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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
316K+ 2511.52% |
$1.78M - $2.15M
|
329K
$1.93M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
20.6KNew |
$116K - $140K
|
20.6K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4KNew |
$69.9K - $84.3K
|
12.4K
$72.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.8KNew |
$66.6K - $80.2K
|
11.8K
$69.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$66.2K - $79.8K
|
11.7K
$69K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11KNew |
$62K - $74.8K
|
11K
$64.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.1KNew |
$57.2K - $68.9K
|
10.1K
$59.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.2KNew |
$23.7K - $28.6K
|
4.2K
$24.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.47K+ 1.69% |
$8.31K - $10K
|
88.6K
$521K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.24KNew |
$6.99K - $8.43K
|
1.24K
$7.29K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
470New |
$2.65K - $3.2K
|
470
$2.76K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
55New |
$310 - $374
|
55
$323
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
7+ 0.07% |
$39.5 - $47.6
|
10.3K
$60.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
70.6KNew |
$432K - $517K
|
70.6K
$415K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
2.5KNew |
$15.3K - $18.3K
|
2.5K
$14.7K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.35K+ 4.22% |
$8.27K - $9.91K
|
33.4K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1KNew |
$6.12K - $7.33K
|
1K
$5.88K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1K+ 16.67% |
$6.12K - $7.33K
|
7K
$41.2K
|
|
|
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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 5.83% |
$36.7 - $44
|
109
$641
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
39.5K+ 14.19% |
$274K - $299K
|
318K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
302New |
$2.1K - $2.29K
|
302
$1.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
110New |
$763 - $833
|
110
$647
|
|
| Q3 2024 | |||||||
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1K+ 8.33% |
$7.04K - $7.78K
|
13K
$76.4K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$78.3K - $85.5K
|
11.2K
$65.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.09KNew |
$7.6K - $8.3K
|
1.09K
$6.4K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.5KNew |
$75.6K - $83.8K
|
11.5K
$67.5K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.84K+ 6.02% |
$18.7K - $20.7K
|
50K
$294K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
856+ 856.0% |
$5.64K - $6.25K
|
956
$5.62K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
10New |
$65.9 - $73
|
10
$58.8
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.99K+ 8.08% |
$17.1K - $21.1K
|
40K
$235K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.18KNew |
$12.5K - $15.4K
|
2.18K
$12.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
70New |
$402 - $495
|
70
$412
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3New |
$17.2 - $21.2
|
3
$17.6
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 8.11% |
$17.2 - $21.2
|
40
$235
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.84K+ 10.86% |
$37.5K - $49.4K
|
59.6K
$350K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 6.25% |
$12.9 - $16.9
|
34
$200
|
|
| 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
$358K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$93.8K - $116K
|
11.4K
$66.8K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.3KNew |
$10.7K - $13.3K
|
1.3K
$7.63K
|
|
| Q4 2022 | |||||||
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
51.7KNew |
$414K - $538K
|
51.7K
$304K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$401 - $520
|
50
$294
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
45KNew |
$359K - $490K
|
45K
$265K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
213New |
$1.94K - $2.67K
|
213
$1.25K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37New |
$337 - $464
|
37
$218
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16+ 2.94% |
$146 - $201
|
560
$3.29K
|
|