Institutional Ownership Ocean Power Technologies, Inc. (OPTT)
This table provides information about the institutional ownership of Ocean Power Technologies, Inc. (OPTT). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $10.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
10,642
shares
|
$8,939
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
10,000
shares
|
$8,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
10,000
shares
|
$8,400
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,765
shares
|
$6,522
0.0% of portfolio
|
Q1 2025
Reduced 40.69%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
5,900
shares
|
$4,956
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
900
shares
|
$756
0.0% of portfolio
|
Q4 2024
Added 1458.33%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
700
shares
|
$588
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
637
shares
|
$535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
603
shares
|
$506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
586
shares
|
$492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
500
shares
|
$420
0.0% of portfolio
|
Q1 2020
Reduced 99.8%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
500
shares
|
$420
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
250
shares
|
$210
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
250
shares
|
$210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
217
shares
|
$182
0.0% of portfolio
|
Q1 2025
Reduced 78.58%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
200
shares
|
$168
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
100
shares
|
$84
0.0% of portfolio
|
Q1 2025
Reduced 96.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
51
shares
|
$42
0.0% of portfolio
|
Q3 2024
Reduced 79.76%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
50
shares
|
$42
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
43
shares
|
$36
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
1
shares
|
$0
0.0% of portfolio
|
Q1 2021
Reduced 50.0%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q4 2021
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
|