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 29 institutions that hold shares in the stock, with a total of 1.65 Million shares, which have been reported (via 13F filing form) to have a value of $9.32 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
331,471
shares
|
$1.87 Million
0.18% of portfolio
|
Q2 2025
Added 187.75%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
314,115
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
246,727
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
123,677
shares
|
$697,538
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
123,677
shares
|
$697,538
0.01% of portfolio
|
Q4 2023
Reduced 0.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
122,477
shares
|
$690,770
0.0% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
94,223
shares
|
$531,417
0.0% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Gendell Jeffrey L
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
67,952
shares
|
$383,249
0.01% of portfolio
|
Q2 2025
Added 51.0%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
66,789
shares
|
$376,689
0.0% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
32,495
shares
|
$183,271
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
31,073
shares
|
$175,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
18,000
shares
|
$101,520
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
18,000
shares
|
$101,520
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
18,000
shares
|
$101,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
15,267
shares
|
$86,105
0.0% of portfolio
|
Q3 2023
Added 7.01%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
12,600
shares
|
$71,064
0.0% of portfolio
|
Q2 2025
Reduced 28.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
10,806
shares
|
$60,945
0.0% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,789
shares
|
$10,089
0.0% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,570
shares
|
$8,854
0.0% of portfolio
|
Q2 2025
Reduced 68.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$5,640
0.0% of portfolio
|
Q2 2024
Reduced 3.85%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
528
shares
|
$2,977
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
187
shares
|
$1,054
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
98
shares
|
$552
0.0% of portfolio
|
Q2 2025
Reduced 95.86%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
69
shares
|
$389
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
61
shares
|
$344
0.0% of portfolio
|
Q2 2025
Added 35.56%
|