Purchases and Sales Made in Q4 2024 in Ofs Credit Company, Inc. (OCCI)
This table provides information about the institutional ownership of Ofs Credit Company, Inc. (OCCI) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53.6KNew |
$372K - $406K
|
53.6K
$380K
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
39.5K+ 14.19% |
$274K - $299K
|
318K
$2.26M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
33.9K+ 25.85% |
$235K - $256K
|
165K
$1.17M
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
14.9KNew |
$103K - $113K
|
14.9K
$106K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13KNew |
$90K - $98.2K
|
13K
$92K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.45K+ 1.38% |
$10K - $10.9K
|
106K
$755K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
302New |
$2.1K - $2.29K
|
302
$2.14K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
110New |
$763 - $833
|
110
$780
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
103New |
$715 - $780
|
103
$730
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57- 98.28% |
$396 - $431
|
1
$7.09
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-302- 75.12% |
$2.1K - $2.29K
|
100
$709
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-802- 5.99% |
$5.57K - $6.07K
|
12.6K
$89.3K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.8K- 11.0% |
$12.5K - $13.6K
|
14.6K
$103K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.94KClosed |
$13.5K - $14.7K
|
0
$0
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.04K- 5.99% |
$14.2K - $15.5K
|
32K
$227K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3K- 33.33% |
$20.8K - $22.7K
|
6K
$42.5K
|