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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
26.6KNew |
$93.1K - $162K
|
26.6K
$194K
|
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.66K+ 24.14% |
$5.81K - $10.1K
|
8.53K
$62.3K
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.7K- 98.33% |
$48K - $83.2K
|
233
$1.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
18.7KNew |
$65.4K - $113K
|
18.7K
$136K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64New |
$224 - $388
|
64
$467
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
227KNew |
$795K - $1.38M
|
227K
$1.66M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
41.5KNew |
$145K - $252K
|
41.5K
$303K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.5KNew |
$47.3K - $82.1K
|
13.5K
$98.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
85.5K+ 58.16% |
$210K - $670K
|
233K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-200- 1.96% |
$490 - $1.57K
|
10K
$73K
|
|
|
May 15, 2023
Q1 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
43.4KNew |
$106K - $340K
|
43.4K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.75K+ 50.13% |
$14.1K - $45K
|
17.2K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
16KNew |
$39.2K - $125K
|
16K
$117K
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
31.4KNew |
$76.9K - $246K
|
31.4K
$229K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-22.7K- 62.51% |
$55.5K - $178K
|
13.6K
$99.3K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
270+ 2.03% |
$662 - $2.11K
|
13.6K
$99.1K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
8.85K+ 47.66% |
$21.7K - $69.3K
|
27.4K
$200K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-401- 0.99% |
$982 - $3.14K
|
40K
$292K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-772- 6.87% |
$1.89K - $6.04K
|
10.5K
$76.4K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.35KNew |
$5.76K - $18.4K
|
2.35K
$17.2K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-626- 17.71% |
$1.53K - $4.9K
|
2.91K
$21.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.98K- 85.1% |
$7.29K - $23.3K
|
521
$3.8K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-6.11K- 1.64% |
$25.2K - $43.4K
|
367K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.14K- 68.85% |
$21.2K - $36.5K
|
2.33K
$17K
|
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$54.4K - $93.7K
|
13.2K
$96.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
162KNew |
$666K - $1.15M
|
162K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Unc Management Company, Inc.
Chapel Hill, NC |
BUY
|
- |
40.6KNew |
$167K - $288K
|
40.6K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.92K- 11.04% |
$36.7K - $63.3K
|
71.8K
$524K
|
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
10.8KNew |
$44.7K - $77K
|
10.8K
$79.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.7K- 99.99% |
$60.5K - $104K
|
1
$7.3
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-253K- 19.21% |
$1.04M - $1.8M
|
1.06M
$7.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.97KNew |
$8.13K - $14K
|
1.97K
$14.4K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.45K+ 12.7% |
$18.3K - $31.6K
|
39.5K
$288K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.33K- 6.89% |
$5.47K - $9.43K
|
17.9K
$131K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.12K- 14.01% |
$12.9K - $22.2K
|
19.2K
$140K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
9.75K+ 37.75% |
$40.2K - $69.2K
|
35.6K
$260K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
686New |
$2.83K - $4.87K
|
686
$5.01K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
491New |
$2.02K - $3.49K
|
491
$3.58K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$50.6K - $87.1K
|
12.3K
$89.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
44New |
$181 - $312
|
44
$321
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-85- 20.78% |
$350 - $604
|
324
$2.37K
|
|
|
Jan 12, 2023
Q4 2022
|
Industry Ventures, L.L.C.
|
BUY
|
- |
20.3KNew |
$83.5K - $144K
|
20.3K
$148K
|
|
| Q3 2022 | |||||||
|
Jan 26, 2023
Q3 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
30.4KNew |
$133K - $327K
|
30.4K
$222K
|
|
|
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
114KNew |
$497K - $1.22M
|
114K
$830K
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.54KNew |
$6.71K - $16.5K
|
1.54K
$11.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
587New |
$2.57K - $6.32K
|
587
$4.29K
|
|
|
Nov 10, 2022
Q3 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
307New |
$1.34K - $3.31K
|
307
$2.24K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$44.3K - $109K
|
10.1K
$74.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-402K- 97.38% |
$1.76M - $4.33M
|
10.8K
$78.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.8K+ 1558.94% |
$29.7K - $73.2K
|
7.23K
$52.8K
|
|