Latest Institutional Purchases of Oportun Financial Corp (OPRT)
This list provides information on the latest institutional transactions involving Oportun Financial Corp (OPRT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
227KNew |
$795K - $1.38M
|
227K
$1.44M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
41.5KNew |
$145K - $252K
|
41.5K
$263K
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
27.8KNew |
$97.3K - $169K
|
27.8K
$176K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
26.6KNew |
$93.1K - $162K
|
26.6K
$168K
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
19.3KNew |
$67.6K - $117K
|
19.3K
$122K
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
18.7KNew |
$65.4K - $113K
|
18.7K
$118K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
13.5KNew |
$47.3K - $82.1K
|
13.5K
$85.6K
|
|
Aug 09, 2023
Q2 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.66K+ 24.14% |
$5.81K - $10.1K
|
8.53K
$54K
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
483+ 13.86% |
$1.69K - $2.93K
|
3.97K
$25.1K
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
89New |
$312 - $540
|
89
$563
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64New |
$224 - $388
|
64
$405
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
85.5K+ 58.16% |
$210K - $670K
|
233K
$1.47M
|
|
May 15, 2023
Q1 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
43.4KNew |
$106K - $340K
|
43.4K
$275K
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
31.4KNew |
$76.9K - $246K
|
31.4K
$199K
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
16KNew |
$39.2K - $125K
|
16K
$101K
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
8.85K+ 47.66% |
$21.7K - $69.3K
|
27.4K
$174K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.75K+ 50.13% |
$14.1K - $45K
|
17.2K
$109K
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.35KNew |
$5.76K - $18.4K
|
2.35K
$14.9K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
270+ 2.03% |
$662 - $2.11K
|
13.6K
$86K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
162KNew |
$666K - $1.15M
|
162K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Unc Management Company, Inc.
Chapel Hill, NC |
BUY
|
- |
40.6KNew |
$167K - $288K
|
40.6K
$257K
|
|
Jan 12, 2023
Q4 2022
|
Industry Ventures, L.L.C.
|
BUY
|
- |
20.3KNew |
$83.5K - $144K
|
20.3K
$128K
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$54.4K - $93.7K
|
13.2K
$83.6K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$50.6K - $87.1K
|
12.3K
$77.7K
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
10.8KNew |
$44.7K - $77K
|
10.8K
$68.7K
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
9.75K+ 37.75% |
$40.2K - $69.2K
|
35.6K
$225K
|
|
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
$250K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.97KNew |
$8.13K - $14K
|
1.97K
$12.5K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
686New |
$2.83K - $4.87K
|
686
$4.34K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
491New |
$2.02K - $3.49K
|
491
$3.11K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
44New |
$181 - $312
|
44
$279
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
114KNew |
$497K - $1.22M
|
114K
$720K
|
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
39.8KNew |
$174K - $428K
|
39.8K
$252K
|
|
Jan 26, 2023
Q3 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
30.4KNew |
$133K - $327K
|
30.4K
$192K
|
|
Nov 03, 2022
Q3 2022
|
Royce & Associates LP
|
BUY
|
- |
15.1KNew |
$66.1K - $163K
|
15.1K
$95.7K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$44.3K - $109K
|
10.1K
$64.2K
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.8K+ 1558.94% |
$29.7K - $73.2K
|
7.23K
$45.8K
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
BUY
|
- |
6.2K+ 187.88% |
$27.1K - $66.8K
|
9.5K
$60.1K
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.54KNew |
$6.71K - $16.5K
|
1.54K
$9.72K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
819+ 189.15% |
$3.58K - $8.82K
|
1.25K
$7.93K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
587New |
$2.57K - $6.32K
|
587
$3.72K
|
|
Nov 10, 2022
Q3 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
307New |
$1.34K - $3.31K
|
307
$1.94K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
144New |
$629 - $1.55K
|
144
$912
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20New |
$87.4 - $215
|
20
$127
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
50KNew |
$413K - $734K
|
50K
$317K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22KNew |
$182K - $323K
|
22K
$139K
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
$169K - $300K
|
20.4K
$129K
|
|
Aug 15, 2022
Q2 2022
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
8.5K+ 37.99% |
$70.1K - $125K
|
30.9K
$195K
|
|
Aug 09, 2022
Q2 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
5K+ 12.41% |
$41.3K - $73.4K
|
45.3K
$287K
|
|
Aug 15, 2022
Q2 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 11.42% |
$16.8K - $30K
|
19.9K
$126K
|