Institutional Ownership Optimize Rx Corp (OPRX)
This table provides information about the institutional ownership of Optimize Rx Corp (OPRX). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $70.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
592
shares
|
$3,084
0.0% of portfolio
|
Q1 2024
Reduced 75.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
480
shares
|
$2,500
0.0% of portfolio
|
Q2 2024
Reduced 72.99%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
410
shares
|
$2,136
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
321
shares
|
$1,672
0.0% of portfolio
|
Q2 2024
Added 23.46%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
266
shares
|
$1,385
0.0% of portfolio
|
Q3 2024
Added 26500.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
248
shares
|
$1,292
0.0% of portfolio
|
Q2 2024
Reduced 42.46%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
100
shares
|
$521
0.0% of portfolio
|
Q4 2021
Reduced 92.15%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$521
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
70
shares
|
$364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
69
shares
|
$359
0.0% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Quest Partners LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
61
shares
|
$317
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
31
shares
|
$161
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
24
shares
|
$125
0.0% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
14
shares
|
$72
0.0% of portfolio
|
Q3 2024
Added 180.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12
shares
|
$62
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
12
shares
|
$62
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2024 Q2 2024 |
10
shares
|
$52
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|