Latest Institutional Transactions on Ofs Credit Company, Inc. (OCCI)
This table provides information on the latest institutional transactions involving Ofs Credit Company, Inc. (OCCI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.16KNew |
$12.2K - $14.7K
|
2.16K
$12.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11KNew |
$6.26K - $7.55K
|
1.11K
$6.53K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
316K+ 2511.52% |
$1.78M - $2.15M
|
329K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.71K- 84.03% |
$9.62K - $11.6K
|
324
$1.91K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-820- 4.63% |
$4.62K - $5.58K
|
16.9K
$99.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4KNew |
$69.9K - $84.3K
|
12.4K
$72.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
55New |
$310 - $374
|
55
$323
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.7K- 32.93% |
$117K - $141K
|
42.2K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.2KNew |
$23.7K - $28.6K
|
4.2K
$24.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-42.8K- 10.88% |
$241K - $291K
|
350K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11KNew |
$62K - $74.8K
|
11K
$64.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.47K+ 1.69% |
$8.31K - $10K
|
88.6K
$521K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
470New |
$2.65K - $3.2K
|
470
$2.76K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.1KNew |
$57.2K - $68.9K
|
10.1K
$59.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.8KNew |
$66.6K - $80.2K
|
11.8K
$69.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.24KNew |
$6.99K - $8.43K
|
1.24K
$7.29K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
20.6KNew |
$116K - $140K
|
20.6K
$121K
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
7+ 0.07% |
$39.5 - $47.6
|
10.3K
$60.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$66.2K - $79.8K
|
11.7K
$69K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-31.5K- 18.7% |
$178K - $214K
|
137K
$806K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1KNew |
$6.12K - $7.33K
|
1K
$5.88K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-526- 0.98% |
$3.22K - $3.86K
|
53.1K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
70.6KNew |
$432K - $517K
|
70.6K
$415K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
691+ 4.64% |
$4.23K - $5.07K
|
15.6K
$91.6K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.35K+ 4.22% |
$8.27K - $9.91K
|
33.4K
$196K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1K+ 16.67% |
$6.12K - $7.33K
|
7K
$41.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 5.83% |
$36.7 - $44
|
109
$641
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.5KNew |
$15.3K - $18.3K
|
2.5K
$14.7K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.58K- 98.5% |
$45.7K - $49.8K
|
100
$588
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
39.5K+ 14.19% |
$274K - $299K
|
318K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.94KClosed |
$13.5K - $14.7K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
110New |
$763 - $833
|
110
$647
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57- 98.28% |
$396 - $431
|
1
$5.88
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
302New |
$2.1K - $2.29K
|
302
$1.78K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-194K- 99.95% |
$1.37M - $1.51M
|
93
$547
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1K+ 8.33% |
$7.04K - $7.78K
|
13K
$76.4K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.17K- 10.51% |
$8.26K - $9.13K
|
10K
$58.8K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$78.3K - $85.5K
|
11.2K
$65.9K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.62K- 20.66% |
$32.3K - $35.2K
|
17.8K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.15M- 88.29% |
$8.03M - $8.77M
|
153K
$897K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.09KNew |
$7.6K - $8.3K
|
1.09K
$6.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-275K- 43.58% |
$1.92M - $2.09M
|
356K
$2.09M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-80.8K- 78.38% |
$564K - $616K
|
22.3K
$131K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.32K- 26.88% |
$51.1K - $55.8K
|
19.9K
$117K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
856+ 856.0% |
$5.64K - $6.25K
|
956
$5.62K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.84K+ 6.02% |
$18.7K - $20.7K
|
50K
$294K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
10New |
$65.9 - $73
|
10
$58.8
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 0.03% |
$6.59 - $7.3
|
3.23K
$19K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.37K- 3.34% |
$9.01K - $9.98K
|
39.5K
$232K
|
|