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 219 institutions that hold shares in the stock, with a total of 45 Million shares, which have been reported (via 13F filing form) to have a value of $837 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
180
shares
|
$3,297
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
165
shares
|
$3,022
0.0% of portfolio
|
Q2 2025
Added 358.33%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
135
shares
|
$2,473
0.0% of portfolio
|
Q1 2025
Reduced 93.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
130
shares
|
$2,381
0.0% of portfolio
|
Q1 2025
Added 73.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
123
shares
|
$2,253
0.0% of portfolio
|
Q1 2025
Reduced 48.75%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
108
shares
|
$1,978
0.0% of portfolio
|
Q1 2025
Reduced 98.83%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
93
shares
|
$1,703
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
85
shares
|
$1,557
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
65
shares
|
$1,190
0.0% of portfolio
|
Q1 2025
Reduced 21.69%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
62
shares
|
$1,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
54
shares
|
$989
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
37
shares
|
$677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
26
shares
|
$476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$366
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2
shares
|
$36
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1
shares
|
$18
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|