Filing Research | OSUR - ORASURE TECHNOLOGIES INC Institutional Holdings

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Marquette Asset Management, LLC	Shares	134.7KSH	$600.6K
2	Murphy Pohlad Asset Management LLC	Shares	106.3KSH	$473.9K
3	BFSG, LLC	Shares	27.6KSH	$123.2K
4	Police & Firemen's Retirement System of New Jersey	Shares	23.7KSH	$105.6K
5	Significant Wealth Partners LLC	Shares	20.4KSH	$91.1K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.9KSH	$55.5K
7	Farther Finance Advisors, LLC	Shares	2.5KSH	$11.4K
8	CGC Financial Services, LLC	Shares	1.8KSH	$8.2K
9	GAMMA Investing LLC	Shares	1.0KSH	$4.6K
10	EverSource Wealth Advisors, LLC	Shares	572SH	$2.6K
11	Versant Capital Management, Inc	Shares	292SH	$1.3K
12	Blue Trust, Inc.	Shares	253SH	$1.1K
13	True Wealth Design, LLC	Shares	208SH	$928
14	Bogart Wealth, LLC	Shares	150SH	$669
15	Fortitude Family Office, LLC	Shares	60SH	$268
16	SJS Investment Consulting Inc.	Shares	36SH	$161
17	SBI Securities Co., Ltd.	Shares	18SH	$80
18	SHIKIAR ASSET MANAGEMENT INC	Shares	15.0KSH	$67

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

20 / 20 loaded

#		Instrument
1	Marquette Asset Management, LLC new	Shares	+134.7K	+$600.6K	$600.6K
2	Murphy Pohlad Asset Management LLC trimmed	Shares	-9.6K	+$126.3K	$473.9K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+10.3K	+$65.5K	$105.6K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.9K	+$55.5K	$55.5K
5	Significant Wealth Partners LLC added	Shares	+575	+$31.6K	$91.1K
6	CGC Financial Services, LLC unchanged	Shares	0	+$2.7K	$8.2K
7	EverSource Wealth Advisors, LLC added	Shares	+317	+$1.8K	$2.6K
8	GAMMA Investing LLC unchanged	Shares	0	+$1.5K	$4.6K
9	Farther Finance Advisors, LLC trimmed	Shares	-769	+$1.3K	$11.4K
10	True Wealth Design, LLC new	Shares	+208	+$928	$928
11	Versant Capital Management, Inc unchanged	Shares	0	+$426	$1.3K
12	Blue Trust, Inc. unchanged	Shares	0	+$369	$1.1K
13	Fortitude Family Office, LLC new	Shares	+60	+$268	$268
14	Bogart Wealth, LLC unchanged	Shares	0	+$219	$669
15	SJS Investment Consulting Inc. added	Shares	+29	+$140	$161
16	SBI Securities Co., Ltd. unchanged	Shares	0	+$26	$80
17	SHIKIAR ASSET MANAGEMENT INC trimmed	Shares	-10.0K	-$8	$67
18	Sound Income Strategies, LLC exited	Shares	-49	-$149	$0
19	Rachor Investment Advisory Services, LLC exited	Shares	-630	-$1.9K	$0
20	BFSG, LLC trimmed	Shares	-16.7K	-$9.9K	$123.2K