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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Industry Ventures, L.L.C.
|
BUY
|
- |
20.3KNew |
$83.5K - $144K
|
20.3K
$95.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$54.4K - $93.7K
|
13.2K
$62K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$50.6K - $87.1K
|
12.3K
$57.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
10.8KNew |
$44.7K - $77K
|
10.8K
$51K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
9.75K+ 37.75% |
$40.2K - $69.2K
|
35.6K
$167K
|
|
|
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
$186K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.97KNew |
$8.13K - $14K
|
1.97K
$9.27K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
686New |
$2.83K - $4.87K
|
686
$3.22K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
491New |
$2.02K - $3.49K
|
491
$2.31K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
44New |
$181 - $312
|
44
$207
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
39.8KNew |
$174K - $428K
|
39.8K
$187K
|
|
|
Jan 26, 2023
Q3 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
30.4KNew |
$133K - $327K
|
30.4K
$143K
|
|
|
Nov 03, 2022
Q3 2022
|
Royce & Associates LP
|
BUY
|
- |
15.1KNew |
$66.1K - $163K
|
15.1K
$71.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.1KNew |
$44.3K - $109K
|
10.1K
$47.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.8K+ 1558.94% |
$29.7K - $73.2K
|
7.23K
$34K
|
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
BUY
|
- |
6.2K+ 187.88% |
$27.1K - $66.8K
|
9.5K
$44.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.54KNew |
$6.71K - $16.5K
|
1.54K
$7.22K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
587New |
$2.57K - $6.32K
|
587
$2.76K
|
|
|
Nov 10, 2022
Q3 2022
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
307New |
$1.34K - $3.31K
|
307
$1.44K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
144New |
$629 - $1.55K
|
144
$677
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20New |
$87.4 - $215
|
20
$94
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
50KNew |
$413K - $734K
|
50K
$235K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22KNew |
$182K - $323K
|
22K
$103K
|
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
20.4KNew |
$169K - $300K
|
20.4K
$96.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
8.5K+ 37.99% |
$70.1K - $125K
|
30.9K
$145K
|
|
|
Aug 09, 2022
Q2 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
5K+ 12.41% |
$41.3K - $73.4K
|
45.3K
$213K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
212New |
$1.75K - $3.11K
|
212
$996
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
90New |
$743 - $1.32K
|
90
$423
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
49New |
$404 - $719
|
49
$230
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 28.57% |
$16.5 - $29.3
|
9
$42.3
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
General Catalyst Group Management, LLC
|
BUY
|
- |
945KNew |
$12.3M - $19.5M
|
945K
$4.44M
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Alphabet Inc.
Mountain View, CA |
BUY
|
- |
94.8KNew |
$1.84M - $2.63M
|
94.8K
$446K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
47New |
$925 - $1.21K
|
47
$221
|
|
| Q1 2021 | |||||||
|
Jun 26, 2023
Q1 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
6.73KNew |
$104K - $151K
|
6.73K
$31.6K
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
128New |
$1.64K - $2.53K
|
128
$602
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.32K+ 5.74% |
$13.3K - $31.3K
|
24.3K
$114K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
276KNew |
$4.46M - $4.49M
|
276K
$1.3M
|
|
|
Nov 14, 2019
Q3 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
50KNew |
$809K - $813K
|
50K
$235K
|
|