Purchases and Sales Made in Q2 2024 in Ofs Credit Company, Inc. (OCCI)
This table provides information about the institutional ownership of Ofs Credit Company, Inc. (OCCI) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.3K+ 14.29% |
$170K - $185K
|
194K
$1.38M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.1K+ 20.86% |
$106K - $115K
|
87.7K
$623K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8KNew |
$82.2K - $89.7K
|
11.8K
$83.6K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2KNew |
$78.3K - $85.5K
|
11.2K
$79.6K
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
5.41K+ 4.52% |
$37.8K - $41.2K
|
125K
$887K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.18KNew |
$36.1K - $39.4K
|
5.18K
$36.7K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.09KNew |
$7.6K - $8.3K
|
1.09K
$7.73K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.03K+ 3.2% |
$7.19K - $7.85K
|
33.2K
$236K
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
79+ 0.77% |
$551 - $602
|
10.3K
$72.9K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-56- 0.34% |
$391 - $427
|
16.4K
$116K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-856- 89.54% |
$5.97K - $6.52K
|
100
$710
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.48K- 14.93% |
$17.3K - $18.9K
|
14.1K
$100K
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.48K- 14.93% |
$17.3K - $18.9K
|
14.1K
$100K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.62K- 20.66% |
$32.3K - $35.2K
|
17.8K
$126K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.32K- 26.88% |
$51.1K - $55.8K
|
19.9K
$141K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42K- 99.05% |
$293K - $320K
|
402
$2.85K
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-80.8K- 78.38% |
$564K - $616K
|
22.3K
$158K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-275K- 43.58% |
$1.92M - $2.09M
|
356K
$2.53M
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.15M- 88.29% |
$8.03M - $8.77M
|
153K
$1.08M
|