Purchases and Sales Made in Q1 2023 in Office Properties Income Trust (OPI)
This table provides information about the institutional ownership of Office Properties Income Trust (OPI) during Q1 2023. The information is specifically focused on institutions that hold shares of OFFICE PROPERTIES INCOME TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
1.76K+ 15.11% |
$19.3K - $31.1K
|
13.4K
$13.7K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.54K+ 3.74% |
$16.9K - $27.2K
|
42.7K
$43.6K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.5KNew |
$16.4K - $26.5K
|
1.5K
$1.53K
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.37K+ 10.14% |
$15K - $24.1K
|
14.9K
$15.2K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
839New |
$9.19K - $14.8K
|
839
$856
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
779+ 1.84% |
$8.53K - $13.7K
|
43.2K
$44.1K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
739+ 63.49% |
$8.09K - $13K
|
1.9K
$1.94K
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
725+ 1.33% |
$7.94K - $12.8K
|
55.3K
$56.4K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
596New |
$6.53K - $10.5K
|
596
$608
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
596+ 136.38% |
$6.53K - $10.5K
|
1.03K
$1.05K
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
489+ 2.91% |
$5.35K - $8.63K
|
17.3K
$17.6K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
400+ 2.93% |
$4.38K - $7.06K
|
14.1K
$14.4K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
293+ 68.14% |
$3.21K - $5.17K
|
723
$737
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
271+ 5.45% |
$2.97K - $4.78K
|
5.24K
$5.35K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
249+ 8.76% |
$2.73K - $4.39K
|
3.09K
$3.15K
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
213+ 0.52% |
$2.33K - $3.76K
|
41.2K
$42K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
212+ 71.86% |
$2.32K - $3.74K
|
507
$517
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
207+ 136.18% |
$2.27K - $3.65K
|
359
$366
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
178+ 0.23% |
$1.95K - $3.14K
|
79.2K
$80.8K
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
154+ 0.27% |
$1.69K - $2.72K
|
58.1K
$59.2K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
146New |
$1.6K - $2.58K
|
146
$149
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
122+ 2.84% |
$1.34K - $2.15K
|
4.43K
$4.51K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
111+ 0.43% |
$1.22K - $1.96K
|
26.2K
$26.7K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
105+ 0.05% |
$1.15K - $1.85K
|
211K
$215K
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
103New |
$1.13K - $1.82K
|
103
$105
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
90+ 12.18% |
$985 - $1.59K
|
829
$846
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
62New |
$679 - $1.09K
|
62
$63.2
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
38New |
$416 - $670
|
38
$38.8
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12+ 3.22% |
$131 - $212
|
385
$393
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 3.64% |
$43.8 - $70.6
|
114
$116
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1New |
$11 - $17.6
|
1
$1.02
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 53.33% |
$87.6 - $141
|
7
$7.14
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-12- 0.86% |
$131 - $212
|
1.39K
$1.41K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-67- 52.76% |
$734 - $1.18K
|
60
$61.2
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-168- 0.31% |
$1.84K - $2.96K
|
54.5K
$55.6K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-177- 1.74% |
$1.94K - $3.12K
|
10K
$10.2K
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-181- 0.34% |
$1.98K - $3.19K
|
53.8K
$54.9K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-265- 25.88% |
$2.9K - $4.67K
|
759
$774
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-359- 91.82% |
$3.93K - $6.33K
|
32
$32.6
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-403- 2.51% |
$4.41K - $7.11K
|
15.7K
$16K
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 2.16% |
$5.48K - $8.82K
|
22.6K
$23.1K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-507Closed |
$5.55K - $8.94K
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-554- 1.07% |
$6.07K - $9.77K
|
51.4K
$52.5K
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-620- 14.44% |
$6.79K - $10.9K
|
3.67K
$3.75K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-712- 2.41% |
$7.8K - $12.6K
|
28.8K
$29.4K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-769- 1.26% |
$8.42K - $13.6K
|
60.5K
$61.7K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-854- 1.02% |
$9.35K - $15.1K
|
83.2K
$84.9K
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-857- 1.19% |
$9.38K - $15.1K
|
71.4K
$72.8K
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-882- 8.0% |
$9.66K - $15.6K
|
10.1K
$10.4K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-890- 88.65% |
$9.75K - $15.7K
|
114
$116
|