OptimizeRx Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FIRST LIGHT ASSET MANAGEMENT, LLC | 11/14/2024 | 1.81 M | $13.99 M | -0.84% | 9.93% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.27 M | $9.84 M | 100.00% | 6.98% |
| AWM INVESTMENT COMPANY, INC. | 11/14/2024 | 1.07 M | $8.27 M | 6.93% | 5.87% |
| SAMJO MANAGEMENT, LLC | 11/12/2024 | 1.04 M | $8.07 M | 34.03% | 5.72% |
| VANGUARD GROUP INC | 11/13/2024 | 952,893 | $7.36 M | -2.12% | 5.22% |
| BLAIR WILLIAM & CO/IL | 11/12/2024 | 677,094 | $5.23 M | 5.18% | 3.71% |
| RICE HALL JAMES & ASSOCIATES, LLC | 10/28/2024 | 615,441 | $4.75 M | 24.05% | 3.37% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 404,427 | $3.12 M | 24.77% | 2.22% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 395,800 | $3.06 M | -4.84% | 2.17% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 376,324 | $2.91 M | 12.61% | 2.06% |
| STATE STREET CORP | 11/14/2024 | 350,093 | $2.70 M | 0.52% | 1.92% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 263,655 | $2.04 M | -14.49% | 1.44% |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | 11/14/2024 | 242,208 | $1.87 M | -38.25% | 1.33% |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 10/10/2024 | 242,025 | $1.87 M | 42.91% | 1.33% |
| BULLSEYE ASSET MANAGEMENT LLC | 11/15/2024 | 214,046 | $1.65 M | 55.57% | 1.17% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 154,100 | $1.19 M | 0.00% | 0.84% |
| MORGAN STANLEY | 11/14/2024 | 149,715 | $1.16 M | 51.44% | 0.82% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 104,917 | $810,000 | 100.00% | 0.57% |
| PERKINS CAPITAL MANAGEMENT INC | 10/31/2024 | 101,363 | $782,522 | -0.98% | 0.56% |
| AMH EQUITY LTD | 11/07/2024 | 100,000 | $772,000 | 100.00% | 0.55% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 96,148 | $742,262 | -13.94% | 0.53% |
| CREDIT AGRICOLE S A | 11/14/2024 | 89,200 | $688,624 | 0.00% | 0.49% |
| AVENIR CORP | 11/14/2024 | 88,260 | $681,367 | 0.00% | 0.48% |
| LEGATO CAPITAL MANAGEMENT LLC | 11/07/2024 | 83,050 | $641,146 | 39.13% | 0.46% |
| CITADEL ADVISORS LLC | 11/14/2024 | 75,778 | $585,006 | -26.04% | 0.42% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 67,500 | $521,100 | -52.51% | 0.37% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 10/30/2024 | 67,356 | $519,988 | 8.02% | 0.37% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 52,563 | $405,786 | -23.67% | 0.29% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2024 | 51,064 | $394,214 | -51.55% | 0.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 48,437 | $373,934 | 0.00% | 0.27% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 47,841 | $369,332 | 2.84% | 0.26% |
| PETRUS TRUST COMPANY, LTA | 11/14/2024 | 47,501 | $366,708 | 100.00% | 0.26% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 45,637 | $352,318 | 163.49% | 0.25% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 11/12/2024 | 44,829 | $346,080 | 73.67% | 0.25% |
| SHERBROOKE PARK ADVISERS LLC | 11/14/2024 | 36,072 | $278,476 | 100.00% | 0.20% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 33,225 | $256,497 | -8.86% | 0.18% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 27,050 | $208,826 | 0.00% | 0.15% |
| BARCLAYS PLC | 11/19/2024 | 26,934 | $208,000 | 358.53% | 0.15% |
| ROYAL BANK OF CANADA | 11/14/2024 | 25,319 | $196,000 | 0.60% | 0.14% |
| DIAMETRIC CAPITAL, LP | 11/13/2024 | 23,974 | $185,079 | 100.00% | 0.13% |
| RHUMBLINE ADVISERS | 11/12/2024 | 23,900 | $184,500 | -24.04% | 0.13% |
| CONNORS INVESTOR SERVICES INC | 11/14/2024 | 21,807 | $168,350 | 14.13% | 0.12% |
| JANE STREET GROUP, LLC | 11/15/2024 | 21,646 | $167,107 | -36.94% | 0.12% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 20,430 | $157,720 | 100.00% | 0.11% |
| CITADEL ADVISORS LLC | 11/14/2024 | 18,100 | $139,732 | -42.17% | 0.10% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 17,400 | $134,328 | -12.48% | 0.10% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 14,612 | $112,805 | -62.90% | 0.08% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 10,460 | $80,751 | -62.85% | 0.06% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 10,083 | $77,841 | 0.00% | 0.06% |
| QUEST PARTNERS LLC | 11/07/2024 | 9,800 | $75,656 | 15,965.57% | 0.05% |
OptimizeRx Corporationinstitutional Ownership - FAQ's
During the previous two years, 112 institutional investors and hedge funds held shares of OptimizeRx Corporation. The most heavily invested institutionals were:
GAMMA Investing LLC: 0
First Light Asset Management, LLC: 1.81 M
BlackRock Funding, Inc. /DE: 1.27 M
AWM Investment Company, Inc.: 1.07 M
Samjo Management, LLC: 1.04 M
VANGUARD GROUP INC: 952,893
67.80% of OptimizeRx Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 14.30 M shares in the last 24 months. This purchase volume represents approximately $69.78 M in transactions.