Purchases and Sales Made in Q1 2024 in Ofs Capital Corp (OFS)
This table provides information about the institutional ownership of Ofs Capital Corp (OFS) during Q1 2024. The information is specifically focused on institutions that hold shares of OFS Capital Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.8KNew |
$558K - $696K
|
57.8K
$466K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
51.3K+ 40.25% |
$495K - $617K
|
179K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
42KNew |
$405K - $505K
|
42K
$338K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
22K+ 108.05% |
$212K - $264K
|
42.3K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
16.7K+ 6.18% |
$161K - $201K
|
288K
$2.32M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.85K+ 4.84% |
$75.7K - $94.4K
|
170K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
6.41K+ 29.43% |
$61.8K - $77.1K
|
28.2K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6.38K+ 25.16% |
$61.5K - $76.7K
|
31.7K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.95K+ 2.85% |
$47.7K - $59.6K
|
179K
$1.44M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.95K+ 2.85% |
$47.7K - $59.6K
|
179K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.66K+ 259.51% |
$25.6K - $32K
|
3.69K
$29.7K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$9.64K - $12K
|
1K
$8.06K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 7.79% |
$9.64K - $12K
|
13.8K
$112K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
854+ 6.36% |
$8.23K - $10.3K
|
14.3K
$115K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
723New |
$6.97K - $8.7K
|
723
$5.83K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
699+ 2912.5% |
$6.74K - $8.41K
|
723
$5.83K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
248+ 3.43% |
$2.39K - $2.98K
|
7.48K
$60.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
100New |
$964 - $1.2K
|
100
$806
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
58New |
$559 - $698
|
58
$467
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.03% |
$9.64 - $12
|
3.45K
$27.8K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-500- 33.33% |
$4.82K - $6.02K
|
1K
$8.06K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.66KClosed |
$35.3K - $44K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-5.66K- 19.31% |
$54.5K - $68.1K
|
23.6K
$191K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.73K- 52.07% |
$64.8K - $80.9K
|
6.19K
$49.9K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7.91K- 13.59% |
$76.2K - $95.1K
|
50.3K
$405K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-10.4K- 95.03% |
$100K - $125K
|
542
$4.37K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.1K- 28.69% |
$107K - $133K
|
27.5K
$222K
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-11.3K- 10.31% |
$109K - $135K
|
98K
$790K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-33.7K- 34.74% |
$324K - $405K
|
63.2K
$509K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-41.6K- 35.04% |
$401K - $501K
|
77.2K
$622K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-57.2K- 27.56% |
$552K - $689K
|
150K
$1.21M
|