Clearstead Trust, LLC - OPTIMIZERX CORP ownership

OPTIMIZERX CORP's ticker is OPRX and the CUSIP is 68401U204. A total of 88 filers reported holding OPTIMIZERX CORP in Q4 2020. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.

Quarter-by-quarter ownership
Clearstead Trust, LLC ownership history of OPTIMIZERX CORP
ValueSharesWeighting
Q3 2023$151,282
-46.8%
19,4450.0%0.05%
-45.1%
Q2 2023$284,4800.0%19,4450.0%0.09%0.0%
Q1 2023$284,480
+86896.9%
19,4450.0%0.09%
-16.5%
Q4 2022$327
-99.9%
19,4450.0%0.11%
+9.0%
Q3 2022$288,000
-46.0%
19,4450.0%0.10%
-75.3%
Q2 2022$533,000
-27.3%
19,4450.0%0.40%
-14.7%
Q1 2022$733,000
-39.3%
19,4450.0%0.48%
-33.4%
Q4 2021$1,208,000
-29.7%
19,445
-3.2%
0.71%
-34.5%
Q3 2021$1,719,000
+27.2%
20,095
-7.9%
1.09%
+23.6%
Q2 2021$1,351,000
+27.0%
21,8250.0%0.88%
+11.8%
Q1 2021$1,064,000
+18.0%
21,825
-54.6%
0.79%
+47.0%
Q4 2020$902,000
+98.2%
48,075
+120.3%
0.54%
+48.5%
Q3 2020$455,000
+60.2%
21,8250.0%0.36%
+51.0%
Q2 2020$284,000
+43.4%
21,8250.0%0.24%
+33.5%
Q1 2020$198,000
-32.4%
21,825
-23.5%
0.18%
-16.7%
Q4 2019$293,000
+159.3%
28,530
+266.0%
0.22%
+144.3%
Q3 2019$113,000
-10.3%
7,7950.0%0.09%
-12.9%
Q2 2019$126,0007,7950.10%
Other shareholders
OPTIMIZERX CORP shareholders Q4 2020
NameSharesValueWeighting ↓
JACOB ASSET MANAGEMENT OF NEW YORK LLC 240,061$6,575,0006.64%
G2 Investment Partners Management LLC 536,851$14,704,0004.68%
PERKINS CAPITAL MANAGEMENT INC 107,230$2,937,0003.04%
Bullseye Asset Management LLC 124,086$3,399,0001.92%
AWM Investment Company, Inc. 383,743$10,511,0001.66%
First Light Asset Management, LLC 360,761$9,881,0001.15%
Avenir Corp 423,666$11,604,0001.11%
Mesirow Financial Investment Management, Inc. 8,006$219,0001.06%
Summit Creek Advisors LLC 298,479$8,175,0001.04%
Lisanti Capital Growth, LLC 180,666$4,948,0000.67%
View complete list of OPTIMIZERX CORP shareholders