CAPTRUST FINANCIAL ADVISORS
Holdings in OPY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $506,030 | 7,000 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $517,370 | 7,000 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $460,390 | 7,000 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $417,410 | 7,000 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $448,630 | 7,000 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $358,120 | 7,000 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $335,370 | 7,000 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $279,440 | 7,000 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $298,165 | 7,216 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $284,796 | 7,434 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $304,885 | 7,588 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $448,189 | 11,448 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $476,212 | 11,250 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $395,366 | 12,762 | Shares | Sole | 2022-11-16 |
| 2022-06-30 | $446,139 | 13,503 | Shares | Sole | 2022-08-23 |
| 2022-03-31 | $484,173 | 11,110 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $508,632 | 10,969 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $496,786 | 10,969 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $559,240 | 11,000 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $437,706 | 10,929 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $333,472 | 10,610 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $236,815 | 10,610 | Shares | Sole | 2020-11-17 |
| 2020-06-30 | $231,191 | 10,610 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $209,653 | 10,610 | Shares | Sole | 2020-05-15 |