Free Trial
→ Trump Treasure April 19 (From Paradigm Press) (Ad) Buy OFS Stock  Free OFS Stock Alerts

OFS Capital (OFS) Institutional Ownership

OFS Capital logo
$8.15 -0.22 (-2.63%)
As of 04/16/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for OFS Capital (NASDAQ:OFS)

Current
Institutional Ownership
Percentage
10.81%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$11.39M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$10.36M
Get OFS Insider Trade Alerts

Want to know when executives and insiders are buying or selling OFS Capital stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

OFS Institutional Buying and Selling by Quarter

Remove Ads

OFS Capital Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/9/2025 NBC Securities Inc.3,919$36K0.0%+130,533.3%0.029%
2/17/2025Two Sigma Advisers LP199,200$1.61M0.0%+16.3%1.487%
2/17/2025Bulldog Investors LLP113,563$916K0.2%N/A0.847%
2/17/2025Bank of America Corp DE7,079$57K0.0%+245.3%0.053%
2/14/2025Virtus ETF Advisers LLC64,344$519K0.2%+15.8%0.480%
2/12/2025Trexquant Investment LP60,704$490K0.0%+36.8%0.453%
2/11/2025LPL Financial LLC25,319$204K0.0%-24.4%0.189%
2/10/2025Connor Clark & Lunn Investment Management Ltd.49,066$396K0.0%+44.5%0.366%
1/15/2025Arkadios Wealth Advisors88,293$713K0.0%+7.7%0.659%
1/8/2025International Assets Investment Management LLC139,397$1.11M0.1%-88.2%1.040%
11/15/2024Jane Street Group LLC13,551$115K0.0%N/A0.101%
11/8/2024Advisors Asset Management Inc.244,849$2.07M0.0%-2.8%1.828%
11/8/2024Connor Clark & Lunn Investment Management Ltd.33,957$287K0.0%-6.2%0.253%
10/24/2024Arkadios Wealth Advisors81,961$693K0.0%+7.3%0.612%
10/22/2024International Assets Investment Management LLC1,180,017$9.97M0.0%+783.4%8.807%
10/15/2024 NBC Securities Inc.3,621$30K0.0%-46.5%0.027%
9/5/2024Sanctuary Advisors LLC12,102$114K0.0%N/A0.090%
8/6/2024Acadian Asset Management LLC66,280$586K0.0%-55.9%0.495%
8/1/2024Ritholtz Wealth Management15,271$135K0.0%-35.4%0.114%
7/30/2024International Assets Investment Management LLC133,577$1.19M0.1%-21.4%0.997%
7/29/2024Arkadios Wealth Advisors76,386$678K0.0%+80.6%0.570%
5/14/2024Advisors Asset Management Inc.287,580$2.86M0.1%+6.2%2.146%
5/13/2024O Shaughnessy Asset Management LLC50,287$499K0.0%-13.6%0.375%
5/10/2024Acadian Asset Management LLC150,422$1.49M0.0%-27.6%1.123%
4/30/2024Arkadios Wealth Advisors42,303$420K0.0%+108.1%0.316%
4/11/2024International Assets Investment Management LLC170,053$1.69M0.0%+4.8%1.269%
4/1/2024 Confluence Investment Management LLC98,000$973K0.0%N/A0.731%
2/12/2024Cape Investment Advisory Inc.10,914$128K0.1%N/A0.081%
2/7/2024Access Investment Management LLC32,500$380K0.1%N/A0.243%
2/1/2024Sigma Planning Corp33,561$393K0.0%-36.8%0.250%
1/25/2024International Assets Investment Management LLC162,203$1.90M0.0%+9.5%1.210%
1/24/2024Arkadios Wealth Advisors20,333$238K0.0%+17.6%0.152%
1/24/2024International Assets Investment Management LLC1,897,775$22.20M0.0%+1,180.8%14.163%
1/18/2024Ritholtz Wealth Management29,298$343K0.0%+25.2%0.219%
11/15/2023Advisors Asset Management Inc.306,045$3.44M0.1%+7.0%2.284%
11/14/2023O Shaughnessy Asset Management LLC47,401$533K0.0%+39.0%0.354%
11/13/2023Connor Clark & Lunn Investment Management Ltd.15,911$179K0.0%N/A0.119%
11/13/2023Acadian Asset Management LLC202,591$2.28M0.0%+18.6%1.512%
11/8/2023Janney Montgomery Scott LLC12,835$144K0.0%-73.6%0.096%
11/8/2023Atria Wealth Solutions Inc.43,911$494K0.0%N/A0.328%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
11/7/2023Virtus ETF Advisers LLC33,544$377K0.2%+79.4%0.250%
11/4/2023 NBC Securities Inc.7,254$81K0.0%N/A0.054%
10/13/2023Ritholtz Wealth Management23,400$263K0.0%+43.9%0.175%
10/10/2023International Assets Investment Management LLC148,168$1.63M0.1%+45.9%1.106%
10/10/2023 Confluence Investment Management LLC109,260$1.23M0.0%-35.4%0.815%
10/4/2023International Assets Investment Management LLC148,168$1.63M0.1%+45.9%1.106%
8/11/2023O Shaughnessy Asset Management LLC34,103$337K0.0%-9.3%0.255%
8/7/2023Acadian Asset Management LLC170,840$1.69M0.0%-17.4%1.275%
8/2/2023Sigma Planning Corp53,621$530K0.0%+1.9%0.400%
7/27/2023Virtu Financial LLC32,885$325K0.0%N/A0.245%
7/3/2023 Confluence Investment Management LLC169,233$1.67M0.0%-43.5%1.263%
5/11/2023Acadian Asset Management LLC206,857$2.13M0.0%-12.0%1.544%
5/8/2023Sigma Planning Corp52,615$541K0.0%+2.4%0.393%
5/2/2023Arkadios Wealth Advisors12,133$125K0.0%N/A0.091%
4/28/2023Janney Montgomery Scott LLC48,383$498K0.0%+11.2%0.361%
4/20/2023Ritholtz Wealth Management15,985$164K0.0%-26.4%0.119%
4/19/2023International Assets Investment Management LLC101,544$1.05M0.2%-35.6%0.758%
4/6/2023Wiley BROS. Aintree Capital LLC15,100$155K0.1%-18.8%0.113%
4/4/2023 Confluence Investment Management LLC299,274$3.08M0.0%-6.2%2.233%
2/10/2023O Shaughnessy Asset Management LLC50,126$511K0.0%+18.8%0.374%
2/8/2023Belpointe Asset Management LLC7,400$75K0.0%N/A0.055%
2/2/2023Silver Oak Securities Incorporated10,000$102K0.0%N/A0.075%
2/1/2023Janney Montgomery Scott LLC43,509$442K0.0%+4.4%0.325%
1/30/2023International Assets Investment Management LLC157,720$1.60M0.1%+115.5%1.178%
1/24/2023Sigma Planning Corp51,405$522K0.0%+10.6%0.384%
1/19/2023Ritholtz Wealth Management21,706$220K0.0%+32.5%0.162%
11/14/2022Virtus ETF Advisers LLC22,215$183K0.1%-10.2%0.166%
11/10/2022Sigma Planning Corp46,476$382K0.0%-7.1%0.347%
11/8/2022Advisors Asset Management Inc.150,474$1.24M0.0%+17.8%1.120%
10/31/2022International Assets Investment Management LLC73,194$602K0.1%+12.4%0.545%
10/25/2022Janney Montgomery Scott LLC41,684$343K0.0%+20.1%0.310%
10/25/2022Eagle Global Advisors LLC15,060$124K0.0%+38.3%0.112%
10/19/2022Ritholtz Wealth Management16,386$135K0.0%-21.3%0.122%
8/17/2022International Assets Investment Management LLC65,144$646K0.1%-1.5%0.485%
8/13/2022Mariner Investment Group LLC41,616$413K0.4%+21.5%0.310%
8/13/2022Virtu Financial LLC25,882$257K0.0%N/A0.193%
8/12/2022Virtus ETF Advisers LLC24,742$245K0.1%-23.9%0.184%
8/11/2022O Shaughnessy Asset Management LLC58,858$584K0.0%+61.3%0.438%
8/11/2022Sigma Planning Corp50,052$497K0.0%-3.5%0.373%
8/8/2022Advisors Asset Management Inc.127,737$1.27M0.0%+82.1%0.951%
8/5/2022Stokes Family Office LLC12,076$120K0.0%N/A0.090%
7/15/2022Ritholtz Wealth Management20,810$206K0.0%+23.0%0.155%
7/6/2022 Confluence Investment Management LLC319,245$3.17M0.0%-16.7%2.377%
5/12/2022Acadian Asset Management LLC144,041$1.87M0.0%+12.9%1.073%
5/3/2022International Assets Investment Management LLC66,144$860K0.1%+30.1%0.493%
4/28/2022Hillsdale Investment Management Inc.31,619$411K0.0%N/A0.236%
4/14/2022Ritholtz Wealth Management16,913$220K0.0%+20.2%0.126%
4/4/2022 Confluence Investment Management LLC383,399$4.98M0.1%+0.5%2.856%
2/16/2022Western Standard LLC68,970$752K0.4%-71.2%0.514%
2/14/2022Virtus ETF Advisers LLC26,142$285K0.1%-21.0%0.195%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
2/11/2022O Shaughnessy Asset Management LLC27,046$295K0.0%-10.0%0.202%
2/10/2022International Assets Investment Management LLC50,844$554K0.1%+10.2%0.379%
2/10/2022Acadian Asset Management LLC127,576$1.39M0.0%+79.0%0.951%
2/9/2022Mariner Investment Group LLC32,538$355K0.2%N/A0.242%
2/3/2022Arkadios Wealth Advisors15,995$174K0.0%-24.5%0.119%
2/2/2022Sigma Planning Corp51,579$562K0.0%-2.1%0.384%
1/27/2022Kavar Capital Partners Group LLC12,105$132K0.0%-14.2%0.090%
1/27/2022Janney Montgomery Scott LLC29,123$317K0.0%+10.6%0.217%
1/21/2022International Assets Investment Management LLC50,844$554K0.1%+10.2%0.379%
1/18/2022Ritholtz Wealth Management14,070$153K0.0%N/A0.105%
(Data available from 1/1/2016 forward)

Remove Ads

OFS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OFS shares?

During the previous two years, 23 institutional investors and hedge funds held shares of OFS Capital. The most heavily invested institutionals were Advisors Asset Management Inc. ($2.07M), Two Sigma Advisers LP ($1.61M), International Assets Investment Management LLC ($1.11M), Confluence Investment Management LLC ($973K), Bulldog Investors LLP ($916K), Arkadios Wealth Advisors ($713K), and Acadian Asset Management LLC ($586K).Learn more on OFS's institutional investors.

What percentage of OFS Capital stock is owned by institutional investors?

10.81% of OFS Capital stock is owned by institutional investors. Learn more on OFS's institutional investor holdings.

Which institutional investors have been buying OFS Capital stock?

Of the 22 institutional investors that purchased OFS Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($2.91M), Bulldog Investors LLP ($113.56K), Confluence Investment Management LLC ($98K), Arkadios Wealth Advisors ($83.13K), Atria Wealth Solutions Inc. ($43.91K), Advisors Asset Management Inc. ($36.85K), and Virtu Financial LLC ($32.89K).

How much institutional buying is happening at OFS Capital?

Institutional investors have bought a total of 3,568,833 shares in the last 24 months. This purchase volume represents approximately $36.99M in transactions.

Which OFS Capital major shareholders have been selling company stock?

Of the 11 institutional investors that sold OFS Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($1.13M), Acadian Asset Management LLC ($205.51K), Confluence Investment Management LLC ($190.01K), Janney Montgomery Scott LLC ($35.87K), Sigma Planning Corp ($19.56K), Ritholtz Wealth Management ($14.09K), and O Shaughnessy Asset Management LLC ($11.40K).

How much institutional selling is happening at OFS Capital?

Institutional investors have sold a total of 1,630,344 shares in the last 24 months. This volume of shares sold represents approximately $14.27M in transactions.


Related Companies

This page (NASDAQ:OFS) was last updated on 4/17/2025 by MarketBeat.com Staff
From Our Partners
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored