Oak Valley Bancorp Ownership 2024 | Who Owns Oak Valley Bancorp Now?


OverviewRevenueFinancialsChart

Institutional Ownership

32.01%

Insider Ownership

18.03%

Retail Ownership

49.96%

Institutional Holders

55.00

Oak Valley Bancorp Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.5.29%0.00%434,10356,52614.97%10,839,552Jun 30, 2024
VANGUARD GROUP INC4.61%0.00%378,2881,4480.38%9,445,851Jun 30, 2024
SIENA CAPITAL PARTNERS GP, LLC4.37%2.95%358,593--8,954,067Jun 30, 2024
FMR LLC2.63%0.00%216,2862,2071.03%5,400,661Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.85%0.00%151,8808,7226.09%3,792,884Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC1.75%0.01%143,406143,406100.00%3,580,848Jun 30, 2024
M3F, INC.1.61%1.22%132,245--3,302,000Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.32%0.06%108,5922,5202.38%2,711,542Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.16%0.00%95,5087,1768.12%2,384,465Jun 30, 2024
STATE STREET CORP1.05%0.00%85,8801,4051.66%2,144,424,000Jun 30, 2024
BANC FUNDS CO LLC0.88%0.21%72,506-32,382-30.87%1,810,475Jun 30, 2024
NORTHERN TRUST CORP0.68%0.00%55,824-843-1.49%1,393,925,000Jun 30, 2024
EMPOWERED FUNDS, LLC0.44%0.02%36,1282,5207.50%902,116Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.42%0.00%34,516-5,357-13.44%861,865Jun 30, 2024
RBF CAPITAL, LLC0.37%0.04%30,000--749,100Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.32%0.00%26,2893,12413.49%656,443Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.26%0.00%21,044--525,469Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.25%0.00%20,3031,2016.29%506,966Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC0.25%0.00%20,118--502,346Jun 30, 2024
FIRST TRUST ADVISORS LP0.23%0.00%18,582-4,100-18.08%463,992Jun 30, 2024

Oak Valley Bancorp's largest institutional shareholder is BLACKROCK INC., holding 5.29% of the company's total share outstanding, currently valued at $10.84M. The top 10 institutional shareholders own together 25.64% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SIENA CAPITAL PARTNERS GP, LLC4.37%2.95%358,593--8,954,067Jun 30, 2024
M3F, INC.1.61%1.22%132,245--3,302,000Jun 30, 2024
BANC FUNDS CO LLC0.88%0.21%72,506-32,382-30.87%1,810,475Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.32%0.06%108,5922,5202.38%2,711,542Jun 30, 2024
RBF CAPITAL, LLC0.37%0.04%30,000--749,100Jun 30, 2024
MRAZ, AMERINE & ASSOCIATES, INC.0.10%0.04%8,337--208,175Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.13%0.02%10,583-2,072-16.37%264,000Jun 30, 2024
EMPOWERED FUNDS, LLC0.44%0.02%36,1282,5207.50%902,116Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC1.75%0.01%143,406143,406100.00%3,580,848Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC0.25%0.00%20,118--502,346Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.42%0.00%34,516-5,357-13.44%861,865Jun 30, 2024
COVESTOR LTD0.00%0.00%802545.45%2,000Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%1,8541,561532.76%46,294Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.16%0.00%95,5087,1768.12%2,384,465Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.13%0.00%10,915-2,400-18.02%272,548Jun 30, 2024
METLIFE INVESTMENT MANAGEMENT, LLC0.05%0.00%4,02137810.38%100,404Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%3,6663,666100.00%91,540Jun 30, 2024
AMERITAS INVESTMENT PARTNERS, INC.0.01%0.00%556--13,883Jun 30, 2024
FIRST TRUST ADVISORS LP0.23%0.00%18,582-4,100-18.08%463,992Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.22%0.00%17,9671,5559.47%448,636Jun 30, 2024

The largest Oak Valley Bancorp shareholder by % of total assets is SIENA CAPITAL PARTNERS GP, LLC. The company owns 358.59K shares of Oak Valley Bancorp (OVLY), representing 2.95% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CRESSET ASSET MANAGEMENT, LLC1.75%0.01%143,406143,406100.00%3,580,848Jun 30, 2024
BLACKROCK INC.5.29%0.00%434,10356,52614.97%10,839,552Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.85%0.00%151,8808,7226.09%3,792,884Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.16%0.00%95,5087,1768.12%2,384,465Jun 30, 2024
INVESCO LTD.0.19%0.00%15,7734,79543.68%393,852Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%3,6663,666100.00%91,540Jun 30, 2024
BANK OF AMERICA CORP /DE/0.08%-6,9193,523103.74%172,768Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%3,2543,254100.00%81,252Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.32%0.00%26,2893,12413.49%656,443Jun 30, 2024
EMPOWERED FUNDS, LLC0.44%0.02%36,1282,5207.50%902,116Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.32%0.06%108,5922,5202.38%2,711,542Jun 30, 2024
FMR LLC2.63%0.00%216,2862,2071.03%5,400,661Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.02%0.00%1,8541,561532.76%46,294Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.22%0.00%17,9671,5559.47%448,636Jun 30, 2024
MORGAN STANLEY0.20%-16,5701,4869.85%413,754Jun 30, 2024
VANGUARD GROUP INC4.61%0.00%378,2881,4480.38%9,445,851Jun 30, 2024
STATE STREET CORP1.05%0.00%85,8801,4051.66%2,144,424,000Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.25%0.00%20,3031,2016.29%506,966Jun 30, 2024
WELLS FARGO & COMPANY/MN0.09%-6,9946169.66%174,640Jun 30, 2024
ROYAL BANK OF CANADA0.06%-5,18449110.46%129,000Jun 30, 2024

As of Jun 30 2024, Oak Valley Bancorp's largest institutional buyer is CRESSET ASSET MANAGEMENT, LLC. The company purchased 143.41K stocks of OVLY, valued at $3.58M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
JPMORGAN CHASE & CO0.06%-4,810-114,929-95.98%120,105Jun 30, 2024
BANC FUNDS CO LLC0.88%0.21%72,506-32,382-30.87%1,810,475Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.42%0.00%34,516-5,357-13.44%861,865Jun 30, 2024
FIRST TRUST ADVISORS LP0.23%0.00%18,582-4,100-18.08%463,992Jun 30, 2024
UBS GROUP AG0.11%0.00%9,208-3,574-27.96%229,924Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----3,318-100.00%-Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.13%0.00%10,915-2,400-18.02%272,548Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.13%0.02%10,583-2,072-16.37%264,000Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.11%0.00%8,679-1,165-11.83%216,715Jun 30, 2024
NORTHERN TRUST CORP0.68%0.00%55,824-843-1.49%1,393,925,000Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----378-100.00%-Jun 30, 2024
BARCLAYS PLC0.08%0.00%6,897-211-2.97%172,000Jun 30, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM0.01%-494-183-27.03%12,335Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.----8-100.00%-Jun 30, 2024
SIENA CAPITAL PARTNERS GP, LLC4.37%2.95%358,593--8,954,067Jun 30, 2024
M3F, INC.1.61%1.22%132,245--3,302,000Jun 30, 2024
RBF CAPITAL, LLC0.37%0.04%30,000--749,100Jun 30, 2024
MRAZ, AMERINE & ASSOCIATES, INC.0.10%0.04%8,337--208,175Jun 30, 2024
KESTRA ADVISORY SERVICES, LLC0.25%0.00%20,118--502,346Jun 30, 2024
AMERITAS INVESTMENT PARTNERS, INC.0.01%0.00%556--13,883Jun 30, 2024

As of Jun 30 2024, Oak Valley Bancorp's biggest institutional seller is JPMORGAN CHASE & CO. The company sold -0.11M shares of OVLY, valued at $120.11K.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CRESSET ASSET MANAGEMENT, LLC1.75%0.01%143,406143,406100.00%3,580,848Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%3,6663,666100.00%91,540Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%3,2543,254100.00%81,252Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.00%0.00%210210100.00%5,000Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%-88100.00%200Jun 30, 2024
INNEALTA CAPITAL, LLC--11100.00%25Jun 30, 2024

Oak Valley Bancorp's largest new institutional shareholder by number of shares is CRESSET ASSET MANAGEMENT, LLC, purchased 143.41K shares, valued at $3.58M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERICAN INTERNATIONAL GROUP, INC.----3,318-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----378-100.00%-Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.----8-100.00%-Jun 30, 2024

Oak Valley Bancorp's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -3.32K shares, valued at -, as of undefined.

Oak Valley Bancorp Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
BRIDGEWAY FUNDS INC0.03%72,4641,8002.55%Mar 28, 2024
Vericimetry Funds0.02%1,610-200-11.05%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.01%7,700--Mar 31, 2024
AMERICAN CENTURY GROWTH FUNDS, INC.0.01%1,701--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%1,3281,328-Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.00%837--Mar 28, 2024
FIDELITY PURITAN TRUST0.00%133,047-287-0.22%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%22,6821590.71%Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%11,745--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%1,057--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%332,321-91,779-21.64%Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%19,102--Jan 31, 2024
NORTHERN LIGHTS FUND TRUST II0.00%5,012--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%61,7052,6924.56%Feb 29, 2024
AdvisorShares Trust0.00%870--Mar 28, 2024
GPS Funds I0.00%1,158--Mar 31, 2024
Calvert Variable Products, Inc.0.00%556--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%530--Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%21,044--Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%4,143-321-7.19%Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%3,762--Mar 31, 2024
SunAmerica Specialty Series0.00%56--Apr 30, 2021
Global X Funds0.00%3,855--Jan 31, 2024
Goldman Sachs ETF Trust0.00%6,291-246-3.76%Feb 29, 2024
RUSSELL INVESTMENT CO0.00%18,129--Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%59,6234,9379.03%Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%282-110-28.06%Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%2,40130114.33%Mar 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%7,771-316-3.91%Feb 29, 2024
ALLSPRING MASTER TRUST0.00%2,185--Feb 29, 2024
RBC FUNDS TRUST0.00%2,900--Mar 28, 2024
Dimensional ETF Trust0.00%10,1097888.45%Jan 31, 2024
Janus Detroit Street Trust0.00%2,8252,825-Jan 31, 2024
NORTHERN FUNDS0.00%2,612-376-12.58%Mar 28, 2024
T. Rowe Price Index Trust, Inc.0.00%396--Mar 31, 2024
RYDEX SERIES FUNDS0.00%62--Dec 31, 2023
iSHARES TRUST0.00%241,229-14,277-5.59%Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%29,2952,82310.66%Feb 29, 2024
PGIM ETF TRUST0.00%894--Feb 29, 2024
MASTER INVESTMENT PORTFOLIO0.00%1,056--Mar 31, 2024
EQ ADVISORS TRUST0.00%12,8062702.15%Mar 31, 2024
PENN SERIES FUNDS INC0.00%300--Mar 28, 2024
VALIC Co I0.00%2,584-10-0.39%Feb 29, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%1,116--Mar 31, 2024
NATIONWIDE MUTUAL FUNDS0.00%1,083--Jan 31, 2024
RYDEX DYNAMIC FUNDS0.00%30--Dec 31, 2023
COLLEGE RETIREMENT EQUITIES FUND0.00%5,549--Mar 31, 2024
HC CAPITAL TRUST0.00%166--Mar 31, 2024
ProFunds0.00%53-4-7.02%Mar 31, 2024
USAA MUTUAL FUNDS TRUST0.00%91716221.46%Jan 31, 2024
PROSHARES TRUST0.00%98511613.35%Feb 29, 2024
RYDEX VARIABLE TRUST0.00%4--Dec 31, 2023
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%7,218--Mar 31, 2024
TIAA-CREF FUNDS0.00%8,516--Jan 31, 2024
Brighthouse Funds Trust II0.00%2,317--Mar 31, 2024
SEI INSTITUTIONAL MANAGED TRUST0.00%7,209--Dec 31, 2023
MORGAN STANLEY PATHWAY FUNDS0.00%236--Feb 29, 2024
Brinker Capital Destinations Trust0.00%124--Feb 29, 2024
WisdomTree Trust0.00%4,320-119-2.68%Mar 31, 2024
SUNAMERICA SERIES TRUST0.00%763-3-0.39%Jan 31, 2024
AMERICAN BEACON FUNDS0.00%4,810--Feb 29, 2024
FIDELITY SALEM STREET TRUST0.00%4,858-257-5.02%Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%2,595-414-13.76%Mar 31, 2024
MASSMUTUAL SELECT FUNDS0.00%885--Dec 31, 2023
PACIFIC SELECT FUND0.00%2,809-90-3.10%Mar 31, 2024
Bridge Builder Trust0.00%2,601--Mar 31, 2024
Meeder Funds0.00%1--Mar 31, 2024
Advisors' Inner Circle Fund III0.00%2118600.00%Jan 31, 2024
BlackRock Variable Series Funds, Inc.0.00%678--Mar 31, 2024
PRINCIPAL FUNDS, INC.0.00%840-150-15.15%Jan 31, 2024
John Hancock Funds II0.00%1,669--Feb 29, 2024

Oak Valley Bancorp's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 72.46K shares, compromising 0.03% of its total assets.

Oak Valley Bancorp Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24551.85%
31 Mar, 24541.89%
31 Dec, 2353-
30 Sep, 23531.92%
30 Jun, 235230.00%
31 Mar, 234029.03%
31 Dec, 22316.90%
30 Sep, 222916.00%
30 Jun, 2225-7.41%
31 Mar, 2227-12.90%
31 Dec, 2131-3.13%
30 Sep, 2132-11.11%
30 Jun, 2136-5.26%
31 Mar, 21382.70%
31 Dec, 20375.71%
30 Sep, 2035-7.89%
30 Jun, 20388.57%
31 Mar, 2035-7.89%
31 Dec, 1938-
30 Sep, 19388.57%
30 Jun, 1935-
31 Mar, 1935-2.78%
31 Dec, 1836-2.70%
30 Sep, 1837-9.76%
30 Jun, 184186.36%
31 Mar, 182215.79%
31 Dec, 17195.56%
30 Sep, 1718-
30 Jun, 1718-
31 Mar, 171828.57%
31 Dec, 16147.69%
30 Sep, 1613-
30 Jun, 16138.33%
31 Mar, 1612-7.69%
31 Dec, 151318.18%
30 Sep, 1511-15.38%
30 Jun, 151318.18%
31 Mar, 151122.22%
31 Dec, 149-18.18%
30 Sep, 1411-8.33%
30 Jun, 141271.43%
31 Mar, 147-
31 Dec, 137-
30 Sep, 137-12.50%
30 Jun, 138300.00%
31 Mar, 132-
31 Dec, 122-
30 Sep, 122-
30 Jun, 122-
31 Mar, 122-33.33%
31 Dec, 113-25.00%
30 Sep, 11433.33%
30 Jun, 113-
31 Mar, 113-
31 Dec, 10350.00%
30 Sep, 102-33.33%
30 Jun, 10350.00%
31 Mar, 102-
31 Dec, 092100.00%
30 Sep, 091-
30 Jun, 091-
31 Mar, 091-

As of 30 Jun 24, 55 institutions are holding Oak Valley Bancorp's shares, representing an increase of 1.85% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 242,628,1302.55%
31 Mar, 242,562,8720.19%
31 Dec, 232,557,8962.29%
30 Sep, 232,500,62810.74%
30 Jun, 232,258,1458.26%
31 Mar, 232,085,835-2.78%
31 Dec, 222,145,4089.46%
30 Sep, 221,960,044-4.39%
30 Jun, 222,049,941-4.40%
31 Mar, 222,144,3760.53%
31 Dec, 212,133,1537.82%
30 Sep, 211,978,4260.15%
30 Jun, 211,975,457-20.69%
31 Mar, 212,490,94643.41%
31 Dec, 201,736,9232.00%
30 Sep, 201,702,878-0.97%
30 Jun, 201,719,586-1.27%
31 Mar, 201,741,679-0.54%
31 Dec, 191,751,2194.13%
30 Sep, 191,681,8240.87%
30 Jun, 191,667,318-0.18%
31 Mar, 191,670,303-0.13%
31 Dec, 181,672,5051.07%
30 Sep, 181,654,7771.44%
30 Jun, 181,631,21732.32%
31 Mar, 181,232,7497.31%
31 Dec, 171,148,8081.50%
30 Sep, 171,131,8141.34%
30 Jun, 171,116,8273.88%
31 Mar, 171,075,08734.66%
31 Dec, 16798,39323.47%
30 Sep, 16646,617-1.21%
30 Jun, 16654,5704.26%
31 Mar, 16627,852-0.10%
31 Dec, 15628,492-0.55%
30 Sep, 15631,959-1.84%
30 Jun, 15643,8334.16%
31 Mar, 15618,113-0.41%
31 Dec, 14620,657-2.86%
30 Sep, 14638,9523.54%
30 Jun, 14617,0793.19%
31 Mar, 14597,98431.88%
31 Dec, 13453,4232.39%
30 Sep, 13442,8430.87%
30 Jun, 13439,00878.43%
31 Mar, 13246,0428.39%
31 Dec, 12227,004-
30 Sep, 12227,004-
30 Jun, 12227,0044.67%
31 Mar, 12216,879-19.86%
31 Dec, 11270,6391.84%
30 Sep, 11265,75413.21%
30 Jun, 11234,74514.64%
31 Mar, 11204,76421.42%
31 Dec, 10168,639178.21%
30 Sep, 1060,615-51.76%
30 Jun, 10125,65641.09%
31 Mar, 1089,063243.74%
31 Dec, 0925,910241.96%
30 Sep, 097,577-
30 Jun, 097,577-
31 Mar, 097,577-

Oak Valley Bancorp (OVLY) has 2.63M shares outstanding as of 30 Jun 24, up 2.55% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2432.01%3.28%
31 Mar, 2431.25%3.21%
31 Dec, 2331.20%3.35%
30 Sep, 2330.51%4.01%
30 Jun, 2327.60%4.25%
31 Mar, 2325.49%3.66%
31 Dec, 2226.40%4.59%
30 Sep, 2223.98%3.81%
30 Jun, 2225.09%3.63%
31 Mar, 2226.29%3.75%
31 Dec, 2126.46%4.49%
30 Sep, 2124.28%4.13%
30 Jun, 2124.25%2.59%
31 Mar, 2130.62%6.71%
31 Dec, 2021.37%4.87%
30 Sep, 2020.96%4.68%
30 Jun, 2021.17%4.59%
31 Mar, 2021.46%4.59%
31 Dec, 1921.61%5.02%
30 Sep, 1920.75%4.90%
30 Jun, 1920.58%4.83%
31 Mar, 1920.64%4.82%
31 Dec, 1820.70%4.94%
30 Sep, 1820.47%5.02%
30 Jun, 1820.19%8.66%
31 Mar, 1815.27%7.52%
31 Dec, 1714.25%7.24%
30 Sep, 1714.03%7.31%
30 Jun, 1713.85%7.75%
31 Mar, 1713.37%13.53%
31 Dec, 169.94%15.33%
30 Sep, 168.05%12.11%
30 Jun, 168.15%13.27%
31 Mar, 167.84%12.69%
31 Dec, 157.86%12.58%
30 Sep, 157.90%12.18%
30 Jun, 158.06%13.40%
31 Mar, 157.75%12.68%
31 Dec, 147.82%12.13%
30 Sep, 148.03%13.34%
30 Jun, 147.76%13.47%
31 Mar, 147.59%22.48%
31 Dec, 135.81%18.04%
30 Sep, 135.68%17.92%
30 Jun, 135.63%56.24%
31 Mar, 133.16%36.78%
31 Dec, 122.93%34.19%
30 Sep, 122.93%33.94%
30 Jun, 122.94%37.25%
31 Mar, 122.81%22.87%
31 Dec, 113.50%29.46%
30 Sep, 113.45%37.24%
30 Jun, 113.04%43.16%
31 Mar, 112.66%55.21%
31 Dec, 102.19%353.26%
30 Sep, 100.79%29.45%
30 Jun, 101.64%121.69%
31 Mar, 101.16%1019.09%
31 Dec, 090.34%3455.26%
30 Sep, 090.10%1010.21%
30 Jun, 090.10%1011.12%
31 Mar, 090.10%-

As of 30 Jun 24, Oak Valley Bancorp is held by 32.01% institutional shareholders, representing a 3.28% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 243163.16%
31 Mar, 2419-26.92%
31 Dec, 2326-
30 Sep, 2326-21.21%
30 Jun, 233317.86%
31 Mar, 2328180.00%
31 Dec, 221025.00%
30 Sep, 22833.33%
30 Jun, 226-14.29%
31 Mar, 227-50.00%
31 Dec, 2114-
30 Sep, 2114-30.00%
30 Jun, 212025.00%
31 Mar, 2116-
31 Dec, 201677.78%
30 Sep, 209-55.00%
30 Jun, 202017.65%
31 Mar, 2017-10.53%
31 Dec, 191926.67%
30 Sep, 1915-
30 Jun, 191550.00%
31 Mar, 1910-9.09%
31 Dec, 1811-35.29%
30 Sep, 1817-43.33%
30 Jun, 1830150.00%
31 Mar, 181233.33%
31 Dec, 17912.50%
30 Sep, 17814.29%
30 Jun, 177-30.00%
31 Mar, 171042.86%
31 Dec, 16775.00%
30 Sep, 164-20.00%
30 Jun, 16525.00%
31 Mar, 164-33.33%
31 Dec, 156100.00%
30 Sep, 153-25.00%
30 Jun, 154-20.00%
31 Mar, 155150.00%
31 Dec, 142-60.00%
30 Sep, 145-44.44%
30 Jun, 149125.00%
31 Mar, 144-
31 Dec, 13433.33%
30 Sep, 133-57.14%
30 Jun, 137250.00%
31 Mar, 132-
31 Dec, 12--
30 Sep, 12--100.00%
30 Jun, 121-
31 Mar, 121-50.00%
31 Dec, 112-
30 Sep, 112-33.33%
30 Jun, 11350.00%
31 Mar, 112-
31 Dec, 102100.00%
30 Sep, 101-66.67%
30 Jun, 10350.00%
31 Mar, 102100.00%
31 Dec, 091-
30 Sep, 09--
30 Jun, 09--100.00%
31 Mar, 091-

31 institutional shareholders have increased their position in OVLY stock as of 30 Jun 24 compared to 19 in the previous quarter (a 63.16% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2411-45.00%
31 Mar, 242053.85%
31 Dec, 231318.18%
30 Sep, 2311-
30 Jun, 2311120.00%
31 Mar, 235-58.33%
31 Dec, 221220.00%
30 Sep, 221025.00%
30 Jun, 228-11.11%
31 Mar, 22912.50%
31 Dec, 218-33.33%
30 Sep, 2112-14.29%
30 Jun, 2114-
31 Mar, 211455.56%
31 Dec, 209-40.00%
30 Sep, 2015150.00%
30 Jun, 206-50.00%
31 Mar, 2012100.00%
31 Dec, 196-53.85%
30 Sep, 191362.50%
30 Jun, 198-27.27%
31 Mar, 1911-
31 Dec, 181122.22%
30 Sep, 18980.00%
30 Jun, 18525.00%
31 Mar, 184300.00%
31 Dec, 171-50.00%
30 Sep, 172-33.33%
30 Jun, 173-
31 Mar, 173-
31 Dec, 16--100.00%
30 Sep, 162100.00%
30 Jun, 161-
31 Mar, 16--100.00%
31 Dec, 151-
30 Sep, 15--100.00%
30 Jun, 154300.00%
31 Mar, 151-50.00%
31 Dec, 142-
30 Sep, 142-
30 Jun, 142-
31 Mar, 14--100.00%
31 Dec, 131-
30 Sep, 131-
30 Jun, 13--
31 Mar, 13--
31 Dec, 12--
30 Sep, 12--
30 Jun, 12--
31 Mar, 12--
31 Dec, 11--100.00%
30 Sep, 111-
30 Jun, 11--
31 Mar, 11--
31 Dec, 10--
30 Sep, 10--
30 Jun, 10--
31 Mar, 10--100.00%
31 Dec, 091-
30 Sep, 09--
30 Jun, 09--
31 Mar, 09--

11 institutional shareholders have reduced their position in OVLY stock as of 30 Jun 24 compared to 20 in the previous quarter (a -45.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24551.85%2,628,1302.55%32.01%3.28%3163.16%11-45.00%
31 Mar, 24541.89%2,562,8720.19%31.25%3.21%19-26.92%2053.85%
31 Dec, 2353-2,557,8962.29%31.20%3.35%26-1318.18%
30 Sep, 23531.92%2,500,62810.74%30.51%4.01%26-21.21%11-
30 Jun, 235230.00%2,258,1458.26%27.60%4.25%3317.86%11120.00%
31 Mar, 234029.03%2,085,835-2.78%25.49%3.66%28180.00%5-58.33%
31 Dec, 22316.90%2,145,4089.46%26.40%4.59%1025.00%1220.00%
30 Sep, 222916.00%1,960,044-4.39%23.98%3.81%833.33%1025.00%
30 Jun, 2225-7.41%2,049,941-4.40%25.09%3.63%6-14.29%8-11.11%
31 Mar, 2227-12.90%2,144,3760.53%26.29%3.75%7-50.00%912.50%
31 Dec, 2131-3.13%2,133,1537.82%26.46%4.49%14-8-33.33%
30 Sep, 2132-11.11%1,978,4260.15%24.28%4.13%14-30.00%12-14.29%
30 Jun, 2136-5.26%1,975,457-20.69%24.25%2.59%2025.00%14-
31 Mar, 21382.70%2,490,94643.41%30.62%6.71%16-1455.56%
31 Dec, 20375.71%1,736,9232.00%21.37%4.87%1677.78%9-40.00%
30 Sep, 2035-7.89%1,702,878-0.97%20.96%4.68%9-55.00%15150.00%
30 Jun, 20388.57%1,719,586-1.27%21.17%4.59%2017.65%6-50.00%
31 Mar, 2035-7.89%1,741,679-0.54%21.46%4.59%17-10.53%12100.00%
31 Dec, 1938-1,751,2194.13%21.61%5.02%1926.67%6-53.85%
30 Sep, 19388.57%1,681,8240.87%20.75%4.90%15-1362.50%
30 Jun, 1935-1,667,318-0.18%20.58%4.83%1550.00%8-27.27%
31 Mar, 1935-2.78%1,670,303-0.13%20.64%4.82%10-9.09%11-
31 Dec, 1836-2.70%1,672,5051.07%20.70%4.94%11-35.29%1122.22%
30 Sep, 1837-9.76%1,654,7771.44%20.47%5.02%17-43.33%980.00%
30 Jun, 184186.36%1,631,21732.32%20.19%8.66%30150.00%525.00%
31 Mar, 182215.79%1,232,7497.31%15.27%7.52%1233.33%4300.00%
31 Dec, 17195.56%1,148,8081.50%14.25%7.24%912.50%1-50.00%
30 Sep, 1718-1,131,8141.34%14.03%7.31%814.29%2-33.33%
30 Jun, 1718-1,116,8273.88%13.85%7.75%7-30.00%3-
31 Mar, 171828.57%1,075,08734.66%13.37%13.53%1042.86%3-
31 Dec, 16147.69%798,39323.47%9.94%15.33%775.00%--100.00%
30 Sep, 1613-646,617-1.21%8.05%12.11%4-20.00%2100.00%
30 Jun, 16138.33%654,5704.26%8.15%13.27%525.00%1-
31 Mar, 1612-7.69%627,852-0.10%7.84%12.69%4-33.33%--100.00%
31 Dec, 151318.18%628,492-0.55%7.86%12.58%6100.00%1-
30 Sep, 1511-15.38%631,959-1.84%7.90%12.18%3-25.00%--100.00%
30 Jun, 151318.18%643,8334.16%8.06%13.40%4-20.00%4300.00%
31 Mar, 151122.22%618,113-0.41%7.75%12.68%5150.00%1-50.00%
31 Dec, 149-18.18%620,657-2.86%7.82%12.13%2-60.00%2-
30 Sep, 1411-8.33%638,9523.54%8.03%13.34%5-44.44%2-
30 Jun, 141271.43%617,0793.19%7.76%13.47%9125.00%2-
31 Mar, 147-597,98431.88%7.59%22.48%4---100.00%
31 Dec, 137-453,4232.39%5.81%18.04%433.33%1-
30 Sep, 137-12.50%442,8430.87%5.68%17.92%3-57.14%1-
30 Jun, 138300.00%439,00878.43%5.63%56.24%7250.00%--
31 Mar, 132-246,0428.39%3.16%36.78%2---
31 Dec, 122-227,004-2.93%34.19%----
30 Sep, 122-227,004-2.93%33.94%--100.00%--
30 Jun, 122-227,0044.67%2.94%37.25%1---
31 Mar, 122-33.33%216,879-19.86%2.81%22.87%1-50.00%--
31 Dec, 113-25.00%270,6391.84%3.50%29.46%2---100.00%
30 Sep, 11433.33%265,75413.21%3.45%37.24%2-33.33%1-
30 Jun, 113-234,74514.64%3.04%43.16%350.00%--
31 Mar, 113-204,76421.42%2.66%55.21%2---
31 Dec, 10350.00%168,639178.21%2.19%353.26%2100.00%--
30 Sep, 102-33.33%60,615-51.76%0.79%29.45%1-66.67%--
30 Jun, 10350.00%125,65641.09%1.64%121.69%350.00%--
31 Mar, 102-89,063243.74%1.16%1019.09%2100.00%--100.00%
31 Dec, 092100.00%25,910241.96%0.34%3455.26%1-1-
30 Sep, 091-7,577-0.10%1010.21%----
30 Jun, 091-7,577-0.10%1011.12%--100.00%--
31 Mar, 091-7,577-0.10%-1---

Oak Valley Bancorp Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 08, 2024Strong Garydirector-P-PurchaseBuy700$24.50$17.15K10,842
Aug 07, 2024Leonard Daniel Jdirector-P-PurchaseBuy1,000$25.50$25.50K60,223
Jun 10, 2024LAFFERTY ALLISONdirector-P-PurchaseBuy100$23.50$2.35K5,850
May 29, 2024Strong Garydirector-P-PurchaseBuy695$24.00$16.68K10,142
May 29, 2024Strong Garydirector-P-PurchaseBuy1$24.00$24.009,447
May 29, 2024Strong Garydirector-P-PurchaseBuy1$24.00$24.009,446
May 29, 2024Strong Garydirector-P-PurchaseBuy3$24.00$72.009,445
May 14, 2024Martin Ronald C.director-S-SaleSell500$24.62$12.31K153,947
May 14, 2024Martin Ronald C.director-S-SaleSell500$24.84$12.42K153,447
May 07, 2024WITHROW TERRANCE Pdirector-P-PurchaseBuy224$25.63$5.76K30,827
May 07, 2024WITHROW TERRANCE Pdirector-P-PurchaseBuy152$26.76$4.07K30,602
May 07, 2024WITHROW TERRANCE Pdirector-P-PurchaseBuy148$27.35$4.05K30,450
Apr 03, 2024Gilbert James Ldirector-P-PurchaseBuy48$25.63$1.23K155,891
Apr 03, 2024Gilbert James Ldirector-P-PurchaseBuy33$26.79$884.07155,843

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 08, 2024Strong Garydirector-P-PurchaseBuy700$24.50$17.15K10,842
Aug 07, 2024Leonard Daniel Jdirector-P-PurchaseBuy1,000$25.50$25.50K60,223
Jun 10, 2024LAFFERTY ALLISONdirector-P-PurchaseBuy100$23.50$2.35K5,850
May 29, 2024Strong Garydirector-P-PurchaseBuy695$24.00$16.68K10,142
May 29, 2024Strong Garydirector-P-PurchaseBuy1$24.00$24.009,447
May 29, 2024Strong Garydirector-P-PurchaseBuy1$24.00$24.009,446
May 29, 2024Strong Garydirector-P-PurchaseBuy3$24.00$72.009,445
May 07, 2024WITHROW TERRANCE Pdirector-P-PurchaseBuy224$25.63$5.76K30,827
May 07, 2024WITHROW TERRANCE Pdirector-P-PurchaseBuy152$26.76$4.07K30,602
May 07, 2024WITHROW TERRANCE Pdirector-P-PurchaseBuy148$27.35$4.05K30,450
Apr 03, 2024Gilbert James Ldirector-P-PurchaseBuy48$25.63$1.23K155,891
Apr 03, 2024Gilbert James Ldirector-P-PurchaseBuy33$26.79$884.07155,843

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 15, 2024Titus Danny L.director-G-GiftSell1,218--215,705
May 15, 2024Titus Danny L.director-G-GiftSell5,850--209,855
May 14, 2024Martin Ronald C.director-S-SaleSell500$24.62$12.31K153,947
May 14, 2024Martin Ronald C.director-S-SaleSell500$24.84$12.42K153,447
Mar 08, 2024Stephens Garyofficer EVP Commercial BankingF-InKindSell97--35,083
Mar 08, 2024Stephens Garyofficer EVP Commercial BankingF-InKindSell119--34,964

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 08, 2024Strong Garydirector-P-PurchaseBuy700$24.50$17.15K10,842
Aug 07, 2024Leonard Daniel Jdirector-P-PurchaseBuy1,000$25.50$25.50K60,223
Jun 24, 2024Martin Ronald C.director Buy----
Jun 10, 2024LAFFERTY ALLISONdirector-P-PurchaseBuy100$23.50$2.35K5,850
May 29, 2024Strong Garydirector-P-PurchaseBuy695$24.00$16.68K10,142
May 29, 2024Strong Garydirector-P-PurchaseBuy1$24.00$24.009,447
May 29, 2024Strong Garydirector-P-PurchaseBuy1$24.00$24.009,446
May 29, 2024Strong Garydirector-P-PurchaseBuy3$24.00$72.009,445
May 15, 2024Titus Danny L.director-G-GiftSell1,218--215,705
May 15, 2024Titus Danny L.director-G-GiftSell5,850--209,855
May 14, 2024Martin Ronald C.director-S-SaleSell500$24.62$12.31K153,947
May 14, 2024Martin Ronald C.director-S-SaleSell500$24.84$12.42K153,447
May 07, 2024WITHROW TERRANCE Pdirector-P-PurchaseBuy224$25.63$5.76K30,827
May 07, 2024WITHROW TERRANCE Pdirector-P-PurchaseBuy152$26.76$4.07K30,602
May 07, 2024WITHROW TERRANCE Pdirector-P-PurchaseBuy148$27.35$4.05K30,450
Apr 03, 2024Gilbert James Ldirector-P-PurchaseBuy48$25.63$1.23K155,891
Apr 03, 2024Gilbert James Ldirector-P-PurchaseBuy33$26.79$884.07155,843
Mar 08, 2024Stephens Garyofficer EVP Commercial BankingA-AwardBuy1,262--35,180
Mar 08, 2024Stephens Garyofficer EVP Commercial BankingF-InKindSell97--35,083
Mar 08, 2024Stephens Garyofficer EVP Commercial BankingF-InKindSell119--34,964

The last insider sell of Oak Valley Bancorp's stock was made by Titus Danny L. on May 15 2024, selling 1,218 shares at - per share (valued at -). The last insider buy of OVLY was made by Strong Gary on Aug 08 2024, buying 700 shares at $24.50 per share (worth $17.15K).

Oak Valley Bancorp Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241--
Q2 202454125.00%
Q1 20243125124.00%
Q4 2023112550.00%
Q3 202386133.33%
Q2 20236--
Q1 2023182378.26%
Q4 20221311300.00%
Q3 202241400.00%
Q2 202210--
Q1 20221411127.27%
Q4 20211811800.00%
Q3 202171700.00%
Q2 2021103333.33%
Q1 20211612133.33%
Q4 20201511500.00%
Q3 20209--
Q2 202024--
Q1 2020196316.67%
Q4 2019195380.00%

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Oak Valley Bancorp's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241--
Q2 202452250.00%
Q1 202415--
Q4 20231250.00%
Q3 202376116.67%
Q2 20236--
Q1 20238--
Q4 20224--
Q3 20224--
Q2 202210--
Q1 202252250.00%
Q4 20219--
Q3 20217--
Q2 2021103333.33%
Q1 202193300.00%
Q4 202061600.00%
Q3 20208--
Q2 202024--
Q1 20201211200.00%
Q4 2019-3-

As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Oak Valley Bancorp's stocks.

Oak Valley Bancorp Peer Ownership


TickerCompany
OFEDOconee Federal Financial Corp.
LSBKLake Shore Bancorp, Inc.
FCAPFirst Capital, Inc.
CWBCCommunity West Bancshares
FFNWFirst Financial Northwest, Inc.
HMNFHMN Financial, Inc.
HVBCHV Bancorp, Inc.
HFBLHome Federal Bancorp, Inc. of Louisiana
HTBIHomeTrust Bancshares, Inc.
MGYRMagyar Bancorp, Inc.

OVLY Ownership FAQ


Oak Valley Bancorp is owned by institutional shareholders (32.01%), insiders (18.03%), and public (49.96%). The largest institutional shareholder of Oak Valley Bancorp is BLACKROCK INC. (5.29% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.03% of total shares).

Oak Valley Bancorp's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, SIENA CAPITAL PARTNERS GP, LLC, FMR LLC, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 18.75% of the company's share outstanding.

As of Jun 2024, there are 55 institutional shareholders of Oak Valley Bancorp.

BLACKROCK INC owns 434.1K shares of Oak Valley Bancorp, representing 5.29% of the company's total shares outstanding, valued at $10.84M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 378.29K shares of Oak Valley Bancorp (OVLY), compromising 4.61% of the company, valued at $9.45M.

SIENA CAPITAL PARTNERS GP, LLC is the third largest holder of Oak Valley Bancorp. The company owns 358.59K of the company's shares outstanding (worth $8.95M).