Free Trial

Oak Valley Bancorp (OVLY) Institutional Ownership

Oak Valley Bancorp logo
$26.05 -0.29 (-1.10%)
As of 10:15 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Oak Valley Bancorp (NASDAQ:OVLY)

Current
Institutional Ownership
Percentage
30.86%
Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$5.84M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.43M
Get OVLY Insider Trade Alerts

Want to know when executives and insiders are buying or selling Oak Valley Bancorp stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

OVLY Institutional Buying and Selling by Quarter

Oak Valley Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025 Rhumbline Advisers6,526$163K0.0%-22.3%0.078%
5/16/2025 Empowered Funds LLC25,948$648K0.0%-27.5%0.310%
5/16/2025 Goldman Sachs Group Inc.22,665$566K0.0%-12.5%0.270%
5/15/2025 M3F Inc.122,436$3.06M0.8%+0.8%1.461%
5/14/2025 Hsbc Holdings PLC12,434$314K0.0%+33.3%0.148%
5/12/2025 Nuveen LLC8,679$217K0.0%N/A0.104%
5/9/2025 Deutsche Bank AG3,657$91K0.0%+80.1%0.044%
5/9/2025 Charles Schwab Investment Management Inc.19,583$489K0.0%-5.7%0.234%
5/6/2025 Cetera Investment Advisers45,719$1.14M0.0%+392.3%0.545%
4/23/2025 Valmark Advisers Inc.60,009$1.50M0.0%+1.7%0.718%
4/8/2025 Rhumbline Advisers6,526$163K0.0%-22.3%0.078%
2/17/2025 Deutsche Bank AG2,030$59K0.0%N/A0.024%
2/17/2025 Bridgeway Capital Management LLC111,465$3.26M0.1%-0.4%1.333%
2/17/2025 Citadel Advisors LLC14,114$413K0.0%-11.6%0.169%
2/17/2025 Bank of America Corp DE10,394$304K0.0%+29.1%0.124%
2/17/2025 BNP Paribas Financial Markets11,536$337K0.0%-8.4%0.138%
2/14/2025 Northern Trust Corp53,765$1.57M0.0%-1.2%0.643%
2/14/2025 Hsbc Holdings PLC9,330$281K0.0%+9.4%0.112%
2/14/2025 Tower Research Capital LLC TRC1,506$44K0.0%+190.2%0.018%
2/14/2025 M3F Inc.121,436$3.55M1.0%-9.4%1.453%
2/14/2025 Dimensional Fund Advisors LP108,971$3.19M0.0%+1.4%1.303%
2/13/2025 Barclays PLC16,735$490K0.0%+8.9%0.200%
2/13/2025 Renaissance Technologies LLC22,597$661K0.0%-18.3%0.270%
2/13/2025 Wells Fargo & Company MN8,000$234K0.0%+12.2%0.096%
2/12/2025 JPMorgan Chase & Co.23,537$688K0.0%+118.8%0.282%
2/11/2025 LPL Financial LLC11,208$328K0.0%-14.8%0.134%
2/6/2025 Seizert Capital Partners LLC14,539$425K0.0%+18.0%0.174%
2/6/2025 Charles Schwab Investment Management Inc.20,772$608K0.0%+8.8%0.248%
2/4/2025 Bank of New York Mellon Corp15,638$457K0.0%-25.3%0.187%
1/31/2025 Sierra Ocean LLC5,573$163K0.1%N/A0.067%
1/30/2025 Valmark Advisers Inc.59,009$1.73M0.0%N/A0.706%
1/29/2025 Legato Capital Management LLC7,245$212K0.0%N/A0.087%
1/28/2025 Empowered Funds LLC35,801$1.05M0.0%-5.8%0.428%
12/26/2024 JPMorgan Chase & Co.10,755$286K0.0%+123.6%0.129%
11/19/2024 Barclays PLC15,368$408K0.0%+122.8%0.184%
11/16/2024 Geode Capital Management LLC155,526$4.13M0.0%+2.4%1.860%
11/15/2024 Barclays PLC15,368$408K0.0%+122.8%0.184%
11/15/2024 State Street Corp86,390$2.30M0.0%+0.6%1.033%
11/15/2024 Banc Funds Co. LLC43,822$1.16M0.1%-39.6%0.524%
11/14/2024 Fourthstone LLC11,110$295K0.1%N/A0.133%
Gold is soaring. Here’s how to get paid from it (Ad)

Gold just broke through $3,300… And while the headlines shout about price targets, something even more powerful is happening behind the scenes… Some investors are using a little-known ETF to collect up to $1,152/month from gold's surge. No trading gold futures. No mining stocks. No vaults. Just a simple fund delivering monthly payouts — like clockwork.

Click here to discover the income ETF behind it all.
11/13/2024 BNP Paribas Financial Markets12,600$335K0.0%-29.9%0.151%
11/13/2024 FMR LLC217,128$5.77M0.0%+0.4%2.597%
11/12/2024 Charles Schwab Investment Management Inc.19,093$507K0.0%-6.0%0.228%
11/6/2024 Seizert Capital Partners LLC12,322$327K0.0%N/A0.147%
11/6/2024 Empowered Funds LLC38,004$1.01M0.0%+5.2%0.455%
8/9/2024 Renaissance Technologies LLC34,516$862K0.0%-13.4%0.413%
8/9/2024 Dimensional Fund Advisors LP95,508$2.38M0.0%+8.1%1.142%
7/26/2024 Bank of New York Mellon Corp26,289$656K0.0%+13.5%0.314%
5/10/2024 Vanguard Group Inc.376,840$9.34M0.0%+1.8%4.508%
5/7/2024 Empowered Funds LLC33,608$833K0.0%+7.9%0.402%
5/1/2024 BNP Paribas Financial Markets16,412$407K0.0%+44.4%0.196%
2/13/2024 Banc Funds Co. LLC124,152$3.72M0.4%-10.2%1.498%
2/7/2024 BNP Paribas Financial Markets11,364$340K0.0%+68.4%0.137%
1/31/2024 Mraz Amerine & Associates Inc.8,337$250K0.1%-10.9%0.101%
1/12/2024 SG Americas Securities LLC3,661$110K0.0%N/A0.044%
11/13/2023 FMR LLC214,083$5.37M0.0%+2.0%2.586%
11/13/2023 Mraz Amerine & Associates Inc.9,352$235K0.1%-8.8%0.113%
11/7/2023 Barclays PLC3,677$93K0.0%-51.8%0.044%
10/27/2023 Allspring Global Investments Holdings LLC2,185$55K0.0%N/A0.026%
9/21/2023 Barclays PLC7,633$192K0.0%-10.0%0.092%
8/11/2023 Banc Funds Co. LLC185,837$4.68M0.6%-14.1%2.244%
8/4/2023 American International Group Inc.3,240$82K0.0%N/A0.039%
8/2/2023 Fourthstone LLC18,265$460K0.1%-94.4%0.221%
7/28/2023First Republic Investment Management Inc.106,579$2.69M0.0%-28.9%1.287%
7/27/2023EA Series Trust26,258$661K0.0%N/A0.317%
5/16/2023 Fourthstone LLC329,031$7.79M2.7%+66.4%3.973%
5/12/2023 M3F Inc.134,264$3.18M1.0%+6.3%1.622%
2/13/2023 Banc Funds Co. LLC266,080$6.03M0.5%-1.4%3.225%
2/10/2023 HRT Financial LP21,311$482K0.0%-15.9%0.258%
2/8/2023 UBS Group AG7,025$159K0.0%-13.8%0.085%
1/12/2023 Mraz Amerine & Associates Inc.10,252$232K0.1%-8.9%0.124%
11/15/2022 M3F Inc.126,326$2.26M0.8%-31.4%1.531%
10/25/2022 Mraz Amerine & Associates Inc.11,252$201K0.1%-10.1%0.136%
8/15/2022 M3F Inc.184,255$3.17M1.0%-36.4%2.232%
8/11/2022 rhino investment partners Inc60,520$2.25M1.0%-53.7%0.733%
5/11/2022 Banc Funds Co. LLC296,960$5.48M0.4%-3.2%3.604%
5/11/2022BHZ Capital Management LP43,238$798K0.3%+3.3%0.525%
5/9/2022 Strategic Value Bank Partners LLC136,942$2.53M1.7%+10.2%1.662%
5/4/2022 rhino investment partners Inc130,602$2.41M1.1%+5.6%1.585%
2/8/2022 Strategic Value Bank Partners LLC124,243$2.16M2.0%N/A1.508%
1/31/2022 CWM LLC1,729$30K0.0%N/A0.021%
1/28/2022 Siena Capital Partners GP LLC358,593$6.24M1.9%+4.1%4.352%
11/15/2021 M3F Inc.288,018$5.05M1.7%+1.4%3.499%
11/12/2021 Renaissance Technologies LLC46,767$820K0.0%-22.1%0.568%
11/12/2021 Fourthstone LLC22,217$390K0.2%N/A0.270%
11/12/2021 Banc Funds Co. LLC335,830$5.89M0.5%-21.7%4.080%
11/10/2021 rhino investment partners Inc103,626$1.83M0.9%-4.4%1.259%
11/10/2021 Alliancebernstein L.P.26,061$457K0.0%+117.2%0.317%
11/9/2021 Barclays PLC7,458$131K0.0%-9.1%0.091%
11/9/2021BlackRock Inc.28,358$497K0.0%-46.0%0.345%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
11/4/2021BHZ Capital Management LP41,566$729K0.2%+37.0%0.505%
8/17/2021 Millennium Management LLC101,335$1.84M0.0%N/A1.231%
8/16/2021 Invenomic Capital Management LP5,261$96K0.0%N/A0.064%
8/16/2021 State Street Corp10,318$187K0.0%-90.3%0.125%
8/16/2021 Goldman Sachs Group Inc.10,529$191K0.0%-6.7%0.128%
8/13/2021 Renaissance Technologies LLC60,073$1.09M0.0%+106.7%0.729%
8/13/2021 Northern Trust Corp11,534$210K0.0%-82.2%0.140%
8/13/2021 Geode Capital Management LLC39,382$715K0.0%-44.9%0.478%
8/13/2021 Vanguard Group Inc.227,642$4.14M0.0%-9.0%2.764%
8/13/2021 FMR LLC52,545$955K0.0%N/A0.638%
(Data available from 1/1/2016 forward)

OVLY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OVLY shares?

During the previous two years, 38 institutional investors and hedge funds held shares of Oak Valley Bancorp. The most heavily invested institutionals were Vanguard Group Inc. ($9.34M), FMR LLC ($5.77M), Geode Capital Management LLC ($4.13M), Bridgeway Capital Management LLC ($3.26M), Dimensional Fund Advisors LP ($3.19M), M3F Inc. ($3.06M), and First Republic Investment Management Inc. ($2.69M).Learn more on OVLY's institutional investors.

What percentage of Oak Valley Bancorp stock is owned by institutional investors?

30.86% of Oak Valley Bancorp stock is owned by institutional investors. Learn more on OVLY's institutional investor holdings.

Which institutional investors have been buying Oak Valley Bancorp stock?

Of the 28 institutional investors that purchased Oak Valley Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Valmark Advisers Inc. ($60.01K), Cetera Investment Advisers ($36.43K), EA Series Trust ($26.26K), JPMorgan Chase & Co. ($18.73K), Barclays PLC ($18.31K), Seizert Capital Partners LLC ($14.54K), and Fourthstone LLC ($11.11K).

How much institutional buying is happening at Oak Valley Bancorp?

Institutional investors have bought a total of 272,194 shares in the last 24 months. This purchase volume represents approximately $7.35M in transactions.

Which Oak Valley Bancorp major shareholders have been selling company stock?

Of the 17 institutional investors that sold Oak Valley Bancorp stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fourthstone LLC ($310.77K), Banc Funds Co. LLC ($73.31K), First Republic Investment Management Inc. ($43.42K), M3F Inc. ($12.55K), Empowered Funds LLC ($12.06K), Renaissance Technologies LLC ($10.43K), and BNP Paribas Financial Markets ($6.43K).

How much institutional selling is happening at Oak Valley Bancorp?

Institutional investors have sold a total of 495,342 shares in the last 24 months. This volume of shares sold represents approximately $12.72M in transactions.



This page (NASDAQ:OVLY) was last updated on 6/13/2025 by MarketBeat.com Staff
From Our Partners