
|
Dag Ventures, LLC
Palo Alto, CA |
BUY
|
- |
38.5KNew |
$82.7K - $276K
|
38.5K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
15.5KNew |
$33.4K - $112K
|
15.5K
$73K
|
|
|
Feb 14, 2024
Q4 2023
|
Park West Asset Management LLC
Larkspur, CA |
SELL
|
- |
-779K- 57.94% |
$1.67M - $5.6M
|
565K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.7KNew |
$22.9K - $76.6K
|
10.7K
$50.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.14M- 99.78% |
$4.6M - $15.4M
|
4.65K
$21.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.17K+ 139.52% |
$2.5K - $8.38K
|
2K
$9.4K
|
|
| Q3 2023 | |||||||
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
314+ 2.94% |
$1.65K - $2.39K
|
11K
$51.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2K- 4.33% |
$10.5K - $15.2K
|
44K
$207K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.38K+ 210.61% |
$28.2K - $40.9K
|
7.93K
$37.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-37.8K- 25.49% |
$199K - $288K
|
111K
$520K
|
|
|
Nov 13, 2023
Q3 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-182KClosed |
$957K - $1.39M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.95K+ 22.57% |
$15.5K - $22.4K
|
16K
$75.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Institutional Venture Management Xiv, LLC
Menlo Park, CA |
SELL
|
- |
-361K- 10.59% |
$1.89M - $2.75M
|
3.05M
$14.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.4KNew |
$81.1K - $118K
|
15.4K
$72.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
295New |
$1.55K - $2.24K
|
295
$1.39K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90New |
$473 - $685
|
90
$423
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
18New |
$94.5 - $137
|
18
$84.6
|
|
| Q2 2023 | |||||||
|
Oct 08, 2025
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.3K- 98.27% |
$46.4K - $80.5K
|
233
$1.1K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-350Closed |
$1.23K - $2.12K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
483+ 13.86% |
$1.69K - $2.93K
|
3.97K
$18.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
27.8KNew |
$97.3K - $169K
|
27.8K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
19.3KNew |
$67.6K - $117K
|
19.3K
$90.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-51.8K- 38.4% |
$181K - $314K
|
83.1K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
89New |
$312 - $540
|
89
$418
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-293- 0.75% |
$1.03K - $1.78K
|
38.8K
$182K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
26.6KNew |
$93.1K - $162K
|
26.6K
$125K
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.66K+ 24.14% |
$5.81K - $10.1K
|
8.53K
$40.1K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-948- 8.46% |
$3.32K - $5.75K
|
10.3K
$48.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
18.7KNew |
$65.4K - $113K
|
18.7K
$87.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64New |
$224 - $388
|
64
$301
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
227KNew |
$795K - $1.38M
|
227K
$1.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
41.5KNew |
$145K - $252K
|
41.5K
$195K
|
|