Latest Institutional Transactions on Ooma Inc (OOMA)
This table provides information on the latest institutional transactions involving Ooma Inc (OOMA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.51KNew |
$59.3K - $73.9K
|
4.51K
$55.1K
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
12.6KNew |
$165K - $206K
|
12.6K
$154K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
1.99KNew |
$26.1K - $32.5K
|
1.99K
$24.2K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Hcsf Management, LLC
San Francisco, CA |
BUY
|
- |
52.6K+ 5.89% |
$591K - $728K
|
946K
$11.6M
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
48New |
$539 - $663
|
48
$586
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
48New |
$539 - $663
|
48
$586
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
74New |
$831 - $1.02K
|
74
$904
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
205New |
$2.3K - $2.83K
|
205
$2.5K
|
|
Q2 2022 | |||||||
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-32KClosed |
$353K - $512K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-38- 20.32% |
$419 - $608
|
149
$1.82K
|
|
Aug 15, 2022
Q2 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-741KClosed |
$8.17M - $11.8M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
325+ 68.86% |
$3.58K - $5.2K
|
797
$9.73K
|
|
Aug 15, 2022
Q2 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-1.91KClosed |
$21.1K - $30.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Friess Associates LLC
Greenville, DE |
SELL
|
- |
-16.2K- 10.03% |
$179K - $259K
|
145K
$1.77M
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-135Closed |
$1.49K - $2.16K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-15.1KClosed |
$167K - $241K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-52Closed |
$574 - $831
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.3KClosed |
$124K - $180K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Lapides Asset Management, LLC
|
SELL
|
- |
-24.1KClosed |
$266K - $385K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
245New |
$2.7K - $3.92K
|
245
$2.99K
|
|
Jul 26, 2022
Q2 2022
|
Ophir Asset Management Pty LTD
|
SELL
|
- |
-129K- 17.14% |
$1.42M - $2.06M
|
622K
$7.59M
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
260New |
$2.87K - $4.16K
|
260
$3.17K
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-133KClosed |
$1.9M - $2.77M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-13.8KClosed |
$198K - $287K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.88KClosed |
$41.3K - $60.1K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-750Closed |
$14.1K - $17.8K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.84KClosed |
$31.4K - $41.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-105KClosed |
$1.79M - $2.37M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-23.7KClosed |
$404K - $535K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-12.2KClosed |
$209K - $277K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-153KClosed |
$2.6M - $3.45M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-347Closed |
$5.47K - $8.4K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-42.2KClosed |
$665K - $1.02M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-138KClosed |
$2.17M - $3.34M
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100Closed |
$1.58K - $2.42K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-19.2KClosed |
$259K - $344K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
- |
-40Closed |
$539 - $716
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Cutler Group LP
|
SELL
|
PUT |
-200Closed |
$2.69K - $3.58K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-10.8KClosed |
$145K - $193K
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-246KClosed |
$3.32M - $4.41M
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-335Closed |
$4.38K - $5.63K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-274Closed |
$3.58K - $4.61K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-10.7KClosed |
$139K - $179K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Foundry Partners, LLC
|
SELL
|
- |
-91.9KClosed |
$1.2M - $1.55M
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-100- 62.5% |
$1.31K - $1.68K
|
60
$733
|
|
Jan 28, 2021
Q4 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-511Closed |
$6.67K - $8.6K
|
0
$0
|
|
Q3 2020 | |||||||
Dec 11, 2020
Q3 2020
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-45.1KClosed |
$576K - $844K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
G2 Investment Partners Management LLC
New York, NY |
SELL
|
- |
-25KClosed |
$319K - $467K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
22 Nw, LP
Seattle, WA |
SELL
|
- |
-119KClosed |
$1.52M - $2.23M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-16KClosed |
$204K - $299K
|
0
$0
|