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 207 institutions that hold shares in the stock, with a total of 43 Million shares, which have been reported (via 13F filing form) to have a value of $735 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,032
shares
|
$17,616
0.0% of portfolio
|
Q2 2024
Added 1353.52%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
903
shares
|
$15,414
0.0% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
900
shares
|
$15,363
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
789
shares
|
$13,468
0.0% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
512
shares
|
$8,739
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
428
shares
|
$7,305
0.0% of portfolio
|
Q4 2024
Added 35.44%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
419
shares
|
$7,152
0.0% of portfolio
|
Q4 2024
Added 68.95%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
383
shares
|
$6,537
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
377
shares
|
$6,435
0.0% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
310
shares
|
$5,291
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
300
shares
|
$5,121
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
267
shares
|
$4,557
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
240
shares
|
$4,096
0.0% of portfolio
|
Q4 2024
Added 120.18%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
219
shares
|
$3,738
0.0% of portfolio
|
Q4 2024
Reduced 21.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
196
shares
|
$3,345
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
180
shares
|
$3,072
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
110
shares
|
$1,877
0.0% of portfolio
|
Q4 2024
Added 205.56%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
99
shares
|
$1,689
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
85
shares
|
$1,450
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
83
shares
|
$1,416
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
75
shares
|
$1,280
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
70
shares
|
$1,194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
62
shares
|
$1,058
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
27
shares
|
$460
0.0% of portfolio
|
Q3 2024
Reduced 47.06%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
26
shares
|
$443
0.0% of portfolio
|
Q4 2024
New holding
|