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About 19.81% of OCC shares are held by financial institutions. TOWER RESEARCH CAPITAL LLC (TRC) is the top corporate investor, holding 246 shares valued at $2.03K. A 0% stake in Optical Cable Corporation is owned by the company. VIRTU FINANCIAL LLC owns 11.35K shares valued at $94.00K, which translates its holding of 0.13% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 246 | 2.03K | -10 | -3.91% |
| Mar 31, 2026 | VIRTU FINANCIAL LLC | 0.13% | 11.35K | 94K | 11.35K | +100.00% |
| Mar 31, 2026 | MACKENZIE FINANCIAL CORP | 0.14% | 12.53K | 103.35K | 12.53K | +100.00% |
| Mar 31, 2026 | NORTHERN TRUST CORP | 0.14% | 12.57K | 103.7K | 0 | 0 |
| Mar 31, 2026 | CENTIVA CAPITAL, LP | 0.15% | 13.03K | 107.53K | 13.03K | +100.00% |
| Mar 31, 2026 | HRT FINANCIAL LP | 0.2% | 17.44K | 143K | 17.44K | +100.00% |
| Mar 31, 2026 | CLEARSTEAD ADVISORS, LLC | 0.2% | 17.9K | 147.66K | 0 | 0 |
| Mar 31, 2026 | MERCER GLOBAL ADVISORS INC /ADV | 0.2% | 18K | 148.5K | 0 | 0 |
| Mar 31, 2026 | MORGAN STANLEY | 0.21% | 18.93K | 156.14K | 17.36K | +1,105.48% |
| Mar 31, 2026 | RBF CAPITAL, LLC | 0.23% | 20K | 164.99K | 0 | 0 |
| Mar 31, 2026 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.54% | 48.27K | 398.21K | 0 | 0 |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.62% | 54.78K | 451.94K | 7.69K | +16.32% |
| Mar 31, 2026 | SHIKIAR ASSET MANAGEMENT INC | 0.32% | 28.15K | 232K | 3.55K | +14.43% |
| Mar 31, 2026 | VANGUARD FIDUCIARY TRUST CO | 0.37% | 32.49K | 268.08K | 32.49K | +100.00% |
| Mar 31, 2026 | GSA CAPITAL PARTNERS LLP | 0.37% | 32.73K | 270K | 12.56K | +62.32% |
| Mar 31, 2026 | LEGACY FINANCIAL ADVISORS, INC. | 0.38% | 33.39K | 275.49K | -10K | -23.05% |
| Mar 31, 2026 | STATE STREET CORP | 0.41% | 36.77K | 303.38K | 0 | 0 |
| Mar 31, 2026 | GEODE CAPITAL MANAGEMENT, LLC | 0.82% | 72.43K | 597.88K | 7.87K | +12.19% |
| Mar 31, 2026 | EAM INVESTORS, LLC | 0.85% | 75.07K | 619.36K | 75.07K | +100.00% |
| Mar 31, 2026 | SEI INVESTMENTS CO | 1.03% | 91.36K | 753.75K | 91.36K | +100.00% |
| Mar 31, 2026 | DIMENSIONAL FUND ADVISORS LP | 1.9% | 168.21K | 1.39M | -100.72K | -37.45% |
| Mar 31, 2026 | 2.38% | 211.49K | 1.74M | 211.49K | +100.00% | |
| Mar 31, 2026 | CITIGROUP INC | 0% | 1 | 8 | 0 | 0 |
| Mar 31, 2026 | GENEOS WEALTH MANAGEMENT INC. | 0.01% | 828 | 6.83K | 300 | +56.82% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0.01% | 1K | 8.25K | 0 | 0 |
| Mar 31, 2026 | VANGUARD GLOBAL ADVISERS, LLC | 0.05% | 4.17K | 34.38K | 4.17K | +100.00% |
| Mar 31, 2026 | ROYAL BANK OF CANADA | 0% | 254 | 2K | -1.8K | -87.60% |
| Mar 31, 2026 | UBS GROUP AG | 0.25% | 22.45K | 185.2K | 13.62K | +154.34% |
| Mar 31, 2026 | ROUND ROCK ADVISORS, LLC | 0.35% | 31.27K | 257.99K | 0 | 0 |
| Mar 31, 2026 | BLACKROCK, INC. | 0.42% | 37.35K | 308.12K | -396 | -1.05% |
| Mar 31, 2026 | TWO SIGMA INVESTMENTS, LP | 0.8% | 70.67K | 583.02K | 20.68K | +41.36% |
| Mar 31, 2026 | RENAISSANCE TECHNOLOGIES LLC | 0.94% | 83.3K | 687.25K | -17.7K | -17.53% |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -32.65K | -100.00% |
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 0% | 0 | - | -64 | -100.00% |
| Mar 31, 2026 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 0% | 1 | 8 | 1 | +100.00% |
| Mar 31, 2026 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0% | 0 | - | -12.78K | -100.00% |
| Mar 31, 2026 | HILLTOP HOLDINGS INC. | 0.16% | 14K | 115.5K | 0 | 0 |
| Mar 31, 2026 | MARSHALL WACE, LLP | 0% | 0 | - | -20.7K | -100.00% |
| Mar 31, 2026 | GENDELL JEFFREY L | 4.71% | 417.44K | 3.44M | 2.1K | +0.51% |
| Mar 31, 2026 | NATIONAL BANK OF CANADA /FI/ | 0% | 69 | 565 | 0 | 0 |
| Mar 31, 2026 | SBI SECURITIES CO., LTD. | 0% | 120 | 990 | 0 | 0 |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0% | 125 | 1.03K | 0 | 0 |
| Dec 31, 2025 | ESSEX INVESTMENT MANAGEMENT CO LLC | 0% | 0 | - | -16.63K | -100.00% |
| Dec 31, 2025 | SHIKIAR ASSET MANAGEMENT INC | 0.28% | 24.6K | 109K | 9.5K | +62.91% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.41% | 32.65K | 145.31K | 32.65K | +100.00% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 0.14% | 12.57K | 55.94K | 1.57K | +14.31% |
| Dec 31, 2025 | HILLTOP HOLDINGS INC. | 0.17% | 14K | 62.3K | 0 | 0 |
| Dec 31, 2025 | GSA CAPITAL PARTNERS LLP | 0.25% | 20.16K | 90K | 20.16K | +100.00% |
| Dec 31, 2025 | ROUND ROCK ADVISORS, LLC | 0.39% | 31.27K | 139.16K | 31.27K | +100.00% |
| Dec 31, 2025 | STATE STREET CORP | 0.46% | 36.77K | 163.64K | 10K | +37.35% |
| Dec 31, 2025 | BLACKROCK, INC. | 0.47% | 37.74K | 167.96K | 396 | +1.06% |
| Dec 31, 2025 | LEGACY FINANCIAL ADVISORS, INC. | 0.49% | 43.39K | 193.1K | -213.14K | -83.08% |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.59% | 47.1K | 209.57K | 47.1K | +100.00% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.8% | 64.56K | 287.31K | -3.05K | -4.51% |
| Dec 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 1.26% | 101K | 449.47K | -5.3K | -4.98% |
| Dec 31, 2025 | VANGUARD GROUP INC | 3.12% | 251.08K | 1.12M | 15.06K | +6.38% |
| Dec 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 3.34% | 268.93K | 1.2M | 4.5K | +1.70% |
| Dec 31, 2025 | GENDELL JEFFREY L | 4.68% | 415.34K | 1.85M | 133.51K | +47.37% |
| Dec 31, 2025 | MORGAN STANLEY | 0.02% | 1.57K | 6.99K | 0 | 0 |
| Dec 31, 2025 | MARSHALL WACE, LLP | 0.26% | 20.7K | 92.1K | -30.59K | -59.64% |
| Dec 31, 2025 | SBI SECURITIES CO., LTD. | 0% | 120 | 534 | 20 | +20.00% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 125 | 556 | 0 | 0 |
| Dec 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 256 | 1.14K | 21 | +8.94% |
| Dec 31, 2025 | UBS GROUP AG | 0.11% | 8.83K | 39.28K | 525 | +6.32% |
| Dec 31, 2025 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.14% | 12.78K | 57K | 12.78K | +100.00% |
| Dec 31, 2025 | CLEARSTEAD ADVISORS, LLC | 0.22% | 17.9K | 79.65K | 0 | 0 |
| Dec 31, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.22% | 18K | 80.1K | 0 | 0 |
| Dec 31, 2025 | EAM INVESTORS, LLC | 0% | 0 | - | -88.03K | -100.00% |
| Dec 31, 2025 | NATIONAL BANK OF CANADA /FI/ | 0% | 69 | 302 | 0 | 0 |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 64 | 284 | 3 | +4.92% |
| Dec 31, 2025 | ROYAL BANK OF CANADA | 0.03% | 2.05K | 10K | 116 | +6.00% |
| Dec 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.6% | 48.27K | 214.79K | 15.26K | +46.21% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -12.54K | -100.00% |
| Dec 31, 2025 | CITIGROUP INC | 0% | 1 | 4 | 1 | +100.00% |
| Dec 31, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.01% | 528 | 2.35K | 0 | 0 |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.01% | 1K | 4.45K | 0 | 0 |
| Dec 31, 2025 | RBF CAPITAL, LLC | 0.25% | 20K | 89K | -12.5K | -38.46% |
| Dec 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.62% | 49.99K | 222.47K | -10.04K | -16.72% |
| Sep 30, 2025 | MARSHALL WACE, LLP | 0.61% | 51.28K | 416.41K | 51.28K | +100.00% |
| Sep 30, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.21% | 18K | 146.16K | 0 | 0 |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 61 | 496 | 0 | 0 |
| Sep 30, 2025 | GENDELL JEFFREY L | 3.36% | 281.83K | 2.29M | 213.88K | +314.75% |
| Sep 30, 2025 | LEGACY FINANCIAL ADVISORS, INC. | 3.06% | 256.53K | 2.08M | -74.94K | -22.61% |
| Sep 30, 2025 | VANGUARD GROUP INC | 2.81% | 236.02K | 1.92M | -10.7K | -4.34% |
| Sep 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.39% | 33.01K | 268.07K | 20.41K | +162.01% |
| Sep 30, 2025 | RBF CAPITAL, LLC | 0.39% | 32.5K | 263.86K | 0 | 0 |
| Sep 30, 2025 | ROYAL BANK OF CANADA | 0.02% | 1.93K | 16K | -120.54K | -98.42% |
| Sep 30, 2025 | MORGAN STANLEY | 0.02% | 1.57K | 12.75K | 0 | 0 |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.01% | 1K | 8.12K | 0 | 0 |
| Sep 30, 2025 | SBI SECURITIES CO., LTD. | 0% | 100 | 812 | 100 | +100.00% |
| Sep 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0% | 69 | 558 | 0 | 0 |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 3.15% | 264.44K | 2.15M | -49.68K | -15.82% |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 1.27% | 106.3K | 863.18K | 12.08K | +12.82% |
| Sep 30, 2025 | EAM INVESTORS, LLC | 1.05% | 88.03K | 714.8K | 88.03K | +100.00% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.81% | 67.61K | 549.05K | 819 | +1.23% |
| Sep 30, 2025 | TWO SIGMA INVESTMENTS, LP | 0.72% | 60.03K | 487.45K | 60.03K | +100.00% |
| Sep 30, 2025 | BLACKROCK, INC. | 0.44% | 37.35K | 303.27K | 34.26K | +1,109.06% |
| Sep 30, 2025 | STATE STREET CORP | 0.32% | 26.77K | 217.4K | -4.3K | -13.84% |
| Sep 30, 2025 | CLEARSTEAD ADVISORS, LLC | 0.21% | 17.9K | 145.33K | -105.78K | -85.53% |
| Sep 30, 2025 | ESSEX INVESTMENT MANAGEMENT CO LLC | 0.2% | 16.63K | 135.06K | 16.63K | +100.00% |
| Sep 30, 2025 | SHIKIAR ASSET MANAGEMENT INC | 0.18% | 15.1K | 123K | 15.1K | +100.00% |
| Sep 30, 2025 | HILLTOP HOLDINGS INC. | 0.17% | 14K | 113.68K | -1.27K | -8.30% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.15% | 12.54K | 101.8K | 12.54K | +100.00% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.13% | 11K | 89.29K | 11K | +100.00% |
| Sep 30, 2025 | UBS GROUP AG | 0.1% | 8.3K | 67.41K | 8.2K | +8,370.41% |
| Sep 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.01% | 528 | 4.29K | 0 | 0 |
| Sep 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 235 | 1.91K | -1.55K | -86.86% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 125 | 1.02K | 0 | 0 |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 0 | - | -187 | -100.00% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0% | 0 | - | -18K | -100.00% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -13.7K | -100.00% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0% | 0 | - | -27.4K | -100.00% |
| Jun 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.01% | 528 | 1.54K | 0 | 0 |
| Jun 30, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.23% | 18K | 52.29K | 0 | 0 |
| Jun 30, 2025 | LEGACY FINANCIAL ADVISORS, INC. | 4.25% | 331.47K | 962.92K | 216.28K | +187.75% |
| Jun 30, 2025 | BLACKROCK, INC. | 0.04% | 3.09K | 8.97K | 0 | 0 |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0% | 0 | - | -11 | -100.00% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 125 | 362 | -25 | -16.67% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 61 | 177 | 16 | +35.56% |
| Jun 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 0% | 69 | 195 | 0 | 0 |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 187 | 543 | 187 | +100.00% |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 1.57% | 122.48K | 356K | -2.29K | -1.84% |
| Jun 30, 2025 | CLEARSTEAD ADVISORS, LLC | 1.59% | 123.68K | 352.48K | 0 | 0 |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 4.03% | 314.12K | 895.23K | 2.93K | +0.94% |
| Jun 30, 2025 | VANGUARD GROUP INC | 3.16% | 246.73K | 703.17K | 13.41K | +5.75% |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 1.21% | 94.22K | 273.72K | -1.98K | -2.06% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.86% | 66.79K | 190.37K | 338 | +0.51% |
| Jun 30, 2025 | STATE STREET CORP | 0.4% | 31.07K | 88.56K | 0 | 0 |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.23% | 18K | 52.29K | 0 | 0 |
| Jun 30, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.16% | 12.6K | 35.91K | -5K | -28.41% |
| Jun 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 1.79K | 5.2K | 268 | +17.62% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.01% | 1K | 2.91K | 0 | 0 |
| Jun 30, 2025 | UBS GROUP AG | 0% | 98 | 285 | -2.27K | -95.86% |
| Jun 30, 2025 | GENDELL JEFFREY L | 0.87% | 67.95K | 197.4K | 22.95K | +51.00% |
| Jun 30, 2025 | RBF CAPITAL, LLC | 0.42% | 32.5K | 94.4K | 0 | 0 |
| Jun 30, 2025 | MORGAN STANLEY | 0.02% | 1.57K | 4.56M | -3.48K | -68.90% |
| Jun 30, 2025 | HILLTOP HOLDINGS INC. | 0.2% | 15.27K | 44.35K | 0 | 0 |
| Jun 30, 2025 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 0% | 0 | - | -25.53K | -100.00% |
| Mar 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 1.52K | 4.24K | -2.38K | -61.03% |
| Mar 31, 2025 | GENDELL JEFFREY L | 0.58% | 45K | 125.55K | 30K | +200.00% |
| Mar 31, 2025 | LEGACY FINANCIAL ADVISORS, INC. | 1.49% | 115.2K | 321.4K | -45.88K | -28.48% |
| Mar 31, 2025 | CLEARSTEAD ADVISORS, LLC | 1.6% | 123.68K | 345.06K | 0 | 0 |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 1.61% | 124.77K | 348K | 9.54K | +8.27% |
| Mar 31, 2025 | VANGUARD GROUP INC | 3.01% | 233.32K | 650.97K | 10K | +4.48% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0% | 150 | 417 | 125 | +500.00% |
| Mar 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.18% | 13.7K | 38.23K | 680 | +5.22% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.86% | 66.45K | 185.43K | 31.64K | +90.87% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 45 | 126 | 2 | +4.65% |
| Mar 31, 2025 | NATIONAL BANK OF CANADA /FI/ | 0% | 69 | 192 | 0 | 0 |
| Mar 31, 2025 | MERCER GLOBAL ADVISORS INC /ADV | 0.23% | 18K | 50.22K | 18K | +100.00% |
| Mar 31, 2025 | UBS GROUP AG | 0.03% | 2.37K | 6.6K | 2.37K | +100.00% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.23% | 18K | 50.22K | 0 | 0 |
| Mar 31, 2025 | MORGAN STANLEY | 0.07% | 5.05K | 14.09K | 3.48K | +221.59% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0% | 11 | 31 | -1 | -8.33% |
| Mar 31, 2025 | BANK OF MONTREAL /CAN/ | 0% | 0 | - | -10K | -100.00% |
| Mar 31, 2025 | 0% | 0 | - | -151 | -100.00% | |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 4.02% | 311.19K | 868.22K | 2.25K | +0.73% |
| Mar 31, 2025 | RENAISSANCE TECHNOLOGIES LLC | 1.24% | 96.2K | 268.41K | 11.8K | +13.98% |
| Mar 31, 2025 | RBF CAPITAL, LLC | 0.42% | 32.5K | 90.66K | 0 | 0 |
| Mar 31, 2025 | STATE STREET CORP | 0.4% | 31.07K | 86.69K | 31.07K | +100.00% |
| Mar 31, 2025 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.23% | 17.6K | 49.1K | -10K | -36.23% |
| Mar 31, 2025 | HILLTOP HOLDINGS INC. | 0.2% | 15.27K | 42.6K | 0 | 0 |
| Mar 31, 2025 | CITADEL ADVISORS LLC | 0.35% | 27.4K | 76.44K | 27.4K | +100.00% |
| Mar 31, 2025 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 0.33% | 25.53K | 71.22K | 25.53K | +100.00% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.01% | 1K | 2.79K | 0 | 0 |
| Mar 31, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.01% | 528 | 1.47K | 352 | +200.00% |
| Mar 31, 2025 | BLACKROCK, INC. | 0.04% | 3.09K | 8.62K | 0 | 0 |
| Mar 31, 2024 | VANGUARD GROUP INC | 2.84% | 220.09K | 622.87K | 25.59K | +13.16% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 0% | 0 | - | -3 | -100.00% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0% | 25 | 71 | 0 | 0 |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.23% | 18K | 50.94K | 0 | 0 |
| Mar 31, 2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.36% | 27.6K | 78.11K | 0 | 0 |
| Mar 31, 2024 | RBF CAPITAL, LLC | 0.42% | 32.5K | 91.96K | 0 | 0 |
| Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 0.52% | 40.44K | 114.46K | 0 | 0 |
| Mar 31, 2024 | LEGACY FINANCIAL ADVISORS, INC. | 1.05% | 81.02K | 229.28K | 26.48K | +48.56% |
| Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 1.17% | 90.6K | 256K | -1.9K | -2.05% |
| Mar 31, 2024 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1.6% | 123.68K | 350.01K | 0 | 0 |
| Mar 31, 2024 | NATIONAL BANK OF CANADA /FI/ | 0% | 0 | - | -1.24K | -100.00% |
| Mar 31, 2024 | FMR LLC | 0% | 0 | - | -101 | -100.00% |
| Mar 31, 2024 | MERCER GLOBAL ADVISORS INC /ADV | 0.23% | 18K | 51K | 0 | 0 |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 3.98% | 308.39K | 872.74K | 0 | 0 |
| Mar 31, 2024 | UBS GROUP AG | 0% | 0 | - | -41 | -100.00% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0% | 12 | 34 | 3 | +33.33% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.01% | 1.04K | 2.94K | 1 | +0.10% |
| Mar 31, 2024 | MORGAN STANLEY | 0.02% | 1.44K | 4.08K | -1.5K | -51.02% |
| Mar 31, 2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.03% | 2.61K | 7.39K | 1.58K | +154.09% |
| Mar 31, 2024 | HILLTOP HOLDINGS INC. | 0.2% | 15.27K | 43.21K | 0 | 0 |
| Mar 31, 2024 | BLACKROCK INC. | 0.21% | 16.57K | 46.89K | -617 | -3.59% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 1.52% | 117.84K | 333K | -1.14K | -0.96% |
| Dec 31, 2023 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1.57% | 123.68K | 333.93K | -99 | -0.08% |
| Dec 31, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.01% | 1.03K | 2.78K | -2.31K | -69.23% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.01% | 1.04K | 2.81K | 2 | +0.19% |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 3.91% | 308.39K | 832.65K | -4.5K | -1.44% |
| Dec 31, 2023 | NATIONAL BANK OF CANADA /FI/ | 0.02% | 1.24K | 3.3K | 1.24K | +100.00% |
| Dec 31, 2023 | MORGAN STANLEY | 0.04% | 2.94K | 7.94K | 0 | 0 |
| Dec 31, 2023 | HILLTOP HOLDINGS INC. | 0.19% | 15.27K | 41.22K | 0 | 0 |
| Dec 31, 2023 | BLACKROCK INC. | 0.22% | 17.19K | 46.4K | -166 | -0.96% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.23% | 18K | 48.6K | 18K | +100.00% |
| Dec 31, 2023 | MERCER GLOBAL ADVISORS INC /ADV | 0.23% | 18K | 49K | 18K | +100.00% |
| Dec 31, 2023 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.35% | 27.6K | 74.52K | 0 | 0 |
| Dec 31, 2023 | RBF CAPITAL, LLC | 0.41% | 32.5K | 87.74K | 0 | 0 |
| Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 0.51% | 40.44K | 109.2K | 25.86K | +177.37% |
| Dec 31, 2023 | LEGACY FINANCIAL ADVISORS, INC. | 0.69% | 54.54K | 147.25K | 24.05K | +78.90% |
| Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 1.17% | 92.5K | 250K | -1.4K | -1.49% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 1.51% | 118.98K | 322K | -5.9K | -4.73% |
| Dec 31, 2023 | VANGUARD GROUP INC | 2.47% | 194.5K | 525.15K | 730 | +0.38% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0% | 25 | 68 | 0 | 0 |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0% | 9 | 24 | 3 | +50.00% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 0% | 3 | 8 | 3 | +100.00% |
| Dec 31, 2023 | GENEOS WEALTH MANAGEMENT INC. | 0% | 0 | - | -176 | -100.00% |
| Dec 31, 2023 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0% | 0 | - | -700 | -100.00% |
| Dec 31, 2023 | FMR LLC | 0% | 101 | 273 | 0 | 0 |
| Dec 31, 2023 | UBS GROUP AG | 0% | 41 | 111 | 41 | +100.00% |
| Sep 30, 2023 | JPMORGAN CHASE & CO | 0% | 6 | 18 | 6 | +100.00% |
| Sep 30, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0% | 25 | 75 | 0 | 0 |
| Sep 30, 2023 | FMR LLC | 0% | 101 | 302 | 0 | 0 |
| Sep 30, 2023 | GENEOS WEALTH MANAGEMENT INC. | 0% | 176 | 526 | 0 | 0 |
| Sep 30, 2023 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.01% | 700 | 2.09K | 0 | 0 |
| Sep 30, 2023 | WELLS FARGO & COMPANY/MN | 0.01% | 1.04K | 3.1K | 1 | +0.10% |
| Sep 30, 2023 | MORGAN STANLEY | 0.04% | 2.94K | 8.79K | 0 | 0 |
| Sep 30, 2023 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 3.34K | 9.99K | 1.04K | +45.26% |
| Sep 30, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 0.19% | 14.58K | 43.62K | 23 | +0.16% |
| Sep 30, 2023 | HILLTOP HOLDINGS INC. | 0.19% | 15.27K | 45.65K | 1K | +7.01% |
| Sep 30, 2023 | BLACKROCK INC. | 0.22% | 17.35K | 51.88K | -14.02K | -44.69% |
| Sep 30, 2023 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.35% | 27.6K | 82.52K | 0 | 0 |
| Sep 30, 2023 | LEGACY FINANCIAL ADVISORS, INC. | 0.39% | 30.48K | 91.15K | 30.48K | +100.00% |
| Sep 30, 2023 | RBF CAPITAL, LLC | 0.41% | 32.5K | 97.16K | 0 | 0 |
| Sep 30, 2023 | ROYAL BANK OF CANADA | 1.59% | 124.88K | 373K | -34 | -0.03% |
| Sep 30, 2023 | WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1.57% | 123.78K | 370.09K | 0 | 0 |
| Sep 30, 2023 | RENAISSANCE TECHNOLOGIES LLC | 1.19% | 93.9K | 281K | -1.1K | -1.16% |
| Sep 30, 2023 | VANGUARD GROUP INC | 2.46% | 193.77K | 579.38K | -264 | -0.14% |
| Sep 30, 2023 | MERCER GLOBAL ADVISORS INC /ADV | 0% | 0 | - | -18K | -100.00% |
| Sep 30, 2023 | DIMENSIONAL FUND ADVISORS LP | 3.98% | 312.89K | 935.53K | -8.41K | -2.62% |
Among the OCC insiders holding of 38.3% of the stake in company, WILKIN NEIL D JR, Chairman, President and CEO, holds the largest shares of 987.41K. WILLIAMSON JOHN B III, director, is the second largest OCC insider with ownership of 133.1K shares. WEBER CRAIG H, director, stands third with possession of 96.21K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| WILKIN NEIL D JR | Chairman, President and CEO | 987.41K |
| WILLIAMSON JOHN B III | director | 133.1K |
| WEBER CRAIG H | director | 96.21K |
| FRAZIER RANDALL H | director | 59.56K |
| NYGREN JOHN A JR | director | 16.77K |
| HUYBRECHTS LUKE J | SVP - Sales | 5K |
| CARSON CHARLES W | SVP Marketing and Strategy | 5K |
| HOLLAND JOHN M | director | 3.5K |
| SMITH TRACY G | Chief Financial Officer | 2.5K |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Oct 15, 2018 | FRAZIER RANDALL H | SALE | 5.30 | 4.53K | 24.03K | 59.56K |
| Oct 02, 2018 | WILKIN NEIL D JR | SALE | 5.25 | 80K | 420K | 987.41K |
| Jun 19, 2018 | WILKIN NEIL D JR | SALE | 3.55 | 6.02K | 21.38K | 1.07M |
| Jun 18, 2018 | WILKIN NEIL D JR | SALE | 3.50 | 977 | 3.42K | 1.07M |
| Jun 15, 2018 | WILKIN NEIL D JR | SALE | 3.40 | 3K | 10.2K | 1.07M |
| Oct 24, 2017 | WILLIAMSON JOHN B III | PURCHASE | 2.50 | 4K | 10K | 133.1K |
| Oct 09, 2017 | WILKIN NEIL D JR | PURCHASE | 2.20 | 5.63K | 12.39K | 22.6K |
| Apr 06, 2017 | WILLIAMSON JOHN B III | PURCHASE | 2.69 | 3.13K | 8.41K | 129.1K |
| Oct 28, 2016 | WILKIN NEIL D JR | PURCHASE | 3.10 | 299 | 926.9 | 16.97K |
| Oct 27, 2016 | WILKIN NEIL D JR | PURCHASE | 3.09 | 600 | 1.85K | 16.67K |
| Oct 25, 2016 | WILKIN NEIL D JR | PURCHASE | 3.14 | 1.1K | 3.45K | 16.07K |
| Oct 24, 2016 | WILKIN NEIL D JR | PURCHASE | 3.09 | 4K | 12.36K | 14.97K |
| Oct 21, 2016 | WILKIN NEIL D JR | PURCHASE | 3.06 | 1.1K | 3.37K | 10.97K |
| Oct 20, 2016 | WILKIN NEIL D JR | PURCHASE | 3.25 | 1.1K | 3.58K | 9.87K |
| Oct 19, 2016 | WILKIN NEIL D JR | PURCHASE | 3.27 | 1.1K | 3.6K | 8.77K |
| Oct 18, 2016 | WILKIN NEIL D JR | PURCHASE | 2.75 | 200 | 550 | 7.67K |
| Oct 14, 2016 | WILKIN NEIL D JR | PURCHASE | 2.65 | 366 | 969.9 | 7.47K |
| Oct 13, 2016 | WILKIN NEIL D JR | PURCHASE | 2.60 | 1.4K | 3.64K | 7.1K |
| Oct 10, 2016 | WILKIN NEIL D JR | PURCHASE | 2.60 | 900 | 2.34K | 5.7K |
| Oct 06, 2016 | WILKIN NEIL D JR | PURCHASE | 2.59 | 1.4K | 3.63K | 4.8K |
| Oct 05, 2016 | WILKIN NEIL D JR | PURCHASE | 2.60 | 200 | 520 | 3.4K |
| Oct 04, 2016 | WILKIN NEIL D JR | PURCHASE | 2.58 | 1.4K | 3.61K | 3.2K |
| Oct 03, 2016 | WILKIN NEIL D JR | PURCHASE | 2.62 | 100 | 262 | 1.8K |
| Sep 30, 2016 | WILKIN NEIL D JR | PURCHASE | 2.52 | 700 | 1.76K | 1.7K |
| Sep 27, 2016 | WILKIN NEIL D JR | PURCHASE | 2.63 | 1K | 2.63K | 1K |
| Apr 05, 2016 | NYGREN JOHN A JR | PURCHASE | 2.40 | 433 | 1.04K | 16.77K |
| Apr 01, 2016 | NYGREN JOHN A JR | PURCHASE | 2.40 | 200 | 480 | 16.34K |
| Mar 16, 2016 | WILKIN NEIL D JR | PURCHASE | 2.23 | 410 | 914.3 | 907.4K |
| Jun 22, 2011 | WEBER CRAIG H | PURCHASE | 4.04 | 7.8K | 31.51K | 96.21K |
| Apr 18, 2011 | WEBER CRAIG H | PURCHASE | 4.52 | 1.55K | 7.02K | 88.41K |
| Apr 15, 2011 | WEBER CRAIG H | PURCHASE | 4.58 | 1.19K | 5.44K | 86.85K |
| Apr 14, 2011 | WEBER CRAIG H | PURCHASE | 4.58 | 2.09K | 9.58K | 85.67K |
| Apr 12, 2011 | WEBER CRAIG H | PURCHASE | 4.58 | 469 | 2.15K | 83.57K |
| Apr 11, 2011 | WILKIN NEIL D JR | PURCHASE | 4.75 | 511 | 2.43K | 459.4K |
| Mar 30, 2011 | WEBER CRAIG H | PURCHASE | 4.42 | 398 | 1.76K | 62.91K |
| Mar 21, 2011 | WILKIN NEIL D JR | PURCHASE | 4.30 | 500 | 2.15K | 382.94K |
| Oct 23, 2007 | WILLIAMSON JOHN B III | PURCHASE | 4.88 | 5K | 24.4K | 5K |
| Jan 26, 2005 | WILKIN NEIL D JR | PURCHASE | 5.01 | 700 | 3.51K | 119.75K |
| Jan 12, 2005 | WILKIN NEIL D JR | PURCHASE | 5.33 | 350 | 1.87K | 116.6K |
| Mar 26, 2004 | HOLLAND JOHN M | PURCHASE | 4.88 | 2.5K | 12.2K | 3.5K |
| Mar 26, 2004 | HUYBRECHTS LUKE J | PURCHASE | 4.88 | 2.5K | 12.2K | 5K |
| Mar 26, 2004 | FRAZIER RANDALL H | PURCHASE | 4.88 | 2.5K | 12.2K | 2.5K |
| Mar 26, 2004 | SMITH TRACY G | PURCHASE | 4.88 | 2.5K | 12.2K | 2.5K |
| Mar 26, 2004 | CARSON CHARLES W | PURCHASE | 4.88 | 2.5K | 12.2K | 5K |
| Mar 26, 2004 | WEBER CRAIG H | PURCHASE | 4.88 | 2.5K | 12.2K | 7.5K |
| Mar 26, 2004 | WILKIN NEIL D JR | PURCHASE | 4.88 | 16K | 78.08K | 40K |
| Mar 25, 2004 | WEBER CRAIG H | PURCHASE | 5.49 | 2.6K | 14.27K | 27.73K |
| Mar 23, 2004 | WILKIN NEIL D JR | PURCHASE | 5.05 | 250 | 1.26K | 64.75K |
| Mar 22, 2004 | WILKIN NEIL D JR | PURCHASE | 5.17 | 500 | 2.59K | 64K |
| Mar 12, 2004 | WILKIN NEIL D JR | PURCHASE | 5.67 | 750 | 4.25K | 62.25K |
| Feb 13, 2004 | HOLLAND JOHN M | PURCHASE | 4.88 | 1K | 4.88K | 1K |
| Feb 13, 2004 | CARSON CHARLES W | PURCHASE | 4.88 | 2.5K | 12.2K | 2.5K |
| Feb 13, 2004 | WEBER CRAIG H | PURCHASE | 4.88 | 5K | 24.4K | 5K |