Purchases and Sales Made in Q2 2022 in Ofs Credit Company, Inc. (OCCI)
This table provides information about the institutional ownership of Ofs Credit Company, Inc. (OCCI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.3KNew |
$148K - $204K
|
16.3K
$116K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.09K+ 15.44% |
$82.8K - $114K
|
68K
$483K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.87K+ 6.05% |
$53.4K - $73.7K
|
103K
$731K
|
|
|
Aug 11, 2022
Q2 2022
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
3.32K+ 2.9% |
$30.2K - $41.6K
|
117K
$835K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.52K+ 6.1% |
$22.9K - $31.6K
|
43.9K
$312K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.52K+ 6.1% |
$22.9K - $31.6K
|
43.9K
$312K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.05K+ 17.89% |
$18.7K - $25.8K
|
13.5K
$96.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.08K+ 5.65% |
$9.83K - $13.6K
|
20.2K
$144K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
775+ 2.87% |
$7.05K - $9.73K
|
27.8K
$198K
|
|
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
721+ 3.54% |
$6.56K - $9.05K
|
21.1K
$150K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
513New |
$4.67K - $6.44K
|
513
$3.65K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
409+ 0.49% |
$3.72K - $5.13K
|
83.9K
$597K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
213New |
$1.94K - $2.67K
|
213
$1.51K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
185+ 3.08% |
$1.68K - $2.32K
|
6.19K
$44K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
141+ 3.08% |
$1.28K - $1.77K
|
4.73K
$33.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
101New |
$919 - $1.27K
|
101
$718
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37New |
$337 - $464
|
37
$263
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16+ 2.94% |
$146 - $201
|
560
$3.98K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 3.85% |
$9.1 - $12.6
|
27
$192
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-784- 4.86% |
$7.13K - $9.84K
|
15.3K
$109K
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-2.01K- 2.42% |
$18.3K - $25.3K
|
81.1K
$577K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.95K- 53.76% |
$36K - $49.6K
|
3.4K
$24.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.2K- 16.61% |
$47.3K - $65.2K
|
26.1K
$186K
|