Purchases and Sales Made in Q2 2023 in Oportun Financial Corp (OPRT)
This table provides information about the institutional ownership of Oportun Financial Corp (OPRT) during Q2 2023. The information is specifically focused on institutions that hold shares of Oportun Financial Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
64New |
$224 - $388
|
64
$405
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-70- 4.44% |
$245 - $425
|
1.51K
$9.53K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-182- 10.68% |
$637 - $1.1K
|
1.52K
$9.63K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-293- 0.75% |
$1.03K - $1.78K
|
38.8K
$245K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-305- 1.36% |
$1.07K - $1.85K
|
22.1K
$140K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-350Closed |
$1.23K - $2.12K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-410- 3.08% |
$1.44K - $2.49K
|
12.9K
$81.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-682- 0.64% |
$2.39K - $4.14K
|
106K
$672K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-948- 8.46% |
$3.32K - $5.75K
|
10.3K
$64.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.19K- 6.39% |
$25.2K - $43.6K
|
105K
$666K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.89K- 5.45% |
$27.6K - $47.9K
|
137K
$866K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-10.5K- 8.33% |
$36.8K - $63.7K
|
116K
$731K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-10.7K- 77.53% |
$37.3K - $64.7K
|
3.09K
$19.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-12.3KClosed |
$42.9K - $74.4K
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.7K- 98.33% |
$48K - $83.2K
|
233
$1.47K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-15.8K- 98.27% |
$55.3K - $95.9K
|
278
$1.76K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.2K- 7.12% |
$56.7K - $98.4K
|
212K
$1.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-20.2K- 55.93% |
$70.5K - $122K
|
15.9K
$101K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.6K- 98.9% |
$75.5K - $131K
|
240
$1.52K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-38.2K- 94.4% |
$134K - $232K
|
2.27K
$14.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.6K- 20.61% |
$139K - $241K
|
153K
$966K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-40.2K- 93.8% |
$141K - $244K
|
2.66K
$16.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-51.8K- 38.4% |
$181K - $314K
|
83.1K
$526K
|
|
|
Aug 11, 2023
Q2 2023
|
Tejara Capital LTD
London, X0 |
SELL
|
- |
-52.4K- 9.89% |
$183K - $318K
|
478K
$3.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-55.4K- 27.2% |
$194K - $337K
|
148K
$939K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-63.5K- 45.1% |
$222K - $386K
|
77.3K
$490K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-95.4K- 70.67% |
$334K - $579K
|
39.6K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-95.4K- 70.67% |
$334K - $579K
|
39.6K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-98.5K- 6.46% |
$345K - $598K
|
1.43M
$9.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-100K- 55.56% |
$350K - $607K
|
80K
$506K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-154K- 31.73% |
$538K - $934K
|
331K
$2.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-168K- 78.18% |
$589K - $1.02M
|
46.9K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-270K- 48.59% |
$944K - $1.64M
|
285K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.45M- 52.77% |
$5.08M - $8.81M
|
1.3M
$8.22M
|