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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.5KNew |
$47.3K - $82.1K
|
13.5K
$63.6K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
43.4KNew |
$106K - $340K
|
43.4K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-200- 1.96% |
$490 - $1.57K
|
10K
$47K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
16KNew |
$39.2K - $125K
|
16K
$75.2K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
31.4KNew |
$76.9K - $246K
|
31.4K
$148K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
8.85K+ 47.66% |
$21.7K - $69.3K
|
27.4K
$129K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
270+ 2.03% |
$662 - $2.11K
|
13.6K
$63.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.98K- 85.1% |
$7.29K - $23.3K
|
521
$2.45K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-6.11K- 1.64% |
$25.2K - $43.4K
|
367K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.92K- 11.04% |
$36.7K - $63.3K
|
71.8K
$338K
|
|
|
Feb 14, 2023
Q4 2022
|
Unc Management Company, Inc.
Chapel Hill, NC |
BUY
|
- |
40.6KNew |
$167K - $288K
|
40.6K
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
162KNew |
$666K - $1.15M
|
162K
$760K
|
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$54.4K - $93.7K
|
13.2K
$62K
|
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
10.8KNew |
$44.7K - $77K
|
10.8K
$51K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.7K- 99.99% |
$60.5K - $104K
|
1
$4.7
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.97KNew |
$8.13K - $14K
|
1.97K
$9.27K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-253K- 19.21% |
$1.04M - $1.8M
|
1.06M
$5M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.45K+ 12.7% |
$18.3K - $31.6K
|
39.5K
$186K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.33K- 6.89% |
$5.47K - $9.43K
|
17.9K
$84.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
9.75K+ 37.75% |
$40.2K - $69.2K
|
35.6K
$167K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.12K- 14.01% |
$12.9K - $22.2K
|
19.2K
$90K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
686New |
$2.83K - $4.87K
|
686
$3.22K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
491New |
$2.02K - $3.49K
|
491
$2.31K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$50.6K - $87.1K
|
12.3K
$57.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
44New |
$181 - $312
|
44
$207
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-85- 20.78% |
$350 - $604
|
324
$1.52K
|
|
|
Jan 12, 2023
Q4 2022
|
Industry Ventures, L.L.C.
|
BUY
|
- |
20.3KNew |
$83.5K - $144K
|
20.3K
$95.3K
|
|
| Q3 2022 | |||||||
|
Jan 26, 2023
Q3 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
30.4KNew |
$133K - $327K
|
30.4K
$143K
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.54KNew |
$6.71K - $16.5K
|
1.54K
$7.22K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
587New |
$2.57K - $6.32K
|
587
$2.76K
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-402K- 97.38% |
$1.76M - $4.33M
|
10.8K
$50.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$44.3K - $109K
|
10.1K
$47.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
307New |
$1.34K - $3.31K
|
307
$1.44K
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.8K+ 1558.94% |
$29.7K - $73.2K
|
7.23K
$34K
|
|
|
Nov 03, 2022
Q3 2022
|
Royce & Associates LP
|
BUY
|
- |
15.1KNew |
$66.1K - $163K
|
15.1K
$71.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-11.3K- 16.33% |
$49.4K - $122K
|
57.9K
$272K
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
39.8KNew |
$174K - $428K
|
39.8K
$187K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20New |
$87.4 - $215
|
20
$94
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
144New |
$629 - $1.55K
|
144
$677
|
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
BUY
|
- |
6.2K+ 187.88% |
$27.1K - $66.8K
|
9.5K
$44.7K
|
|
| Q2 2022 | |||||||
|
Aug 26, 2022
Q2 2022
|
Ribbit Capital Gp Iii, Ltd.
Palo Alto, CA |
SELL
|
- |
-587KClosed |
$4.84M - $8.6M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.16K- 68.47% |
$9.6K - $17.1K
|
536
$2.52K
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-27.5K- 3.07% |
$227K - $403K
|
866K
$4.07M
|
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
50KNew |
$413K - $734K
|
50K
$235K
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-15.9KClosed |
$131K - $233K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
8.5K+ 37.99% |
$70.1K - $125K
|
30.9K
$145K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-11.5KClosed |
$94.8K - $169K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
$169K - $300K
|
20.4K
$96.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22Closed |
$182 - $323
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2Closed |
$16.5 - $29.3
|
0
$0
|
|