Purchases and Sales Made in Q1 2025 in Ooma Inc (OOMA)
This table provides information about the institutional ownership of Ooma Inc (OOMA) during Q1 2025. The information is specifically focused on institutions that hold shares of OOMA INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
324+ 2.12% |
$4.18K - $5.01K
|
15.6K
$189K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
314+ 13.62% |
$4.05K - $4.86K
|
2.62K
$31.6K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
303+ 14.85% |
$3.91K - $4.69K
|
2.34K
$28.3K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
256+ 1.49% |
$3.3K - $3.96K
|
17.4K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
201New |
$2.59K - $3.11K
|
201
$2.43K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
183New |
$2.36K - $2.83K
|
183
$2.21K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
100New |
$1.29K - $1.55K
|
100
$1.21K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
100+ 2.22% |
$1.29K - $1.55K
|
4.6K
$55.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
97+ 12.65% |
$1.25K - $1.5K
|
864
$10.4K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
84+ 13.7% |
$1.08K - $1.3K
|
697
$8.42K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
72New |
$929 - $1.11K
|
72
$870
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
42New |
$542 - $650
|
42
$507
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40New |
$516 - $619
|
40
$483
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
36+ 45.57% |
$464 - $557
|
115
$1.39K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
31New |
$400 - $480
|
31
$374
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 133.33% |
$258 - $309
|
35
$423
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 2000.0% |
$258 - $309
|
21
$254
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
19New |
$245 - $294
|
19
$230
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5- 33.33% |
$64.5 - $77.4
|
10
$121
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-9- 0.01% |
$116 - $139
|
70.9K
$856K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10- 6.9% |
$129 - $155
|
135
$1.63K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-23- 0.52% |
$297 - $356
|
4.43K
$53.5K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
SELL
|
- |
-119- 0.55% |
$1.54K - $1.84K
|
21.3K
$258K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-207- 0.36% |
$2.67K - $3.2K
|
56.8K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-309- 45.11% |
$3.99K - $4.78K
|
376
$4.54K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-932- 3.79% |
$12K - $14.4K
|
23.7K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.31K- 16.72% |
$16.9K - $20.3K
|
6.53K
$78.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.52K- 92.36% |
$19.6K - $23.6K
|
126
$1.52K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.71K- 4.29% |
$22K - $26.4K
|
38.1K
$460K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.98K- 10.21% |
$25.6K - $30.7K
|
17.4K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-2.03K- 14.91% |
$26.2K - $31.4K
|
11.6K
$140K
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-2.23K- 16.75% |
$28.8K - $34.5K
|
11.1K
$134K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-2.39K- 11.52% |
$30.9K - $37K
|
18.4K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.57K- 3.16% |
$33.2K - $39.8K
|
78.8K
$952K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.36K- 12.85% |
$43.4K - $52K
|
22.8K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.59K- 11.37% |
$59.2K - $71K
|
35.8K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.24K- 2.43% |
$67.6K - $81.1K
|
210K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.96K- 6.98% |
$116K - $139K
|
119K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-12K- 19.82% |
$155K - $186K
|
48.7K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-13.5K- 13.5% |
$174K - $209K
|
86.4K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-13.6K- 8.44% |
$175K - $210K
|
147K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.2K- 20.45% |
$260K - $312K
|
78.5K
$948K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-25.8K- 42.98% |
$333K - $400K
|
34.3K
$414K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-29.2K- 38.75% |
$377K - $452K
|
46.2K
$558K
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-37.8K- 28.1% |
$488K - $585K
|
96.7K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-50.8K- 50.6% |
$656K - $787K
|
49.6K
$600K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-56K- 33.71% |
$722K - $866K
|
110K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-91.7K- 74.86% |
$1.18M - $1.42M
|
30.8K
$372K
|