Purchases and Sales Made in Q2 2025 in Optimize Rx Corp (OPRX)
This table provides information about the institutional ownership of Optimize Rx Corp (OPRX) during Q2 2025. The information is specifically focused on institutions that hold shares of OptimizeRx Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
199New |
$1.48K - $3.07K
|
199
$3.26K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
194+ 43.69% |
$1.44K - $3K
|
638
$10.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
142New |
$1.06K - $2.19K
|
142
$2.33K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
71New |
$528 - $1.1K
|
71
$1.16K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
23+ 127.78% |
$171 - $355
|
41
$672
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 26.09% |
$44.6 - $92.6
|
29
$476
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 40.0% |
$29.8 - $61.8
|
14
$230
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3New |
$22.3 - $46.3
|
3
$49.2
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-25- 3.65% |
$186 - $386
|
660
$10.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35- 10.12% |
$260 - $540
|
311
$5.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-70- 18.77% |
$521 - $1.08K
|
303
$4.97K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-219- 10.04% |
$1.63K - $3.38K
|
1.96K
$32.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-262- 0.54% |
$1.95K - $4.05K
|
48.4K
$794K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-963- 0.1% |
$7.16K - $14.9K
|
921K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-1.1K- 10.3% |
$8.17K - $17K
|
9.56K
$157K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.48K- 88.65% |
$11K - $22.9K
|
190
$3.12K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.06K- 4.04% |
$15.3K - $31.8K
|
48.9K
$803K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.11K- 0.33% |
$15.7K - $32.5K
|
629K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.32K- 64.2% |
$17.3K - $35.8K
|
1.29K
$21.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.72K- 5.01% |
$20.2K - $41.9K
|
51.5K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.84K- 7.67% |
$21.2K - $43.9K
|
34.2K
$562K
|
|
|
Aug 07, 2025
Q2 2025
|
Perkins Capital Management Inc
|
SELL
|
- |
-4.5K- 10.32% |
$33.5K - $69.5K
|
39.1K
$641K
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-5.93K- 1.24% |
$44.1K - $91.6K
|
472K
$7.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-6.47K- 50.09% |
$48.2K - $99.9K
|
6.45K
$106K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-8.13K- 1.99% |
$60.5K - $125K
|
400K
$6.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-9.5K- 30.11% |
$70.7K - $147K
|
22.1K
$362K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-43K- 79.25% |
$320K - $664K
|
11.3K
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-47.3K- 10.95% |
$352K - $731K
|
385K
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-73K- 80.58% |
$543K - $1.13M
|
17.6K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-139K- 55.41% |
$1.04M - $2.15M
|
112K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
SELL
|
- |
-204K- 20.48% |
$1.52M - $3.14M
|
791K
$13M
|