Institutional Ownership Ofs Capital Corp (OFS)
This table provides information about the institutional ownership of Ofs Capital Corp (OFS). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 1.71 Million shares, which have been reported (via 13F filing form) to have a value of $13.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,009
shares
|
$24,402
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
2,500
shares
|
$20,275
0.01% of portfolio
|
Q2 2024
Reduced 92.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,050
shares
|
$16,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$8,109
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$8,109
0.0% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
652
shares
|
$5,287
0.0% of portfolio
|
Q2 2024
Reduced 81.11%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
435
shares
|
$3,527
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
100
shares
|
$811
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3
shares
|
$24
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|