Institutional Ownership Oak Valley Bancorp (OVLY)
This table provides information about the institutional ownership of Oak Valley Bancorp (OVLY). We have compiled data on the 68 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $75.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
634
shares
|
$17,599
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
556
shares
|
$15,434
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
494
shares
|
$13,713
0.0% of portfolio
|
Q2 2024
Reduced 27.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
383
shares
|
$10,632
0.0% of portfolio
|
Q1 2025
Reduced 74.57%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
227
shares
|
$6,301
0.0% of portfolio
|
Q1 2024
Reduced 61.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
197
shares
|
$5,468
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
137
shares
|
$3,803
0.0% of portfolio
|
Q4 2024
Reduced 20.81%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
122
shares
|
$3,386
0.0% of portfolio
|
Q1 2025
Reduced 44.04%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
118
shares
|
$3,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
93
shares
|
$2,581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
88
shares
|
$2,442
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
32
shares
|
$888
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
18
shares
|
$499
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8
shares
|
$222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7
shares
|
$194
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
4
shares
|
$111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
1
shares
|
$27
0.0% of portfolio
|
Q1 2023
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
|