Oak Valley Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 469,248 | $12.47 M | 100.00% | 5.71% |
| VANGUARD GROUP INC | 11/13/2024 | 384,524 | $10.22 M | 1.65% | 4.68% |
| SIENA CAPITAL PARTNERS GP, LLC | 11/12/2024 | 358,593 | $9.53 M | 0.00% | 4.36% |
| FMR LLC | 11/13/2024 | 217,128 | $5.77 M | 0.39% | 2.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 155,526 | $4.13 M | 2.40% | 1.89% |
| CRESSET ASSET MANAGEMENT, LLC | 11/14/2024 | 140,282 | $3.73 M | -2.18% | 1.71% |
| M3F, INC. | 11/13/2024 | 133,984 | $3.56 M | 1.32% | 1.63% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 111,968 | $2.97 M | 3.11% | 1.36% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 107,472 | $2.86 M | 12.53% | 1.31% |
| STATE STREET CORP | 11/14/2024 | 86,390 | $2.30 M | 0.59% | 1.05% |
| BANC FUNDS CO LLC | 11/14/2024 | 43,822 | $1.16 M | -39.56% | 0.53% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 38,004 | $1.01 M | 5.19% | 0.46% |
| MORGAN STANLEY | 11/14/2024 | 30,572 | $812,297 | 84.50% | 0.37% |
| RBF CAPITAL, LLC | 11/14/2024 | 30,000 | $797,100 | 0.00% | 0.36% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 27,673 | $735,272 | -19.83% | 0.34% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 21,044 | $559,139 | 0.00% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 20,922 | $555,903 | -20.42% | 0.25% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 19,571 | $520,001 | 100.00% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 19,093 | $507,301 | -5.96% | 0.23% |
| CITADEL ADVISORS LLC | 11/14/2024 | 15,961 | $424,084 | -18.52% | 0.19% |
| BARCLAYS PLC | 11/19/2024 | 15,368 | $408,000 | 122.82% | 0.19% |
| LPL FINANCIAL LLC | 11/08/2024 | 13,159 | $349,635 | 100.00% | 0.16% |
| SEIZERT CAPITAL PARTNERS, LLC | 11/06/2024 | 12,322 | $327,396 | 100.00% | 0.15% |
| FOURTHSTONE LLC | 11/14/2024 | 11,110 | $295,193 | 100.00% | 0.14% |
| JPMORGAN CHASE & CO | 12/26/2024 | 10,755 | $285,761 | 123.60% | 0.13% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 10,473 | $278,268 | -4.05% | 0.13% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 9,287 | $246,756 | -6.88% | 0.11% |
| UBS GROUP AG | 11/14/2024 | 9,262 | $246,091 | 0.59% | 0.11% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 8,679 | $230,601 | 0.00% | 0.11% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 8,400 | $223,188 | -1.18% | 0.10% |
| RHUMBLINE ADVISERS | 11/12/2024 | 8,100 | $215,209 | 12.33% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 8,051 | $213,915 | 16.36% | 0.10% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 7,128 | $189,391 | 1.92% | 0.09% |
| ROYAL BANK OF CANADA | 11/14/2024 | 5,168 | $137,000 | -0.31% | 0.06% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 4,057 | $108,000 | 0.00% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 4,021 | $106,838 | 0.00% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 3,776 | $100,328 | 16.04% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 3,644 | $96,821 | -0.60% | 0.04% |
| CWM, LLC | 10/08/2024 | 1,796 | $48,000 | 2.57% | 0.02% |
| ALLWORTH FINANCIAL LP | 10/23/2024 | 1,008 | $26,783 | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 634 | $16,845 | 0.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/13/2024 | 556 | $14,773 | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 519 | $13,790 | -72.01% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 494 | $13,126 | 0.00% | 0.01% |
| AMALGAMATED BANK | 10/30/2024 | 227 | $6,000 | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 10/28/2024 | 173 | $4,597 | -4.95% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 118 | $3,135 | 100.00% | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 10/29/2024 | 90 | $2,000 | 100.00% | 0.00% |
| COVESTOR LTD | 11/01/2024 | 51 | $1,000 | -36.25% | 0.00% |
| CAPITAL PERFORMANCE ADVISORS LLP | 11/01/2024 | 32 | $850 | 100.00% | 0.00% |
Oak Valley Bancorpinstitutional Ownership - FAQ's
During the previous two years, 72 institutional investors and hedge funds held shares of Oak Valley Bancorp. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 469,248
VANGUARD GROUP INC: 384,524
Siena Capital Partners GP, LLC: 358,593
FMR LLC: 217,128
GEODE CAPITAL MANAGEMENT, LLC: 155,526
Cresset Asset Management, LLC: 140,282
32.49% of Oak Valley Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 3.20 M shares in the last 24 months. This purchase volume represents approximately $87.56 M in transactions.