OVLY Institutional Ownership
Oak Valley Bancorp
1W: +1.1%
1M: -0.4%
3M: +0.2%
YTD: +15.9%
1Y: +24.8%
3Y: +47.2%
5Y: +107.1%
$34.29
+0.26 (+0.76%)
After Hours: $29.37 (-4.92, -14.35%)
Weekly Expected Move ±3.0%
$32
$33
$34
$35
$36
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — OVLY
92
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
$99M
Total Invested
14
New Positions
41
Increased
21
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP NEW | 130,531 | $4M | +130,531 | — | 1Q | SEC ↗ |
| 2 | RENAISSANCE TECHNOLOGIES LLC NEW | 73,973 | $3M | +73,973 | — | 1Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC NEW | 65,845 | $2M | +65,845 | — | 1Q | SEC ↗ |
| 4 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 53,502 | $2M | +53,502 | — | 1Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC NEW | 28,963 | $993K | +28,963 | — | 1Q | SEC ↗ |
| 6 | HSBC HOLDINGS PLC | 23,450 | $804K | +1,949 | +9.1% | 8Q | SEC ↗ |
| 7 | ALGERT GLOBAL LLC NEW | 9,910 | $340K | +9,910 | — | 1Q | SEC ↗ |
| 8 | MARSHALL WACE, LLP NEW | 9,220 | $316K | +9,220 | — | 1Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN NEW | 6,583 | $226K | +6,583 | — | 1Q | SEC ↗ |
| 10 | CALIFORNIA STATE TEACHERS RETIREMENT S | 3,240 | $111K | +2,870 | +775.7% | 2Q | SEC ↗ |
| 11 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 2,057 | $71K | +2,057 | — | 1Q | SEC ↗ |
| 12 | Allworth Financial LP NEW | 1,102 | $38K | +1,102 | — | 1Q | SEC ↗ |
| 13 | GAMMA Investing LLC | 157 | $5K | +14 | +9.8% | 3Q | SEC ↗ |
| 14 | Sterling Capital Management LLC NEW | 143 | $5K | +143 | — | 1Q | SEC ↗ |
| 15 | IFP Advisors, Inc | 82 | $3K | +11 | +15.5% | 3Q | SEC ↗ |
| 16 | Farther Finance Advisors, LLC | 54 | $2K | +38 | +237.5% | 3Q | SEC ↗ |
| 17 | Basecamp Wealth Advisors LLC | 9 | $0K | +5 | +125.0% | 2Q | SEC ↗ |
| 18 | NISA INVESTMENT ADVISORS, LLC NEW | 5 | $0K | +5 | — | 1Q | SEC ↗ |
| 19 | Root Financial Partners, LLC NEW | 3 | $0K | +3 | — | 1Q | SEC ↗ |
| 20 | CALDWELL SUTTER CAPITAL, INC. NEW | 1 | $0K | +1 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 130,531 | $4M |
| RENAISSANCE TECHNOLOGIES LLC | 73,973 | $3M |
| GOLDMAN SACHS GROUP INC | 65,845 | $2M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 53,502 | $2M |
| CITADEL ADVISORS LLC | 28,963 | $993K |
| ALGERT GLOBAL LLC | 9,910 | $340K |
| MARSHALL WACE, LLP | 9,220 | $316K |
| WELLS FARGO & COMPANY/MN | 6,583 | $226K |
| NEW YORK STATE COMMON RETIREMENT FU | 2,057 | $71K |
| Allworth Financial LP | 1,102 | $38K |
| Sterling Capital Management LLC | 143 | $5K |
| NISA INVESTMENT ADVISORS, LLC | 5 | $0K |
| Root Financial Partners, LLC | 3 | $0K |
| CALDWELL SUTTER CAPITAL, INC. | 1 | $0K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +2,870 | +775.7% | 3,240 |
| HSBC HOLDINGS PLC | +1,949 | +9.1% | 23,450 |
| Farther Finance Advisors, LLC | +38 | +237.5% | 54 |
| GAMMA Investing LLC | +14 | +9.8% | 157 |
| IFP Advisors, Inc | +11 | +15.5% | 82 |
| Basecamp Wealth Advisors LLC | +5 | +125.0% | 9 |
Biggest Decreases (0)
None.