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 74 institutions that hold shares in the stock, with a total of 2.69 Million shares, which have been reported (via 13F filing form) to have a value of $76.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
839
shares
|
$23,919
0.0% of portfolio
|
Q3 2025
Reduced 71.69%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
634
shares
|
$18,075
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
566
shares
|
$16,136
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
556
shares
|
$15,851
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
494
shares
|
$14,083
0.0% of portfolio
|
Q2 2024
Reduced 27.03%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
472
shares
|
$13,456
0.0% of portfolio
|
Q3 2025
Added 145.83%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
442
shares
|
$12,601
0.0% of portfolio
|
Q3 2025
Reduced 61.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
399
shares
|
$11,375
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
227
shares
|
$6,471
0.0% of portfolio
|
Q1 2024
Reduced 61.33%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
145
shares
|
$4,133
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
126
shares
|
$3,592
0.0% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
118
shares
|
$3,364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
104
shares
|
$2,965
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
88
shares
|
$2,508
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
81
shares
|
$2,309
0.0% of portfolio
|
Q3 2025
Added 55.77%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
19
shares
|
$541
0.0% of portfolio
|
Q3 2025
Added 35.71%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
15
shares
|
$427
0.0% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
6
shares
|
$171
0.0% of portfolio
|
Q3 2025
Added 500.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
4
shares
|
$114
0.0% of portfolio
|
Q2 2025
Reduced 97.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
4
shares
|
$114
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2
shares
|
$57
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2
shares
|
$57
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
1
shares
|
$28
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|