Latest Institutional Sells of Oportun Financial Corp (OPRT)
This list provides information on the latest institutional transactions involving Oportun Financial Corp (OPRT) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12.3KClosed |
$42.9K - $74.4K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-948- 8.46% |
$3.32K - $5.75K
|
10.3K
$31.8K
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-350Closed |
$1.23K - $2.12K
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-293- 0.75% |
$1.03K - $1.78K
|
38.8K
$120K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-22.7K- 62.51% |
$55.5K - $178K
|
13.6K
$42.2K
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.98K- 85.1% |
$7.29K - $23.3K
|
521
$1.62K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-772- 6.87% |
$1.89K - $6.04K
|
10.5K
$32.4K
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-626- 17.71% |
$1.53K - $4.9K
|
2.91K
$9.01K
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-401- 0.99% |
$982 - $3.14K
|
40K
$124K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-200- 1.96% |
$490 - $1.57K
|
10K
$31K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-253K- 19.21% |
$1.04M - $1.8M
|
1.06M
$3.3M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.7K- 99.99% |
$60.5K - $104K
|
1
$3.1
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.92K- 11.04% |
$36.7K - $63.3K
|
71.8K
$223K
|
|
Feb 15, 2023
Q4 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-6.11K- 1.64% |
$25.2K - $43.4K
|
367K
$1.14M
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.14K- 68.85% |
$21.2K - $36.5K
|
2.33K
$7.21K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.12K- 14.01% |
$12.9K - $22.2K
|
19.2K
$59.4K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.33K- 6.89% |
$5.47K - $9.43K
|
17.9K
$55.6K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-85- 20.78% |
$350 - $604
|
324
$1K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-402K- 97.38% |
$1.76M - $4.33M
|
10.8K
$33.5K
|
|
Nov 14, 2022
Q3 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-43.6K- 64.02% |
$191K - $470K
|
24.5K
$76K
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-11.3K- 16.33% |
$49.4K - $122K
|
57.9K
$179K
|
|
Q2 2022 | |||||||
Aug 26, 2022
Q2 2022
|
Ribbit Capital Gp Iii, Ltd.
Palo Alto, CA |
SELL
|
- |
-587KClosed |
$4.84M - $8.6M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-27.5K- 3.07% |
$227K - $403K
|
866K
$2.68M
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-15.9KClosed |
$131K - $233K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-11.5KClosed |
$94.8K - $169K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.85K- 8.47% |
$23.5K - $41.8K
|
30.8K
$95.5K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.16K- 68.47% |
$9.6K - $17.1K
|
536
$1.66K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-481Closed |
$3.97K - $7.06K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-154Closed |
$1.27K - $2.26K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-133Closed |
$1.1K - $1.95K
|
0
$0
|
|
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
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-17.5KClosed |
$228K - $361K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-11.6KClosed |
$151K - $239K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.11KClosed |
$27.6K - $43.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-973Closed |
$12.7K - $20.1K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-196- 24.41% |
$2.56K - $4.05K
|
607
$1.88K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-5Closed |
$65.3 - $103
|
0
$0
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Glynn Capital Management LLC
|
SELL
|
- |
-598K- 50.42% |
$11.6M - $16.6M
|
588K
$1.82M
|
|
Feb 11, 2022
Q4 2021
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-399KClosed |
$7.76M - $11.1M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-25KClosed |
$486K - $692K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-18.5KClosed |
$361K - $514K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-400Closed |
$7.78K - $11.1K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-217Closed |
$4.22K - $6.02K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
SELL
|
- |
-66Closed |
$1.28K - $1.83K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-40Closed |
$778 - $1.11K
|
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
|
|
Q2 2021 | |||||||
Aug 06, 2021
Q2 2021
|
Crv, LLC
Palo Alto, CA |
SELL
|
- |
-820KClosed |
$15.6M - $17.9M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-114KClosed |
$2.18M - $2.49M
|
0
$0
|