Purchases and Sales Made in Q4 2022 in Oportun Financial Corp (OPRT)
This table provides information about the institutional ownership of Oportun Financial Corp (OPRT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.16K+ 16.81% |
$8.91K - $15.4K
|
15K
$95.1K
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.16K+ 16.81% |
$8.91K - $15.4K
|
15K
$95.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.97KNew |
$8.13K - $14K
|
1.97K
$12.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.77KNew |
$7.3K - $12.6K
|
1.77K
$11.2K
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.77KNew |
$7.3K - $12.6K
|
1.77K
$11.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.05K+ 2.51% |
$4.34K - $7.48K
|
43K
$272K
|
|
|
Feb 07, 2023
Q4 2022
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.04K+ 17.89% |
$4.3K - $7.41K
|
6.87K
$43.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
717+ 4.7% |
$2.95K - $5.09K
|
16K
$101K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
686New |
$2.83K - $4.87K
|
686
$4.34K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
642+ 20.43% |
$2.65K - $4.56K
|
3.79K
$24K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
600New |
$2.47K - $4.26K
|
600
$3.8K
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
498+ 39.09% |
$2.05K - $3.54K
|
1.77K
$11.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
491New |
$2.02K - $3.49K
|
491
$3.11K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
383+ 1.7% |
$1.58K - $2.72K
|
22.9K
$145K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
304New |
$1.25K - $2.16K
|
304
$1.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
184+ 1.63% |
$758 - $1.31K
|
11.5K
$72.6K
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
107+ 0.81% |
$441 - $760
|
13.3K
$84.3K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55New |
$227 - $391
|
55
$348
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
44New |
$181 - $312
|
44
$279
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11New |
$45.3 - $78.1
|
11
$69.6
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-80- 0.43% |
$330 - $568
|
18.6K
$118K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-85- 20.78% |
$350 - $604
|
324
$2.05K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-277- 1.77% |
$1.14K - $1.97K
|
15.4K
$97.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-299- 0.73% |
$1.23K - $2.12K
|
40.5K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-624- 65.34% |
$2.57K - $4.43K
|
331
$2.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.33K- 6.89% |
$5.47K - $9.43K
|
17.9K
$114K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.46K- 0.14% |
$6.02K - $10.4K
|
1.06M
$6.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1.63K- 1.96% |
$6.73K - $11.6K
|
81.8K
$518K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.24K- 11.98% |
$9.25K - $15.9K
|
16.5K
$104K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.12K- 14.01% |
$12.9K - $22.2K
|
19.2K
$121K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.6K- 42.24% |
$14.8K - $25.5K
|
4.92K
$31.1K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.96K- 15.83% |
$16.3K - $28.1K
|
21K
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.61K- 3.04% |
$19K - $32.8K
|
147K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.14K- 68.85% |
$21.2K - $36.5K
|
2.33K
$14.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-5.18K- 1.84% |
$21.3K - $36.8K
|
277K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-6.1K- 14.4% |
$25.1K - $43.3K
|
36.3K
$230K
|
|
|
Feb 15, 2023
Q4 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-6.11K- 1.64% |
$25.2K - $43.4K
|
367K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.92K- 11.04% |
$36.7K - $63.3K
|
71.8K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.4K- 6.23% |
$38.7K - $66.8K
|
141K
$895K
|
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-10.2K- 47.86% |
$42.2K - $72.7K
|
11.2K
$70.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.6K- 5.33% |
$52K - $89.7K
|
224K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.9K- 15.15% |
$53.1K - $91.6K
|
72.2K
$457K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.4K- 25.38% |
$59.2K - $102K
|
42.3K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-14.7K- 99.99% |
$60.5K - $104K
|
1
$6.33
|
|
|
Feb 14, 2023
Q4 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-16.7K- 59.77% |
$68.8K - $119K
|
11.2K
$71.1K
|
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-18K- 23.47% |
$74.2K - $128K
|
58.7K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-19.9K- 6.3% |
$82K - $141K
|
296K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-20.1K- 31.29% |
$82.7K - $142K
|
44.1K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-37.3K- 7.06% |
$154K - $265K
|
492K
$3.11M
|