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 $74.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,017
shares
|
$28,628
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
634
shares
|
$17,847
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
556
shares
|
$15,651
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
494
shares
|
$13,906
0.0% of portfolio
|
Q2 2024
Reduced 27.03%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
383
shares
|
$10,781
0.0% of portfolio
|
Q1 2025
Reduced 74.57%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
227
shares
|
$6,390
0.0% of portfolio
|
Q1 2024
Reduced 61.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
192
shares
|
$5,404
0.0% of portfolio
|
Q2 2025
Added 57.38%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
145
shares
|
$4,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
126
shares
|
$3,546
0.0% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
118
shares
|
$3,321
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
88
shares
|
$2,477
0.0% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
16
shares
|
$450
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
14
shares
|
$394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7
shares
|
$197
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
4
shares
|
$112
0.0% of portfolio
|
Q2 2025
Reduced 97.97%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1
shares
|
$28
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1
shares
|
$28
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|