OFS Capital Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CALLODINE CAPITAL MANAGEMENT, LP | 08/14/2026 | 107.35 K | $380.01 K | 100.00% | 0.80% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 98.65 K | $352.19 K | -10.28% | 0.74% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 90.19 K | $319.27 K | -2.67% | 0.67% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 65.00 K | $230.10 K | 100.00% | 0.49% |
| VIDENT ADVISORY, LLC | 08/12/2026 | 41.78 K | $147.90 K | -15.15% | 0.31% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/13/2026 | 34.83 K | $123.28 K | -43.08% | 0.26% |
| CONCORDE ASSET MANAGEMENT, LLC | 08/18/2026 | 33.55 K | $123.87 K | 85.36% | 0.25% |
| MORGAN STANLEY | 08/13/2026 | 27.56 K | $97.57 K | -30.33% | 0.21% |
| ARKADIOS WEALTH ADVISORS | 08/10/2026 | 26.79 K | $94.82 K | -25.15% | 0.20% |
| SOA WEALTH ADVISORS, LLC. | 07/21/2026 | 19.67 K | $69.64 K | 0.00% | 0.15% |
| CITADEL ADVISORS LLC | 09/02/2026 | 16.70 K | $59.12 K | 100.00% | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 13.50 K | $47.79 K | 0.00% | 0.10% |
| PROTA FINANCIAL, LLC | 07/07/2026 | 12.95 K | $46.36 K | 0.00% | 0.10% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 12.10 K | $42.84 K | 0.00% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 11.75 K | $42.00 K | -11.32% | 0.09% |
| CITADEL ADVISORS LLC | 09/02/2026 | 11.30 K | $40.00 K | 100.00% | 0.08% |
| ROYAL BANK OF CANADA | 08/14/2026 | 7.50 K | $27.00 K | -28.57% | 0.06% |
| LGT FINANCIAL ADVISORS LLC | 07/24/2026 | 3.09 K | $10.92 K | 0.00% | 0.02% |
| UBS GROUP AG | 08/13/2026 | 1.38 K | $4.89 K | -93.65% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.11 K | $3.92 K | 0.00% | 0.01% |
| NBC SECURITIES, INC. | 07/21/2026 | 809 | $2.87 K | 0.00% | 0.01% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 740 | $2.62 K | -62.07% | 0.01% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 500 | $1.77 K | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 3 | $11 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| MARSHALL WACE, LLP | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| RITHOLTZ WEALTH MANAGEMENT | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
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OFS Capital Corp institutional Ownership - FAQ's
During the previous two years, 51 institutional investors and hedge funds held shares of OFS Capital Corp. The most heavily invested institutionals were:
Callodine Capital Management, LP: 107,346
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 98,647
Virtus Investment Advisers, Inc.: 90,189
RMB Capital Management, LLC: 65,000
Vident Advisory, LLC: 41,780
O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 34,826
4.56% of OFS Capital Corp stock is owned by institutional investors.
Institutional investors have bought a total of 2.14 M shares in the last 24 months. This purchase volume represents approximately $8.27 M in transactions.