Rand Capital Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 01/23/2026 | 11.09 K | $125.92 K | 100.00% | 0.37% |
| COURIER CAPITAL LLC | 01/29/2026 | 15.38 K | $174.66 K | 0.00% | 0.52% |
| UBS GROUP AG | 01/29/2026 | 424 | $4.82 M | -92.01% | 0.01% |
| SHUFRO ROSE & CO LLC | 02/09/2026 | 14.00 K | $158.97 K | 0.00% | 0.47% |
| HARBOUR INVESTMENTS, INC. | 02/09/2026 | 7 | $81 | 0.00% | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/11/2026 | 18.85 K | $219.99 K | 15.92% | 0.63% |
| JPMORGAN CHASE & CO | 02/11/2026 | 101 | $1.18 K | 100.00% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 1 | $17 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $10 | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
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Rand Capital Corp. institutional Ownership - FAQ's
During the previous two years, 10 institutional investors and hedge funds held shares of Rand Capital Corp.. The most heavily invested institutionals were:
O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 18,851
COURIER CAPITAL LLC: 15,382
SHUFRO ROSE & CO LLC: 14,000
RITHOLTZ WEALTH MANAGEMENT: 11,089
UBS Group AG: 424
JPMORGAN CHASE & CO: 101
2.02% of Rand Capital Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 59.86 K shares in the last 24 months. This purchase volume represents approximately $647.64 K in transactions.