Latest Institutional Transactions on Oportun Financial Corp (OPRT)
This table provides information on the latest institutional transactions involving Oportun Financial Corp (OPRT) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
18.8K+ 4677.06% |
$67.7K - $163K
|
19.2K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
46.4K+ 149.2% |
$168K - $404K
|
77.5K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
- |
-484K- 77.67% |
$1.75M - $4.21M
|
139K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23Closed |
$83 - $200
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
12.7KNew |
$45.8K - $110K
|
12.7K
$92.6K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
135K+ 238.63% |
$486K - $1.17M
|
191K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
26.8K+ 105.54% |
$96.8K - $233K
|
52.2K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
137K+ 24.1% |
$495K - $1.19M
|
705K
$5.15M
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
BUY
|
- |
170+ 1.11% |
$614 - $1.48K
|
15.5K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.09K+ 13.85% |
$18.4K - $44.3K
|
41.9K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-165K- 43.93% |
$594K - $1.43M
|
210K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
19.2K+ 54.02% |
$69.2K - $167K
|
54.6K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
18.4K+ 5.8% |
$66.4K - $160K
|
335K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20KNew |
$72.2K - $174K
|
20K
$146K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
25.2K+ 900.39% |
$90.8K - $219K
|
28K
$204K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.79K+ 13.33% |
$28.1K - $67.8K
|
66.3K
$484K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-26.8K- 93.15% |
$96.9K - $233K
|
1.98K
$14.4K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
969New |
$3.5K - $8.43K
|
969
$7.07K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
180K+ 114.14% |
$648K - $1.56M
|
337K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
88.8K+ 107.22% |
$321K - $773K
|
172K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
23.6K+ 13.67% |
$85.3K - $206K
|
197K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
7.45K+ 260.53% |
$26.9K - $64.8K
|
10.3K
$75.2K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.8K- 99.7% |
$96.8K - $233K
|
80
$584
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-25K- 15.19% |
$90.4K - $218K
|
140K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
497KNew |
$1.79M - $4.32M
|
497K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
149KNew |
$539K - $1.3M
|
149K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
261K+ 499.33% |
$943K - $2.27M
|
313K
$2.29M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
129K+ 10.04% |
$464K - $1.12M
|
1.41M
$10.3M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
16KNew |
$57.8K - $139K
|
16K
$117K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-65- 2.27% |
$235 - $566
|
2.8K
$20.4K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-45K- 49.79% |
$162K - $391K
|
45.3K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.6K+ 1.62% |
$5.77K - $13.9K
|
100K
$731K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
68.1KNew |
$246K - $592K
|
68.1K
$497K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 1.96% |
$3.61 - $8.7
|
52
$380
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
6.67K+ 50.0% |
$24.1K - $58K
|
20K
$146K
|
|
|
Apr 28, 2025
Q1 2025
|
Acuitas Investments, LLC
|
SELL
|
- |
-436K- 37.89% |
$1.57M - $3.79M
|
714K
$5.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
60New |
$217 - $522
|
60
$438
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-1.47K- 0.26% |
$5.31K - $12.8K
|
562K
$4.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 23.4% |
$39.7 - $95.7
|
36
$263
|
|
| Q4 2024 | |||||||
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-52.5K- 48.84% |
$127K - $223K
|
55K
$402K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.6K- 32.3% |
$11.1K - $19.6K
|
9.64K
$70.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Union Square Park Capital Management, LLC
New York, NY |
SELL
|
- |
-166K- 23.73% |
$400K - $705K
|
533K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.1K- 38.23% |
$34.1K - $60.1K
|
22.8K
$167K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
27.4KNew |
$66K - $116K
|
27.4K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
Madrone Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-82.7K- 13.26% |
$199K - $351K
|
541K
$3.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-19- 20.88% |
$45.8 - $80.8
|
72
$526
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.63KNew |
$6.34K - $11.2K
|
2.63K
$19.2K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
18KNew |
$42.9K - $61.4K
|
18K
$131K
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-512K- 77.09% |
$1.22M - $1.75M
|
152K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35.4KNew |
$84.6K - $121K
|
35.4K
$258K
|
|