Purchases and Sales Made in Q4 2021 in Oportun Financial Corp (OPRT)
This table provides information about the institutional ownership of Oportun Financial Corp (OPRT) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.5KNew |
$29.2K - $41.6K
|
1.5K
$5.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.46K+ 54.72% |
$28.5K - $40.6K
|
4.13K
$15.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.45K+ 46.26% |
$28.2K - $40.2K
|
4.58K
$17.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.11KNew |
$21.6K - $30.8K
|
1.11K
$4.22K
|
|
|
Feb 14, 2022
Q4 2021
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
973New |
$18.9K - $27K
|
973
$3.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
718+ 7.41% |
$14K - $19.9K
|
10.4K
$39.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
658+ 5.48% |
$12.8K - $18.3K
|
12.7K
$48.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
481New |
$9.36K - $13.3K
|
481
$1.83K
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
461New |
$8.97K - $12.8K
|
461
$1.75K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
445+ 70.3% |
$8.66K - $12.3K
|
1.08K
$4.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
139+ 1.23% |
$2.7K - $3.86K
|
11.5K
$43.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
96+ 0.46% |
$1.87K - $2.66K
|
20.9K
$79.4K
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
9+ 0.06% |
$175 - $250
|
13.9K
$52.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
5New |
$97.3 - $139
|
5
$19
|
|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2New |
$38.9 - $55.5
|
2
$7.6
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-40Closed |
$778 - $1.11K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
SELL
|
- |
-66Closed |
$1.28K - $1.83K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-87- 0.41% |
$1.69K - $2.41K
|
21K
$79.8K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-169- 1.48% |
$3.29K - $4.69K
|
11.2K
$42.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-217Closed |
$4.22K - $6.02K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-327- 1.44% |
$6.36K - $9.07K
|
22.4K
$84.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-329- 1.34% |
$6.4K - $9.13K
|
24.3K
$92.4K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-400Closed |
$7.78K - $11.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-795- 0.02% |
$15.5K - $22.1K
|
3.34M
$12.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.21KClosed |
$23.6K - $33.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.46K- 5.59% |
$28.4K - $40.4K
|
24.6K
$93.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.63K- 7.48% |
$31.7K - $45.2K
|
20.2K
$76.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.16K- 7.35% |
$120K - $171K
|
77.7K
$295K
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.69K- 53.38% |
$130K - $186K
|
5.84K
$22.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.5KClosed |
$165K - $236K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-11.7K- 24.37% |
$228K - $325K
|
36.3K
$138K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.4K- 32.57% |
$320K - $456K
|
34K
$129K
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-17.9K- 2.79% |
$348K - $496K
|
623K
$2.37M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-18.5KClosed |
$361K - $514K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-25KClosed |
$486K - $692K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-37.9K- 8.09% |
$738K - $1.05M
|
431K
$1.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-44.9K- 77.41% |
$874K - $1.25M
|
13.1K
$49.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-76.8K- 71.07% |
$1.49M - $2.13M
|
31.3K
$119K
|
|
|
Feb 11, 2022
Q4 2021
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-399KClosed |
$7.76M - $11.1M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-486K- 17.75% |
$9.45M - $13.5M
|
2.25M
$8.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Glynn Capital Management LLC
|
SELL
|
- |
-598K- 50.42% |
$11.6M - $16.6M
|
588K
$2.24M
|