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OptimizeRx (OPRX) Institutional Ownership

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$5.71 +0.05 (+0.88%)
Closing price 04:00 PM Eastern
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$5.74 +0.03 (+0.44%)
As of 06:51 PM Eastern
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Institutional Ownership Changes (13F Filings) for OptimizeRx (NASDAQ:OPRX)

Current
Institutional Ownership
Percentage
76.47%
Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$15.22M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$24.63M
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Skip Chart & View Institutional Buying and Selling Data

OPRX Institutional Buying and Selling by Quarter

OptimizeRx Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/27/2025 Greenwood Capital Associates LLC88,596$431K0.1%+31.5%0.481%
1/17/2025 Janney Montgomery Scott LLC84,782$412K0.0%-19.2%0.460%
1/17/2025 SG Americas Securities LLC10,555$51K0.0%N/A0.057%
12/26/2024JPMorgan Chase & Co.7,783$60K0.0%-93.1%0.042%
11/19/2024Barclays PLC26,934$208K0.0%+358.5%0.146%
11/16/2024Geode Capital Management LLC395,800$3.06M0.0%-4.8%2.160%
11/15/2024Bullseye Asset Management LLC214,046$1.65M0.8%+55.6%1.168%
11/15/2024Barclays PLC26,934$208K0.0%+358.5%0.147%
11/15/2024Jane Street Group LLC21,646$167K0.0%-51.2%0.118%
11/13/2024BNP Paribas Financial Markets3,690$28K0.0%+189.2%0.020%
11/7/2024Quest Partners LLC9,800$76K0.0%+15,965.6%0.053%
10/30/2024 Greenwood Capital Associates LLC67,356$520K0.1%+8.0%0.369%
10/29/2024 Janney Montgomery Scott LLC104,917$810K0.0%N/A0.574%
10/28/2024Rice Hall James & Associates LLC615,441$4.75M0.3%+24.0%3.359%
10/10/2024Essex Investment Management Co. LLC242,025$1.87M0.3%+42.9%1.325%
8/14/2024Squarepoint Ops LLC28,153$282K0.0%N/A0.154%
8/14/2024First Light Asset Management LLC1,826,961$18.27M1.6%+5.1%10.000%
8/14/2024Marshall Wace LLP45,748$457K0.0%N/A0.250%
8/13/2024Divisadero Street Capital Management LP1,315,913$13.16M2.0%-16.3%7.203%
8/12/2024Blair William & Co. IL643,757$6.44M0.0%-17.7%3.524%
8/10/2024Connors Investor Services Inc.19,107$191K0.0%+15.1%0.105%
8/9/2024Renaissance Technologies LLC142,146$1.42M0.0%+101.8%0.778%
8/9/2024Dimensional Fund Advisors LP324,130$3.24M0.0%+12.5%1.774%
8/8/2024American Century Companies Inc.39,384$394K0.0%-48.9%0.216%
8/8/2024Rice Hall James & Associates LLC496,135$4.96M0.3%+23.5%2.716%
8/1/2024Rhumbline Advisers31,462$315K0.0%+9.2%0.172%
7/26/2024 Legato Capital Management LLC59,693$597K0.1%+74.0%0.327%
7/26/2024Summit Securities Group LLC2,504$25K0.0%N/A0.014%
7/26/2024Bank of New York Mellon Corp111,719$1.12M0.0%+9.9%0.611%
5/16/2024AWM Investment Company Inc.853,042$10.36M1.4%+4.0%4.692%
5/16/2024Kennedy Capital Management LLC319,799$3.89M0.1%-34.8%1.759%
5/15/2024First Light Asset Management LLC1,737,584$21.11M1.6%+0.6%9.558%
5/11/2024Hillsdale Investment Management Inc.10,700$130K0.0%-31.8%0.059%
5/10/2024Connors Investor Services Inc.16,607$202K0.0%-32.2%0.091%
5/10/2024Acadian Asset Management LLC24,562$297K0.0%-45.3%0.135%
5/10/2024Vanguard Group Inc.1,027,293$12.48M0.0%+0.6%5.649%
5/9/2024Blair William & Co. IL782,573$9.51M0.0%+5.6%4.305%
5/3/2024Essex Investment Management Co. LLC86,656$1.05M0.2%N/A0.477%
5/1/2024BNP Paribas Financial Markets27,910$339K0.0%+283.6%0.154%
5/1/2024 Mirae Asset Global Investments Co. Ltd.44,576$542K0.0%N/A0.245%
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4/23/2024Rice Hall James & Associates LLC401,882$4.88M0.3%+17.3%2.211%
3/5/2024 Greenwood Capital Associates LLC54,675$782K0.1%+58.8%0.301%
2/20/2024Quarry LP3,735$53K0.0%-52.9%0.021%
2/15/2024G2 Investment Partners Management LLC468,120$6.70M2.0%+26.0%2.579%
2/14/2024First Light Asset Management LLC1,727,298$24.72M2.0%-30.5%9.517%
2/14/2024Avenir Corp88,260$1.26M0.1%-71.3%0.486%
2/13/2024Tower Research Capital LLC TRC6,765$97K0.0%+407.5%0.037%
2/12/2024Millrace Asset Group Inc.133,936$1.92M1.9%N/A0.738%
2/9/2024Hillsdale Investment Management Inc.15,700$225K0.0%N/A0.087%
2/5/2024Victory Capital Management Inc.58,707$840K0.0%-16.9%0.323%
2/1/2024 Cetera Trust Company N.A5,400$77K0.0%N/A0.030%
1/31/2024Federated Hermes Inc.182,985$2.62M0.0%-47.3%1.008%
1/25/2024 Nisa Investment Advisors LLC2,142$31K0.0%+215.0%0.012%
1/22/2024Perkins Capital Management Inc.105,463$1.51M1.3%+3.5%0.581%
12/6/2023Citigroup Inc.6,189$48K0.0%-45.0%0.034%
11/22/2023Connors Investor Services Inc.22,500$175K0.0%+21.6%0.124%
11/15/2023Kennedy Capital Management LLC555,675$4.32M0.1%N/A3.339%
11/15/2023Avenir Corp307,549$2.39M0.2%-19.4%1.848%
11/14/2023Quadrature Capital Ltd20,916$162K0.0%N/A0.126%
11/14/2023AWM Investment Company Inc.782,571$6.09M0.9%+75.8%4.703%
11/13/2023Federated Hermes Inc.347,328$2.70M0.0%-26.5%2.088%
11/9/2023Blair William & Co. IL836,498$6.51M0.0%-1.1%5.027%
11/8/2023L2 Asset Management LLC12,170$95K0.1%N/A0.073%
11/7/2023Quantbot Technologies LP6,303$49K0.0%N/A0.038%
11/7/2023Jump Financial LLC13,032$101K0.0%N/A0.078%
11/6/2023Los Angeles Capital Management LLC29,782$232K0.0%+22.8%0.179%
11/2/2023Rice Hall James & Associates LLC387,377$3.01M0.2%-1.4%2.328%
11/1/2023Jacob Asset Management of New York LLC370,330$2.88M4.1%+30.1%2.226%
10/26/2023 Mirae Asset Global Investments Co. Ltd.42,520$331K0.0%-6.0%0.256%
10/26/2023Strs Ohio21,500$167K0.0%+48.3%0.129%
10/24/2023Bank of New York Mellon Corp105,085$818K0.0%-1.9%0.632%
10/18/2023 Greenwood Capital Associates LLC34,430$268K0.0%-29.0%0.207%
9/21/2023Barclays PLC3,305$47K0.0%-60.9%0.020%
9/1/2023 Portside Wealth Group LLC115,605$1.65M0.1%N/A0.695%
8/11/2023AWM Investment Company Inc.445,268$6.36M0.9%+11.8%2.599%
8/11/2023Avenir Corp381,660$5.45M0.5%-7.9%2.228%
8/11/2023S Squared Technology LLC17,021$243K0.1%N/A0.099%
8/10/2023 Mirae Asset Global Investments Co. Ltd.45,222$646K0.0%-2.1%0.264%
8/8/2023Wasatch Advisors LP458,641$6.55M0.0%-2.3%2.677%
8/7/2023Acadian Asset Management LLC2,799$39K0.0%N/A0.016%
8/3/2023Premier Fund Managers Ltd35,415$503K0.0%N/A0.207%
8/1/2023Kornitzer Capital Management Inc. KS225,489$3.22M0.1%-36.1%1.316%
8/1/2023 Portside Wealth Group LLC115,605$1.65M0.0%N/A0.675%
7/31/2023Strs Ohio14,500$207K0.0%+126.6%0.085%
7/27/2023Victory Capital Management Inc.70,618$1.01M0.0%-25.7%0.412%
7/24/2023Rice Hall James & Associates LLC392,994$5.62M0.3%+8.2%2.294%
5/16/2023First Light Asset Management LLC1,010,931$14.79M1.3%+179.8%5.905%
5/16/2023G2 Investment Partners Management LLC536,409$7.85M2.2%-29.9%3.133%
5/12/2023Mirabella Financial Services LLP13,539$198K0.0%N/A0.079%
5/12/2023HRT Financial LP171,079$2.50M0.0%+223.8%0.999%
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5/12/2023Blair William & Co. IL843,412$12.34M0.0%+3.4%4.926%
5/12/2023 Greenwood Capital Associates LLC47,800$699K0.1%-1.9%0.279%
5/12/2023Rice Hall James & Associates LLC363,291$5.32M0.3%+33.7%2.122%
5/11/2023Avalon Trust Co2,000$29K0.0%N/A0.012%
5/11/2023Jacob Asset Management of New York LLC284,470$4.16M4.9%+3.6%1.662%
5/10/2023Credit Suisse AG320,496$4.69M0.0%-3.5%1.872%
5/9/2023Kornitzer Capital Management Inc. KS352,994$5.16M0.1%+17.7%2.062%
5/9/2023Russell Investments Group Ltd.59,206$866K0.0%+142.9%0.346%
5/8/2023Federated Hermes Inc.355,829$5.21M0.0%+51.9%2.078%
5/4/2023 Mirae Asset Global Investments Co. Ltd.46,196$676K0.0%-2.1%0.270%
(Data available from 1/1/2016 forward)

OPRX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OPRX shares?

During the previous two years, 68 institutional investors and hedge funds held shares of OptimizeRx. The most heavily invested institutionals were First Light Asset Management LLC ($18.27M), Divisadero Street Capital Management LP ($13.16M), Vanguard Group Inc. ($12.48M), AWM Investment Company Inc. ($10.36M), G2 Investment Partners Management LLC ($6.70M), Wasatch Advisors LP ($6.55M), and Blair William & Co. IL ($6.44M).Learn more on OPRX's institutional investors.

What percentage of OptimizeRx stock is owned by institutional investors?

76.47% of OptimizeRx stock is owned by institutional investors. Learn more on OPRX's institutional investor holdings.

Which institutional investors have been buying OptimizeRx stock?

Of the 50 institutional investors that purchased OptimizeRx stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Light Asset Management LLC ($749.32K), Kennedy Capital Management LLC ($555.68K), AWM Investment Company Inc. ($417.33K), Rice Hall James & Associates LLC ($393.87K), Portside Wealth Group LLC ($231.21K), HRT Financial LP ($171.08K), and Essex Investment Management Co. LLC ($159.33K).

How much institutional buying is happening at OptimizeRx?

Institutional investors have bought a total of 4,242,281 shares in the last 24 months. This purchase volume represents approximately $49.20M in transactions.

Which OptimizeRx major shareholders have been selling company stock?

Of the 34 institutional investors that sold OptimizeRx stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Light Asset Management LLC ($761.51K), Avenir Corp ($326.31K), Federated Hermes Inc. ($289.44K), Handelsbanken Fonder AB ($285.60K), Divisadero Street Capital Management LP ($256.99K), G2 Investment Partners Management LLC ($228.47K), and Kennedy Capital Management LLC ($170.89K).

How much institutional selling is happening at OptimizeRx?

Institutional investors have sold a total of 3,165,580 shares in the last 24 months. This volume of shares sold represents approximately $41.59M in transactions.


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This page (NASDAQ:OPRX) was last updated on 1/30/2025 by MarketBeat.com Staff
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