Purchases and Sales Made in Q4 2022 in Office Properties Income Trust (OPI)
This table provides information about the institutional ownership of Office Properties Income Trust (OPI) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
441New |
$5.47K - $6.89K
|
441
$450
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
430New |
$5.33K - $6.72K
|
430
$439
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
373New |
$4.63K - $5.83K
|
373
$380
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
353+ 43.53% |
$4.38K - $5.52K
|
1.16K
$1.19K
|
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
272+ 0.5% |
$3.37K - $4.25K
|
54.5K
$55.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
261New |
$3.24K - $4.08K
|
261
$266
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
248New |
$3.08K - $3.88K
|
248
$253
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
234+ 149.04% |
$2.9K - $3.66K
|
391
$399
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
171New |
$2.12K - $2.67K
|
171
$174
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
152New |
$1.88K - $2.38K
|
152
$155
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
130+ 10.67% |
$1.61K - $2.03K
|
1.35K
$1.37K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
115+ 0.59% |
$1.43K - $1.8K
|
19.5K
$19.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
115+ 0.59% |
$1.43K - $1.8K
|
19.5K
$19.9K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
114New |
$1.41K - $1.78K
|
114
$116
|
|
|
Jan 27, 2023
Q4 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.19% |
$1.24K - $1.56K
|
54K
$55.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
99+ 50.51% |
$1.23K - $1.55K
|
295
$301
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
96+ 0.6% |
$1.19K - $1.5K
|
16.1K
$16.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
67+ 111.67% |
$831 - $1.05K
|
127
$130
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
52New |
$645 - $813
|
52
$53
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46New |
$570 - $719
|
46
$46.9
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
35+ 79.55% |
$434 - $547
|
79
$80.6
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
26New |
$322 - $406
|
26
$26.5
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
25New |
$310 - $391
|
25
$25.5
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
17New |
$211 - $266
|
17
$17.3
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
14+ 0.04% |
$174 - $219
|
39.5K
$40.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
13New |
$161 - $203
|
13
$13.3
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12New |
$149 - $188
|
12
$12.2
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 3.77% |
$49.6 - $62.5
|
110
$112
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-4- 0.09% |
$49.6 - $62.5
|
4.29K
$4.38K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-4- 0.09% |
$49.6 - $62.5
|
4.29K
$4.38K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6- 0.66% |
$74.4 - $93.8
|
901
$919
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-32- 0.09% |
$397 - $500
|
34.1K
$34.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-33- 2.42% |
$409 - $516
|
1.33K
$1.36K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-66- 4.51% |
$818 - $1.03K
|
1.4K
$1.42K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-70- 59.32% |
$868 - $1.09K
|
48
$49
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-88- 79.28% |
$1.09K - $1.38K
|
23
$23.5
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.43% |
$1.24K - $1.56K
|
23.1K
$23.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-184- 1.35% |
$2.28K - $2.88K
|
13.5K
$13.8K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-198- 0.75% |
$2.46K - $3.09K
|
26.1K
$26.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-206- 93.21% |
$2.55K - $3.22K
|
15
$15.3
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-234- 48.35% |
$2.9K - $3.66K
|
250
$255
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-273- 0.55% |
$3.39K - $4.27K
|
49.8K
$50.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-366- 89.27% |
$4.54K - $5.72K
|
44
$44.9
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-992- 3.25% |
$12.3K - $15.5K
|
29.5K
$30.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.18K- 8.89% |
$14.7K - $18.5K
|
12.1K
$12.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
SELL
|
- |
-1.94K- 3.93% |
$24K - $30.3K
|
47.4K
$48.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.01K- 24.01% |
$24.9K - $31.4K
|
6.35K
$6.48K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-2.24K- 6.46% |
$27.8K - $35K
|
32.5K
$33.1K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.28K- 8.73% |
$28.2K - $35.6K
|
23.8K
$24.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.45K- 13.12% |
$30.3K - $38.2K
|
16.2K
$16.5K
|