Institutional Ownership Optimize Rx Corp (OPRX)
This table provides information about the institutional ownership of Optimize Rx Corp (OPRX). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $75.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
592
shares
|
$3,421
0.0% of portfolio
|
Q1 2024
Reduced 75.2%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
512
shares
|
$2,959
0.0% of portfolio
|
Q4 2024
Added 30.95%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
410
shares
|
$2,369
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
324
shares
|
$1,872
0.0% of portfolio
|
Q4 2024
Added 369.57%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
248
shares
|
$1,433
0.0% of portfolio
|
Q2 2024
Reduced 42.46%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
234
shares
|
$1,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
192
shares
|
$1,109
0.0% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
180
shares
|
$1,040
0.0% of portfolio
|
Q4 2024
Added 800.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
126
shares
|
$728
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
100
shares
|
$578
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$578
0.0% of portfolio
|
Q4 2021
Reduced 92.15%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
70
shares
|
$404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
18
shares
|
$104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12
shares
|
$69
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
12
shares
|
$69
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|