Latest Institutional Transactions on Office Properties Income Trust (OPI)
This table provides information on the latest institutional transactions involving Office Properties Income Trust (OPI) 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-578Closed |
$10.9K - $15.1K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.45KNew |
$27.3K - $38K
|
1.45K
$1.65K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.05KClosed |
$171K - $237K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-291Closed |
$5.48K - $7.62K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Pensionfund Sabic
|
SELL
|
- |
-5K- 39.33% |
$94.2K - $131K
|
7.71K
$8.79K
|
|
Jul 06, 2022
Q2 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-10K- 29.67% |
$188K - $262K
|
23.7K
$27K
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-18.6KClosed |
$449K - $519K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.53KClosed |
$109K - $126K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-75Closed |
$1.81K - $2.09K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-9.3KClosed |
$225K - $260K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
136New |
$3.28K - $3.8K
|
136
$155
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.51KClosed |
$84.8K - $98K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-135Closed |
$3.26K - $3.77K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.41KClosed |
$34.1K - $39.4K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-36.4KClosed |
$878K - $1.02M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-831- 95.3% |
$20.1K - $23.2K
|
41
$46.7
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
75New |
$1.81K - $2.09K
|
75
$85.5
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-105KClosed |
$2.54M - $2.94M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-263KClosed |
$6.35M - $7.34M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-260- 20.08% |
$6.28K - $7.26K
|
1.04K
$1.18K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
50+ 16.67% |
$1.21K - $1.4K
|
350
$399
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-12.9KClosed |
$312K - $361K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-18Closed |
$435 - $503
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-46Closed |
$1.11K - $1.28K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-87Closed |
$2.1K - $2.43K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6Closed |
$145 - $168
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.18KClosed |
$28.5K - $32.9K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.13K- 84.91% |
$27.2K - $31.4K
|
200
$228
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-450Closed |
$10.9K - $12.6K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
212New |
$5.12K - $5.92K
|
212
$242
|
|
Q4 2021 | |||||||
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-745Closed |
$17.2K - $21.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.3KClosed |
$239K - $292K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
18New |
$416 - $510
|
18
$20.5
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-50.6KClosed |
$1.17M - $1.43M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-50.3KClosed |
$1.16M - $1.42M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-634KClosed |
$14.7M - $18M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-49Closed |
$1.13K - $1.39K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-560Closed |
$13K - $15.9K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
93New |
$2.15K - $2.63K
|
93
$106
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-48Closed |
$1.21K - $1.44K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
SELL
|
- |
-7.68KClosed |
$194K - $230K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-23.9KClosed |
$602K - $714K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-14KClosed |
$353K - $418K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Boston Partners
Boston, MA |
SELL
|
- |
-20.2KClosed |
$509K - $603K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.91KClosed |
$225K - $266K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-7.06KClosed |
$178K - $211K
|
0
$0
|
|
Q2 2021 | |||||||
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1K+ 200.0% |
$26.4K - $31.4K
|
1.5K
$1.71K
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-4.09KClosed |
$108K - $128K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-658Closed |
$17.3K - $20.6K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-32Closed |
$844 - $1K
|
0
$0
|