Filing Research | OPK - OPKO HEALTH INC Institutional Holdings

Snapshot holdings

39 / 39 loaded

#		Instrument	quantity
1	WASHINGTON GROWTH STRATEGIES LLC	Shares	1.4MSH	$2.0M
2	PFG Investments, LLC	Shares	610.5KSH	$915.7K
3	Assenagon Asset Management S.A.	Shares	285.3KSH	$425.5K
4	Police & Firemen's Retirement System of New Jersey	Shares	132.5KSH	$198.7K
5	HIGHLINE WEALTH PARTNERS LLC	Shares	116.7KSH	$175.0K
6	ZAZOVE ASSOCIATES LLC	Shares	100.0KSH	$150.0K
7	Allied Private Wealth LLC	Shares	91.1KSH	$128.5K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	84.0KSH	$113.4K
9	Apella Capital, LLC	Shares	27.0KSH	$40.3K
10	CUMBERLAND ADVISORS INC	Shares	19.5KSH	$29.3K
11	Westmount Partners, LLC	Shares	18.6KSH	$27.8K
12	SAX WEALTH ADVISORS, LLC	Shares	20.1KSH	$22.9K
13	Colony Family Offices, LLC	Shares	14.7KSH	$22.1K
14	Merit Financial Group, LLC	Shares	14.6KSH	$21.9K
15	Key FInancial Inc	Shares	13.3KSH	$19.9K
16	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	11.7KSH	$17.5K
17	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	11.2KSH	$16.8K
18	Stillwater Capital Advisors, LLC	Shares	10.6KSH	$15.8K
19	Diversified Trust Co	Shares	10.1KSH	$15.2K
20	Greenbush Financial Group, LLC	Shares	10.0KSH	$15.0K
21	Aventura Private Wealth, LLC	Shares	8.4KSH	$12.6K
22	Formidable Asset Management, LLC	Shares	10.3KSH	$11.7K
23	EverSource Wealth Advisors, LLC	Shares	3.7KSH	$5.6K
24	Farther Finance Advisors, LLC	Shares	3.4KSH	$5.1K
25	CoreCap Advisors, LLC	Shares	1.6KSH	$2.4K
26	GAMMA Investing LLC	Shares	1.3KSH	$2.0K
27	SJS Investment Consulting Inc.	Shares	1.3KSH	$1.9K
28	PFS Partners, LLC	Shares	1.1KSH	$1.6K
29	True Wealth Design, LLC	Shares	765SH	$1.1K
30	Fortitude Family Office, LLC	Shares	732SH	$1.1K
31	IFP Advisors, Inc	Shares	387SH	$580
32	SIGNATUREFD, LLC	Shares	213SH	$320
33	HARBOR INVESTMENT ADVISORY, LLC	Shares	180SH	$270
34	SALEM INVESTMENT COUNSELORS INC	Shares	100SH	$150
35	AMALGAMATED BANK	Shares	10.9KSH	$16
36	SBI Securities Co., Ltd.	Shares	2SH	$3
37	Crewe Advisors LLC	Shares	1SH	$2
38	LRI Investments, LLC	Shares	1SH	$2
39	FNY Investment Advisers, LLC	CALL	2SH	$0

Manager changes2026-06-30 vs 2026-03-31

44 / 44 loaded

#		Instrument
1	WASHINGTON GROWTH STRATEGIES LLC unchanged	Shares	0	+$488.2K	$2.0M
2	Police & Firemen's Retirement System of New Jersey added	Shares	+30.1K	+$82.0K	$198.7K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+21.6K	+$42.3K	$113.4K
4	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$42.0K	$175.0K
5	Merit Financial Group, LLC new	Shares	+14.6K	+$21.9K	$21.9K
6	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+11.2K	+$16.8K	$16.8K
7	Stillwater Capital Advisors, LLC new	Shares	+10.6K	+$15.8K	$15.8K
8	CUMBERLAND ADVISORS INC unchanged	Shares	0	+$7.0K	$29.3K
9	Apella Capital, LLC unchanged	Shares	0	+$6.8K	$40.3K
10	Westmount Partners, LLC unchanged	Shares	0	+$6.7K	$27.8K
11	Colony Family Offices, LLC unchanged	Shares	0	+$5.3K	$22.1K
12	Key FInancial Inc unchanged	Shares	0	+$4.8K	$19.9K
13	TRAPHAGEN INVESTMENT ADVISORS LLC unchanged	Shares	0	+$4.2K	$17.5K
14	Diversified Trust Co unchanged	Shares	0	+$3.6K	$15.2K
15	Greenbush Financial Group, LLC unchanged	Shares	0	+$3.6K	$15.0K
16	Aventura Private Wealth, LLC unchanged	Shares	0	+$3.0K	$12.6K
17	Farther Finance Advisors, LLC added	Shares	+679	+$2.0K	$5.1K
18	SJS Investment Consulting Inc. added	Shares	+1.3K	+$1.9K	$1.9K
19	EverSource Wealth Advisors, LLC added	Shares	+193	+$1.6K	$5.6K
20	Fortitude Family Office, LLC new	Shares	+732	+$1.1K	$1.1K
21	CoreCap Advisors, LLC unchanged	Shares	0	+$576	$2.4K
22	True Wealth Design, LLC added	Shares	+206	+$510	$1.1K
23	GAMMA Investing LLC unchanged	Shares	0	+$480	$2.0K
24	PFS Partners, LLC unchanged	Shares	0	+$396	$1.6K
25	IFP Advisors, Inc trimmed	Shares	-16	+$121	$580
26	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$65	$270
27	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$36	$150
28	AMALGAMATED BANK trimmed	Shares	-2.0K	+$1	$16
29	LRI Investments, LLC unchanged	Shares	0	+$1	$2
30	SBI Securities Co., Ltd. unchanged	Shares	0	+$1	$3
31	Crewe Advisors LLC unchanged	Shares	0	$0	$2
32	FNY Investment Advisers, LLC new	CALL	+2	$0	$0
33	Darwin Wealth Management, LLC exited	Shares	-5	-$5	$0
34	Wilkerson Advisory Group LLC exited	Shares	-4	-$5	$0
35	Formidable Asset Management, LLC unchanged	Shares	0	-$1.2K	$11.7K
36	SIGNATUREFD, LLC trimmed	Shares	-1.8K	-$2.0K	$320
37	SAX WEALTH ADVISORS, LLC trimmed	Shares	-138	-$2.6K	$22.9K
38	MOODY NATIONAL BANK TRUST DIVISION exited	Shares	-13.6K	-$15.5K	$0
39	Sequoia Financial Advisors, LLC exited	Shares	-16.3K	-$18.5K	$0
40	CAPITAL ADVISORS INC/OK exited	Shares	-20.0K	-$22.8K	$0
41	Abel Hall, LLC exited	Shares	-33.3K	-$37.9K	$0
42	ZAZOVE ASSOCIATES LLC trimmed	Shares	-200.0K	-$210.0K	$150.0K
43	Assenagon Asset Management S.A. trimmed	Shares	-366.7K	-$314.8K	$425.5K
44	PFG Investments, LLC trimmed	Shares	-502.3K	-$352.8K	$915.7K