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 1.21 Million shares, which have been reported (via 13F filing form) to have a value of $7.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
350,238
shares
|
$2.06 Million
0.76% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
329,025
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Added 2511.52%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
137,029
shares
|
$805,730
0.05% of portfolio
|
Q2 2025
Reduced 18.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
88,626
shares
|
$521,120
0.0% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
60,804
shares
|
$357,527
0.49% of portfolio
|
Q2 2023
Added 1.36%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
53,070
shares
|
$312,051
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
42,153
shares
|
$247,859
0.0% of portfolio
|
Q2 2025
Reduced 32.93%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
23,116
shares
|
$135,922
0.08% of portfolio
|
Q4 2022
Reduced 87.69%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
20,591
shares
|
$121,075
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
16,876
shares
|
$99,230
0.0% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
12,402
shares
|
$72,923
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
11,800
shares
|
$69,384
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,739
shares
|
$69,025
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
11,000
shares
|
$64,680
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
10,286
shares
|
$60,481
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
10,138
shares
|
$59,611
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
7,000
shares
|
$41,160
0.0% of portfolio
|
Q1 2025
Added 16.67%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,200
shares
|
$24,696
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
2,155
shares
|
$12,671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
1,239
shares
|
$7,285
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,110
shares
|
$6,526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$5,880
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
470
shares
|
$2,763
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
324
shares
|
$1,905
0.0% of portfolio
|
Q2 2025
Reduced 84.03%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
302
shares
|
$1,775
0.0% of portfolio
|
Q4 2024
New holding
|