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 25 institutions that hold shares in the stock, with a total of 1.38 Million shares, which have been reported (via 13F filing form) to have a value of $3.31 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
308,847
shares
|
$741,232
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
223,321
shares
|
$535,970
0.0% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
212,031
shares
|
$508,874
0.11% of portfolio
|
Q3 2024
Added 104.61%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
123,677
shares
|
$296,824
0.01% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
123,677
shares
|
$296,824
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
117,042
shares
|
$280,900
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
86,903
shares
|
$208,567
0.0% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
34,814
shares
|
$83,553
0.0% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
32,495
shares
|
$77,988
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
27,600
shares
|
$66,240
0.0% of portfolio
|
Q1 2021
Added 37.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
18,000
shares
|
$43,200
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
18,000
shares
|
$43,200
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
18,000
shares
|
$43,200
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
15,267
shares
|
$36,640
0.0% of portfolio
|
Q3 2023
Added 7.01%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
10,806
shares
|
$25,934
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,483
shares
|
$5,959
0.0% of portfolio
|
Q3 2024
Reduced 27.42%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,977
shares
|
$4,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,570
shares
|
$3,768
0.0% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$2,400
0.0% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
69
shares
|
$165
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
52
shares
|
$124
0.0% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25
shares
|
$60
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
25
shares
|
$60
0.0% of portfolio
|
Q4 2022
Added 257.14%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
12
shares
|
$28
0.0% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|