Institutional Ownership Ofs Credit Company, Inc. (OCCI)
This table provides information about the institutional ownership of Ofs Credit Company, Inc. (OCCI). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $6.99 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
393,004
shares
|
$2.44 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
168,540
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
87,153
shares
|
$542,091
0.0% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
70,562
shares
|
$438,895
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
62,853
shares
|
$390,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
60,804
shares
|
$378,200
0.49% of portfolio
|
Q2 2023
Added 1.36%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
53,070
shares
|
$330,095
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
33,396
shares
|
$207,723
0.01% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
23,116
shares
|
$143,781
0.08% of portfolio
|
Q4 2022
Reduced 87.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
17,696
shares
|
$110,069
0.0% of portfolio
|
Q1 2025
Added 21.56%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
15,579
shares
|
$96,901
0.01% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
12,599
shares
|
$78,365
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
10,279
shares
|
$63,935
0.04% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
7,000
shares
|
$43,540
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,683
shares
|
$41,568
0.0% of portfolio
|
Q1 2025
Added 6583.0%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
2,500
shares
|
$15,550
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,029
shares
|
$12,620
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
1,000
shares
|
$6,220
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
302
shares
|
$1,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
110
shares
|
$684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
109
shares
|
$677
0.0% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
93
shares
|
$578
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
10
shares
|
$62
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$6
0.0% of portfolio
|
Q4 2024
Reduced 98.28%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|