Security key
671807105
- Security type / class
- Equity / Common Stock
- Shares outstanding
- 8,407,438
- Total 13F shares
- 2,107,324
- Share change
- -65,084
- Total reported value
- $49,855,422
- Reported price per share
- $23.66
- Number of holders
- 41
- Value change
- -$1,236,724
- Number of buys
- 28
- Number of sells
- 8
Security identity
Holder snapshot
Report period
Q1 2023
Institutions
41
Top holders
10
OVLY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2023
Previous quarter: Q4 2022
Oak Valley Bancorp SEC filings
Oak Valley Bancorp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 671807105
Recent filing periods:
Ownership snapshot
Top reported holders of OVLY - Oak Valley Bancorp - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
Siena Capital Partners GP...
13D/G signal
—
Evidence rows
15
Latest as of
31 Dec 2022
13F
Lead comparable stake: 4.3%
Showing 1-6 of 15 holder rows.
Rank 1 holder
Siena Capital Partners GP, LLC
13F
- Ownership
- 4.3%
- Position
- $8.12M
Rank 2 holder
BANC FUNDS CO LLC
13F
- Ownership
- 3.2%
- Position
- $6.03M
Rank 3 holder
Fourthstone LLC
13F
- Ownership
- 2.4%
- Position
- $4.48M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Siena Capital Partners GP, LLC |
13F
Company
|
4.3%
|
$8,122,131
358,593 shares
|
— | 31 Dec 2022 |
| BANC FUNDS CO LLC |
13F
Company
|
3.2%
|
$6,027,000
266,080 shares
|
— | 31 Dec 2022 |
| Fourthstone LLC |
13F
Company
|
2.4%
|
$4,479,785
197,783 shares
|
— | 31 Dec 2022 |
| FMR LLC |
13F
Company
|
2.1%
|
$4,029,911
177,921 shares
|
— | 31 Dec 2022 |
| Rhino Investment Partners, Inc |
13F
Company
|
2%
|
$3,807,000
168,063 shares
|
— | 31 Dec 2022 |
| J.P. Morgan Private Wealth Advisors LLC |
13F
Company
|
1.8%
|
$3,397,500
150,000 shares
|
— | 31 Dec 2022 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
41
Shares
2,107,324
Rows available
41
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
32
Q1 2023 holders
41
Holder diff
9
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend