Jones Financial Companies
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Jones Financial Companies’s Oragenics OGEN Stock Holding History

Jones Financial Companies’s Portfolio OGEN Stock Details OGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$13 – 3480
2024
Q3 		$13 Buy
+1
New +$28 ﹤0.01% 3008

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $443M AUM 17.59% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return

Jones Financial Companies's OGEN Position: Q4 2024 in Review

Jones Financial Companies sold out of Oragenics (OGEN) in Q4 2024, closing a stake of 1 share — an estimated $13 sold.

Jones Financial Companies first reported a position in OGEN in Q3 2024 and held it in 1 quarter. The position peaked at $13 in Q3 2024. 18 funds tracked by Wall St. Rank hold OGEN as of Q4 2024.

  • Jones Financial Companies reported no remaining Oragenics position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 1 Oragenics share in Q4 2024, an estimated $13.
  • Jones Financial Companies first reported a position in Oragenics in Q3 2024 and held it in 1 quarter.
  • Jones Financial Companies's Oragenics position peaked at $13 in Q3 2024.
  • 18 funds tracked by Wall St. Rank held Oragenics as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.