Institutional Ownership Ofs Capital Corp (OFS)
This table provides information about the institutional ownership of Ofs Capital Corp (OFS). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 1.59 Million shares, which have been reported (via 13F filing form) to have a value of $7.94 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,440
shares
|
$17,200
0.0% of portfolio
|
Q3 2025
Added 140.56%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
2,500
shares
|
$12,500
0.01% of portfolio
|
Q2 2024
Reduced 92.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,283
shares
|
$11,415
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$5,000
0.0% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
687
shares
|
$3,435
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
506
shares
|
$2,530
0.0% of portfolio
|
Q2 2025
Reduced 83.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
302
shares
|
$1,510
0.0% of portfolio
|
Q3 2025
Reduced 53.68%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
100
shares
|
$500
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|