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Oak Valley Bancorp (OVLY) institutional ownership

Latest close $33.33 Jul 21, 2026
Market cap$244M 52-week range SectorFinancial Services
Funds holding · Q1 2026
57
reported OVLY position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
33 buyers · 24 sellers

Oak Valley Bancorp (OVLY) price and institutional activity

Dates

Q1 2026

$0 bought by 33 investors
Fourthstone LLCKestra Advisory Services, LLC +31 more
$0 sold by 24 investors
BlackRockCitadel Advisors LLC +22 more
Bought Sold Totals per quarter; hover a bar for the names.

Oak Valley Bancorp (OVLY) institutional activity · 57

Investor Type Est. change Change Δ Own Date
Fourthstone LLC · Added
Change +106K Date Q1 2026
Fourthstone LLC Added· Q1 2026 +106K Q1 2026
BlackRock · Reduced
Change −48K Date Q1 2026
BlackRock Reduced· Q1 2026 −48K Q1 2026
Kestra Advisory Services, LLC · Added
Change +22K Date Q1 2026
Kestra Advisory Services, LLC Added· Q1 2026 +22K Q1 2026
Dimensional · Added
Change +16K Date Q1 2026
Dimensional Added· Q1 2026 +16K Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −14K −64.0% Q1 2026
Los Angeles Capital Management LLC · Reduced
Change −12K Date Q1 2026
Los Angeles Capital Management LLC Reduced· Q1 2026 −12K Q1 2026
Curi Capital, LLC · New
Change +11K Date Q1 2026
Curi Capital, LLC New· Q1 2026 +11K Q1 2026
Barclays PLC · Reduced
Change −11K Date Q1 2026
Barclays PLC Reduced· Q1 2026 −11K Q1 2026
Renaissance Technologies LLC Added· Q1 2026 +11K +42.8% Q1 2026
Jane Street Group, LLC · Exited
Change −7K Δ Own −100.0% Date Q1 2026
Jane Street Group, LLC Exited· Q1 2026 −7K −100.0% Q1 2026
State Street · Added
Change +7K Date Q1 2026
State Street Added· Q1 2026 +7K Q1 2026
Acadian Asset Management LLC · Added
Change +6K Date Q1 2026
Acadian Asset Management LLC Added· Q1 2026 +6K Q1 2026
Morgan Stanley · Reduced
Change −6K Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −6K Q1 2026
Wells Fargo & Company · Reduced
Change −5K Date Q1 2026
Wells Fargo & Company Reduced· Q1 2026 −5K Q1 2026
Goldman Sachs Group Inc · Added
Change +5K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +5K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 57

Famous investor activity in Oak Valley Bancorp (OVLY)

Oak Valley Bancorp (OVLY) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Barton Don · Director Sell −$12K
Price $33.26 Qty −375 Owned 30K ΔOwn −1.2% Trade date Jun 26, 2026 Filed date Jun 26, 2026
Barton Don Director Sell $33.26 −375 −$12K 30K −1.2% Jun 26, 2026 Jun 26, 2026
Lafferty Allison · Director Buy +$3K
Price $33.44 Qty +87 Owned 9K Trade date May 28, 2026 Filed date May 29, 2026
Lafferty Allison Director Buy $33.44 +87 +$3K 9K May 28, 2026 May 29, 2026
Barton Don · Director Sell −$13K
Price $33.77 Qty −375 Owned 31K Trade date May 26, 2026 Filed date May 26, 2026
Barton Don Director Sell $33.77 −375 −$13K 31K May 26, 2026 May 26, 2026
Courtney Christopher M. · Director Other Form 4 events 657
Owned 244K ΔOwn +0.3% Trade date May 20, 2026 Filed date Jun 30, 2026
Courtney Christopher M. Director Other Form 4 events 657 244K +0.3% May 20, 2026 Jun 30, 2026
Holder H. Randolph Jr · Director Buy +$6K
Price $32.50 Qty +200 Owned 153K Trade date May 12, 2026 Filed date May 12, 2026
Holder H. Randolph Jr Director Buy $32.50 +200 +$6K 153K May 12, 2026 May 12, 2026
Lafferty Allison · Director Buy +$6K
Price $33.19 Qty +180 Owned 9K Trade date May 5, 2026 Filed date May 6, 2026
Lafferty Allison Director Buy $33.19 +180 +$6K 9K May 5, 2026 May 6, 2026
Leonard Daniel J. · Director Buy +$12K
Price $33.00 Qty +375 Owned 63K Trade date Apr 29, 2026 Filed date Apr 30, 2026
Leonard Daniel J. Director Buy $33.00 +375 +$12K 63K Apr 29, 2026 Apr 30, 2026
Courtney Christopher M. · Director, Officer Grant (A) 5K
Owned 244K Trade date Feb 27, 2026 Filed date Mar 3, 2026
Courtney Christopher M. Director, Officer Grant (A) 5K 244K Feb 27, 2026 Mar 3, 2026
Ghan Cathy · Officer 5 operations -783
Owned 41K Trade date Feb 27, 2026 Filed date Mar 3, 2026
Ghan Cathy Officer 5 operations -783 41K Feb 27, 2026 Mar 3, 2026
Ghan Cathy · Officer Grant (A) 784
Owned 41K Trade date Feb 27, 2026 Filed date Mar 3, 2026
Ghan Cathy Officer Grant (A) 784 41K Feb 27, 2026 Mar 3, 2026
Roland Theresa · Officer Grant (A) 784
Owned 12K Trade date Feb 27, 2026 Filed date Mar 3, 2026
Roland Theresa Officer Grant (A) 784 12K Feb 27, 2026 Mar 3, 2026
Nunes Wiiliam D. · Officer Tax withholding or exercise payment (F) -123
Owned 16K Trade date Feb 27, 2026 Filed date Mar 3, 2026
Nunes Wiiliam D. Officer Tax withholding or exercise payment (F) -123 16K Feb 27, 2026 Mar 3, 2026
Stahl Russell E. · Officer 6 operations -921
Owned 40K Trade date Feb 27, 2026 Filed date Mar 3, 2026
Stahl Russell E. Officer 6 operations -921 40K Feb 27, 2026 Mar 3, 2026
Stahl Russell E. · Officer Grant (A) 784
Owned 41K Trade date Feb 27, 2026 Filed date Mar 3, 2026
Stahl Russell E. Officer Grant (A) 784 41K Feb 27, 2026 Mar 3, 2026
Stephens Gary · Officer 6 operations -921
Owned 37K Trade date Feb 27, 2026 Filed date Mar 3, 2026
Stephens Gary Officer 6 operations -921 37K Feb 27, 2026 Mar 3, 2026
15 of 55
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Oak Valley Bancorp (OVLY) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Blackrock, Inc. 469K
% of shares outstanding 5.6% Filing date Nov 8, 2024
Blackrock, Inc. 469K 5.6% Nov 8, 2024
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Oak Valley Bancorp (OVLY) ownership FAQ

Who owns OVLY?

57 reporting institutions disclosed OVLY position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.