Purchases and Sales Made in Q2 2025 in Ofs Credit Company, Inc. (OCCI)
This table provides information about the institutional ownership of Ofs Credit Company, Inc. (OCCI) during Q2 2025. 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 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
316K+ 2511.52% |
$1.78M - $2.15M
|
329K
$1.93M
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
20.6KNew |
$116K - $140K
|
20.6K
$121K
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4KNew |
$69.9K - $84.3K
|
12.4K
$72.9K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.8KNew |
$66.6K - $80.2K
|
11.8K
$69.4K
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$66.2K - $79.8K
|
11.7K
$69K
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11KNew |
$62K - $74.8K
|
11K
$64.7K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10.1KNew |
$57.2K - $68.9K
|
10.1K
$59.6K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.2KNew |
$23.7K - $28.6K
|
4.2K
$24.7K
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.16KNew |
$12.2K - $14.7K
|
2.16K
$12.7K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.47K+ 1.69% |
$8.31K - $10K
|
88.6K
$521K
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.24KNew |
$6.99K - $8.43K
|
1.24K
$7.29K
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.11KNew |
$6.26K - $7.55K
|
1.11K
$6.53K
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
470New |
$2.65K - $3.2K
|
470
$2.76K
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
55New |
$310 - $374
|
55
$323
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
7+ 0.07% |
$39.5 - $47.6
|
10.3K
$60.5K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-820- 4.63% |
$4.62K - $5.58K
|
16.9K
$99.2K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.71K- 84.03% |
$9.62K - $11.6K
|
324
$1.91K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.7K- 32.93% |
$117K - $141K
|
42.2K
$248K
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-31.5K- 18.7% |
$178K - $214K
|
137K
$806K
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-42.8K- 10.88% |
$241K - $291K
|
350K
$2.06M
|