This page summarizes the OBT holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether OBT is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer 12/31/2023 Share Count 3/31/2024 Share Count Change % Change
13F Filers Increasing OBT Share Count
Hennessy Advisors Inc.
14,000
27,000
+ 13,000
+ 92.86%
Hudson Valley Investment Advisors Inc. ADV
598,510
602,279
+ 3,769
+ 0.63%
13F Filers Reporting New Positions In OBT
Proequities Inc.
0
0
UNCH
100%
CWM LLC
0
1
+ 1
+ 100%
GAMMA Investing LLC
0
6
+ 6
+ 100%
13F Filers With Unchanged Share Count
Commonwealth Equity Services LLC
8,394
8,394
UNCH
0.00%
Nisa Investment Advisors LLC
8
8
UNCH
0.00%
Eagle Ridge Investment Management
14,200
14,200
UNCH
0.00%
NorthCrest Asset Manangement LLC
12,989
12,989
UNCH
0.00%
13F Filers Decreasing OBT Share Count
Amalgamated Bank
445
172
- 273
- 61.35%
Coombe Bender & Co LLC
13,118
11,383
- 1,735
- 13.23%
Bank of New York Mellon Corp
22,415
21,354
- 1,061
- 4.73%
HighTower Advisors LLC
6,296
6,194
- 102
- 1.62%
New York State Common Retirement Fund
3,045
3,042
- 3
- 0.10%
13F Filers Exiting OBT
SG Americas Securities LLC
2,786
0
- 2,786
- 100.00%
See Summary: Institutional Holders of OBT
See Details: Top 10 Hedge Funds Holding OBT
Also See: OBT Insider Buying
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