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 23 institutions that hold shares in the stock, with a total of 843,928 shares, which have been reported (via 13F filing form) to have a value of $5.96 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
318,110
shares
|
$2.25 Million
0.97% of portfolio
|
Q4 2024
Added 14.19%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
164,826
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2024
Added 25.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
106,421
shares
|
$751,332
0.0% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
60,804
shares
|
$429,276
0.49% of portfolio
|
Q2 2023
Added 1.36%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
53,596
shares
|
$378,387
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
32,044
shares
|
$226,230
0.01% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
23,116
shares
|
$163,198
0.08% of portfolio
|
Q4 2022
Reduced 87.69%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
14,888
shares
|
$105,109
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
14,558
shares
|
$102,779
0.0% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
13,000
shares
|
$91,780
0.0% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,974
shares
|
$91,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
12,598
shares
|
$88,941
0.0% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
10,274
shares
|
$72,534
0.05% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
6,000
shares
|
$42,360
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
302
shares
|
$2,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
110
shares
|
$776
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
103
shares
|
$727
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
100
shares
|
$706
0.0% of portfolio
|
Q4 2024
Reduced 75.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
93
shares
|
$656
0.0% of portfolio
|
Q3 2024
Reduced 99.95%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
10
shares
|
$70
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$7
0.0% of portfolio
|
Q4 2024
Reduced 98.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|