Purchases and Sales Made in Q4 2023 in Owens & Minor Inc (OMI)
This table provides information about the institutional ownership of Owens & Minor Inc (OMI) during Q4 2023. The information is specifically focused on institutions that hold shares of OWENS & MINOR INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
85+ 21.52% |
$1.18K - $1.96K
|
480
$6.02K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
78New |
$1.08K - $1.79K
|
78
$979
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
65+ 3.89% |
$902 - $1.5K
|
1.74K
$21.8K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
62+ 23.48% |
$860 - $1.43K
|
326
$4.09K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
51New |
$707 - $1.17K
|
51
$640
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
39+ 1950.0% |
$541 - $897
|
41
$515
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
29New |
$402 - $667
|
29
$364
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
18New |
$250 - $414
|
18
$226
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13New |
$180 - $299
|
13
$163
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$166 - $276
|
12
$151
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
6+ 5.41% |
$83.2 - $138
|
117
$1.47K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2+ 9.52% |
$27.7 - $46
|
23
$289
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 8.33% |
$13.9 - $23
|
13
$163
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4- 3.28% |
$55.5 - $92
|
118
$1.48K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 0.57% |
$83.2 - $138
|
1.05K
$13.2K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 22.58% |
$97.1 - $161
|
24
$301
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-12- 1.29% |
$166 - $276
|
919
$11.5K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 31.48% |
$236 - $391
|
37
$464
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-24- 0.18% |
$333 - $552
|
13.4K
$168K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-38- 9.09% |
$527 - $874
|
380
$4.77K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-69- 85.19% |
$957 - $1.59K
|
12
$151
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-84- 0.53% |
$1.17K - $1.93K
|
15.6K
$196K
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.09% |
$1.39K - $2.3K
|
106K
$1.33M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 51.28% |
$1.39K - $2.3K
|
95
$1.19K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-195- 1.47% |
$2.7K - $4.49K
|
13.1K
$164K
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-217- 5.3% |
$3.01K - $4.99K
|
3.88K
$48.6K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-263- 12.05% |
$3.65K - $6.05K
|
1.92K
$24.1K
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-289- 1.4% |
$4.01K - $6.65K
|
20.3K
$255K
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-324- 1.43% |
$4.49K - $7.45K
|
22.4K
$281K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-340- 0.87% |
$4.72K - $7.82K
|
38.8K
$486K
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-346- 0.85% |
$4.8K - $7.96K
|
40.5K
$509K
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-385- 1.37% |
$5.34K - $8.86K
|
27.8K
$349K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-503- 34.24% |
$6.98K - $11.6K
|
966
$12.1K
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-523- 3.33% |
$7.25K - $12K
|
15.2K
$190K
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-541- 0.26% |
$7.5K - $12.4K
|
207K
$2.6M
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-585- 1.23% |
$8.11K - $13.5K
|
47.1K
$591K
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 1.79% |
$9.71K - $16.1K
|
38.3K
$481K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-720- 46.78% |
$9.99K - $16.6K
|
819
$10.3K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-772- 3.37% |
$10.7K - $17.8K
|
22.1K
$278K
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-786- 2.13% |
$10.9K - $18.1K
|
36K
$452K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-882- 35.64% |
$12.2K - $20.3K
|
1.59K
$20K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-955- 38.76% |
$13.2K - $22K
|
1.51K
$18.9K
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.11K- 2.3% |
$15.3K - $25.4K
|
46.9K
$589K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.11K- 2.3% |
$15.3K - $25.4K
|
46.9K
$589K
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.4K- 50.18% |
$19.4K - $32.2K
|
1.39K
$17.4K
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-1.55K- 7.34% |
$21.5K - $35.6K
|
19.5K
$245K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.61K- 20.37% |
$22.3K - $37K
|
6.29K
$78.9K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 8.03% |
$23K - $38.2K
|
19K
$239K
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.7K- 5.7% |
$23.6K - $39.1K
|
28.1K
$353K
|