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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.3KNew |
$58K - $83K
|
24.3K
$177K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
BUY
|
- |
60.2KNew |
$128K - $266K
|
60.2K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Hst Ventures, LLC
|
BUY
|
- |
58.1KNew |
$124K - $257K
|
58.1K
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-363K- 29.97% |
$773K - $1.6M
|
848K
$6.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Tejara Capital LTD
London, X0 |
SELL
|
- |
-73.3K- 40.52% |
$156K - $324K
|
108K
$785K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-219- 65.96% |
$466 - $968
|
113
$825
|
|
| Q1 2024 | |||||||
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.8K- 40.07% |
$21.3K - $38.3K
|
13.2K
$96K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
20KNew |
$48.4K - $87.2K
|
20K
$146K
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-43.7K- 50.58% |
$106K - $191K
|
42.7K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
108K+ 47.27% |
$261K - $471K
|
336K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20New |
$48.4 - $87.2
|
20
$146
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-3.2K- 80.0% |
$7.74K - $14K
|
800
$5.84K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5KNew |
$3.63K - $6.54K
|
1.5K
$11K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-812- 3.79% |
$1.97K - $3.54K
|
20.6K
$150K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
14.1K+ 85.21% |
$34.1K - $61.4K
|
30.6K
$223K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
10.5KNew |
$22.5K - $75.4K
|
10.5K
$76.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2New |
$4.3 - $14.4
|
2
$14.6
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
15.5KNew |
$33.4K - $112K
|
15.5K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.76MNew |
$8.09M - $27M
|
3.76M
$27.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Park West Asset Management LLC
Larkspur, CA |
SELL
|
- |
-779K- 57.94% |
$1.67M - $5.6M
|
565K
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Dag Ventures, LLC
Palo Alto, CA |
BUY
|
- |
38.5KNew |
$82.7K - $276K
|
38.5K
$281K
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
59.7K+ 270.14% |
$128K - $429K
|
81.8K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.14M- 99.78% |
$4.6M - $15.4M
|
4.65K
$33.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.7KNew |
$22.9K - $76.6K
|
10.7K
$77.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
17KNew |
$36.5K - $122K
|
17K
$124K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.17K+ 139.52% |
$2.5K - $8.38K
|
2K
$14.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
10.2KNew |
$21.9K - $73.3K
|
10.2K
$74.4K
|
|
| Q3 2023 | |||||||
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
314+ 2.94% |
$1.65K - $2.39K
|
11K
$80.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2K- 4.33% |
$10.5K - $15.2K
|
44K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.38K+ 210.61% |
$28.2K - $40.9K
|
7.93K
$57.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
14.9KNew |
$78.2K - $113K
|
14.9K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-37.8K- 25.49% |
$199K - $288K
|
111K
$807K
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.95K+ 22.57% |
$15.5K - $22.4K
|
16K
$117K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
48.1KNew |
$252K - $366K
|
48.1K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-182KClosed |
$957K - $1.39M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.3K- 48.89% |
$6.81K - $9.88K
|
1.36K
$9.91K
|
|
|
Nov 09, 2023
Q3 2023
|
Institutional Venture Management Xiv, LLC
Menlo Park, CA |
SELL
|
- |
-361K- 10.59% |
$1.89M - $2.75M
|
3.05M
$22.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
295New |
$1.55K - $2.24K
|
295
$2.15K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.4KNew |
$81.1K - $118K
|
15.4K
$113K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90New |
$473 - $685
|
90
$657
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
18New |
$94.5 - $137
|
18
$131
|
|
| Q2 2023 | |||||||
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-350Closed |
$1.23K - $2.12K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
483+ 13.86% |
$1.69K - $2.93K
|
3.97K
$29K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
27.8KNew |
$97.3K - $169K
|
27.8K
$203K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
19.3KNew |
$67.6K - $117K
|
19.3K
$141K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
89New |
$312 - $540
|
89
$650
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12.3KClosed |
$42.9K - $74.4K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-51.8K- 38.4% |
$181K - $314K
|
83.1K
$607K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-293- 0.75% |
$1.03K - $1.78K
|
38.8K
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-948- 8.46% |
$3.32K - $5.75K
|
10.3K
$74.9K
|
|