Institutional Ownership Retail Opportunity Investments Corp (ROIC)
This table provides information about the institutional ownership of Retail Opportunity Investments Corp (ROIC). We have compiled data on the 245 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
115
shares
|
$1,998
0.0% of portfolio
|
Q3 2024
Added 187.5%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
95
shares
|
$1,651
0.0% of portfolio
|
Q4 2022
Added 14.46%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
89
shares
|
$1,546
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
85
shares
|
$1,477
0.0% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
75
shares
|
$1,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$1,129
0.0% of portfolio
|
Q2 2022
Reduced 79.69%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
60
shares
|
$1,042
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
51
shares
|
$886
0.0% of portfolio
|
Q1 2023
Added 155.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
46
shares
|
$799
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
41
shares
|
$712
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
40
shares
|
$695
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
24
shares
|
$417
0.0% of portfolio
|
Q2 2024
Reduced 27.27%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
19
shares
|
$330
0.0% of portfolio
|
Q3 2024
Reduced 97.11%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
12
shares
|
$208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
10
shares
|
$173
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
9
shares
|
$156
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|