Purchases and Sales Made in Q1 2022 in Oportun Financial Corp (OPRT)
This table provides information about the institutional ownership of Oportun Financial Corp (OPRT) during Q1 2022. The information is specifically focused on institutions that hold shares of Oportun Financial Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.78K+ 7.34% |
$23.3K - $36.9K
|
26.1K
$146K
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.7K+ 113.33% |
$22.2K - $35.1K
|
3.2K
$18K
|
|
May 16, 2022
Q1 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
1.35K+ 7.3% |
$17.6K - $27.8K
|
19.8K
$111K
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.27KNew |
$16.6K - $26.3K
|
1.27K
$7.15K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.07KNew |
$14K - $22.1K
|
1.07K
$6K
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
BUY
|
- |
894+ 4.0% |
$11.7K - $18.5K
|
23.2K
$130K
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
721+ 156.4% |
$9.41K - $14.9K
|
1.18K
$6.63K
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
471+ 0.61% |
$6.15K - $9.74K
|
78.2K
$438K
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
350New |
$4.57K - $7.23K
|
350
$1.96K
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
346+ 1.72% |
$4.52K - $7.15K
|
20.5K
$115K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
283New |
$3.69K - $5.85K
|
283
$1.59K
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
154+ 157.14% |
$2.01K - $3.18K
|
252
$1.41K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
154New |
$2.01K - $3.18K
|
154
$864
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
148+ 0.16% |
$1.93K - $3.06K
|
95.4K
$535K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
133New |
$1.74K - $2.75K
|
133
$746
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
85New |
$1.11K - $1.76K
|
85
$477
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
48New |
$626 - $992
|
48
$269
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27+ 2.04% |
$352 - $558
|
1.35K
$7.56K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22New |
$287 - $455
|
22
$123
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
20+ 0.14% |
$261 - $413
|
13.9K
$78K
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11New |
$144 - $227
|
11
$61.7
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-5Closed |
$65.3 - $103
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23- 0.03% |
$300 - $475
|
76K
$426K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-40- 85.11% |
$522 - $827
|
7
$39.3
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-196- 24.41% |
$2.56K - $4.05K
|
607
$3.41K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-212Closed |
$2.77K - $4.38K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-572- 4.54% |
$7.46K - $11.8K
|
12K
$67.5K
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-599- 2.85% |
$7.82K - $12.4K
|
20.4K
$114K
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-739- 6.57% |
$9.64K - $15.3K
|
10.5K
$58.9K
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-973Closed |
$12.7K - $20.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-995- 4.04% |
$13K - $20.6K
|
23.6K
$132K
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
- |
-1.11KClosed |
$14.5K - $23K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.36K- 10.73% |
$17.7K - $28.1K
|
11.3K
$63.4K
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.11KClosed |
$27.6K - $43.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.29K- 20.69% |
$29.9K - $47.3K
|
8.77K
$49.2K
|
|
May 16, 2022
Q1 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.3K- 8.86% |
$30K - $47.5K
|
23.6K
$132K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.84K- 68.58% |
$37K - $58.6K
|
1.3K
$7.29K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.98KClosed |
$38.9K - $61.6K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-3.04K- 14.55% |
$39.7K - $62.9K
|
17.9K
$100K
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.6K- 18.27% |
$47K - $74.4K
|
16.1K
$90.3K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-3.93K- 52.81% |
$51.2K - $81.1K
|
3.51K
$19.7K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.86K- 2.65% |
$63.4K - $100K
|
179K
$1M
|
|
May 12, 2022
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.45K- 81.06% |
$71.2K - $113K
|
1.27K
$7.15K
|
|
Mar 30, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.45K- 81.06% |
$71.2K - $113K
|
1.27K
$7.15K
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.84KClosed |
$76.3K - $121K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-6.13K- 1.73% |
$79.9K - $127K
|
347K
$1.95M
|
|
May 16, 2022
Q1 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-8.85K- 29.32% |
$116K - $183K
|
21.3K
$120K
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.07K- 26.67% |
$118K - $187K
|
24.9K
$140K
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-11.1K- 19.96% |
$144K - $229K
|
44.4K
$249K
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11.5KClosed |
$150K - $237K
|
0
$0
|