RAND · Company research

Rand Capital Corp (RAND): Ownership & Institutional Holders

Reported institutional positions. Filing dates and sources matter.

RESEARCH CONTEXT

Understand the numbers

Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.

7records availableFinancial Services

Ownership & Institutional Holders data

Database-backed records only

7 rows
holder namecikperiod endshares heldmarket valueownership percentshares changeshares change percentfiling datedata source
SHUFRO ROSE & CO LLC908195Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)14000142800———Aug 12, 2026SEC_13F_DATASET
MORGAN STANLEY895421Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)118———Aug 13, 2026SEC_13F_DATASET
WELLS FARGO & COMPANY/MN72971Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)17———Aug 14, 2026SEC_13F_DATASET
OSAIC HOLDINGS, INC.1677044Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)223722817———Aug 14, 2026SEC_13F_DATASET
COURIER CAPITAL LLC1015247Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)15382156896———Jul 16, 2026SEC_13F_DATASET
WNY Asset Management, LLC1803296Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)13250135150———Aug 17, 2026SEC_13F_DATASET
UBS Group AG1610520Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)222022644———Aug 13, 2026SEC_13F_DATASET

Informational research only, not financial advice. Forecasts are uncertain and can be wrong.