Purchases and Sales Made in Q1 2023 in Retail Opportunity Investments Corp (ROIC)
This table provides information about the institutional ownership of Retail Opportunity Investments Corp (ROIC) during Q1 2023. The information is specifically focused on institutions that hold shares of RETAIL OPPORTUNITY INVESTMENTS CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
243New |
$3.04K - $3.92K
|
243
$4.25K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
221New |
$2.77K - $3.57K
|
221
$3.87K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
200+ 1.76% |
$2.5K - $3.23K
|
11.6K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
187+ 0.36% |
$2.34K - $3.02K
|
51.9K
$908K
|
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
166+ 1.07% |
$2.08K - $2.68K
|
15.7K
$274K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
90+ 59.6% |
$1.13K - $1.45K
|
241
$4.22K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
76+ 105.56% |
$952 - $1.23K
|
148
$2.59K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
38+ 8.6% |
$476 - $613
|
480
$8.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
31+ 155.0% |
$388 - $500
|
51
$892
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
27+ 0.13% |
$338 - $436
|
21.4K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
20+ 1.25% |
$250 - $323
|
1.63K
$28.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-9Closed |
$113 - $145
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-26- 0.24% |
$326 - $420
|
10.8K
$189K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-52- 43.7% |
$651 - $839
|
67
$1.17K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-56- 0.39% |
$701 - $904
|
14.4K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-86- 0.11% |
$1.08K - $1.39K
|
80.4K
$1.41M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-89- 65.44% |
$1.11K - $1.44K
|
47
$822
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-110- 5.11% |
$1.38K - $1.78K
|
2.04K
$35.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-132- 7.0% |
$1.65K - $2.13K
|
1.75K
$30.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-142- 9.16% |
$1.78K - $2.29K
|
1.41K
$24.6K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-166Closed |
$2.08K - $2.68K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-190- 22.62% |
$2.38K - $3.07K
|
650
$11.4K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-220- 1.1% |
$2.75K - $3.55K
|
19.7K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-309- 16.15% |
$3.87K - $4.99K
|
1.6K
$28.1K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-349- 10.48% |
$4.37K - $5.63K
|
2.98K
$52.1K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-368- 0.29% |
$4.61K - $5.94K
|
125K
$2.19M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-454- 1.74% |
$5.68K - $7.33K
|
25.6K
$449K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-474- 0.24% |
$5.93K - $7.65K
|
201K
$3.52M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-750- 2.73% |
$9.39K - $12.1K
|
26.8K
$468K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1K- 8.2% |
$12.5K - $16.1K
|
11.2K
$196K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 1.69% |
$12.5K - $16.1K
|
58.1K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.03K- 1.39% |
$12.8K - $16.6K
|
72.7K
$1.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.11K- 2.16% |
$13.9K - $17.9K
|
50.2K
$877K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 2.43% |
$14.5K - $18.6K
|
46.3K
$810K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.19K- 5.42% |
$14.9K - $19.3K
|
20.8K
$364K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.26K- 11.1% |
$15.7K - $20.3K
|
10.1K
$176K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.32K- 7.42% |
$16.5K - $21.2K
|
16.4K
$287K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.39K- 3.37% |
$17.4K - $22.5K
|
40K
$699K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-1.42K- 1.07% |
$17.8K - $22.9K
|
132K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.56K- 8.13% |
$19.5K - $25.1K
|
17.6K
$308K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.67K- 43.13% |
$21K - $27K
|
2.21K
$38.6K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.23K- 1.42% |
$27.9K - $35.9K
|
154K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.48K- 2.31% |
$31.1K - $40.1K
|
105K
$1.84M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.64K- 2.52% |
$33K - $42.6K
|
102K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.72K- 5.66% |
$34K - $43.9K
|
45.3K
$793K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3K- 12.33% |
$37.6K - $48.4K
|
21.3K
$373K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3.04KClosed |
$38K - $49K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.22K- 27.05% |
$40.3K - $52K
|
8.68K
$152K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-3.28K- 15.03% |
$41K - $52.9K
|
18.5K
$324K
|