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 99 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $165 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
760
shares
|
$9,918
0.0% of portfolio
|
Q1 2025
Reduced 84.2%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
685
shares
|
$8,939
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
592
shares
|
$7,725
0.0% of portfolio
|
Q1 2024
Reduced 75.2%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
410
shares
|
$5,350
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
373
shares
|
$4,867
0.0% of portfolio
|
Q1 2025
Reduced 92.72%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
346
shares
|
$4,515
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
303
shares
|
$3,954
0.0% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
286
shares
|
$3,732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
248
shares
|
$3,236
0.0% of portfolio
|
Q2 2024
Reduced 42.46%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
100
shares
|
$1,305
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
100
shares
|
$1,305
0.0% of portfolio
|
Q4 2021
Reduced 92.15%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
90
shares
|
$1,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
70
shares
|
$913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
23
shares
|
$300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
18
shares
|
$234
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12
shares
|
$156
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
10
shares
|
$130
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|