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 138 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
991
shares
|
$15,043
0.0% of portfolio
|
Q3 2025
Reduced 63.67%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
982
shares
|
$14,906
0.0% of portfolio
|
Q3 2025
Reduced 84.77%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
760
shares
|
$11,536
0.0% of portfolio
|
Q1 2025
Reduced 84.2%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
701
shares
|
$10,641
0.0% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
694
shares
|
$10,534
0.0% of portfolio
|
Q3 2025
Reduced 91.93%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
592
shares
|
$8,986
0.0% of portfolio
|
Q1 2024
Reduced 75.2%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
565
shares
|
$8,576
0.0% of portfolio
|
Q4 2025
Added 1.62%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
410
shares
|
$6,223
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
352
shares
|
$5,343
0.0% of portfolio
|
Q3 2025
Added 147.89%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
325
shares
|
$4,933
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
286
shares
|
$4,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
273
shares
|
$4,144
0.0% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
270
shares
|
$4,098
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
259
shares
|
$3,931
0.0% of portfolio
|
Q3 2025
Reduced 16.72%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
248
shares
|
$3,764
0.0% of portfolio
|
Q2 2024
Reduced 42.46%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
200
shares
|
$3,036
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
132
shares
|
$2,003
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
100
shares
|
$1,518
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
100
shares
|
$1,518
0.0% of portfolio
|
Q4 2021
Reduced 92.15%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
70
shares
|
$1,062
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
38
shares
|
$576
0.0% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
31
shares
|
$470
0.0% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
21
shares
|
$318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
14
shares
|
$212
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
12
shares
|
$182
0.0% of portfolio
|
Q3 2022
New holding
|
|