Institutional Ownership Optical Cable Corp (OCC)
This table provides information about the institutional ownership of Optical Cable Corp (OCC). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 1.34 Million shares, which have been reported (via 13F filing form) to have a value of $5.88 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
308,938
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
223,321
shares
|
$949,114
0.0% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
161,076
shares
|
$684,573
0.12% of portfolio
|
Q4 2024
Reduced 24.03%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
123,677
shares
|
$525,627
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
123,677
shares
|
$525,627
0.01% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
115,234
shares
|
$489,744
0.0% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
84,403
shares
|
$358,712
0.0% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
34,814
shares
|
$147,959
0.0% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
32,495
shares
|
$138,103
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
27,600
shares
|
$117,300
0.0% of portfolio
|
Q1 2021
Added 37.31%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
18,000
shares
|
$76,500
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
18,000
shares
|
$76,500
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
15,267
shares
|
$64,884
0.0% of portfolio
|
Q3 2023
Added 7.01%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$63,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,024
shares
|
$55,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
10,806
shares
|
$45,925
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$42,500
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3,903
shares
|
$16,587
0.0% of portfolio
|
Q4 2024
Added 57.19%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,570
shares
|
$6,672
0.0% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$4,250
0.0% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
176
shares
|
$748
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
151
shares
|
$641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
69
shares
|
$293
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
43
shares
|
$182
0.0% of portfolio
|
Q4 2024
Reduced 17.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25
shares
|
$106
0.0% of portfolio
|
Q3 2022
New holding
|