Purchases and Sales Made in Q1 2022 in Ofs Credit Company, Inc. (OCCI)
This table provides information about the institutional ownership of Ofs Credit Company, Inc. (OCCI) during Q1 2022. The information is specifically focused on institutions that hold shares of OFS Credit Company, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
97KNew |
$1.17M - $1.31M
|
97K
$690K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.9K+ 185.19% |
$325K - $362K
|
41.4K
$294K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.5KNew |
$139K - $155K
|
11.5K
$81.6K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.46K+ 19.14% |
$114K - $128K
|
58.9K
$419K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.35KNew |
$88.9K - $99.1K
|
7.35K
$52.3K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.58K+ 458400.0% |
$55.5K - $61.8K
|
4.59K
$32.6K
|
|
|
May 11, 2022
Q1 2022
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
2.98K+ 2.68% |
$36K - $40.2K
|
114K
$812K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
997+ 19.93% |
$12.1K - $13.4K
|
6K
$42.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
544New |
$6.58K - $7.33K
|
544
$3.87K
|
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
326+ 1.63% |
$3.94K - $4.39K
|
20.4K
$145K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-133Closed |
$1.61K - $1.79K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-339- 2.06% |
$4.1K - $4.57K
|
16.1K
$115K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-610Closed |
$7.38K - $8.22K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.52K- 5.75% |
$30.5K - $34K
|
41.4K
$294K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.56K- 8.65% |
$31K - $34.5K
|
27K
$192K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-7.27K- 8.01% |
$88K - $98K
|
83.5K
$594K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.8K- 25.6% |
$130K - $145K
|
31.3K
$223K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.4K- 74.67% |
$682K - $760K
|
19.1K
$136K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-137K- 99.98% |
$1.66M - $1.85M
|
26
$185
|
|
|
May 16, 2022
Q1 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-163K- 66.27% |
$1.98M - $2.2M
|
83.2K
$591K
|