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Get Institutions for : 
Oportun Financial Corp (OPRT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    7
Total shares held : 
24,609,078  
% of shares held : 
89.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -13  
Amount of shares held : 
550,020  
% of shares held change : 
  1.99%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 697,977
 2.84%
 
Increased Positions :
23
 3,219,426
 13.08%
 
Unchanged Positions :
14
 6,405,918
 26.03%
 
Decreased Positions :
29
-2,642,928
-10.74%
 
Closed Positions :
13
-724,455
-2.94%
 
Guru Positions :
0
 0%
 
View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Connor Clark & Lunn Investment Management Ltd. 1345 *Closed 2024-06-30 0 $0 -59,809
   STIFEL FINANCIAL CORP 3354 *Closed 2024-06-30 0 $0 -336,472
   Advisor Group Holdings Inc. 6786 *Closed 2024-06-30 0 $0 -712
   STATE OF WISCONSIN INVESTMENT BOARD 2332 *Closed 2024-06-30 0 $0 -42,700
   BANK OF MONTREAL /CAN/ 3548 *Closed 2024-06-30 0 $0 -63,110
   JANE STREET GROUP LLC 5866 *Closed 2024-06-30 0 $0 -138,446
   Hennion & Walsh Asset Management Inc. 885 *Closed 2024-06-30 0 $0 -20,588
   Ergoteles LLC 576 *Closed 2023-09-30 0 $0 -27,800
   QUANTBOT TECHNOLOGIES LLC 1684 *Closed 2024-06-30 0 $0 -800
   VIRTU FINANCIAL LLC 1804 *Closed 2024-06-30 0 $0 -13,152
   Venturi Wealth Management LLC 1552 *Closed 2024-06-30 0 $0 -2,000
   ROYAL BANK OF CANADA 6896 *Closed 2024-06-30 0 $0 -528
   Man Group plc 1957 *Closed 2024-06-30 0 $0 -15,537
   Versant Capital Management Inc 1974 *Closed 2024-06-30 0 $0 -30,601

  14 Records found
  1    
  Page 1 of 1
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