Purchases and Sales Made in Q3 2021 in Office Properties Income Trust (OPI)
This table provides information about the institutional ownership of Office Properties Income Trust (OPI) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
290+ 1.95% |
$7.31K - $8.67K
|
15.1K
$15.4K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
241+ 58.35% |
$6.08K - $7.21K
|
654
$667
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
220+ 56.7% |
$5.55K - $6.58K
|
608
$620
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
217New |
$5.47K - $6.49K
|
217
$221
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
165+ 13.75% |
$4.16K - $4.93K
|
1.37K
$1.39K
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
162+ 1.33% |
$4.08K - $4.84K
|
12.4K
$12.6K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
162New |
$4.08K - $4.84K
|
162
$165
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
123+ 34.36% |
$3.1K - $3.68K
|
481
$491
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
54+ 11.97% |
$1.36K - $1.61K
|
505
$515
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
28+ 0.21% |
$706 - $837
|
13.2K
$13.4K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
21New |
$529 - $628
|
21
$21.4
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
17+ 1.96% |
$429 - $508
|
883
$901
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
8+ 0.16% |
$202 - $239
|
5.14K
$5.24K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
7+ 0.15% |
$176 - $209
|
4.8K
$4.9K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
6New |
$151 - $179
|
6
$6.12
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 2.11% |
$50.4 - $59.8
|
97
$98.9
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.14% |
$50.4 - $59.8
|
1.41K
$1.44K
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1Closed |
$25.2 - $29.9
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-9- -0.0% |
$227 - $269
|
281K
$287K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-19Closed |
$479 - $568
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-45- 0.9% |
$1.13K - $1.35K
|
4.97K
$5.07K
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-48Closed |
$1.21K - $1.44K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-56- 0.32% |
$1.41K - $1.67K
|
17.7K
$18.1K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-59Closed |
$1.49K - $1.76K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-60Closed |
$1.51K - $1.79K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-72- 0.1% |
$1.82K - $2.15K
|
69.6K
$70.9K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-80- 9.7% |
$2.02K - $2.39K
|
745
$760
|
|
Oct 19, 2021
Q3 2021
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.51% |
$2.52K - $2.99K
|
19.6K
$20K
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-108- 0.39% |
$2.72K - $3.23K
|
27.4K
$28K
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-130- 46.59% |
$3.28K - $3.89K
|
149
$152
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-137- 0.02% |
$3.45K - $4.1K
|
895K
$913K
|
|
Oct 28, 2021
Q3 2021
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-254- 0.71% |
$6.4K - $7.59K
|
35.8K
$36.5K
|
|
Nov 15, 2021
Q3 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-290- 0.07% |
$7.31K - $8.67K
|
398K
$406K
|
|
Nov 15, 2021
Q3 2021
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-358- 1.76% |
$9.03K - $10.7K
|
20K
$20.4K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-395Closed |
$9.96K - $11.8K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-424- 6.17% |
$10.7K - $12.7K
|
6.45K
$6.57K
|
|
Nov 04, 2021
Q3 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-425- 2.21% |
$10.7K - $12.7K
|
18.8K
$19.2K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-431- 1.09% |
$10.9K - $12.9K
|
39.1K
$39.9K
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-433- 1.17% |
$10.9K - $12.9K
|
36.6K
$37.4K
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-436- 1.83% |
$11K - $13K
|
23.4K
$23.8K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-440- 3.42% |
$11.1K - $13.2K
|
12.4K
$12.7K
|
|
Nov 15, 2021
Q3 2021
|
Abrdn PLC
|
SELL
|
- |
-450- 4.42% |
$11.3K - $13.5K
|
9.72K
$9.91K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-460Closed |
$11.6K - $13.8K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-469- 0.71% |
$11.8K - $14K
|
65.5K
$66.8K
|
|
Oct 22, 2021
Q3 2021
|
Strs Ohio
|
SELL
|
- |
-532- 0.82% |
$13.4K - $15.9K
|
64.4K
$65.6K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-610- 81.33% |
$15.4K - $18.2K
|
140
$143
|
|
Oct 25, 2021
Q3 2021
|
New York State Teachers Retirement System
|
SELL
|
- |
-645- 1.01% |
$16.3K - $19.3K
|
63.4K
$64.7K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-717- 1.95% |
$18.1K - $21.4K
|
36.1K
$36.9K
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-780- 1.69% |
$19.7K - $23.3K
|
45.3K
$46.2K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-988- 58.91% |
$24.9K - $29.5K
|
689
$703
|