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Oportun Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
51
MetLife Investment Management
New Jersey
$119K – – –
Deutsche Bank
52
Deutsche Bank
Germany
$117K +$12.7K +940 +11%
MLICM
53
Metropolitan Life Insurance Company (MetLife)
New York
$82K – – –
Russell Investments Group
54
Russell Investments Group
United Kingdom
$77K -$266K -19,702 -75%
Morgan Stanley
55
Morgan Stanley
New York
$20K -$617K -45,750 -96%
Legal & General Group
56
Legal & General Group
United Kingdom
$20K -$9.87K -732 -30%
AIP
57
Ameritas Investment Partners
Nebraska
$20K – – –
Citigroup
58
Citigroup
New York
$13K -$23.2K -1,720 -60%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$13K -$8.67K -643 -42%
Osaic Holdings
60
Osaic Holdings
Arizona
$12K – – –
GRP
61
Global Retirement Partners
California
$11K – – –
UBS Group
62
UBS Group
Switzerland
$7K -$82.9K -6,148 -91%
APWA
63
Atlas Private Wealth Advisors
New Jersey
$5K – – –
GWM
64
Geneos Wealth Management
Colorado
$3K – – –
BCA
65
Berman Capital Advisors
Georgia
$2K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
FHA
67
First Horizon Advisors
Tennessee
$2K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$2K – – –
Blackstone Inc
69
Blackstone Inc
New York
– -$2.49M -185,000 Closed
HSBC Holdings
70
HSBC Holdings
United Kingdom
– -$155K -11,503 Closed
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
– -$151K -11,268 Closed
SG Americas Securities
72
SG Americas Securities
New York
– -$142K -10,549 Closed
SO
73
STRS Ohio
Ohio
– -$25K -1,900 Closed
FHA
74
Flagship Harbor Advisors
Massachusetts
– -$3K -237 Closed