Oak Valley Bancorp Ownership | Who Owns Oak Valley Bancorp?
Oak Valley Bancorp Ownership Summary
Oak Valley Bancorp is owned by 32.13% institutional investors, 18.03% insiders, and 49.84% retail investors. Blackrock is the largest institutional shareholder, holding 5.29% of OVLY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.87% of its assets in Oak Valley Bancorp shares.
OVLY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Oak Valley Bancorp | 32.13% | 18.03% | 49.84% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Regional Banks Stocks | 49.57% | 11.62% | 38.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 434.10K | 5.29% | $10.84M |
| Vanguard group | 378.29K | 4.61% | $9.45M |
| Siena capital partners gp | 358.59K | 4.37% | $8.95M |
| Fmr | 216.29K | 2.63% | $5.40M |
| Geode capital management | 151.88K | 1.85% | $3.79M |
| Cresset asset management | 143.41K | 1.75% | $3.58M |
| M3f | 132.25K | 1.61% | $3.30M |
| Bridgeway capital management | 108.59K | 1.32% | $2.71M |
| Dimensional fund advisors lp | 95.51K | 1.16% | $2.38M |
| State street | 85.88K | 1.05% | $2.14M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Siena capital partners gp | 358.59K | 2.95% | $8.95M |
| M3f | 132.25K | 1.22% | $3.30M |
| Banc funds | 72.51K | 0.21% | $1.81M |
| Bridgeway capital management | 108.59K | 0.06% | $2.71M |
| Rbf capital | 30.00K | 0.04% | $749.10K |
| Empowered funds | 36.13K | 0.02% | $902.12K |
| Cresset asset management | 143.41K | 0.01% | $3.58M |
| Renaissance | 34.52K | 0.00% | $861.87K |
| Covestor | 80.00 | 0.00% | $2.00K |
| Tower research capital llc (trc) | 1.85K | 0.00% | $46.29K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cresset asset management | 143.41K | 0.01% | 143.41K |
| Blackrock | 434.10K | 0.00% | 56.53K |
| Geode capital management | 151.88K | 0.00% | 8.72K |
| Dimensional fund advisors lp | 95.51K | 0.00% | 7.18K |
| Invesco | 15.77K | 0.00% | 4.79K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 4.81K | - | -114.93K |
| Banc funds | 72.51K | 0.21% | -32.38K |
| Kestra advisory services | - | - | -20.12K |
| First trust advisors lp | - | - | -18.58K |
| Gsa capital partners llp | - | - | -10.58K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cresset asset management | 143.41K | 0.01% | 143.41K | $3.58M |
| Corebridge financial | 3.67K | 0.00% | 3.67K | $91.54K |
| Mirae asset global etfs | 3.25K | 0.00% | 3.25K | $81.25K |
| Srs capital advisors | 8.00 | - | 8.00 | $200.00 |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Russell investments group | -8.00 |
| Qube research | -141.00 |
| Picton mahoney asset management | -210.00 |
| Metropolitan life insurance co/ny | -378.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 56 | 3.70% | 2,638,103 | 2.94% | 32 | 3.29% | 31 | 63.16% | 12 | -40.00% |
| Mar 31, 2024 | 54 | 1.89% | 2,562,872 | 0.19% | 31 | 3.21% | 19 | -26.92% | 20 | 53.85% |
| Dec 31, 2023 | 53 | - | 2,557,896 | 2.29% | 31 | 3.35% | 26 | - | 13 | 18.18% |
| Sep 30, 2023 | 53 | 1.92% | 2,500,628 | 10.74% | 30 | 4.01% | 26 | -21.21% | 11 | - |
| Jun 30, 2023 | 52 | 30.00% | 2,258,145 | 8.26% | 27 | 4.25% | 33 | 17.86% | 11 | 120.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 240.22K | 2.87% | - |
| iShares Russell 2000 ETF | 190.71K | 2.28% | -434.00 |
| Fidelity Low-Priced Stock | 115.81K | 1.39% | -53.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 92.10K | 1.10% | - |
| Fidelity Small Cap Index | 69.49K | 0.83% | -651.00 |
| iShares Russell 2000 Value ETF | 65.93K | 0.79% | - |
| Fidelity Global Intrinsic Value Cl F5 | 50.00K | 0.60% | - |
| Bridgeway Omni Small-Cap Value N | 40.00K | 0.48% | - |
| Bridgeway Omni Small-Cap Value | 40.00K | 0.48% | - |
| Fidelity Extended Market Index | 38.64K | 0.46% | -156.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 21, 2024 | LAFFERTY ALLISON | - | Buy | $2.50K |
| Aug 05, 2024 | Strong Gary | - | Buy | $17.15K |
| Aug 05, 2024 | Leonard Daniel J | - | Buy | $25.50K |
| Jun 03, 2024 | LAFFERTY ALLISON | - | Buy | $2.35K |
| May 28, 2024 | Strong Gary | - | Buy | $16.68K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 1 | - |
| 2024 Q2 | 5 | 2 |
| 2024 Q1 | 15 | - |
| 2023 Q4 | 1 | 2 |
| 2023 Q3 | 7 | 6 |
OVLY Ownership FAQ
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