All ‘O’ 13F Filers

Name Location Most recent filing
Oak Asset Management, LLC Westlake Village, CA Q4 2023
OAK ASSOCIATES LTD /OH/ Akron, OH Q4 2023
OAKBROOK INVESTMENTS LLC Lisle, IL Q1 2020
Oakcliff Capital Partners, LP New York, NY Q4 2023
OAK FAMILY ADVISORS, LLC Chicago, IL Q4 2023
Oak Grove Capital LLC North Hampton, NH Q4 2023
OAK HARBOR WEALTH PARTNERS, LLC Raleigh, NC Q4 2023
Oak Harvest Investment Services Houston, TX Q4 2023
OAK HILL ADVISORS LP New York, NY Q4 2023
OAK HILL CAPITAL MANAGEMENT, LLC New York, NY Q4 2023
OAK HILL WEALTH ADVISORS, LLC Lansdowne, VA Q4 2023
Oakhurst Advisors,LLC Los Angeles, CA Q4 2022
OAK MANAGEMENT CORP Wilton, CT Q4 2023
OAKMONT Corp Los Angeles, CA Q4 2023
Oak Point Wealth Management Portage, MI Q1 2018
OAK RIDGE INVESTMENTS LLC Chicago, IL Q4 2023
Oak Thistle LLC New York, NY Q4 2023
OAKTOP CAPITAL MANAGEMENT II, L.P. Chatham, NJ Q4 2023
OAKTREE CAPITAL MANAGEMENT LP Los Angeles, CA Q4 2023
Oaktree Fund Advisors, LLC Los Angles, CA Q4 2023
OAKVIEW CAPITAL MANAGEMENT, L.P. Dallas, TX Q4 2023
Oakwell Private Wealth Management, LLC Austin, TX Q4 2023
OAKWOOD CAPITAL MANAGEMENT LLC/CA Los Angeles, CA Q2 2021
Oakworth Capital, Inc. Birmingham, AL Q4 2023
OARSMAN CAPITAL, INC. Milwaukee, WI Q4 2023
Oasis Management Co Ltd. Grand Cayman, Cayman Islands Q4 2023
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP Aspen, CO Q4 2023
OBERNDORF WILLIAM E San Francisco, CA Q4 2023
OBERWEIS ASSET MANAGEMENT INC/ Lisle, IL Q4 2023
Objective Capital Management, LLC Pepper Pike, OH Q4 2023
Objectivity Squared, LLC Charleston, SC Q4 2023
O'Brien Greene & Co. Inc Media, PA Q4 2023
O'Brien Wealth Partners LLC Waltham, MA Q4 2023
Obsidian Personal Planning Solutions LLC Rockville, MD Q4 2023
Obvious Management Services, L.L.C. San Francisco, CA Q3 2022
Occidental Asset Management, LLC Burlingame, CA Q4 2023
OCCUDO QUANTITATIVE STRATEGIES LP Fort Lauderdale, FL Q4 2023
OCEAN ARETE LTD Hong Kong Q3 2023
Ocean Capital Management, LLC Santa Rosa, CA Q4 2023
Ocean Endowment Partners, LLC Chicago, IL Q3 2021
Oceanic Investment Management LTD Douglas, Isle of Man Q3 2018
Oceanside Advisors LLC Mount Pleasant, SC Q4 2023
OCEANWOOD CAPITAL MANAGEMENT LTD Valletta, Malta Q2 2019
OCO Capital Partners, L.P. New York, NY Q4 2023
O'Connor Financial Group LLC Quincy, IL Q4 2023
Octagon Capital Advisors LP New York, NY Q4 2023
Octahedron Capital Management L.P. Hillsborough, CA Q4 2023
Octavia Wealth Advisors, LLC Cincinnati, OH Q4 2023
O'Dell Group, LLC Cincinnati, OH Q4 2023
Oder Investment Management, LLC Woodland Hills, CA Q4 2023
Odey Asset Management Group Ltd London, United Kingdom Q1 2023
Odey Asset Management LLP London, United Kingdom, United Kingdom Q3 2023
Odey Holdings AG Zurich, Switzerland, Switzerland Q1 2021
Odey Holdings Ltd London, United Kingdom Q4 2022
ODonnell Financial Services, LLC San Rafael, CA Q4 2023
OECHSLE INTERNATIONAL ADVISORS, LLC Boston, MA Q3 2015
OEP CAPITAL ADVISORS, L.P. New York, NY Q4 2023
OFFIT CAPITAL ADVISORS LLC New York, NY Q3 2023
OFI INVEST ASSET MANAGEMENT Paris, France Q4 2023
OGBORNE CAPITAL MANAGEMENT, LLC San Francisco, CA Q4 2023
OGOREK ANTHONY JOSEPH /NY/ /ADV Williamsville, NY Q4 2023
Ohio National Investments, Inc. Montgomery, OH Q1 2016
OIKOS HOLDINGS LLC New York, NY Q4 2023
OKABENA INVESTMENT SERVICES INC Minneapolis, MN Q4 2023
O'Keefe Stevens Advisory, Inc. Rochester, NY Q4 2023
Okumus Fund Management Ltd. New York, NY Q3 2021
Old Bellows Partners LP New York, NY Q3 2018
OLD DOMINION CAPITAL MANAGEMENT INC Charlottesville, VA Q3 2021
Oldfather Financial Services, LLC Kearney, NE Q4 2023
Oldfield Partners LLP London, United Kingdom Q4 2023
OLD MISSION CAPITAL LLC Chicago, IL Q4 2023
OLD MISSION CAPITAL, LLC Chicago, IL Q4 2020
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD Pinelands, South Africa Q2 2018
OLD NATIONAL BANCORP /IN/ Evansville, IN Q4 2023
Old North State Trust, LLC Greensboro, NC Q3 2023
OLD POINT TRUST & FINANCIAL SERVICES N A Newport News, VA Q4 2023
Old Port Advisors Portland, ME Q3 2023
OLD REPUBLIC INTERNATIONAL CORP Chicago, IL Q4 2023
OLD SECOND NATIONAL BANK OF AURORA Aurora, IL Q4 2023
Old Well Partners, LLC Charlotte, NC Q4 2023
Old West Investment Management, LLC Los Angeles, CA Q4 2023
OLIO Financial Planning Mclean, VA Q4 2023
Olistico Wealth, LLC Tulsa, OK Q4 2023
OLIVER LAGORE VANVALIN INVESTMENT GROUP Flint, MI Q4 2023
Oliver Luxxe Assets LLC Gladstone, NJ Q4 2023
OLP CAPITAL MANAGEMENT Ltd Causeway Bay, Hong Kong Q4 2023
Olstein Capital Management, L.P. Purchase, NY Q4 2023
Olympiad Research LP Stamford, CT Q4 2023
Olympus Peak Asset Management LP Greenwich, CT Q4 2023
OLYMPUS WEALTH MANAGEMENT, LLC Cottonwood Heights, UT Q4 2023
Omega Advisors Inc. New York, NY Q4 2018
Omega Financial Group, LLC Santa Barbara, CA Q4 2023
Omega Fund Management, LLC Boston, MA Q4 2023
OMERS ADMINISTRATION Corp Toronto, Ontario, Canada Q4 2023
OMNI 360 Wealth, Inc. Plainsboro, NJ Q4 2023
Omnia Family Wealth, LLC Aventura, FL Q4 2023
OMNI PARTNERS LLP London, United Kingdom Q1 2021
Omni Partners US LLC Irvine, CA Q3 2021
OmniStar Financial Group, Inc. Wilmington, NC Q4 2023
OMT Capital Management LLC San Francisco, CA Q4 2015
ONCE CAPITAL MANAGEMENT, LLC New York, NY Q4 2023
One01 Capital, LP Burlingame, CA Q3 2023
One68 Global Capital, LLC New York, NY Q3 2023
ONE Advisory Partners, LLC Overland Park, KS Q4 2023
OneAscent Financial Services LLC Birmingham, AL Q4 2023
OneAscent Wealth Management LLC Birmingham, AL Q4 2023
One Capital Management, LLC Westlake Village, CA Q4 2023
One Charles Private Wealth Services, LLC Hingham, MA Q4 2023
One Day In July LLC Burlington, VT Q4 2023
One Degree Advisors Inc San Diego, CA Q4 2023
OneDigital Investment Advisors LLC Overland Park, KS Q4 2023
One Fin Capital Management LP San Francisco, CA Q4 2023
O'Neil Global Advisors, Inc. Los Angeles, CA Q4 2023
ONE PLUS ONE WEALTH MANAGEMENT, LLC Jupiter, FL Q4 2023
One River Asset Management, LLC Stamford, CT Q4 2023
One Tusk Investment Partners LP New York, NY Q3 2019
One Wealth Advisors, LLC San Francisco, CA Q4 2023
One Wealth Management Investment & Advisory Services, LLC Miami Beach, FL Q4 2023
One William Street Capital Management, L.P. New York, NY Q4 2023
Onex Canada Asset Management Inc. Toronto, Ontario, Canada Q4 2023
ONTARIO TEACHERS PENSION PLAN BOARD Toronto, Ontario, Canada Q4 2023
Onyx Bridge Wealth Group LLC Tarrytown, NY Q4 2023
Onyx Financial Advisors, LLC Idaho Falls, ID Q4 2023
OnyxPoint Global Management LP New York, NY Q4 2023
Opaleye Management Inc. Boston, MA Q4 2023
Opal Wealth Advisors, LLC Jericho, NY Q4 2023
Open Field Capital LLC New York, X1 Q3 2014
OpenView Management, LLC Boston, MA Q4 2023
Opera Trading Capital Paris, France Q4 2018
Operose Advisors LLC Milwaukee, WI Q4 2023
Opes Advisors Inc Cupertino, CA Q4 2018
Opes Wealth Management LLC Menlo Park, CA Q4 2023
Ophir Asset Management Pty Ltd Sydney, Australia Q4 2023
OPINICUS CAPITAL, INC. Tampa, FL Q4 2023
OPPENHEIMER ASSET MANAGEMENT INC. New York, NY Q4 2023
Oppenheimer & Close, LLC New York, NY Q4 2023
OPPENHEIMER & CO INC New York, NY Q4 2023
OppenheimerFunds, Inc. New York, NY Q1 2019
OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada Q4 2023
Optas, LLC San Francisco, CA Q4 2023
Opti Capital Management, LP New York, NY Q4 2023
OptiFour Integrated Wealth Management, LLC Mc Lean, VA Q4 2019
Optima Fund Management LLC New York, NY Q2 2019
Optimal Asset Management, Inc. San Jose, CA Q3 2021
OPTIMAS CAPITAL Ltd Central, Hong Kong Q4 2023
Optimist Retirement Group LLC Bellevue, WA Q4 2023
OPTIMUM INVESTMENT ADVISORS Chicago, IL Q4 2023
Optimum Quantvest Corp Stamford, CT Q3 2020
Optimus Prime Fund Management Co., Ltd. Grand Cayman, Cayman Islands Q4 2023
OPTIONS SOLUTIONS, LLC Chevy Chase, MD Q4 2023
Optiver Holding B.V. Amsterdam, Netherlands Q4 2023
Optiver US LLC Chicago, IL Q4 2020
Opus Capital Group, LLC Cincinnati, OH Q4 2023
OPUS INVESTMENT MANAGEMENT INC Worcester, MA Q4 2023
Opus Point Partners Management, LLC New York, NY Q3 2019
Oracle Alpha Inc. Toronto, Ontario, Canada Q4 2023
ORACLE INVESTMENT MANAGEMENT INC Greenwich, CT Q4 2023
ORANGE CAPITAL, LLC Manhasset, NY Q3 2016
ORBA Wealth Advisors, L.L.C. Chicago, IL Q4 2023
ORBIMED ADVISORS LLC New York, NY Q4 2023
Orbis Allan Gray Ltd Hamilton, Bermuda Q4 2023
Orbis Financial Ltd Tortola, British Virgin Islands Q3 2015
ORBIS HOLDINGS LTD Hamilton, Bermuda Q4 2015
Orbis Investment Management (U.S.), L.P. San Francisco, CA Q4 2018
ORBIS WORLD LTD Road Town, Tortola, British Virgin Islands Q3 2018
Orbitronix, LP Newport Beach, CA Q4 2016
Orca Investment Management, LLC Roseburg, OR Q4 2023
Orcam Financial Group Encinitas, CA Q4 2023
Orchard Capital Management, LLC Chicago, IL Q4 2023
Orchard Hill Capital Management LP New York, NY Q3 2016
Ordinal Holdings ManageCo, LP New York, NY Q3 2022
Oregon Health & Science University Portland, OR Q4 2022
OREGON PUBLIC EMPLOYEES RETIREMENT FUND Tigard, OR Q4 2023
Orgel Wealth Management, LLC Altoona, WI Q4 2023
ORG Partners LLC Roanoke, IN Q4 2023
Oribel Capital Management, LP New York, NY Q4 2023
Origin Asset Management LLP London, United Kingdom Q4 2023
Orinda Asset Management LLC Lafayette, CA Q3 2020
Orin Green Financial, LLC San Diego, CA Q4 2023
Orion Capital Management LLC Coronado, CA Q4 2023
Orion Portfolio Solutions, LLC Omaha, NE Q4 2023
ORION RESOURCE PARTNERS (USA) LP New York, NY Q4 2023
ORIX Corp Tokyo, Japan Q4 2023
ORIX Corp USA Dallas, TX Q2 2020
Orland Properties Ltd Washington, DC Q4 2023
ORLEANS CAPITAL MANAGEMENT CORP/LA Mandeville, LA Q4 2023
O'ROURKE & COMPANY, Inc Boston, MA Q4 2023
ORRELL CAPITAL MANAGEMENT INC Livermore, CA Q3 2015
ORRSTOWN FINANCIAL SERVICES INC Shippensburg, PA Q4 2023
ORSER CAPITAL MANAGEMENT, LLC Southlake, TX Q4 2023
OSAIC HOLDINGS, INC. Phoenix, AZ Q4 2023
Osbon Capital Management LLC Boston, MA Q2 2019
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC San Francisco, CA Q4 2023
Osborn Williams & Donohoe LLC Cincinnati, OH Q1 2020
O'Shares Investment Advisers, LLC Boston, MA Q3 2023
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Stamford, CT Q4 2023
Osher Van de Voorde Investment Management Pasadena, CA Q4 2023
OSKIE CAPITAL MANAGEMENT, LLC New York, NY Q3 2017
Oslo Asset Management AS Oslo, Norway Q4 2023
Osmium Partners, LLC Greenbrae, CA Q4 2022
Ospraie Management, LLC New York, NY Q3 2018
OSSIAM Paris, France Q4 2023
OSTERWEIS CAPITAL MANAGEMENT INC San Francisco, CA Q4 2023
OSTRUM ASSET MANAGEMENT Paris, France Q4 2023
OSTRUM ASSET MANAGEMENT U.S., LLC New York, NY Q1 2019
OTA Financial Group L.P. Purchase, NY Q2 2023
OTA LLC Purchase, NY Q2 2014
Otter Creek Advisors, LLC Palm Beach Gardens, FL Q4 2023
Otter Creek Management Inc West Palm Beach, FL Q3 2015
OUP Management Co., LLC Bala Cynwyd, PA Q3 2023
OUTFITTER ADVISORS, LTD. Mclean, VA Q2 2018
OUTFITTER FINANCIAL LLC Brunswick, ME Q4 2023
Outlook Wealth Advisors, LLC Shenandoah, TX Q4 2023
Ovata Capital Management Ltd Hong Kong Q4 2023
Overbrook Management Corp New York, NY Q4 2023
Overlook Holdings Ltd Hong Kong Q3 2022
OVERSEA-CHINESE BANKING Corp Ltd Singapore Q4 2023
OV Management LLC Minneapolis, MN Q4 2023
Owen LaRue, LLC Elizabethtown, KY Q4 2023
Owl Creek Asset Management, L.P. New York, NY Q4 2023
Owls Nest Partners IA, LLC Chadds Ford, PA Q4 2023
Ownership Capital B.V. Amsterdam, Netherlands Q4 2023
Oxbow Advisors, LLC Austin, TX Q4 2023
Oxbow Capital Management (HK) Ltd Hong Kong Q4 2023
OxenFree Capital LLC Satellite Beach, FL Q4 2023
OXFORD ASSET MANAGEMENT LLP Oxford, United Kingdom Q4 2023
OXFORD FINANCIAL GROUP, LTD. LLC Indianapolis, IN Q4 2023
Oxinas Partners Wealth Management LLC Jeffersonville, IN Q4 2023
Oxler Private Wealth LLC Rye Brook, NY Q4 2023