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 30 institutions that hold shares in the stock, with a total of 1.18 Million shares, which have been reported (via 13F filing form) to have a value of $5.62 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
417,437
shares
|
$1.99 Million
0.69% of portfolio
|
Q3 2025
Added 19.19%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
243,381
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.03%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
137,029
shares
|
$653,628
0.05% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
85,809
shares
|
$409,308
0.0% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
62,618
shares
|
$298,687
0.0% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
60,804
shares
|
$290,035
0.49% of portfolio
|
Q2 2023
Added 1.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
30,004
shares
|
$143,119
0.0% of portfolio
|
Q3 2025
Reduced 28.82%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
23,116
shares
|
$110,263
0.08% of portfolio
|
Q4 2022
Reduced 87.69%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
13,507
shares
|
$64,428
0.0% of portfolio
|
Q3 2025
Added 4068.83%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
12,215
shares
|
$58,265
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
11,753
shares
|
$56,061
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
11,700
shares
|
$55,808
0.0% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,662
shares
|
$50,857
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
10,655
shares
|
$50,824
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
10,300
shares
|
$49,130
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$47,699
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,419
shares
|
$40,158
0.0% of portfolio
|
Q3 2025
Reduced 21.92%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
7,000
shares
|
$33,390
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
5,713
shares
|
$27,251
0.0% of portfolio
|
Q3 2025
Reduced 66.15%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
2,287
shares
|
$10,908
0.0% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,239
shares
|
$5,910
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,220
shares
|
$5,819
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
500
shares
|
$2,385
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
348
shares
|
$1,659
0.0% of portfolio
|
Q3 2025
Reduced 25.96%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
302
shares
|
$1,440
0.0% of portfolio
|
Q4 2024
New holding
|
|