Purchases and Sales Made in Q2 2025 in Oak Valley Bancorp (OVLY)
This table provides information about the institutional ownership of Oak Valley Bancorp (OVLY) during Q2 2025. The information is specifically focused on institutions that hold shares of Oak Valley Bancorp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
28.8K+ 7.49% |
$667K - $798K
|
413K
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
11.7KNew |
$272K - $325K
|
11.7K
$330K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
10.6K+ 8.97% |
$247K - $295K
|
129K
$3.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.11K+ 24.72% |
$119K - $142K
|
25.8K
$726K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.88K+ 59.38% |
$89.9K - $108K
|
10.4K
$293K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
2.92KNew |
$67.6K - $81K
|
2.92K
$82.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
2.77K+ 31.95% |
$64.3K - $77K
|
11.5K
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.6K+ 20.93% |
$60.4K - $72.3K
|
15K
$423K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.59K+ 1.63% |
$60.1K - $72K
|
161K
$4.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
600+ 3.06% |
$13.9K - $16.7K
|
20.2K
$568K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
167+ 7.91% |
$3.87K - $4.64K
|
2.28K
$64.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
145New |
$3.36K - $4.03K
|
145
$4.08K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
70+ 57.38% |
$1.62K - $1.94K
|
192
$5.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45+ 642.86% |
$1.04K - $1.25K
|
52
$1.46K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14New |
$325 - $389
|
14
$394
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
9+ 0.89% |
$209 - $250
|
1.02K
$28.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 11.11% |
$46.4 - $55.5
|
16
$450
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3- 75.0% |
$69.6 - $83.3
|
1
$28.2
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-11- 8.03% |
$255 - $305
|
126
$3.55K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-193- 97.97% |
$4.48K - $5.36K
|
4
$113
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-348- 2.39% |
$8.07K - $9.66K
|
14.2K
$399K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-354- 0.77% |
$8.21K - $9.83K
|
45.4K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-424- 1.63% |
$9.83K - $11.8K
|
25.5K
$719K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.05K- 1.99% |
$24.2K - $29K
|
51.5K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.78K- 15.92% |
$41.4K - $49.5K
|
9.42K
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-2.25K- 43.17% |
$52.2K - $62.5K
|
2.96K
$83.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4K- 14.15% |
$92.8K - $111K
|
24.3K
$683K
|
|
|
Aug 13, 2025
Q2 2025
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-8.6K- 7.02% |
$199K - $239K
|
114K
$3.2M
|