Oak Valley Bancorp Ownership | Who Owns Oak Valley Bancorp?
Oak Valley Bancorp Ownership Summary
Oak Valley Bancorp is owned by 13.56% institutional investors, 18.03% insiders, and 68.41% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 5.72% 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 | 13.56% | 18.03% | 68.41% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 470.60K | 5.72% | $13.76M |
| Blackrock | 434.10K | 5.29% | $10.84M |
| Vanguard group | 385.09K | 4.68% | $11.26M |
| Siena capital partners gp | 358.59K | 4.36% | $10.49M |
| Fmr | 221.97K | 2.70% | $6.49M |
| Geode capital management | 155.26K | 1.89% | $4.54M |
| Cresset asset management | 140.28K | 1.71% | $4.10M |
| M3f | 121.44K | 1.48% | $3.55M |
| Bridgeway capital management | 111.47K | 1.36% | $3.26M |
| Dimensional fund advisors lp | 108.97K | 1.33% | $3.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Siena capital partners gp | 358.59K | 2.89% | $10.49M |
| M3f | 121.44K | 1.03% | $3.55M |
| Bridgeway capital management | 111.47K | 0.07% | $3.26M |
| Rbf capital | 30.00K | 0.05% | $877.50K |
| Legato capital management | 7.25K | 0.03% | $211.92K |
| Valmark advisers | 59.01K | 0.03% | $1.73M |
| Cresset asset management | 140.28K | 0.02% | $4.10M |
| Seizert capital partners | 14.54K | 0.02% | $425.27K |
| Empowered funds | 35.80K | 0.02% | $1.05M |
| Kestra advisory services | 21.12K | 0.00% | $617.70K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Valmark advisers | 59.01K | 0.03% | 59.01K |
| Blackrock | 434.10K | 0.00% | 56.53K |
| Kestra advisory services | 21.12K | 0.00% | 21.12K |
| Jpmorgan chase | 23.54K | 0.00% | 12.78K |
| Legato capital management | 7.25K | 0.03% | 7.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Banc funds | - | - | -43.82K |
| First trust advisors lp | - | - | -18.58K |
| M3f | 121.44K | 1.03% | -12.55K |
| Fourthstone | - | - | -11.11K |
| Gsa capital partners llp | - | - | -10.58K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Valmark advisers | 59.01K | 0.03% | 59.01K | $1.73M |
| Legato capital management | 7.25K | 0.03% | 7.25K | $211.92K |
| Deutsche bank ag\ | 2.03K | - | 2.03K | $59.38K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -1.00 |
| Gamma investing | -5.00 |
| Russell investments group | -8.00 |
| Capital performance advisors llp | -32.00 |
| Qube research | -141.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 27 | -52.63% | 1,114,379 | -58.28% | 13 | 1.28% | 14 | -50.00% | 6 | -62.50% |
| Sep 30, 2024 | 57 | 1.79% | 2,671,072 | 1.25% | 32 | 3.15% | 28 | -9.68% | 16 | 33.33% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 240.22K | 2.87% | - |
| Vanguard US Total Market Shares ETF | 240.22K | 2.87% | - |
| iShares Russell 2000 ETF | 194.46K | 2.32% | -1.71K |
| Vanguard Institutional Extnd Mkt Idx Tr | 92.10K | 1.10% | - |
| Fidelity Low-Priced Stock | 85.06K | 1.01% | -29.94K |
| Fidelity Small Cap Index | 67.33K | 0.80% | -1.26K |
| iShares Russell 2000 Value ETF | 63.46K | 0.76% | - |
| Fidelity Global Intrinsic Value Cl F5 | 50.00K | 0.60% | - |
| Bridgeway Omni Small-Cap Value | 40.00K | 0.48% | - |
| Bridgeway Omni Small-Cap Value N | 40.00K | 0.48% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 14, 2025 | WITHROW TERRANCE P | - | Buy | $7.80K |
| Aug 09, 2024 | WITHROW TERRANCE P | - | Buy | $5.79K |
| Feb 07, 2025 | Leonard Daniel J | - | Buy | $25.00K |
| Mar 12, 2025 | Barton Don | - | Sell | $216.36 |
| Mar 12, 2025 | Barton Don | - | Sell | $49.18 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 5 | 57 |
| 2024 Q3 | 3 | - |
| 2024 Q2 | 5 | 2 |
| 2024 Q1 | 15 | - |
| 2023 Q4 | 1 | 2 |
OVLY Ownership FAQ
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