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OFS Capital (OFS) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for OFS Capital (NASDAQ:OFS)

Current
Institutional Ownership
Percentage
10.81%
Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$25.80M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.63M
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OFS Institutional Buying and Selling by Quarter

OFS Capital Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Advisors Asset Management Inc.287,580$2.86M0.1%+6.2%2.146%
5/13/2024 O Shaughnessy Asset Management LLC50,287$499K0.0%-13.6%0.375%
5/10/2024 Acadian Asset Management LLC150,422$1.49M0.0%-27.6%1.123%
4/30/2024 Arkadios Wealth Advisors42,303$420K0.0%+108.1%0.316%
4/11/2024 International Assets Investment Management LLC170,053$1.69M0.0%+4.8%1.269%
4/1/2024 Confluence Investment Management LLC98,000$973K0.0%N/A0.731%
2/12/2024Cape Investment Advisory Inc.10,914$128K0.1%N/A0.081%
2/7/2024 Access Investment Management LLC32,500$380K0.1%N/A0.243%
2/1/2024 Sigma Planning Corp33,561$393K0.0%-36.8%0.250%
1/25/2024 International Assets Investment Management LLC162,203$1.90M0.0%+9.5%1.210%
1/24/2024 Arkadios Wealth Advisors20,333$238K0.0%+17.6%0.152%
1/24/2024 International Assets Investment Management LLC1,897,775$22.20M0.0%+1,180.8%14.163%
1/18/2024 Ritholtz Wealth Management29,298$343K0.0%+25.2%0.219%
11/15/2023Advisors Asset Management Inc.306,045$3.44M0.1%+7.0%2.284%
11/14/2023 O Shaughnessy Asset Management LLC47,401$533K0.0%+39.0%0.354%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.15,911$179K0.0%N/A0.119%
11/13/2023 Acadian Asset Management LLC202,591$2.28M0.0%+18.6%1.512%
11/8/2023 Janney Montgomery Scott LLC12,835$144K0.0%-73.6%0.096%
11/8/2023 Atria Wealth Solutions Inc.43,911$494K0.0%N/A0.328%
11/7/2023Virtus ETF Advisers LLC33,544$377K0.2%+79.4%0.250%
11/4/2023 NBC Securities Inc.7,254$81K0.0%N/A0.054%
10/13/2023 Ritholtz Wealth Management23,400$263K0.0%+43.9%0.175%
10/10/2023 International Assets Investment Management LLC148,168$1.63M0.1%+45.9%1.106%
10/10/2023 Confluence Investment Management LLC109,260$1.23M0.0%-35.4%0.815%
10/4/2023 International Assets Investment Management LLC148,168$1.63M0.1%+45.9%1.106%
8/11/2023 O Shaughnessy Asset Management LLC34,103$337K0.0%-9.3%0.255%
8/7/2023 Acadian Asset Management LLC170,840$1.69M0.0%-17.4%1.275%
8/2/2023 Sigma Planning Corp53,621$530K0.0%+1.9%0.400%
7/27/2023Virtu Financial LLC32,885$325K0.0%N/A0.245%
7/3/2023 Confluence Investment Management LLC169,233$1.67M0.0%-43.5%1.263%
5/11/2023 Acadian Asset Management LLC206,857$2.13M0.0%-12.0%1.544%
5/8/2023 Sigma Planning Corp52,615$541K0.0%+2.4%0.393%
5/2/2023 Arkadios Wealth Advisors12,133$125K0.0%N/A0.091%
4/28/2023 Janney Montgomery Scott LLC48,383$498K0.0%+11.2%0.361%
4/20/2023 Ritholtz Wealth Management15,985$164K0.0%-26.4%0.119%
4/19/2023 International Assets Investment Management LLC101,544$1.05M0.2%-35.6%0.758%
4/6/2023 Wiley BROS. Aintree Capital LLC15,100$155K0.1%-18.8%0.113%
4/4/2023 Confluence Investment Management LLC299,274$3.08M0.0%-6.2%2.233%
2/10/2023 O Shaughnessy Asset Management LLC50,126$511K0.0%+18.8%0.374%
2/8/2023 Belpointe Asset Management LLC7,400$75K0.0%N/A0.055%
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2/2/2023 Silver Oak Securities Incorporated10,000$102K0.0%N/A0.075%
2/1/2023 Janney Montgomery Scott LLC43,509$442K0.0%+4.4%0.325%
1/30/2023 International Assets Investment Management LLC157,720$1.60M0.1%+115.5%1.178%
1/24/2023 Sigma Planning Corp51,405$522K0.0%+10.6%0.384%
1/19/2023 Ritholtz Wealth Management21,706$220K0.0%+32.5%0.162%
11/14/2022Virtus ETF Advisers LLC22,215$183K0.1%-10.2%0.166%
11/10/2022 Sigma Planning Corp46,476$382K0.0%-7.1%0.347%
11/8/2022Advisors Asset Management Inc.150,474$1.24M0.0%+17.8%1.120%
10/31/2022 International Assets Investment Management LLC73,194$602K0.1%+12.4%0.545%
10/25/2022 Janney Montgomery Scott LLC41,684$343K0.0%+20.1%0.310%
10/25/2022Eagle Global Advisors LLC15,060$124K0.0%+38.3%0.112%
10/19/2022 Ritholtz Wealth Management16,386$135K0.0%-21.3%0.122%
8/17/2022 International Assets Investment Management LLC65,144$646K0.1%-1.5%0.485%
8/13/2022Mariner Investment Group LLC41,616$413K0.4%+21.5%0.310%
8/13/2022Virtu Financial LLC25,882$257K0.0%N/A0.193%
8/12/2022Virtus ETF Advisers LLC24,742$245K0.1%-23.9%0.184%
8/11/2022 O Shaughnessy Asset Management LLC58,858$584K0.0%+61.3%0.438%
8/11/2022 Sigma Planning Corp50,052$497K0.0%-3.5%0.373%
8/8/2022Advisors Asset Management Inc.127,737$1.27M0.0%+82.1%0.951%
8/5/2022 Stokes Family Office LLC12,076$120K0.0%N/A0.090%
7/15/2022 Ritholtz Wealth Management20,810$206K0.0%+23.0%0.155%
7/6/2022 Confluence Investment Management LLC319,245$3.17M0.0%-16.7%2.377%
5/12/2022 Acadian Asset Management LLC144,041$1.87M0.0%+12.9%1.073%
5/3/2022 International Assets Investment Management LLC66,144$860K0.1%+30.1%0.493%
4/28/2022 Hillsdale Investment Management Inc.31,619$411K0.0%N/A0.236%
4/14/2022 Ritholtz Wealth Management16,913$220K0.0%+20.2%0.126%
4/4/2022 Confluence Investment Management LLC383,399$4.98M0.1%+0.5%2.856%
2/16/2022Western Standard LLC68,970$752K0.4%-71.2%0.514%
2/14/2022Virtus ETF Advisers LLC26,142$285K0.1%-21.0%0.195%
2/11/2022 O Shaughnessy Asset Management LLC27,046$295K0.0%-10.0%0.202%
2/10/2022 International Assets Investment Management LLC50,844$554K0.1%+10.2%0.379%
2/10/2022 Acadian Asset Management LLC127,576$1.39M0.0%+79.0%0.951%
2/9/2022Mariner Investment Group LLC32,538$355K0.2%N/A0.242%
2/3/2022 Arkadios Wealth Advisors15,995$174K0.0%-24.5%0.119%
2/2/2022 Sigma Planning Corp51,579$562K0.0%-2.1%0.384%
1/27/2022Kavar Capital Partners Group LLC12,105$132K0.0%-14.2%0.090%
1/27/2022 Janney Montgomery Scott LLC29,123$317K0.0%+10.6%0.217%
1/21/2022 International Assets Investment Management LLC50,844$554K0.1%+10.2%0.379%
1/18/2022 Ritholtz Wealth Management14,070$153K0.0%N/A0.105%
1/4/2022 Confluence Investment Management LLC381,358$4.16M0.1%-1.5%2.842%
11/16/2021Squarepoint Ops LLC10,816$112K0.0%-31.2%0.081%
11/15/2021Virtus ETF Advisers LLC33,086$343K0.2%N/A0.247%
11/15/2021Western Standard LLC239,154$2.48M1.4%-21.3%1.782%
11/10/2021 O Shaughnessy Asset Management LLC30,054$311K0.0%+29.2%0.224%
11/5/2021 Advisor Group Holdings Inc.3,940$40K0.0%+301.2%0.029%
10/29/2021 Janney Montgomery Scott LLC26,336$273K0.0%+56.9%0.196%
10/28/2021 Sigma Planning Corp52,672$546K0.0%+4.7%0.393%
10/28/2021 International Assets Investment Management LLC46,125$478K0.1%+28.2%0.344%
10/19/2021 Arkadios Wealth Advisors21,195$219K0.0%-8.2%0.158%
10/7/2021 Wiley BROS. Aintree Capital LLC19,550$203K0.1%+15.0%0.146%
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10/4/2021 Confluence Investment Management LLC387,302$4.01M0.1%-0.3%2.887%
8/16/2021Squarepoint Ops LLC15,711$156K0.0%N/A0.117%
8/16/2021 First Trust Advisors LP287,084$2.86M0.0%N/A2.140%
8/16/2021Morgan Stanley452,464$4.51M0.0%+7.7%3.373%
8/16/2021Western Standard LLC303,712$3.03M1.8%+22.2%2.264%
8/13/2021 Sigma Planning Corp50,329$501K0.0%+11.2%0.375%
8/13/2021 Wealthstar Advisors LLC12,100$121K0.0%N/A0.090%
8/9/2021 O Shaughnessy Asset Management LLC23,256$232K0.0%N/A0.173%
7/31/2021Advisors Asset Management Inc.44,466$443K0.0%-33.4%0.332%
7/31/2021 Arkadios Wealth Advisors23,095$230K0.0%-45.1%0.172%
(Data available from 1/1/2016 forward)

OFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OFS shares?

During the previous two years, 22 institutional investors and hedge funds held shares of OFS Capital. The most heavily invested institutionals were Advisors Asset Management Inc. ($2.86M), International Assets Investment Management LLC ($1.69M), Acadian Asset Management LLC ($1.49M), Confluence Investment Management LLC ($973K), O Shaughnessy Asset Management LLC ($499K), Atria Wealth Solutions Inc. ($494K), and Arkadios Wealth Advisors ($420K).Learn more on OFS's institutional investors.

What percentage of OFS Capital stock is owned by institutional investors?

10.81% of OFS Capital stock is owned by institutional investors. Learn more on OFS's institutional investor holdings.

Which institutional investors have been buying OFS Capital stock?

Of the 21 institutional investors that purchased OFS Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.96M), Advisors Asset Management Inc. ($117.18K), Confluence Investment Management LLC ($98K), Virtu Financial LLC ($58.77K), Atria Wealth Solutions Inc. ($43.91K), O Shaughnessy Asset Management LLC ($43.60K), and Arkadios Wealth Advisors ($37.14K).

How much institutional buying is happening at OFS Capital?

Institutional investors have bought a total of 2,553,198 shares in the last 24 months. This purchase volume represents approximately $28.85M in transactions.

Which OFS Capital major shareholders have been selling company stock?

Of the 9 institutional investors that sold OFS Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($273.82K), Acadian Asset Management LLC ($121.37K), International Assets Investment Management LLC ($57.18K), Janney Montgomery Scott LLC ($35.87K), Sigma Planning Corp ($24.94K), O Shaughnessy Asset Management LLC ($11.40K), and Virtus ETF Advisers LLC ($10.28K).

How much institutional selling is happening at OFS Capital?

Institutional investors have sold a total of 548,503 shares in the last 24 months. This volume of shares sold represents approximately $5.62M in transactions.


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This page (NASDAQ:OFS) was last updated on 5/15/2024 by MarketBeat.com Staff

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