Institutional Ownership Oak Valley Bancorp (OVLY)
This table provides information about the institutional ownership of Oak Valley Bancorp (OVLY). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 2.62 Million shares, which have been reported (via 13F filing form) to have a value of $72.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
434,103
shares
|
$12 Million
0.0% of portfolio
|
Q2 2024
Added 14.97%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
385,086
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Siena Capital Partners Gp, LLC
|
Nov 12, 2024 Q3 2024 |
358,593
shares
|
$9.95 Million
4.39% of portfolio
|
Q4 2021
Added 4.06%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
155,526
shares
|
$4.32 Million
0.0% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
140,282
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
M3 F, Inc.
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
133,984
shares
|
$3.72 Million
1.1% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
111,968
shares
|
$3.11 Million
0.07% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
107,472
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
106,579
shares
|
$2.96 Million
0.01% of portfolio
|
Q2 2023
Reduced 28.95%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
86,390
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
59,009
shares
|
$1.64 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
54,439
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Banc Funds CO LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
43,822
shares
|
$1.22 Million
0.17% of portfolio
|
Q3 2024
Reduced 39.56%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
35,801
shares
|
$993,477
0.02% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
30,572
shares
|
$848,373
0.0% of portfolio
|
Q3 2024
Added 84.5%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$832,500
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
27,673
shares
|
$767,925
0.0% of portfolio
|
Q3 2024
Reduced 19.83%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
26,258
shares
|
$728,659
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
25,914
shares
|
$719,113
0.0% of portfolio
|
Q4 2024
Added 32.41%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,118
shares
|
$586,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
21,044
shares
|
$583,971
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
20,772
shares
|
$576,423
0.0% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
15,961
shares
|
$442,917
0.0% of portfolio
|
Q3 2024
Reduced 18.52%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
15,368
shares
|
$426,462
0.0% of portfolio
|
Q3 2024
Added 122.82%
|
|
|
Seizert Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
14,539
shares
|
$403,457
0.02% of portfolio
|
Q4 2024
Added 17.99%
|