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 03, 2022
Q3 2022
|
Royce & Associates LP
|
BUY
|
- |
15.1KNew |
$66.1K - $163K
|
15.1K
$110K
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-11.3K- 16.33% |
$49.4K - $122K
|
57.9K
$423K
|
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
39.8KNew |
$174K - $428K
|
39.8K
$290K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20New |
$87.4 - $215
|
20
$146
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
819+ 189.15% |
$3.58K - $8.82K
|
1.25K
$9.14K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
144New |
$629 - $1.55K
|
144
$1.05K
|
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
BUY
|
- |
6.2K+ 187.88% |
$27.1K - $66.8K
|
9.5K
$69.4K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
48New |
$396 - $704
|
48
$350
|
|
|
Aug 26, 2022
Q2 2022
|
Ribbit Capital Gp Iii, Ltd.
Palo Alto, CA |
SELL
|
- |
-587KClosed |
$4.84M - $8.6M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.16K- 68.47% |
$9.6K - $17.1K
|
536
$3.91K
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 11.42% |
$16.8K - $30K
|
19.9K
$145K
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-15.9KClosed |
$131K - $233K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-27.5K- 3.07% |
$227K - $403K
|
866K
$6.32M
|
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
50KNew |
$413K - $734K
|
50K
$365K
|
|
|
Aug 15, 2022
Q2 2022
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
8.5K+ 37.99% |
$70.1K - $125K
|
30.9K
$225K
|
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-11.5KClosed |
$94.8K - $169K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
$169K - $300K
|
20.4K
$149K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22Closed |
$182 - $323
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2Closed |
$16.5 - $29.3
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
90New |
$743 - $1.32K
|
90
$657
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
49New |
$404 - $719
|
49
$358
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23+ 209.09% |
$190 - $337
|
34
$248
|
|
|
Aug 09, 2022
Q2 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
5K+ 12.41% |
$41.3K - $73.4K
|
45.3K
$331K
|
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.85K- 8.47% |
$23.5K - $41.8K
|
30.8K
$225K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-154Closed |
$1.27K - $2.26K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22KNew |
$182K - $323K
|
22K
$161K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
212New |
$1.75K - $3.11K
|
212
$1.55K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-133Closed |
$1.1K - $1.95K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 28.57% |
$16.5 - $29.3
|
9
$65.7
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
30New |
$248 - $440
|
30
$219
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-481Closed |
$3.97K - $7.06K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-17.5KClosed |
$228K - $361K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-973Closed |
$12.7K - $20.1K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
General Catalyst Group Management, LLC
|
BUY
|
- |
945KNew |
$12.3M - $19.5M
|
945K
$6.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.11KClosed |
$27.6K - $43.7K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-5Closed |
$65.3 - $103
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-196- 24.41% |
$2.56K - $4.05K
|
607
$4.43K
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Alphabet Inc.
Mountain View, CA |
BUY
|
- |
94.8KNew |
$1.84M - $2.63M
|
94.8K
$692K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-400Closed |
$7.78K - $11.1K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-25KClosed |
$486K - $692K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-40Closed |
$778 - $1.11K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-399KClosed |
$7.76M - $11.1M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Glynn Capital Management LLC
|
SELL
|
- |
-598K- 50.42% |
$11.6M - $16.6M
|
588K
$4.29M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-217Closed |
$4.22K - $6.02K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-18.5KClosed |
$361K - $514K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
SELL
|
- |
-66Closed |
$1.28K - $1.83K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-44.8KClosed |
$881K - $1.15M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.4KClosed |
$265K - $345K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
47New |
$925 - $1.21K
|
47
$343
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Jeereddi Investments, LP
Los Angeles, CA |
SELL
|
- |
-11KClosed |
$210K - $240K
|
0
$0
|
|