Oconee Federal Financial Corp.
Oconee Federal Financial Corp. (OFED) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · OFED · as of Jun 30, 2023
Ownership Breakdown
11
Institutional Holders
▲ 1 vs Q1
$585,217
Total Inst. Value
▼ $230,337 vs Q1
5.82M
Shares Outstanding
freeFloat 94.33%
41,232
13F Shares Held
▼ 2,845 vs Q1
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
OFED largest shareholders · institutional ownership
Q2 2023 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC savings institution, federally chartered | 14.2K | 25.43% | 25.43% | $201.68M | Aug 14, 2023 | ▼ 1.9K |
MINERVA ADVISORS LLC savings institution, federally chartered | 11.5K | 20.45% | 20.45% | $162.15M | Jan 31, 2024 | — held |
MILLENNIUM MANAGEMENT LLC savings institution, federally chartered | 10.2K | 18.13% | 18.13% | $144.67M | Aug 14, 2023 | ▼ 2.8K |
BLACKROCK INC. savings institution, federally chartered | 3.1K | 5.50% | 5.50% | $43.63M | Aug 11, 2023 | ▲ 596 |
TOWER RESEARCH CAPITAL LLC (TRC) savings institution, federally chartered | 1.4K | 2.44% | 2.44% | $19.33M | Aug 14, 2023 | ▲ 1.2K |
COLONIAL TRUST ADVISORS savings institution, federally chartered | 500 | 0.89% | 0.89% | $7.08M | Aug 14, 2023 | — held |
EVERSOURCE WEALTH ADVISORS, LLC savings institution, federally chartered | 375 | 0.67% | 0.67% | $5.31M | Aug 4, 2023 | — held |
ROYAL BANK OF CANADA savings institution, federally chartered | 38 | 0.07% | 0.07% | $1.00M | Aug 14, 2023 | NEW |
UBS GROUP AG savings institution, federally chartered | 14 | 0.02% | 0.02% | $198,000 | Aug 11, 2023 | — held |
WELLS FARGO & COMPANY/MN savings institution, federally chartered | 9 | 0.02% | 0.02% | $125,000 | Aug 15, 2023 | ▲ 1 |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q2 2023 vs prior quarter
Q2 2023
3
Increased
+1.8K shares1
New Positions
first time holders2
Decreased
−4.7K shares0
Sold Out
fully exitedNet shares change (top 50)
2.9K
+1.8K / −4.7K
Net new holders
+2
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
OFED insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
4
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Evatt Curtis T President and CEO | Mar 2, 2023 | Sale | 3 | $23.90 | $71.7 | 83.4K | Form 4 ↗ |
Evatt Curtis T President and CEO | Mar 3, 2023 | Sale | 200 | $23.90 | $4.8K | 83.2K | Form 4 ↗ |
Evatt Curtis T President and CEO | Feb 28, 2023 | Sale | 161 | $24.04 | $3.9K | 83.4K | Form 4 ↗ |
Evatt Curtis T President and CEO | Mar 1, 2023 | Sale | 11 | $24.23 | $266.5 | 83.4K | Form 4 ↗ |
Stafford David H EVP and COO | Aug 25, 2022 | Tax Withhold | 4,461 | $26.09 | $116.4K | 7.5K | Form 4 ↗ |
Latiff Charles Todd EVP and Chief Banking Officer | Mar 21, 2022 | Sale | 1,800 | $26.30 | $47.3K | 0 | Form 4 ↗ |
Evatt Curtis T President and CEO | Mar 14, 2022 | Tax Withhold | 28,688 | $24.40 | $700.0K | 83.5K | Form 4 ↗ |
Evatt Curtis T President and CEO | Feb 17, 2022 | Tax Withhold | 4,116 | $22.95 | $94.5K | 53.7K | Form 4 ↗ |
Evatt Curtis T President and CEO | Feb 17, 2022 | D-Return | 1,884 | $22.95 | $43.2K | 51.8K | Form 4 ↗ |
Evatt Curtis T President and CEO | Dec 20, 2021 | D-Return | 1,000 | $24.02 | $24.0K | 51.8K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Oconee Federal Financial Corp. (OFED) is primarily owned by institutional investors, who hold approximately 0.7% of total shares outstanding. Company insiders own approximately 5.67%, while retail and public investors account for the remaining 93.62%.
The largest institutional shareholder of Oconee Federal Financial Corp. is VANGUARD GROUP INC, holding approximately 14,243 shares — equal to 25.43% of outstanding shares — as of June 30, 2023.
A total of 11 institutional investors currently hold OFED stock, with a combined institutional value of approximately $585,217 as of the most recent 13F filing period.
Frequently asked questions
OFED ownershipOconee Federal Financial Corp. (OFED) is primarily owned by institutional investors, who hold approximately 0.7% of shares. The largest shareholder is VANGUARD GROUP INC with a 25.43% stake. Company insiders hold 5.67%. Data sourced from SEC Form 13F as of June 30, 2023.