Institutional Ownership Orion Energy Systems, Inc. (OESX)
This table provides information about the institutional ownership of Orion Energy Systems, Inc. (OESX). We have compiled data on the 10 institutions that hold shares in the stock, with a total of 895,482 shares, which have been reported (via 13F filing form) to have a value of $12.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
558,718
shares
|
$7.74 Million
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
274,531
shares
|
$3.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 15.07%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
17,333
shares
|
$240,062
0.03% of portfolio
|
Q3 2025
Reduced 90.0%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
15,000
shares
|
$207,750
0.0% of portfolio
|
Q3 2023
Added 25.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,800
shares
|
$204,980
0.0% of portfolio
|
Q4 2021
Reduced 3.9%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
13,355
shares
|
$184,966
0.06% of portfolio
|
Q4 2022
Added 253.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,190
shares
|
$16,481
0.0% of portfolio
|
Q2 2025
Reduced 25.16%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
500
shares
|
$6,925
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
55
shares
|
$761
0.0% of portfolio
|
Q3 2025
Added 83.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|