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 20 institutions that hold shares in the stock, with a total of 728,360 shares, which have been reported (via 13F filing form) to have a value of $5.22 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
278,579
shares
|
$1.98 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
130,969
shares
|
$928,570
0.06% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
104,976
shares
|
$744,279
0.0% of portfolio
|
Q3 2024
Added 19.73%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
60,804
shares
|
$431,100
0.49% of portfolio
|
Q2 2023
Added 1.36%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
34,086
shares
|
$241,669
0.02% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
23,116
shares
|
$163,892
0.08% of portfolio
|
Q4 2022
Reduced 87.69%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
18,064
shares
|
$128,073
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16,358
shares
|
$115,978
0.0% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
13,400
shares
|
$95,006
0.0% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
13,000
shares
|
$92,170
0.0% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
10,274
shares
|
$72,842
0.05% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
10,001
shares
|
$70,907
0.02% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
9,000
shares
|
$63,810
0.01% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
3,228
shares
|
$22,886
0.06% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,942
shares
|
$13,768
0.0% of portfolio
|
Q3 2024
Reduced 62.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
402
shares
|
$2,850
0.0% of portfolio
|
Q2 2024
Reduced 99.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
93
shares
|
$659
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
58
shares
|
$411
0.0% of portfolio
|
Q3 2024
Added 5700.0%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
10
shares
|
$70
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|