Purchases and Sales Made in Q3 2023 in Oportun Financial Corp (OPRT)
This table provides information about the institutional ownership of Oportun Financial Corp (OPRT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
433K+ 407.61% |
$2.27M - $3.29M
|
539K
$1.67M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
341K+ 324.03% |
$1.79M - $2.6M
|
446K
$1.38M
|
|
Oct 27, 2023
Q3 2023
|
Acuitas Investments, LLC
|
BUY
|
- |
288KNew |
$1.51M - $2.19M
|
288K
$893K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
172K+ 13.21% |
$901K - $1.31M
|
1.47M
$4.56M
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
158K+ 45.84% |
$828K - $1.2M
|
502K
$1.55M
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
157KNew |
$825K - $1.2M
|
157K
$487K
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
108KNew |
$569K - $824K
|
108K
$336K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
106K+ 50.1% |
$556K - $807K
|
318K
$984K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
89K+ 21717.07% |
$467K - $678K
|
89.5K
$277K
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
64.8K+ 438.05% |
$340K - $493K
|
79.6K
$247K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
62.2K+ 202.04% |
$327K - $474K
|
93K
$288K
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
49.6K+ 44.45% |
$260K - $377K
|
161K
$499K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
48.1KNew |
$252K - $366K
|
48.1K
$149K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
40.5K+ 97.44% |
$213K - $308K
|
82K
$254K
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
37.6K+ 207.49% |
$197K - $286K
|
55.7K
$173K
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
33KNew |
$173K - $251K
|
33K
$102K
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
27.5KNew |
$144K - $209K
|
27.5K
$85.1K
|
|
Nov 13, 2023
Q3 2023
|
Tejara Capital LTD
London, X0 |
BUY
|
- |
25K+ 5.23% |
$131K - $190K
|
503K
$1.56M
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
24.3KNew |
$127K - $185K
|
24.3K
$75.3K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.3KNew |
$127K - $185K
|
24.3K
$75.2K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
22.8KNew |
$119K - $173K
|
22.8K
$70.5K
|
|
Nov 13, 2023
Q3 2023
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
22.1KNew |
$116K - $168K
|
22.1K
$68.5K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
21.1K+ 132.68% |
$111K - $160K
|
37K
$115K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.4KNew |
$81.1K - $118K
|
15.4K
$47.9K
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
14.9KNew |
$78.2K - $113K
|
14.9K
$46.2K
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$65.7K - $95.2K
|
12.5K
$38.8K
|
|
Nov 14, 2023
Q3 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 2.49% |
$58.8K - $85.2K
|
461K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
8.71K+ 3.05% |
$45.7K - $66.3K
|
294K
$911K
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
5.38KNew |
$28.3K - $41K
|
5.38K
$16.7K
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
5.38K+ 210.61% |
$28.2K - $40.9K
|
7.93K
$24.6K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.35K+ 13.51% |
$28.1K - $40.7K
|
44.9K
$139K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4KNew |
$21K - $30.4K
|
4K
$12.4K
|
|
Nov 14, 2023
Q3 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
3.52K+ 7.04% |
$18.5K - $26.8K
|
53.5K
$166K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.41K+ 7.27% |
$17.9K - $26K
|
50.4K
$156K
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.96K+ 0.89% |
$15.5K - $22.5K
|
334K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
2.95K+ 22.57% |
$15.5K - $22.4K
|
16K
$49.7K
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
2.44K+ 88.06% |
$12.8K - $18.6K
|
5.22K
$16.2K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.47K+ 528.42% |
$7.71K - $11.2K
|
1.75K
$5.42K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.41K+ 10.96% |
$7.41K - $10.7K
|
14.3K
$44.3K
|
|
Nov 14, 2023
Q3 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
594+ 2.64% |
$3.12K - $4.52K
|
23.1K
$71.6K
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
314+ 2.94% |
$1.65K - $2.39K
|
11K
$34K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
295New |
$1.55K - $2.24K
|
295
$915
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
290+ 19.05% |
$1.52K - $2.21K
|
1.81K
$5.62K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
90New |
$473 - $685
|
90
$279
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
18New |
$94.5 - $137
|
18
$55.8
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-28- 0.13% |
$147 - $213
|
22.1K
$68.4K
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.3K- 48.89% |
$6.81K - $9.88K
|
1.36K
$4.21K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.48K- 98.6% |
$7.79K - $11.3K
|
21
$65.1
|