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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23+ 209.09% |
$190 - $337
|
34
$129
|
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.85K- 8.47% |
$23.5K - $41.8K
|
30.8K
$117K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-154Closed |
$1.27K - $2.26K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22KNew |
$182K - $323K
|
22K
$83.6K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
212New |
$1.75K - $3.11K
|
212
$806
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 28.57% |
$16.5 - $29.3
|
9
$34.2
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-133Closed |
$1.1K - $1.95K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
30New |
$248 - $440
|
30
$114
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-481Closed |
$3.97K - $7.06K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-17.5KClosed |
$228K - $361K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-973Closed |
$12.7K - $20.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-11.6KClosed |
$151K - $239K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
General Catalyst Group Management, LLC
|
BUY
|
- |
945KNew |
$12.3M - $19.5M
|
945K
$3.59M
|
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.11KClosed |
$27.6K - $43.7K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-5Closed |
$65.3 - $103
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-196- 24.41% |
$2.56K - $4.05K
|
607
$2.31K
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Alphabet Inc.
Mountain View, CA |
BUY
|
- |
94.8KNew |
$1.84M - $2.63M
|
94.8K
$360K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-400Closed |
$7.78K - $11.1K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-25KClosed |
$486K - $692K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-40Closed |
$778 - $1.11K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-399KClosed |
$7.76M - $11.1M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Glynn Capital Management LLC
|
SELL
|
- |
-598K- 50.42% |
$11.6M - $16.6M
|
588K
$2.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-217Closed |
$4.22K - $6.02K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-18.5KClosed |
$361K - $514K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
SELL
|
- |
-66Closed |
$1.28K - $1.83K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-44.8KClosed |
$881K - $1.15M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.4KClosed |
$265K - $345K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
47New |
$925 - $1.21K
|
47
$179
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-114KClosed |
$2.18M - $2.49M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Jeereddi Investments, LP
Los Angeles, CA |
SELL
|
- |
-11KClosed |
$210K - $240K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-40KClosed |
$763K - $872K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Crv, LLC
Palo Alto, CA |
SELL
|
- |
-820KClosed |
$15.6M - $17.9M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 26, 2023
Q1 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
6.73KNew |
$104K - $151K
|
6.73K
$25.6K
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-270- 50.0% |
$4.17K - $6.05K
|
270
$1.03K
|
|
|
May 17, 2021
Q1 2021
|
Wildcat Capital Management, LLC
|
SELL
|
- |
-18.3KClosed |
$284K - $411K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
128New |
$1.64K - $2.53K
|
128
$486
|
|
|
Feb 16, 2021
Q4 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-72.1KClosed |
$925K - $1.42M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-40KClosed |
$514K - $790K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-10.2KClosed |
$131K - $202K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 14, 2020
Q3 2020
|
Strs Ohio
|
SELL
|
- |
-1.9KClosed |
$21.3K - $29.3K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Blackstone Inc
New York, NY |
SELL
|
- |
-185KClosed |
$2.08M - $2.85M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-237Closed |
$2.66K - $3.65K
|
0
$0
|
|
| Q2 2020 | |||||||
|
May 24, 2024
Q2 2020
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
10.1KNew |
$53.1K - $152K
|
10.1K
$38.3K
|
|
|
Aug 12, 2020
Q2 2020
|
Bailard, Inc.
|
SELL
|
- |
-10.4KClosed |
$54.9K - $158K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-846Closed |
$4.47K - $12.8K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-2.25KClosed |
$11.9K - $34K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
92New |
$486 - $1.39K
|
92
$350
|
|
|
Aug 05, 2020
Q2 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-53.2KClosed |
$281K - $806K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.09K+ 175.6% |
$5.78K - $16.6K
|
1.72K
$6.52K
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-24Closed |
$127 - $364
|
0
$0
|
|