Latest Institutional Transactions on Ofs Capital Corp (OFS)
This table provides information on the latest institutional transactions involving Ofs Capital Corp (OFS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.5K- 83.18% |
$20.4K - $23.7K
|
506
$4.41K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.26K+ 0.9% |
$10.2K - $11.9K
|
140K
$1.22M
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.3K+ 1.25% |
$18.7K - $21.8K
|
187K
$1.63M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-9.08K- 86.39% |
$74K - $86K
|
1.43K
$12.5K
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.55K- 5.42% |
$53.4K - $62.1K
|
114K
$996K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.1K- 21.89% |
$139K - $162K
|
60.9K
$531K
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.1KNew |
$147K - $172K
|
18.1K
$158K
|
|
Aug 14, 2025
Q2 2025
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-55.2K- 30.27% |
$450K - $523K
|
127K
$1.11M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.8KNew |
$137K - $159K
|
16.8K
$146K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.9KNew |
$15.5K - $18K
|
1.9K
$16.6K
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-770- 7.15% |
$6.28K - $7.3K
|
10K
$87.2K
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-16.7K- 21.21% |
$136K - $158K
|
61.9K
$540K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.38KNew |
$19.4K - $22.5K
|
2.38K
$20.7K
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-91.2K- 51.73% |
$743K - $864K
|
85.1K
$742K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.89K+ 18.94% |
$23.6K - $27.4K
|
18.1K
$158K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
86.4KNew |
$704K - $819K
|
86.4K
$753K
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-13.2K- 25.55% |
$107K - $125K
|
38.4K
$335K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
11.8K+ 56.12% |
$96K - $112K
|
32.8K
$286K
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.11K+ 5.17% |
$25.3K - $29.4K
|
63.2K
$551K
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
84New |
$685 - $796
|
84
$732
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.12K- 3.58% |
$25.4K - $29.6K
|
84.1K
$734K
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
142+ 0.1% |
$1.16K - $1.35K
|
144K
$1.25M
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
687New |
$5.6K - $6.51K
|
687
$5.99K
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
41.1KNew |
$335K - $390K
|
41.1K
$358K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
669+ 4.01% |
$5.45K - $6.34K
|
17.3K
$151K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-165- 1.16% |
$1.34K - $1.56K
|
14K
$122K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
158+ 4.03% |
$1.29K - $1.5K
|
4.08K
$35.6K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.9KNew |
$126K - $153K
|
15.9K
$138K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-250- 1.36% |
$1.99K - $2.41K
|
18.1K
$158K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.2K+ 133.33% |
$9.49K - $10.6K
|
2.1K
$18.3K
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.78K+ 15.81% |
$69.5K - $77.7K
|
64.3K
$561K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.03K+ 245.32% |
$39.8K - $44.5K
|
7.08K
$61.7K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.65K- 85.54% |
$28.8K - $32.3K
|
616
$5.37K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4.22KNew |
$33.4K - $37.3K
|
4.22K
$36.8K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
350New |
$2.77K - $3.1K
|
350
$3.05K
|
|
Q3 2024 | |||||||
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
6.79KNew |
$53.3K - $63.3K
|
6.79K
$59.2K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.1KNew |
$95K - $113K
|
12.1K
$106K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$106K - $126K
|
13.6K
$118K
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
14.3KNew |
$112K - $133K
|
14.3K
$125K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-550- 35.48% |
$4.32K - $5.13K
|
1K
$8.72K
|
|
Q2 2024 | |||||||
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
928New |
$8.21K - $9.32K
|
928
$8.09K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
150New |
$1.33K - $1.51K
|
150
$1.31K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.6KNew |
$182K - $206K
|
20.6K
$179K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.8K- 81.11% |
$24.8K - $28.1K
|
652
$5.69K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.01K- 9.55% |
$35.5K - $40.3K
|
38K
$331K
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-30K- 92.31% |
$266K - $301K
|
2.5K
$21.8K
|
|
Q1 2024 | |||||||
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-10.4K- 95.03% |
$100K - $125K
|
542
$4.73K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-500- 33.33% |
$4.82K - $6.02K
|
1K
$8.72K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.66KClosed |
$35.3K - $44K
|
0
$0
|