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
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| SHUFRO ROSE & CO LLC | 908195 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14000 | 142800 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 18 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 7 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2237 | 22817 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COURIER CAPITAL LLC | 1015247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15382 | 156896 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WNY Asset Management, LLC | 1803296 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13250 | 135150 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2220 | 22644 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.
