Purchases and Sales Made in Q3 2022 in Oportun Financial Corp (OPRT)
This table provides information about the institutional ownership of Oportun Financial Corp (OPRT) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
187+ 1.44% |
$817 - $2.01K
|
13.2K
$51K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
182+ 116.67% |
$795 - $1.96K
|
338
$1.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
144New |
$629 - $1.55K
|
144
$556
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
137+ 0.94% |
$599 - $1.48K
|
14.7K
$56.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
113+ 0.93% |
$494 - $1.22K
|
12.3K
$47.3K
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
113+ 0.93% |
$494 - $1.22K
|
12.3K
$47.3K
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
85+ 0.61% |
$371 - $915
|
13.9K
$53.8K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
20New |
$87.4 - $215
|
20
$77.2
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-218- 1.5% |
$953 - $2.35K
|
14.3K
$55.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-280- 1.47% |
$1.22K - $3.02K
|
18.7K
$72.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-424- 53.74% |
$1.85K - $4.57K
|
365
$1.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.1K- 8.51% |
$4.8K - $11.8K
|
11.8K
$45.6K
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.14K- 3.91% |
$4.96K - $12.2K
|
27.9K
$108K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.63K- 82.69% |
$7.14K - $17.6K
|
342
$1.32K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.91K- 10.85% |
$8.32K - $20.5K
|
15.6K
$60.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.95K- 9.17% |
$8.5K - $20.9K
|
19.3K
$74.4K
|
|
|
Nov 14, 2022
Q3 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.4K- 3.03% |
$10.5K - $25.8K
|
76.7K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.86K- 33.77% |
$12.5K - $30.8K
|
5.61K
$21.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.87K- 4.6% |
$12.6K - $31K
|
59.6K
$230K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-3.53K- 78.72% |
$15.4K - $38K
|
955
$3.69K
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-5.8K- 21.32% |
$25.3K - $62.5K
|
21.4K
$82.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.99K- 3.82% |
$26.2K - $64.5K
|
151K
$582K
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.8K- 39.67% |
$34.1K - $84K
|
11.9K
$45.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-8.47K- 12.64% |
$37K - $91.2K
|
58.6K
$226K
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-11.3K- 16.33% |
$49.4K - $122K
|
57.9K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.3K- 48.33% |
$62.4K - $154K
|
15.3K
$58.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-14.3K- 68.44% |
$62.7K - $155K
|
6.62K
$25.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-15K- 26.12% |
$65.4K - $161K
|
42.4K
$164K
|
|
|
Nov 14, 2022
Q3 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-21.8K- 43.43% |
$95.3K - $235K
|
28.4K
$110K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-30.9K- 58.14% |
$135K - $333K
|
22.3K
$86K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-38.6K- 24.04% |
$169K - $415K
|
122K
$470K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-41.1K- 3.03% |
$180K - $443K
|
1.32M
$5.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-43.6K- 64.02% |
$191K - $470K
|
24.5K
$94.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-51.6K- 39.01% |
$226K - $556K
|
80.7K
$312K
|
|
|
Nov 10, 2022
Q3 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-53.2K- 38.93% |
$232K - $573K
|
83.5K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-53.9K- 45.67% |
$236K - $581K
|
64.1K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.7K- 94.66% |
$244K - $600K
|
3.14K
$12.1K
|
|
|
Nov 14, 2022
Q3 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-82.4K- 53.53% |
$360K - $887K
|
71.5K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-88.3K- 81.33% |
$386K - $951K
|
20.3K
$78.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-94.1K- 40.63% |
$411K - $1.01M
|
138K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-113K- 43.11% |
$493K - $1.22M
|
149K
$575K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-114K- 90.96% |
$497K - $1.22M
|
11.3K
$43.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-118K- 77.72% |
$515K - $1.27M
|
33.8K
$130K
|
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-138K- 96.2% |
$604K - $1.49M
|
5.46K
$21.1K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-226K- 59.96% |
$986K - $2.43M
|
151K
$582K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-226K- 59.96% |
$986K - $2.43M
|
151K
$582K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-298K- 91.26% |
$1.3M - $3.2M
|
28.5K
$110K
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-402K- 97.38% |
$1.76M - $4.33M
|
10.8K
$41.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-819K- 68.68% |
$3.58M - $8.82M
|
373K
$1.44M
|