Latest Institutional Purchases of Retail Opportunity Investments Corp (ROIC)
This list provides information on the latest institutional transactions involving Retail Opportunity Investments Corp (ROIC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
35+ 10.39% |
$430 - $559
|
372
$6.47K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$147 - $192
|
12
$209
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
10New |
$123 - $160
|
10
$174
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9New |
$111 - $144
|
9
$156
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.1% |
$12.3 - $16
|
1.05K
$18.2K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.64% |
$12.3 - $16
|
157
$2.73K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
167K+ 96.59% |
$2M - $2.14M
|
340K
$5.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
22KNew |
$263K - $282K
|
22K
$382K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
18.3KNew |
$219K - $234K
|
18.3K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
15.8K+ 157.93% |
$189K - $202K
|
25.8K
$448K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
15.3K+ 65.65% |
$183K - $196K
|
38.7K
$672K
|
|
|
Jul 17, 2024
Q2 2024
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
15.2K+ 41.13% |
$182K - $195K
|
52.1K
$906K
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 40.72% |
$153K - $164K
|
44.2K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
11.8KNew |
$141K - $151K
|
11.8K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$124K - $133K
|
10.4K
$181K
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10.3KNew |
$123K - $132K
|
10.3K
$179K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
6.56KNew |
$78.4K - $84K
|
6.56K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.3KNew |
$39.4K - $42.2K
|
3.3K
$57.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.15K+ 71.84% |
$37.6K - $40.3K
|
7.52K
$131K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
2.39K+ 6.6% |
$28.6K - $30.7K
|
38.7K
$672K
|
|
|
Aug 05, 2024
Q2 2024
|
Gsi Capital Advisors LLC
Newport Beach, CA |
BUY
|
- |
1.95K+ 0.96% |
$23.3K - $25K
|
205K
$3.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.4K+ 0.56% |
$16.7K - $17.9K
|
250K
$4.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.24KNew |
$14.8K - $15.8K
|
1.24K
$21.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
655+ 0.59% |
$7.83K - $8.39K
|
111K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
513+ 2.68% |
$6.14K - $6.57K
|
19.6K
$341K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
500New |
$5.98K - $6.41K
|
500
$8.69K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
315New |
$3.77K - $4.04K
|
315
$5.47K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
110New |
$1.32K - $1.41K
|
110
$1.91K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
40New |
$478 - $512
|
40
$695
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15+ 0.15% |
$179 - $192
|
10.1K
$175K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 14.56% |
$179 - $192
|
118
$2.05K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.19% |
$12 - $12.8
|
85
$1.48K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
33.2KNew |
$409K - $471K
|
33.2K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
29.5KNew |
$363K - $418K
|
29.5K
$512K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
28.6KNew |
$352K - $406K
|
28.6K
$497K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
14.7K+ 5.43% |
$182K - $209K
|
286K
$4.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
11.8KNew |
$146K - $168K
|
11.8K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
5.31K+ 155.78% |
$65.5K - $75.4K
|
8.72K
$152K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.73KNew |
$21.3K - $24.6K
|
1.73K
$30.1K
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
252+ 1.3% |
$3.11K - $3.58K
|
19.6K
$341K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
28New |
$345 - $398
|
28
$487
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Waterfront Capital Partners, LLC
New York, NY |
BUY
|
- |
1.24MNew |
$13.8M - $17.8M
|
1.24M
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
884K+ 2598.73% |
$9.8M - $12.6M
|
918K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
162KNew |
$1.79M - $2.31M
|
162K
$2.81M
|
|
|
Feb 15, 2024
Q4 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
140KNew |
$1.55M - $2M
|
140K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
BUY
|
- |
120KNew |
$1.33M - $1.71M
|
120K
$2.09M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
75.6KNew |
$838K - $1.08M
|
75.6K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
25.1KNew |
$278K - $358K
|
25.1K
$435K
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
22.7K+ 33.93% |
$251K - $324K
|
89.5K
$1.55M
|
|