Purchases and Sales Made in Q4 2021 in Optimize Rx Corp (OPRX)
This table provides information about the institutional ownership of Optimize Rx Corp (OPRX) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
70New |
$3.75K - $6.86K
|
70
$465
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
58New |
$3.11K - $5.68K
|
58
$385
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
51New |
$2.73K - $5K
|
51
$339
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
46+ 1.14% |
$2.46K - $4.51K
|
4.07K
$27K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
46New |
$2.46K - $4.51K
|
46
$305
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 14.94% |
$1.93K - $3.53K
|
277
$1.84K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
35+ 51.47% |
$1.87K - $3.43K
|
103
$684
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
BUY
|
- |
32+ 0.76% |
$1.71K - $3.14K
|
4.27K
$28.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
31+ 0.37% |
$1.66K - $3.04K
|
8.37K
$55.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
28+ 9.96% |
$1.5K - $2.74K
|
309
$2.05K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
24New |
$1.29K - $2.35K
|
24
$159
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
24New |
$1.29K - $2.35K
|
24
$159
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20+ 5.0% |
$1.07K - $1.96K
|
420
$2.79K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19+ 5.96% |
$1.02K - $1.86K
|
338
$2.24K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15New |
$804 - $1.47K
|
15
$99.6
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
15New |
$804 - $1.47K
|
15
$99.6
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
8New |
$429 - $784
|
8
$53.1
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-65Closed |
$3.48K - $6.37K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Penbrook Management LLC
|
SELL
|
- |
-91- 1.27% |
$4.87K - $8.92K
|
7.08K
$47K
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-100Closed |
$5.36K - $9.8K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-100Closed |
$5.36K - $9.8K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-126- 1.48% |
$6.75K - $12.3K
|
8.4K
$55.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-150Closed |
$8.04K - $14.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-170- 2.47% |
$9.11K - $16.7K
|
6.7K
$44.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-540- 57.26% |
$28.9K - $52.9K
|
403
$2.68K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-567- 96.26% |
$30.4K - $55.6K
|
22
$146
|
|
|
Feb 09, 2022
Q4 2021
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-650- 3.23% |
$34.8K - $63.7K
|
19.4K
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-700Closed |
$37.5K - $68.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-711Closed |
$38.1K - $69.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-870- 16.05% |
$46.6K - $85.3K
|
4.55K
$30.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-931- 21.94% |
$49.9K - $91.2K
|
3.31K
$22K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.17K- 92.15% |
$62.9K - $115K
|
100
$664
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1.51K- 0.67% |
$81K - $148K
|
223K
$1.48M
|
|
|
Jan 31, 2022
Q4 2021
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-1.79KClosed |
$96.1K - $176K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.85KClosed |
$99.2K - $181K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.04K- 15.28% |
$109K - $200K
|
11.3K
$75K
|
|
|
Feb 10, 2022
Q4 2021
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-2.4KClosed |
$128K - $235K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2.4KClosed |
$129K - $235K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-2.44K- 19.53% |
$131K - $239K
|
10K
$66.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.64KClosed |
$141K - $258K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-2.85KClosed |
$152K - $279K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-2.97K- 12.38% |
$159K - $291K
|
21K
$140K
|
|
|
Jun 21, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.37K- 36.81% |
$181K - $330K
|
5.79K
$38.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-3.89KClosed |
$208K - $381K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.93KClosed |
$210K - $385K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.3K- 38.89% |
$230K - $421K
|
6.76K
$44.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-4.4KClosed |
$236K - $431K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-4.4K- 38.26% |
$236K - $431K
|
7.1K
$47.1K
|