Institutional Ownership Retail Opportunity Investments Corp (ROIC)
This table provides information about the institutional ownership of Retail Opportunity Investments Corp (ROIC). We have compiled data on the 244 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,624
shares
|
$28,176
0.0% of portfolio
|
Q3 2024
Reduced 14.8%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,526
shares
|
$26,476
0.04% of portfolio
|
Q3 2023
Added 1.13%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,207
shares
|
$20,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,157
shares
|
$20,073
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,047
shares
|
$18,165
0.0% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$17,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
713
shares
|
$12,370
0.0% of portfolio
|
Q3 2024
Added 20.64%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
698
shares
|
$12,110
0.0% of portfolio
|
Q3 2024
Added 11.5%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
567
shares
|
$9,837
0.0% of portfolio
|
Q3 2024
Added 105.43%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
433
shares
|
$7,512
0.0% of portfolio
|
Q3 2024
Reduced 99.44%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
372
shares
|
$6,454
0.0% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
328
shares
|
$5,690
0.0% of portfolio
|
Q3 2024
Added 81.22%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
318
shares
|
$5,517
0.0% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
270
shares
|
$4,684
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
260
shares
|
$4,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
220
shares
|
$3,817
0.0% of portfolio
|
Q2 2020
Added 1000.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
207
shares
|
$3,591
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
200
shares
|
$3,470
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
188
shares
|
$3,261
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
157
shares
|
$2,723
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
141
shares
|
$2,446
0.0% of portfolio
|
Q2 2024
Reduced 95.86%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
129
shares
|
$2,238
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
126
shares
|
$2,186
0.0% of portfolio
|
Q3 2024
Added 82.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
118
shares
|
$2,047
0.0% of portfolio
|
Q2 2024
Added 14.56%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
115
shares
|
$1,995
0.0% of portfolio
|
Q3 2024
Added 187.5%
|