Purchases and Sales Made in Q4 2022 in Ofs Credit Company, Inc. (OCCI)
This table provides information about the institutional ownership of Ofs Credit Company, Inc. (OCCI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
112K+ 147.32% |
$896K - $1.16M
|
188K
$1.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
51.7KNew |
$414K - $538K
|
51.7K
$368K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.7KNew |
$262K - $340K
|
32.7K
$233K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32K+ 41.54% |
$256K - $333K
|
109K
$775K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
3.38K+ 6.09% |
$27.1K - $35.1K
|
58.9K
$419K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$25.3K - $32.9K
|
3.16K
$22.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.66K+ 13.08% |
$21.3K - $27.6K
|
23K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.22K+ 8.36% |
$9.79K - $12.7K
|
15.8K
$113K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
377+ 2.32% |
$3.02K - $3.92K
|
16.6K
$118K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
288+ 4.47% |
$2.31K - $3K
|
6.73K
$47.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
235+ 4.77% |
$1.88K - $2.44K
|
5.16K
$36.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$401 - $520
|
50
$356
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 6.9% |
$16 - $20.8
|
31
$220
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-585- 2.11% |
$4.69K - $6.08K
|
27.1K
$193K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.51K- 21.83% |
$36.1K - $46.9K
|
16.1K
$115K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.55K- 21.48% |
$60.5K - $78.5K
|
27.6K
$196K
|
|
|
Feb 10, 2023
Q4 2022
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-12.6K- 10.36% |
$101K - $131K
|
109K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-165K- 87.69% |
$1.32M - $1.71M
|
23.1K
$164K
|