Purchases and Sales Made in Q1 2023 in Ofs Credit Company, Inc. (OCCI)
This table provides information about the institutional ownership of Ofs Credit Company, Inc. (OCCI) during Q1 2023. 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 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
49KNew |
$405K - $502K
|
49K
$348K
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
34.8KNew |
$287K - $357K
|
34.8K
$247K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16.1KNew |
$133K - $165K
|
16.1K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$93.8K - $116K
|
11.4K
$80.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$93K - $115K
|
11.3K
$80K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.97K+ 17.28% |
$32.8K - $40.7K
|
26.9K
$192K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.34K+ 14.78% |
$19.3K - $24K
|
18.2K
$129K
|
|
|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.54K+ 1.41% |
$12.7K - $15.8K
|
111K
$787K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.42K+ 5.24% |
$11.7K - $14.6K
|
28.5K
$203K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.3KNew |
$10.7K - $13.3K
|
1.3K
$9.23K
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
1.12K+ 1.91% |
$9.28K - $11.5K
|
60K
$427K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
827+ 5.13% |
$6.83K - $8.48K
|
17K
$121K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
824New |
$6.81K - $8.45K
|
824
$5.86K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
272+ 4.04% |
$2.25K - $2.79K
|
7K
$49.8K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
208+ 4.03% |
$1.72K - $2.13K
|
5.37K
$38.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 6.45% |
$16.5 - $20.5
|
33
$235
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-535- 1.05% |
$4.42K - $5.48K
|
50.6K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3K- 10.86% |
$24.8K - $30.7K
|
24.6K
$175K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.1K- 10.2% |
$91.8K - $114K
|
97.8K
$696K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-22.2K- 67.83% |
$183K - $227K
|
10.5K
$74.8K
|