Latest Institutional Purchases of Retail Opportunity Investments Corp (ROIC)
This list provides information on the latest institutional transactions involving Retail Opportunity Investments Corp (ROIC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$12.3K - $16K
|
1K
$17.5K
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
771+ 5.37% |
$9.48K - $12.3K
|
15.1K
$264K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
278+ 2.18% |
$3.42K - $4.44K
|
13K
$228K
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
272+ 0.96% |
$3.34K - $4.35K
|
28.7K
$503K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
266+ 8.29% |
$3.27K - $4.25K
|
3.48K
$60.8K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
260New |
$3.2K - $4.15K
|
260
$4.54K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
191+ 8.2% |
$2.35K - $3.05K
|
2.52K
$44.1K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
188New |
$2.31K - $3K
|
188
$3.29K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
170+ 0.47% |
$2.09K - $2.72K
|
36.5K
$638K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
147+ 81.22% |
$1.81K - $2.35K
|
328
$5.73K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
129New |
$1.59K - $2.06K
|
129
$2.25K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
75New |
$922 - $1.2K
|
75
$1.31K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
72+ 11.5% |
$885 - $1.15K
|
698
$12.2K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
60New |
$737 - $959
|
60
$1.05K
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
57+ 82.61% |
$701 - $911
|
126
$2.2K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
56+ 21.37% |
$688 - $895
|
318
$5.56K
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
52New |
$639 - $831
|
52
$909
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
42+ 0.32% |
$516 - $671
|
13K
$227K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 10.39% |
$430 - $559
|
372
$6.5K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$147 - $192
|
12
$210
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10New |
$123 - $160
|
10
$175
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9New |
$111 - $144
|
9
$157
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
167K+ 96.59% |
$2M - $2.14M
|
340K
$5.94M
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
22KNew |
$263K - $282K
|
22K
$385K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
18.3KNew |
$219K - $234K
|
18.3K
$320K
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
15.8K+ 157.93% |
$189K - $202K
|
25.8K
$450K
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
15.3K+ 65.65% |
$183K - $196K
|
38.7K
$676K
|
|
Jul 17, 2024
Q2 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
15.2K+ 41.13% |
$182K - $195K
|
52.1K
$911K
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 40.72% |
$153K - $164K
|
44.2K
$772K
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
11.8KNew |
$141K - $151K
|
11.8K
$206K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$124K - $133K
|
10.4K
$182K
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10.3KNew |
$123K - $132K
|
10.3K
$180K
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
6.56KNew |
$78.4K - $84K
|
6.56K
$115K
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.3KNew |
$39.4K - $42.2K
|
3.3K
$57.6K
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.15K+ 71.84% |
$37.6K - $40.3K
|
7.52K
$132K
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.39K+ 6.6% |
$28.6K - $30.7K
|
38.7K
$676K
|
|
Aug 05, 2024
Q2 2024
|
Gsi Capital Advisors LLC
Newport Beach, CA |
BUY
|
- |
1.95K+ 0.96% |
$23.3K - $25K
|
205K
$3.59M
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.4K+ 0.56% |
$16.7K - $17.9K
|
250K
$4.37M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.24KNew |
$14.8K - $15.8K
|
1.24K
$21.6K
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
655+ 0.59% |
$7.83K - $8.39K
|
111K
$1.94M
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
513+ 2.68% |
$6.14K - $6.57K
|
19.6K
$343K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
500New |
$5.98K - $6.41K
|
500
$8.74K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
315New |
$3.77K - $4.04K
|
315
$5.51K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
110New |
$1.32K - $1.41K
|
110
$1.92K
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40New |
$478 - $512
|
40
$699
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 14.56% |
$179 - $192
|
118
$2.06K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.19% |
$12 - $12.8
|
85
$1.49K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
33.2KNew |
$409K - $471K
|
33.2K
$580K
|
|
May 15, 2024
Q1 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
29.5KNew |
$363K - $418K
|
29.5K
$515K
|