Latest Institutional Purchases of Ofs Credit Company, Inc. (OCCI)
This list provides information on the latest institutional transactions involving Ofs Credit Company, Inc. (OCCI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53.6KNew |
$372K - $406K
|
53.6K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
39.5K+ 14.19% |
$274K - $299K
|
318K
$2.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
33.9K+ 25.85% |
$235K - $256K
|
165K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
14.9KNew |
$103K - $113K
|
14.9K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13KNew |
$90K - $98.2K
|
13K
$92.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.45K+ 1.38% |
$10K - $10.9K
|
106K
$756K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
302New |
$2.1K - $2.29K
|
302
$2.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
110New |
$763 - $833
|
110
$781
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
103New |
$715 - $780
|
103
$731
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.1KNew |
$127K - $141K
|
18.1K
$128K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1K+ 8.33% |
$7.04K - $7.78K
|
13K
$92.3K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$78.3K - $85.5K
|
11.2K
$79.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.09KNew |
$7.6K - $8.3K
|
1.09K
$7.73K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
79+ 0.77% |
$551 - $602
|
10.3K
$72.9K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.5KNew |
$75.6K - $83.8K
|
11.5K
$81.5K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.84K+ 6.02% |
$18.7K - $20.7K
|
50K
$355K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
856+ 856.0% |
$5.64K - $6.25K
|
956
$6.79K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$659 - $730
|
100
$710
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
10New |
$65.9 - $73
|
10
$71
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.99K+ 8.08% |
$17.1K - $21.1K
|
40K
$284K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.18KNew |
$12.5K - $15.4K
|
2.18K
$15.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
70New |
$402 - $495
|
70
$497
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3New |
$17.2 - $21.2
|
3
$21.3
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 8.11% |
$17.2 - $21.2
|
40
$284
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.84K+ 10.86% |
$37.5K - $49.4K
|
59.6K
$423K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 6.25% |
$12.9 - $16.9
|
34
$241
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
813+ 1.36% |
$6.57K - $8.07K
|
60.8K
$432K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$93.8K - $116K
|
11.4K
$80.7K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.3KNew |
$10.7K - $13.3K
|
1.3K
$9.22K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
51.7KNew |
$414K - $538K
|
51.7K
$367K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$25.3K - $32.9K
|
3.16K
$22.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$401 - $520
|
50
$355
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
45KNew |
$359K - $490K
|
45K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$89.6K - $122K
|
11.2K
$79.8K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
513New |
$4.67K - $6.44K
|
513
$3.64K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
213New |
$1.94K - $2.67K
|
213
$1.51K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37New |
$337 - $464
|
37
$263
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16+ 2.94% |
$146 - $201
|
560
$3.98K
|
|