OMI β€” OWENS & MINOR INC NEW

Ownership history in Vident Advisory, LLC  Β·  5 quarters on record

AI Ownership Summary

Vident Advisory, LLC reported OWENS & MINOR INC NEW (OMI) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows OMI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vident Advisory, LLC's position in OWENS & MINOR INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OMI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Vident Advisory, LLC held OMI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 15,685 -8,616 -35.5% 0.00% $75K 2025-11-14 β€”
2025 Q2 ADDED 24,301 +4,964 +25.7% 0.00% $221K 2025-08-14 β€”
2025 Q1 ADDED 19,337 +6,571 +51.5% 0.00% $175K 2025-05-15 β€”
2024 Q3 ADDED 12,766 +4,404 +52.7% 0.01% $200K 2024-11-14 β€”
2024 Q1 INITIATED 8,362 β€” β€” 0.00% $232K 2024-05-14 β€”

FAQ About Vident Advisory, LLC and OMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vident Advisory, LLC reported owning OMI?

Vident Advisory, LLC reported OMI across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported OMI position in Vident Advisory, LLC's portfolio?

The largest reported portfolio weight for OMI was 0.01% in 2024 Q3.

What is the latest reported OMI position on this page?

The most recent filing on this page is 2025 Q3, when Vident Advisory, LLC reported 15,685 shares, equal to 0.00% of portfolio, with an estimated market value of $75K.

What does the chart on this OMI ownership page compare?

The chart compares Vident Advisory, LLC's quarterly OMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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