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SG Americas Securities’s
OptimizeRx
OPRX
Stock Holding History
SG Americas Securities’s Portfolio
OPRX Stock Details
OPRX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-10,555
Closed
-$51K
–
3672
2024
Q4
$51K
Buy
+10,555
New
+$59K
﹤0.01%
2903
2023
Q2
–
Sell
-7,010
Closed
-$103K
–
2936
2023
Q1
$103K
Buy
+7,010
New
+$117K
﹤0.01%
2891
2022
Q4
–
Sell
-56,976
Closed
-$844K
–
3301
2022
Q3
$844K
Buy
56,976
+16,732
+42%
+$331K
0.01%
1131
2022
Q2
$1.1M
Buy
40,244
+33,126
+465%
+$982K
0.01%
1224
2022
Q1
$268K
Sell
7,118
-7,253
-50%
-$321K
﹤0.01%
2253
2021
Q4
$893K
Buy
14,371
+8,191
+133%
+$621K
0.01%
1735
2021
Q3
$529K
Buy
+6,180
New
+$388K
﹤0.01%
2446
2021
Q2
–
Sell
-2,351
Closed
-$115K
–
3131
2021
Q1
$115K
Buy
+2,351
New
+$113K
﹤0.01%
3014
2020
Q3
–
Sell
-7,858
Closed
-$102K
–
3244
2020
Q2
$102K
Buy
+7,858
New
+$85.4K
﹤0.01%
3361
Other funds holding OPRX
WCA
Whetstone Capital Advisors
Shawnee Mission, Kansas
$266M AUM
44.06%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
William Blair & Company
Chicago, Illinois
$34.9B AUM
18.88%
1-Year Est. Return
RHJA
Rice Hall James & Associates
San Diego, California
$1.8B AUM
36.16%
1-Year Est. Return
KCM
Kennedy Capital Management
St Louis, Missouri
$4.72B AUM
36.69%
1-Year Est. Return
PHP
Parkman Healthcare Partners
Stamford, Connecticut
$965M AUM
79.46%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
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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