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The company

OFS Capital Corporation - Closed End Fund

OFS · Nasdaq

FinancialsFunds, Shells & SPACs

OFS stood above a rising 150-day average in 0 of the last 52 weekly readings. It is 8.0% above that average now. Financials: 43% of its 740 stocks in an uptrend (−14 points in four weeks).

SEC filings

Statistics

Rotation: not in the set
Weeks in an uptrend: out for 52
Insider buys, 12 months: $0
Insider sales, 12 months: $0
Officials’ trades on record: 0
Institutions holding: 21 (-9)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 0 of 52 weeks.

20 Apr – 19 Oct

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0

Sale orders, 12 months0

Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders21-9 on the quarter

New · exited2 · 10

Reported value$2.1M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
Callodine Capital Management, LPnew · filed 14 Aug 2026	107,346$380K	+107,346
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCreduced · filed 22 Jul 2026	98,647$352K	-11,301−10.3%
Virtus Investment Advisers, LLCreduced · filed 11 Aug 2026	90,189$319K	-2,476−2.7%
Curi Capital, LLCnew · filed 14 Aug 2026	65,000$230K	+65,000
Vident Advisory, LLCreduced · filed 12 Aug 2026	41,780$148K	-7,457−15.1%
O'SHAUGHNESSY ASSET MANAGEMENT, LLCreduced · filed 13 Aug 2026	34,826$123K	-26,355−43.1%
Concorde Asset Management, LLCadded · filed 18 Aug 2026	33,550$124K	+15,450+85.4%
MORGAN STANLEYreduced · filed 13 Aug 2026	27,562$98K	-12,001−30.3%
Arkadios Wealth Advisorsreduced · filed 10 Aug 2026	26,786$95K	-9,002−25.2%
SOA Wealth Advisors, LLC.unchanged · filed 21 Jul 2026	19,672$70K	00.0%

31 Mar 2023 – 30 Jun 2026

News

No headline names it lately.

Everyone who traded it

Orchard First Source Asset Management, Llc 10% owner · last 9 Jan 20230 · 0

Mukya Porter Chief Compliance Officer · last 17 Nov 20201 · 0

Jeffery S. Owen Chief Accounting Officer · last 16 Nov 20202 · 0

Richard S. Ressler 10% owner · last 13 Nov 20202 · 0

Jeffrey A. Cerny Director and CFO · last 12 Nov 20202 · 0

Bilal Rashid Director and CEO · last 11 Nov 20201 · 0

Elaine Healy Director · last 28 May 20201 · 0

Eric P. Rubenfeld Chief Compliance Officer · last 31 Aug 20151 · 1

Glenn R. Pittson Director · last 27 Aug 201410 · 0

Marc Abrams Director · last 10 Dec 20131 · 0

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

Share count trendFY 2025 · to 26 Feb 20260.0%

Cash and equivalentsFY 2025 · to 31 Dec 2025$3.4M

Analyst forecasts

No analyst forecasts yet.