Free Trial
→ AI Meltdown Imminent: Dump These Stocks Now! (From Paradigm Press) (Ad) Buy OFS Stock  Free OFS Stock Alerts

OFS Capital (OFS) Institutional Ownership

OFS Capital logo
$8.35 -0.10 (-1.18%)
Closing price 04:00 PM Eastern
Extended Trading
$8.35 0.00 (0.00%)
As of 06:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
10.81%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$11.25M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$10.17M
Get OFS Insider Trade Alerts

Want to know when executives and insiders are buying or selling OFS Capital stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

OFS Institutional Buying and Selling by Quarter

OFS Capital Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 Acadian Asset Management LLC20,989$193K0.0%-65.4%0.157%
5/15/2025 Trexquant Investment LP51,547$479K0.0%-15.1%0.385%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.60,061$558K0.0%+22.4%0.448%
5/1/2025 Fort Sheridan Advisors LLC10,770$100K0.0%N/A0.080%
4/23/2025 International Assets Investment Management LLC143,597$1.33M0.0%+3.0%1.072%
4/9/2025 NBC Securities Inc.3,919$36K0.0%+130,533.3%0.029%
2/17/2025 Two Sigma Advisers LP199,200$1.61M0.0%+16.3%1.487%
2/17/2025 Bulldog Investors LLP113,563$916K0.2%N/A0.847%
2/17/2025 Bank of America Corp DE7,079$57K0.0%+245.3%0.053%
2/14/2025 Virtus ETF Advisers LLC64,344$519K0.2%+15.8%0.480%
2/12/2025 Trexquant Investment LP60,704$490K0.0%+36.8%0.453%
2/11/2025 LPL Financial LLC25,319$204K0.0%-24.4%0.189%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.49,066$396K0.0%+44.5%0.366%
1/15/2025 Arkadios Wealth Advisors88,293$713K0.0%+7.7%0.659%
1/8/2025 International Assets Investment Management LLC139,397$1.11M0.1%-88.2%1.040%
11/15/2024 Jane Street Group LLC13,551$115K0.0%N/A0.101%
11/8/2024 Advisors Asset Management Inc.244,849$2.07M0.0%-2.8%1.828%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.33,957$287K0.0%-6.2%0.253%
10/24/2024 Arkadios Wealth Advisors81,961$693K0.0%+7.3%0.612%
10/22/2024 International Assets Investment Management LLC1,180,017$9.97M0.0%+783.4%8.807%
10/15/2024 NBC Securities Inc.3,621$30K0.0%-46.5%0.027%
9/5/2024Sanctuary Advisors LLC12,102$114K0.0%N/A0.090%
8/6/2024 Acadian Asset Management LLC66,280$586K0.0%-55.9%0.495%
8/1/2024 Ritholtz Wealth Management15,271$135K0.0%-35.4%0.114%
7/30/2024 International Assets Investment Management LLC133,577$1.19M0.1%-21.4%0.997%
7/29/2024 Arkadios Wealth Advisors76,386$678K0.0%+80.6%0.570%
5/14/2024 Advisors 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%
2/12/2024 Cape Investment Advisory Inc.10,914$128K0.1%N/A0.081%
2/7/2024Access 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%
11/15/2023 Advisors Asset Management Inc.306,045$3.44M0.1%+7.0%2.284%
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)

tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.

Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow
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%
11/7/2023 Virtus 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%
7/27/2023 Virtu 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%
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%
11/14/2022 Virtus ETF Advisers LLC22,215$183K0.1%-10.2%0.166%
11/10/2022 Sigma Planning Corp46,476$382K0.0%-7.1%0.347%
11/8/2022 Advisors 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%
10/25/2022 Eagle 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%
8/13/2022 Mariner Investment Group LLC41,616$413K0.4%+21.5%0.310%
8/13/2022 Virtu Financial LLC25,882$257K0.0%N/A0.193%
8/12/2022 Virtus 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%
8/8/2022 Advisors 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%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
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%
2/16/2022 Western Standard LLC68,970$752K0.4%-71.2%0.514%
2/14/2022 Virtus 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%
2/9/2022 Mariner Investment Group LLC32,538$355K0.2%N/A0.242%
2/3/2022 Arkadios Wealth Advisors15,995$174K0.0%-24.5%0.119%
(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, 24 institutional investors and hedge funds held shares of OFS Capital. The most heavily invested institutionals were Advisors Asset Management Inc. ($2.07M), Two Sigma Advisers LP ($1.61M), International Assets Investment Management LLC ($1.33M), Confluence Investment Management LLC ($973K), Bulldog Investors LLP ($916K), Arkadios Wealth Advisors ($713K), and Connor Clark & Lunn Investment Management Ltd. ($558K).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 22 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 ($2.92M), Bulldog Investors LLP ($113.56K), Confluence Investment Management LLC ($98K), Arkadios Wealth Advisors ($71.00K), Atria Wealth Solutions Inc. ($43.91K), Connor Clark & Lunn Investment Management Ltd. ($42.02K), and Advisors Asset Management Inc. ($36.85K).

How much institutional buying is happening at OFS Capital?

Institutional investors have bought a total of 3,576,581 shares in the last 24 months. This purchase volume represents approximately $37.05M in transactions.

Which OFS Capital major shareholders have been selling company stock?

Of the 12 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: International Assets Investment Management LLC ($1.08M), Acadian Asset Management LLC ($217.14K), Confluence Investment Management LLC ($190.01K), Janney Montgomery Scott LLC ($35.87K), Sigma Planning Corp ($19.56K), O Shaughnessy Asset Management LLC ($11.40K), and Trexquant Investment LP ($9.16K).

How much institutional selling is happening at OFS Capital?

Institutional investors have sold a total of 1,589,234 shares in the last 24 months. This volume of shares sold represents approximately $13.80M in transactions.


Related Companies

This page (NASDAQ:OFS) was last updated on 5/28/2025 by MarketBeat.com Staff
From Our Partners
July 2025 Rule Change to Impact Retirement Investors
There's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...
Premier Gold Co | Sponsored
Banks aren’t ready for this altcoin—are you?
While everyone's distracted by Bitcoin's moves, a stealth revolution is underway. One altcoin is quietly po...
Crypto 101 Media | Sponsored
Trump Predicts Dollar Downfall
READ THIS VERY CAREFULLY: If you have $100,000 or more saved for retirement, this may make you VERY angry... ...
Augusta Precious Metals | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
“You all just got a lot richer”
Trump Knows What He’s Doing. When the president says he’s going to let RFK “go wild” … and Big Pharma crash...
Brownstone Research | Sponsored
Urgent: Make this trade before you hit your pillow tonight…
Most people waste 8 hours every night… And 227,916 hours in their lifetime… Dreaming about the life they...
Timothy Sykes | Sponsored
The “supermetal” that could power AI
While the headlines focus on AI models and chip speed, Elon Musk is investing in the material side of the stor...
True Market Insiders | Sponsored