OFS Capital Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 184.60 K | $1.71 M | -7.33% | 1.38% |
| BULLDOG INVESTORS, LLP | 05/15/2025 | 182.41 K | $1.69 M | 60.62% | 1.36% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 176.26 K | $1.64 M | -0.05% | 1.32% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 04/23/2025 | 143.60 K | $1.33 M | 3.01% | 1.07% |
| MORGAN STANLEY | 05/15/2025 | 139.04 K | $1.29 M | 1.06% | 1.04% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 120.82 K | $1.12 M | 3.75% | 0.90% |
| ARKADIOS WEALTH ADVISORS | 05/08/2025 | 87.26 K | $810.66 K | -1.17% | 0.65% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/15/2025 | 78.58 K | $729.99 K | 100.00% | 0.59% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 77.93 K | $721.46 K | 100.00% | 0.58% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/12/2025 | 60.06 K | $557.97 K | 22.41% | 0.45% |
| TREXQUANT INVESTMENT LP | 05/14/2025 | 51.55 K | $478.87 K | -15.08% | 0.38% |
| ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 20.99 K | $193.00 K | -65.44% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/22/2025 | 18.09 K | $168.00 K | -1.36% | 0.14% |
| SOA WEALTH ADVISORS, LLC. | 04/14/2025 | 16.67 K | $154.86 K | 3.71% | 0.12% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 15.88 K | $147.53 K | 100.00% | 0.12% |
| LPL FINANCIAL LLC | 05/07/2025 | 15.26 K | $141.75 K | -39.73% | 0.11% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2025 | 15.10 K | $135.75 K | 0.00% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 04/17/2025 | 14.17 K | $132.00 K | -4.52% | 0.11% |
| LSV ASSET MANAGEMENT | 05/09/2025 | 12.90 K | $120.00 K | 0.00% | 0.10% |
| FORT SHERIDAN ADVISORS LLC | 05/01/2025 | 10.77 K | $100.05 K | 100.00% | 0.08% |
| UBS GROUP AG | 05/13/2025 | 10.51 K | $97.61 K | -4.26% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 7.08 K | $65.76 K | 0.00% | 0.05% |
| NBC SECURITIES, INC. | 04/09/2025 | 3.92 K | $36 | 130,533.33% | 0.03% |
| US BANCORP \DE\ | 05/08/2025 | 1.00 K | $9.29 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 05/15/2025 | 1.00 K | $9.00 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 652 | $6.06 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 506 | $4.70 K | -83.18% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 04/23/2025 | 435 | $4.04 K | 0.00% | 0.00% |
| CWM, LLC | 05/01/2025 | 100 | $1.00 K | 0.00% | 0.00% |
| CITIGROUP INC | 05/12/2025 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2025 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
| VIRTUS ETF ADVISERS LLC | 05/14/2025 | 0 | $0 | -100.00% | 0.00% |
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OFS Capital Corporation institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of OFS Capital Corporation. The most heavily invested institutionals were:
TWO SIGMA ADVISERS, LP: 184,600
Bulldog Investors, LLP: 182,409
Advisors Asset Management, Inc.: 176,264
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 143,597
MORGAN STANLEY: 139,038
TWO SIGMA INVESTMENTS, LP: 120,824
10.95% of OFS Capital Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 2.89 M shares in the last 24 months. This purchase volume represents approximately $24.40 M in transactions.