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OFS Capital (OFS) Institutional Ownership

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$8.49 +0.04 (+0.41%)
As of 03:48 PM Eastern
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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)
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
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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
5/21/2025Acadian Asset Management LLC20,989$193K0.0%-65.4%0.157%
5/15/2025Trexquant Investment LP51,547$479K0.0%-15.1%0.385%
5/12/2025Connor Clark & Lunn Investment Management Ltd.60,061$558K0.0%+22.4%0.448%
5/1/2025Fort Sheridan Advisors LLC10,770$100K0.0%N/A0.080%
4/23/2025International 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%
2/17/2025Two Sigma Advisers LP199,200$1.61M0.0%+16.3%1.487%
2/17/2025Bulldog Investors LLP113,563$916K0.2%N/A0.847%
2/17/2025Bank of America Corp DE7,079$57K0.0%+245.3%0.053%
2/14/2025Virtus ETF Advisers LLC64,344$519K0.2%+15.8%0.480%
2/12/2025Trexquant Investment LP60,704$490K0.0%+36.8%0.453%
2/11/2025LPL Financial LLC25,319$204K0.0%-24.4%0.189%
2/10/2025Connor Clark & Lunn Investment Management Ltd.49,066$396K0.0%+44.5%0.366%
1/15/2025Arkadios Wealth Advisors88,293$713K0.0%+7.7%0.659%
1/8/2025International Assets Investment Management LLC139,397$1.11M0.1%-88.2%1.040%
11/15/2024Jane Street Group LLC13,551$115K0.0%N/A0.101%
11/8/2024Advisors Asset Management Inc.244,849$2.07M0.0%-2.8%1.828%
11/8/2024Connor Clark & Lunn Investment Management Ltd.33,957$287K0.0%-6.2%0.253%
10/24/2024Arkadios Wealth Advisors81,961$693K0.0%+7.3%0.612%
10/22/2024International 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%
8/6/2024Acadian Asset Management LLC66,280$586K0.0%-55.9%0.495%
8/1/2024Ritholtz Wealth Management15,271$135K0.0%-35.4%0.114%
7/30/2024International Assets Investment Management LLC133,577$1.19M0.1%-21.4%0.997%
7/29/2024Arkadios Wealth Advisors76,386$678K0.0%+80.6%0.570%
5/14/2024Advisors Asset Management Inc.287,580$2.86M0.1%+6.2%2.146%
5/13/2024O Shaughnessy Asset Management LLC50,287$499K0.0%-13.6%0.375%
5/10/2024Acadian Asset Management LLC150,422$1.49M0.0%-27.6%1.123%
4/30/2024Arkadios Wealth Advisors42,303$420K0.0%+108.1%0.316%
4/11/2024International 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%
2/7/2024Access Investment Management LLC32,500$380K0.1%N/A0.243%
2/1/2024Sigma Planning Corp33,561$393K0.0%-36.8%0.250%
1/25/2024International Assets Investment Management LLC162,203$1.90M0.0%+9.5%1.210%
1/24/2024Arkadios Wealth Advisors20,333$238K0.0%+17.6%0.152%
1/24/2024International Assets Investment Management LLC1,897,775$22.20M0.0%+1,180.8%14.163%
1/18/2024Ritholtz Wealth Management29,298$343K0.0%+25.2%0.219%
11/15/2023Advisors Asset Management Inc.306,045$3.44M0.1%+7.0%2.284%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
11/14/2023O Shaughnessy Asset Management LLC47,401$533K0.0%+39.0%0.354%
11/13/2023Connor Clark & Lunn Investment Management Ltd.15,911$179K0.0%N/A0.119%
11/13/2023Acadian Asset Management LLC202,591$2.28M0.0%+18.6%1.512%
11/8/2023Janney Montgomery Scott LLC12,835$144K0.0%-73.6%0.096%
11/8/2023Atria 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%
10/13/2023Ritholtz Wealth Management23,400$263K0.0%+43.9%0.175%
10/10/2023International 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%
10/4/2023International Assets Investment Management LLC148,168$1.63M0.1%+45.9%1.106%
8/11/2023O Shaughnessy Asset Management LLC34,103$337K0.0%-9.3%0.255%
8/7/2023Acadian Asset Management LLC170,840$1.69M0.0%-17.4%1.275%
8/2/2023Sigma 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%
5/11/2023Acadian Asset Management LLC206,857$2.13M0.0%-12.0%1.544%
5/8/2023Sigma Planning Corp52,615$541K0.0%+2.4%0.393%
5/2/2023Arkadios Wealth Advisors12,133$125K0.0%N/A0.091%
4/28/2023Janney Montgomery Scott LLC48,383$498K0.0%+11.2%0.361%
4/20/2023Ritholtz Wealth Management15,985$164K0.0%-26.4%0.119%
4/19/2023International Assets Investment Management LLC101,544$1.05M0.2%-35.6%0.758%
4/6/2023Wiley 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%
2/10/2023O Shaughnessy Asset Management LLC50,126$511K0.0%+18.8%0.374%
2/8/2023Belpointe Asset Management LLC7,400$75K0.0%N/A0.055%
2/2/2023Silver Oak Securities Incorporated10,000$102K0.0%N/A0.075%
2/1/2023Janney Montgomery Scott LLC43,509$442K0.0%+4.4%0.325%
1/30/2023International Assets Investment Management LLC157,720$1.60M0.1%+115.5%1.178%
1/24/2023Sigma Planning Corp51,405$522K0.0%+10.6%0.384%
1/19/2023Ritholtz Wealth Management21,706$220K0.0%+32.5%0.162%
11/14/2022Virtus ETF Advisers LLC22,215$183K0.1%-10.2%0.166%
11/10/2022Sigma Planning Corp46,476$382K0.0%-7.1%0.347%
11/8/2022Advisors Asset Management Inc.150,474$1.24M0.0%+17.8%1.120%
10/31/2022International Assets Investment Management LLC73,194$602K0.1%+12.4%0.545%
10/25/2022Janney Montgomery Scott LLC41,684$343K0.0%+20.1%0.310%
10/25/2022Eagle Global Advisors LLC15,060$124K0.0%+38.3%0.112%
10/19/2022Ritholtz Wealth Management16,386$135K0.0%-21.3%0.122%
8/17/2022International 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%
8/11/2022O Shaughnessy Asset Management LLC58,858$584K0.0%+61.3%0.438%
8/11/2022Sigma Planning Corp50,052$497K0.0%-3.5%0.373%
8/8/2022Advisors Asset Management Inc.127,737$1.27M0.0%+82.1%0.951%
8/5/2022Stokes Family Office LLC12,076$120K0.0%N/A0.090%
7/15/2022Ritholtz Wealth Management20,810$206K0.0%+23.0%0.155%
7/6/2022 Confluence Investment Management LLC319,245$3.17M0.0%-16.7%2.377%
5/12/2022Acadian Asset Management LLC144,041$1.87M0.0%+12.9%1.073%
5/3/2022International Assets Investment Management LLC66,144$860K0.1%+30.1%0.493%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
4/28/2022Hillsdale Investment Management Inc.31,619$411K0.0%N/A0.236%
4/14/2022Ritholtz 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%
2/11/2022O Shaughnessy Asset Management LLC27,046$295K0.0%-10.0%0.202%
2/10/2022International Assets Investment Management LLC50,844$554K0.1%+10.2%0.379%
2/10/2022Acadian Asset Management LLC127,576$1.39M0.0%+79.0%0.951%
2/9/2022Mariner Investment Group LLC32,538$355K0.2%N/A0.242%
2/3/2022Arkadios 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 Capital's institutional investors.

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

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

Which institutional investors have been buying OFS Capital's stock?

Of the 22 institutional investors that purchased OFS Capital's 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 1,334,676 shares in the last 24 months. This purchase volume represents approximately $11.25M in transactions.

Which of OFS Capital's major shareholders have been selling company stock?

The following institutional investors have sold OFS Capital stock in the last 24 months: International Assets Investment Management LLC ($1.08M), Acadian Asset Management LLC ($123.89K), Trexquant Investment LP ($9.16K), Ritholtz Wealth Management ($8.37K), LPL Financial LLC ($8.17K), Advisors Asset Management Inc. ($7.08K), and NBC Securities Inc. ($3.15K).

How much institutional selling is happening at OFS Capital?

Institutional investors have sold a total of 1,239,131 shares in the last 24 months. This volume of shares sold represents approximately $10.17M in transactions.


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This page (NASDAQ:OFS) was last updated on 7/10/2025 by MarketBeat.com Staff
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