Purchases and Sales Made in Q2 2023 in Ofs Credit Company, Inc. (OCCI)
This table provides information about the institutional ownership of Ofs Credit Company, Inc. (OCCI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
480KNew |
$3.88M - $4.77M
|
480K
$3.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.8KNew |
$661K - $812K
|
81.8K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.85K+ 14.29% |
$31.1K - $38.2K
|
30.8K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
3.74K+ 3.37% |
$30.2K - $37.1K
|
114K
$812K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.14K+ 6.2% |
$25.3K - $31.2K
|
53.7K
$381K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.37K+ 13.99% |
$19.2K - $23.6K
|
19.3K
$137K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.99K+ 17.66% |
$16.1K - $19.7K
|
13.2K
$93.9K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.9K+ 10.45% |
$15.4K - $18.9K
|
20.1K
$142K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.47K+ 5.14% |
$11.8K - $14.6K
|
30K
$213K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
813+ 1.36% |
$6.57K - $8.07K
|
60.8K
$431K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
630+ 5.99% |
$5.09K - $6.26K
|
11.2K
$79.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
287+ 4.1% |
$2.32K - $2.85K
|
7.29K
$51.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
219+ 4.08% |
$1.77K - $2.17K
|
5.58K
$39.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32New |
$259 - $318
|
32
$227
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 3.03% |
$8.08 - $9.93
|
34
$241
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-404- 49.03% |
$3.26K - $4.01K
|
420
$2.98K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.76K- 7.95% |
$22.3K - $27.4K
|
32K
$227K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.71K- 29.31% |
$38K - $46.8K
|
11.4K
$80.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.82K- 27.73% |
$55.1K - $67.8K
|
17.8K
$126K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-31.8K- 64.8% |
$257K - $315K
|
17.3K
$122K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76.3K- 77.97% |
$616K - $758K
|
21.6K
$153K
|