Institutional Ownership Oceanfirst Financial Corp (OCFC)
This table provides information about the institutional ownership of Oceanfirst Financial Corp (OCFC). We have compiled data on the 206 institutions that hold shares in the stock, with a total of 42 Million shares, which have been reported (via 13F filing form) to have a value of $725 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bailey Value Limited Partnership
Danvers, MA |
Nov 10, 2022 Q3 2022 |
7,389
shares
|
$126,056
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
5,792
shares
|
$98,811
0.0% of portfolio
|
Q3 2023
Added 23.16%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
5,606
shares
|
$95,638
0.04% of portfolio
|
Q3 2023
Reduced 5.37%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,548
shares
|
$94,648
0.0% of portfolio
|
Q4 2024
Added 1009.6%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,475
shares
|
$93,403
0.02% of portfolio
|
Q1 2023
Reduced 15.92%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,794
shares
|
$81,785
0.01% of portfolio
|
Q4 2024
Added 1498.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
4,445
shares
|
$75,831
0.01% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,000
shares
|
$68,240
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,821
shares
|
$65,186
0.0% of portfolio
|
Q4 2024
Reduced 16.21%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,600
shares
|
$61,415
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
3,204
shares
|
$54,660
0.02% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,153
shares
|
$53,790
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,462
shares
|
$42,001
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
2,200
shares
|
$37,532
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
2,120
shares
|
$36,167
0.01% of portfolio
|
Q3 2024
Reduced 47.15%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,024
shares
|
$34,529
0.0% of portfolio
|
Q3 2023
Added 10.06%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
2,017
shares
|
$34,410
0.0% of portfolio
|
Q1 2024
Reduced 60.73%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,843
shares
|
$31,441
0.0% of portfolio
|
Q4 2024
Added 807.88%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,750
shares
|
$29,854
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,466
shares
|
$25,009
0.01% of portfolio
|
Q4 2024
Added 1036.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,313
shares
|
$22,399
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
1,240
shares
|
$21,154
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,200
shares
|
$20,472
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
1,147
shares
|
$19,567
0.01% of portfolio
|
Q1 2023
Reduced 33.28%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,032
shares
|
$17,605
0.0% of portfolio
|
Q2 2024
Added 1353.52%
|