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 128 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $240 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
311
shares
|
$5,532
0.0% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
303
shares
|
$5,390
0.0% of portfolio
|
Q2 2025
Reduced 18.77%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
286
shares
|
$5,087
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
248
shares
|
$4,411
0.0% of portfolio
|
Q2 2024
Reduced 42.46%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
199
shares
|
$3,540
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
142
shares
|
$2,526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
100
shares
|
$1,779
0.0% of portfolio
|
Q4 2021
Reduced 92.15%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
100
shares
|
$1,779
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
70
shares
|
$1,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
41
shares
|
$729
0.0% of portfolio
|
Q2 2025
Added 127.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
29
shares
|
$515
0.0% of portfolio
|
Q2 2025
Added 26.09%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
14
shares
|
$249
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12
shares
|
$213
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
3
shares
|
$53
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|