Purchases and Sales Made in Q4 2023 in Office Properties Income Trust (OPI)
This table provides information about the institutional ownership of Office Properties Income Trust (OPI) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.26K+ 101.49% |
$12.6K - $24.4K
|
6.48K
$6.61K
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.23K+ 27.29% |
$12.4K - $24.2K
|
15.1K
$15.4K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.96K+ 217.24% |
$11.4K - $22.2K
|
4.32K
$4.41K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.02K+ 5.32% |
$7.77K - $15.1K
|
40K
$40.8K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.02KNew |
$7.76K - $15.1K
|
2.02K
$2.06K
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.78K+ 5.96% |
$6.86K - $13.4K
|
31.7K
$32.3K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.57K+ 7.48% |
$6.03K - $11.7K
|
22.5K
$23K
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.52K+ 2.05% |
$5.83K - $11.3K
|
75.4K
$76.9K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.44KNew |
$5.56K - $10.8K
|
1.44K
$1.47K
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.41K+ 109.3% |
$5.43K - $10.6K
|
2.7K
$2.76K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.4KNew |
$5.39K - $10.5K
|
1.4K
$1.43K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.24K+ 13.01% |
$4.77K - $9.27K
|
10.8K
$11K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
943New |
$3.63K - $7.06K
|
943
$962
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
928New |
$3.57K - $6.95K
|
928
$947
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
890+ 780.7% |
$3.43K - $6.67K
|
1K
$1.02K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
850New |
$3.27K - $6.37K
|
850
$867
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
796+ 4.45% |
$3.06K - $5.96K
|
18.7K
$19K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
746+ 6.12% |
$2.87K - $5.59K
|
12.9K
$13.2K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
732New |
$2.82K - $5.48K
|
732
$747
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
476+ 53.24% |
$1.83K - $3.57K
|
1.37K
$1.4K
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
282+ 22.52% |
$1.09K - $2.11K
|
1.53K
$1.56K
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
263+ 1.16% |
$1.01K - $1.97K
|
22.8K
$23.3K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
250New |
$963 - $1.87K
|
250
$255
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
160New |
$616 - $1.2K
|
160
$163
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
129+ 0.15% |
$497 - $966
|
87.5K
$89.2K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
101New |
$389 - $756
|
101
$103
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
69+ 16.67% |
$266 - $517
|
483
$493
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
23+ 6.23% |
$88.6 - $172
|
392
$400
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15+ 1.92% |
$57.8 - $112
|
797
$813
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 4.07% |
$19.3 - $37.5
|
128
$131
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-82- 42.49% |
$316 - $614
|
111
$113
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-97- 0.4% |
$373 - $727
|
23.9K
$24.4K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-155- 11.19% |
$597 - $1.16K
|
1.23K
$1.25K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-233- 36.75% |
$897 - $1.75K
|
401
$409
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-250- 0.91% |
$963 - $1.87K
|
27.1K
$27.7K
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-250- 1.27% |
$963 - $1.87K
|
19.5K
$19.9K
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-304- 2.05% |
$1.17K - $2.28K
|
14.6K
$14.8K
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-494- 10.45% |
$1.9K - $3.7K
|
4.24K
$4.32K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-583- 5.27% |
$2.24K - $4.37K
|
10.5K
$10.7K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-760- 2.63% |
$2.93K - $5.69K
|
28.2K
$28.7K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.05K- 25.21% |
$4.02K - $7.83K
|
3.1K
$3.16K
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 6.06% |
$4.7K - $9.14K
|
18.9K
$19.3K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.79K- 95.62% |
$6.9K - $13.4K
|
82
$83.6
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.89K- 12.76% |
$7.26K - $14.1K
|
12.9K
$13.1K
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.25K- 5.12% |
$8.66K - $16.9K
|
41.7K
$42.6K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.42K- 93.83% |
$9.31K - $18.1K
|
159
$162
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-2.68K- 14.14% |
$10.3K - $20.1K
|
16.3K
$16.6K
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.75K- 16.54% |
$22.1K - $43.1K
|
29K
$29.6K
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.44K- 39.12% |
$24.8K - $48.2K
|
10K
$10.2K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.04K- 75.43% |
$30.9K - $60.2K
|
2.62K
$2.67K
|