Latest Institutional Sells of Ofs Credit Company, Inc. (OCCI)
This list provides information on the latest institutional transactions involving Ofs Credit Company, Inc. (OCCI) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-194K- 99.95% |
$1.37M - $1.51M
|
93
$661
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.23K- 62.48% |
$22.8K - $25.2K
|
1.94K
$13.8K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-1.17K- 10.51% |
$8.26K - $9.13K
|
10K
$71.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-738- 5.22% |
$5.2K - $5.74K
|
13.4K
$95.3K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.15M- 88.29% |
$8.03M - $8.77M
|
153K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-275K- 43.58% |
$1.92M - $2.09M
|
356K
$2.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-80.8K- 78.38% |
$564K - $616K
|
22.3K
$158K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42K- 99.05% |
$293K - $320K
|
402
$2.86K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.32K- 26.88% |
$51.1K - $55.8K
|
19.9K
$142K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.62K- 20.66% |
$32.3K - $35.2K
|
17.8K
$126K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-56- 0.34% |
$391 - $427
|
16.4K
$116K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.37K- 3.34% |
$9.01K - $9.98K
|
39.5K
$281K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 0.03% |
$6.59 - $7.3
|
3.23K
$23K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.01K- 22.76% |
$19.4K - $25.5K
|
10.2K
$72.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-921- 0.8% |
$5.92K - $7.8K
|
114K
$807K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-31.8K- 64.8% |
$257K - $315K
|
17.3K
$123K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.71K- 29.31% |
$38K - $46.8K
|
11.4K
$80.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-165K- 87.69% |
$1.32M - $1.71M
|
23.1K
$164K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-89- 88.12% |
$709 - $968
|
12
$85.3
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.2K- 16.61% |
$47.3K - $65.2K
|
26.1K
$186K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.95K- 53.76% |
$36K - $49.6K
|
3.4K
$24.2K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-133Closed |
$1.61K - $1.79K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.08KClosed |
$13K - $14.9K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-500Closed |
$6.01K - $6.89K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.3KClosed |
$214K - $252K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10.9KClosed |
$93.6K - $122K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.63KClosed |
$22.5K - $29.3K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-34.8KClosed |
$199K - $373K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-353Closed |
$5.37K - $6.23K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-71.2KClosed |
$1.07M - $1.27M
|
0
$0
|
|