Purchases and Sales Made in Q1 2024 in Ofs Credit Company, Inc. (OCCI)
This table provides information about the institutional ownership of Ofs Credit Company, Inc. (OCCI) during Q1 2024. 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 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
103KNew |
$679K - $752K
|
103K
$733K
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
25.9K+ 2.03% |
$170K - $189K
|
1.3M
$9.26M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.4K+ 10.71% |
$108K - $120K
|
170K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.5KNew |
$75.6K - $83.8K
|
11.5K
$81.6K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
11.2KNew |
$73.6K - $81.6K
|
11.2K
$79.5K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6K+ 1.71% |
$69.8K - $77.3K
|
631K
$4.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
10.2KNew |
$67.2K - $74.4K
|
10.2K
$72.5K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.65K+ 51.92% |
$50.4K - $55.9K
|
22.4K
$159K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.2K+ 20.43% |
$47.4K - $52.6K
|
42.4K
$302K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
6.81K+ 6.03% |
$44.9K - $49.7K
|
120K
$850K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.17K+ 29.31% |
$40.7K - $45.1K
|
27.2K
$194K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.6K+ 81.65% |
$23.7K - $26.3K
|
8K
$56.9K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.84K+ 6.02% |
$18.7K - $20.7K
|
50K
$356K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.48K+ 17.55% |
$16.3K - $18.1K
|
16.6K
$118K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.82K+ 12.43% |
$12K - $13.2K
|
16.4K
$117K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.15K+ 3.71% |
$7.59K - $8.4K
|
32.2K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1K+ 9.09% |
$6.59K - $7.3K
|
12K
$85.3K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
856+ 856.0% |
$5.64K - $6.25K
|
956
$6.8K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$659 - $730
|
100
$711
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
10New |
$65.9 - $73
|
10
$71.1
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1- 0.03% |
$6.59 - $7.3
|
3.23K
$23K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-162- 14.49% |
$1.07K - $1.18K
|
956
$6.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-1.37K- 3.34% |
$9.01K - $9.98K
|
39.5K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.26K- 11.99% |
$14.9K - $16.5K
|
16.6K
$118K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.26K- 11.99% |
$14.9K - $16.5K
|
16.6K
$118K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.35K- 3.13% |
$15.5K - $17.1K
|
72.5K
$516K
|