Punch & Associates Investment Management, Inc. Oportun Financial Corp Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$8.25 - $14.67 $226,553 - $402,852	-27,461 Reduced 3.07%	865,935 $7.16 Million
Q1 2022 May 16, 2022	BUY	$13.05 - $20.67 $748,769 - $1.19 Million	57,377 Added 6.86%	893,396 $12.8 Million
Q4 2021 Feb 15, 2022	BUY	$19.46 - $27.74 $188,353 - $268,495	9,679 Added 1.17%	836,019 $16.9 Million
Q3 2021 Nov 15, 2021	BUY	$19.69 - $25.65 $252,425 - $328,833	12,820 Added 1.58%	826,340 $20.7 Million
Q2 2021 Sep 10, 2021	SELL	$19.08 - $21.8 $4.37 Million - $5 Million	-229,135 Reduced 21.98%	813,520 $16.3 Million
Q2 2021 Aug 16, 2021	BUY	$19.08 - $21.8 $16.4 Million - $18.8 Million	860,899 Added 473.66%	1,042,655 $20.9 Million
Q1 2021 May 18, 2021	BUY	$15.46 - $22.41 $2.81 Million - $4.07 Million	181,756 New	181,756 $3.76 Million

Others Institutions Holding OPRT

# of Institutions

Shares Held

24.4M

Call Options Held

33.3K

Put Options Held

53.2K

Findell Capital Management LLC New York, NY

3.47M
Shares

$13.4 Million
4.91% of portfolio
Institutional Venture Management Xiv, LLC Menlo Park, CA

3.05M
Shares

$11.8 Million
32.49% of portfolio
Long Focus Capital Management, LLC San Juan, PR

1.74M
Shares

$6.72 Million
0.18% of portfolio
Boothbay Fund Management, LLC New York, NY

1.45M
Shares

$5.59 Million
0.11% of portfolio
Israel Englander Millennium Management LLC | New York, Ny

1.4M
Shares

$5.4 Million
0.0% of portfolio

View Full List

About Oportun Financial Corp

Ticker OPRT
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 32,927,300
Market Cap $127M
Description
Oportun Financial Corporation provides financial services. It offers personal loans, auto loans, and credit cards. The company serves customers online and over-the-phone, as well as through retail locations. It operates in 24 states in the United States, which include Arkansas, Delaware, Indiana, Kentucky, Mississippi, Montana, North Dakota, New...

More about OPRT

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