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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.01% |
$6.12 - $7.33
|
12.6K
$79K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.14K+ 21.56% |
$19.2K - $23K
|
17.7K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
393KNew |
$2.41M - $2.88M
|
393K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62.9KNew |
$385K - $461K
|
62.9K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-526- 0.98% |
$3.22K - $3.86K
|
53.1K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1KNew |
$6.12K - $7.33K
|
1K
$6.27K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.03KNew |
$12.4K - $14.9K
|
2.03K
$12.7K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
70.6KNew |
$432K - $517K
|
70.6K
$442K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
691+ 4.64% |
$4.23K - $5.07K
|
15.6K
$97.7K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.35K+ 4.22% |
$8.27K - $9.91K
|
33.4K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.3K- 18.11% |
$118K - $141K
|
87.2K
$546K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1K+ 16.67% |
$6.12K - $7.33K
|
7K
$43.9K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
3.71K+ 2.25% |
$22.7K - $27.2K
|
169K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
5+ 0.05% |
$30.6 - $36.7
|
10.3K
$64.4K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 5.83% |
$36.7 - $44
|
109
$683
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.5KNew |
$15.3K - $18.3K
|
2.5K
$15.7K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.58K- 98.5% |
$45.7K - $49.8K
|
100
$627
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13KNew |
$90K - $98.2K
|
13K
$81.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.94KClosed |
$13.5K - $14.7K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
39.5K+ 14.19% |
$274K - $299K
|
318K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
110New |
$763 - $833
|
110
$690
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57- 98.28% |
$396 - $431
|
1
$6.27
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
302New |
$2.1K - $2.29K
|
302
$1.89K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-194K- 99.95% |
$1.37M - $1.51M
|
93
$583
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1K+ 8.33% |
$7.04K - $7.78K
|
13K
$81.5K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.17K- 10.51% |
$8.26K - $9.13K
|
10K
$62.7K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$78.3K - $85.5K
|
11.2K
$70.3K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.62K- 20.66% |
$32.3K - $35.2K
|
17.8K
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.15M- 88.29% |
$8.03M - $8.77M
|
153K
$957K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.09KNew |
$7.6K - $8.3K
|
1.09K
$6.83K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-275K- 43.58% |
$1.92M - $2.09M
|
356K
$2.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-80.8K- 78.38% |
$564K - $616K
|
22.3K
$140K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.32K- 26.88% |
$51.1K - $55.8K
|
19.9K
$125K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
856+ 856.0% |
$5.64K - $6.25K
|
956
$5.99K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.84K+ 6.02% |
$18.7K - $20.7K
|
50K
$314K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
10New |
$65.9 - $73
|
10
$62.7
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 0.03% |
$6.59 - $7.3
|
3.23K
$20.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.37K- 3.34% |
$9.01K - $9.98K
|
39.5K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.5KNew |
$75.6K - $83.8K
|
11.5K
$72K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.18KNew |
$12.5K - $15.4K
|
2.18K
$13.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
70New |
$402 - $495
|
70
$439
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3New |
$17.2 - $21.2
|
3
$18.8
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.99K+ 8.08% |
$17.1K - $21.1K
|
40K
$251K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 8.11% |
$17.2 - $21.2
|
40
$251
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.84K+ 10.86% |
$37.5K - $49.4K
|
59.6K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-921- 0.8% |
$5.92K - $7.8K
|
114K
$712K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 6.25% |
$12.9 - $16.9
|
34
$213
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.01K- 22.76% |
$19.4K - $25.5K
|
10.2K
$64.1K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-31.8K- 64.8% |
$257K - $315K
|
17.3K
$108K
|
|