Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world's largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
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Equity Analyst Profiles
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Research Firm Profiles
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WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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COMING SOON - Stock index based on equity analyst consensus updated every second
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LPL Financial’s
OFS Capital
OFS
Stock Holding History
LPL Financial’s Portfolio
OFS Stock Details
OFS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
$155K
Buy
2025
Q2
$153K
Buy
2025
Q1
$142K
Sell
2024
Q4
$204K
Sell
2024
Q3
$283K
Sell
2024
Q2
$538K
Buy
2024
Q1
$574K
Buy
2019
Q3
–
Sell
2019
Q2
$186K
Hold
2019
Q1
$182K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world's largest funds and super investors
Analyst Insights
Price Target Consensus
See what stocks research analysts are collectively bullish/bearish on
Latest Ratings Feed
Explore the latest ratings and price targets from the best equity research analysts
Equity Analyst Profiles
Browse analysts, their latest ratings and track record
Research Firm Profiles
Browse research firm recommendations, trends, and performance
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Analyst Index
COMING SOON - Stock index based on equity analyst consensus updated every second
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