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Corient Private Wealth’s
Omeros
OMER
Stock Holding History
Corient Private Wealth’s Portfolio
OMER Stock Details
OMER Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$8.46M
Sell
801,411
-573,939
-42%
-$6.76M
0.01%
678
2025
Q4
$23.6M
Buy
1,375,350
+766,588
+126%
+$6.6M
0.02%
524
2025
Q3
$2.5M
Buy
608,762
+78,148
+15%
+$310K
﹤0.01%
969
2025
Q2
$1.59M
Sell
530,614
-189,808
-26%
-$945K
﹤0.01%
1141
2025
Q1
$5.92M
Sell
720,422
-13,027
-2%
-$115K
0.01%
644
2024
Q4
$7.25M
Sell
733,449
-53,002
-7%
-$364K
0.01%
601
2024
Q3
$3.12M
Buy
786,451
+60,000
+8%
+$256K
﹤0.01%
913
2024
Q2
$2.95M
Buy
726,451
+102,788
+16%
+$367K
0.01%
876
2024
Q1
$2.15M
Sell
623,663
-40,000
-6%
-$152K
﹤0.01%
987
2023
Q4
$2.17M
Sell
663,663
-23,246
-3%
-$49.1K
﹤0.01%
965
2023
Q3
$2.01M
Sell
686,909
-4,638
-0.7%
-$18.6K
﹤0.01%
915
2023
Q2
$3.76M
Sell
691,547
-10,000
-1%
-$58.4K
0.01%
713
2023
Q1
$3.26M
Buy
701,547
+58,569
+9%
+$211K
0.01%
704
2022
Q4
$1.45M
Buy
+642,978
New
+$1.77M
0.01%
802
Other funds holding OMER
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
ISL
Ingalls & Snyder LLC
New York
$2.82B AUM
21.61%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Stifel Financial
St. Louis, Missouri
$109B AUM
21.36%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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