Recent Quarter Total Invested
$11.22 M
Recent Quarter Institutional Ownership Percentage
9.44%
Total Invested of Last Quarter
$14.56 M
Ownership Percentage of Last Quarter
10.94%
OFS Capital Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 251,926 | $2.23 M | -12.40% | 1.88% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/30/2024 | 133,577 | $1.18 M | -21.45% | 1.00% |
| MORGAN STANLEY | 08/14/2024 | 127,481 | $1.13 M | -28.70% | 0.95% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 98,600 | $874,582 | 56.01% | 0.74% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 87,078 | $772,382 | 12.82% | 0.65% |
| ARKADIOS WEALTH ADVISORS | 07/29/2024 | 76,386 | $677,542 | 80.57% | 0.57% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 66,280 | $586,000 | -55.94% | 0.49% |
| LPL FINANCIAL LLC | 08/07/2024 | 60,651 | $537,972 | 4.85% | 0.45% |
| VIRTUS ETF ADVISERS LLC | 08/14/2024 | 50,922 | $451,678 | 60.52% | 0.38% |
| CITADEL ADVISORS LLC | 08/14/2024 | 41,212 | $365,551 | 49.60% | 0.31% |
| BLACKROCK INC. | 08/13/2024 | 37,986 | $336,936 | -9.55% | 0.28% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 36,188 | $320,988 | 28.34% | 0.27% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 34,715 | $307,922 | -30.97% | 0.26% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 20,932 | $185,667 | 100.00% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 20,559 | $182,358 | 100.00% | 0.15% |
| CITADEL ADVISORS LLC | 08/14/2024 | 17,800 | $157,886 | 150.70% | 0.13% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 15,335 | $136,000 | 10.84% | 0.11% |
| RITHOLTZ WEALTH MANAGEMENT | 08/01/2024 | 15,271 | $135,455 | -35.40% | 0.11% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 07/24/2024 | 15,100 | $133,937 | 0.00% | 0.11% |
| SOA WEALTH ADVISORS, LLC. | 07/17/2024 | 14,819 | $131,442 | 3.77% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 14,500 | $129,000 | 18.37% | 0.11% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 12,900 | $114,000 | 0.00% | 0.10% |
| 09/05/2024 | 12,102 | $114,424 | 100.00% | 0.09% | |
| NBC SECURITIES, INC. | 07/10/2024 | 6,766 | $60,000 | -9.50% | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 3,063 | $27,164 | -50.53% | 0.02% |
| ACCESS INVESTMENT MANAGEMENT LLC | 07/26/2024 | 2,500 | $22,175 | -92.31% | 0.02% |
| UBS GROUP AG | 08/14/2024 | 1,752 | $15,540 | -52.46% | 0.01% |
| US BANCORP \DE\ | 08/07/2024 | 1,550 | $13,749 | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 08/14/2024 | 1,000 | $9,000 | 0.00% | 0.01% |
| SIMPLEX TRADING, LLC | 07/25/2024 | 929 | $8,000 | 100.00% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2024 | 928 | $8,231 | 28.35% | 0.01% |
| CITADEL ADVISORS LLC | 08/14/2024 | 900 | $7,983 | -90.43% | 0.01% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 652 | $5,779 | -81.11% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 07/31/2024 | 435 | $3,858 | 0.00% | 0.00% |
| CYPRESS CAPITAL, LLC | 08/22/2024 | 150 | $1,331 | 100.00% | 0.00% |
| CWM, LLC | 07/10/2024 | 100 | $1,000 | 0.00% | 0.00% |
| FMR LLC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
| FORT SHERIDAN ADVISORS LLC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| CAPE INVESTMENT ADVISORY, INC. | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
OFS Capital Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of OFS shares?
During the previous two years, 53 institutional investors and hedge funds held shares of OFS Capital Corporation. The most heavily invested institutionals were:
Advisors Asset Management, Inc.: 251,926
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 133,577
MORGAN STANLEY: 127,481
TWO SIGMA ADVISERS, LP: 98,600
TWO SIGMA INVESTMENTS, LP: 87,078
Arkadios Wealth Advisors: 76,386
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What percentage of OFS Capital Corporation stock is owned by institutional investors?
9.44% of OFS Capital Corporation stock is owned by institutional investors.
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How much institutional buying is happening at OFS ?
Institutional investors have bought a total of 2.64 M shares in the last 24 months. This purchase volume represents approximately $21.62 M in transactions.