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OFS Credit (OCCI) Institutional Ownership

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(As of 05/16/2024 ET)
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Institutional Ownership Changes (13F Filings) for OFS Credit (NASDAQ:OCCI)

Current
Institutional Ownership
Percentage
23.77%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$11.22M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$398.06K
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OCCI Institutional Buying and Selling by Quarter

OFS Credit Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024B. Riley Wealth Advisors Inc.22,386$171K0.0%+51.9%0.207%
5/2/2024 Graypoint LLC119,582$856K0.1%+6.0%1.105%
5/2/2024 Choreo LLC103,059$738K0.0%N/A0.952%
4/25/2024 Lindbrook Capital LLC8,000$57K0.0%+81.7%0.074%
4/22/2024 PFG Investments LLC11,479$82K0.0%N/A0.106%
4/12/2024 True North Advisors LLC11,175$80K0.0%N/A0.103%
4/11/2024 International Assets Investment Management LLC27,232$192K0.0%+29.3%0.252%
3/15/2024B. Riley Wealth Advisors Inc.14,735$95K0.0%-34.2%0.136%
2/7/2024 Principal Securities Inc.153,485$992K0.0%N/A1.419%
2/7/2024 Arlington Capital Management Inc.40,888$264K0.2%N/A0.378%
2/1/2024 Lindbrook Capital LLC4,404$28K0.0%-42.2%0.041%
1/29/2024 Graypoint LLC112,776$729K0.1%+5.1%1.042%
1/24/2024 International Assets Investment Management LLC136,047$879K0.0%+596.9%1.257%
12/1/2023B. Riley Wealth Advisors Inc.22,386$171K0.0%+15.8%0.207%
11/14/2023 Thomas J. Herzfeld Advisors Inc.881,224$6.25M2.4%+83.6%8.144%
11/9/2023 Atomi Financial Group Inc.36,984$262K0.1%+15.5%0.342%
10/26/2023 Graypoint LLC107,260$760K0.1%N/A0.991%
10/13/2023 Arkadios Wealth Advisors31,496$223K0.0%+4.9%0.291%
10/4/2023 International Assets Investment Management LLC19,522$137K0.0%+75.0%0.180%
8/16/2023 Thomas J. Herzfeld Advisors Inc.480,060$4.01M1.6%N/A4.437%
8/8/2023 Balboa Wealth Partners17,250$144K0.1%-64.8%0.159%
8/3/2023 Atomi Financial Group Inc.32,019$268K0.1%-7.9%0.296%
7/28/2023First Republic Investment Management Inc.11,356$95K0.0%-29.3%0.105%
7/27/2023B. Riley Wealth Advisors Inc.19,333$171K0.0%+14.0%0.179%
7/21/2023 Kovack Advisors Inc.13,241$111K0.0%+17.7%0.122%
6/7/2023 Atomi Financial Group Inc.34,783$320K0.2%N/A0.419%
5/12/2023 Balboa Wealth Partners49,000$451K0.2%N/A0.590%
5/2/2023 Arkadios Wealth Advisors28,549$263K0.0%+5.2%0.344%
4/21/2023 Kovack Advisors Inc.11,254$104K0.0%N/A0.136%
4/19/2023 International Assets Investment Management LLC10,526$97K0.0%-67.8%0.127%
4/11/2023Wealth Enhancement & Preservation of GA LLC59,991$552K0.7%+1.9%0.723%
3/15/2023B. Riley Wealth Advisors Inc.16,133$140K0.0%-21.8%0.194%
2/10/2023 Bard Associates Inc.109,180$956K0.4%-10.4%1.315%
2/9/2023Wealth Enhancement & Preservation of GA LLC58,868$478K0.8%+6.1%0.709%
2/8/2023 Thrivent Financial for Lutherans22,969$187K0.0%+13.1%0.277%
1/30/2023 International Assets Investment Management LLC32,718$266K0.0%N/A0.394%
1/25/2023 Alpha Cubed Investments LLC51,720$420K0.0%N/A0.623%
1/9/2023 MinichMacGregor Wealth Management LLC3,160$26K0.0%N/A0.038%
11/16/2022Claraphi Advisory Network LLC75,897$671K0.4%-9.6%0.914%
10/19/2022Wealth Enhancement & Preservation of GA LLC55,489$491K0.8%+163.2%0.668%
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9/9/2022B. Riley Wealth Management Inc.22,327$203K0.0%N/A0.269%
8/11/2022 Cetera Advisors LLC26,103$238K0.0%-16.6%0.314%
8/11/2022 Bard Associates Inc.117,498$1.13M0.5%+2.9%1.416%
8/10/2022 Thomas J. Herzfeld Advisors Inc.81,141$738K0.3%-2.4%0.977%
7/15/2022 Newbridge Financial Services Group Inc.3,399$31K0.0%-53.8%0.057%
5/12/2022Claraphi Advisory Network LLC83,531$1.04M0.3%-8.0%1.402%
5/12/2022 Cetera Advisors LLC31,302$389K0.0%-25.6%0.526%
5/11/2022 Bard Associates Inc.114,183$1.42M0.5%+2.7%1.917%
5/4/2022 Advisor Group Holdings Inc.58,886$733K0.0%+11.9%0.988%
5/2/2022 Arkadios Wealth Advisors27,019$336K0.0%-8.7%0.454%
4/26/2022 Newbridge Financial Services Group Inc.7,350$91K0.0%N/A0.123%
4/21/2022 Lindbrook Capital LLC6,000$75K0.0%+19.9%0.101%
2/7/2022Claraphi Advisory Network LLC90,800$1.21M0.4%-15.0%1.525%
2/4/2022 Envestnet Asset Management Inc.75,516$1.01M0.0%+25.3%1.268%
2/3/2022 Advisor Group Holdings Inc.52,638$702K0.0%+6.5%0.884%
2/3/2022 Arkadios Wealth Advisors29,578$394K0.1%-2.7%0.497%
1/19/2022 AdvisorNet Financial Inc137,325$1.83M0.1%+4.7%2.306%
1/18/2022 Lindbrook Capital LLC5,003$67K0.0%+3,551.8%0.084%
11/16/2021 Cetera Advisors LLC37,043$504K0.0%+53.6%0.622%
11/16/2021National Asset Management Inc.16,928$231K0.0%+10.0%0.284%
11/16/2021Claraphi Advisory Network LLC106,879$1.46M0.5%+16.5%1.794%
11/5/2021 Advisor Group Holdings Inc.49,424$673K0.0%+25.9%0.830%
10/19/2021 Arkadios Wealth Advisors30,398$413K0.1%-4.3%0.510%
10/15/2021 AdvisorNet Financial Inc131,205$1.79M0.1%+8.0%2.203%
8/16/2021Claraphi Advisory Network LLC91,722$1.34M0.4%+3.1%1.540%
8/12/2021 Bard Associates Inc.108,298$1.58M0.5%+2.7%1.818%
8/10/2021National Asset Management Inc.15,388$225K0.0%+26.3%0.258%
8/4/2021 Envestnet Asset Management Inc.54,802$798K0.0%+53.0%0.920%
8/2/2021 Advisor Group Holdings Inc.39,270$573K0.0%-24.4%0.659%
7/31/2021 Arkadios Wealth Advisors31,763$462K0.1%-4.6%0.533%
7/31/2021Wealth Enhancement & Preservation of GA LLC19,995$291K0.2%+54.5%0.335%
5/14/2021 Thomas J. Herzfeld Advisors Inc.8,422$124K0.1%-86.3%0.222%
5/4/2021 Envestnet Asset Management Inc.35,829$526K0.0%+97.7%0.945%
4/30/2021Claraphi Advisory Network LLC88,964$1.31M0.4%+61.7%2.347%
4/27/2021 Janney Montgomery Scott LLC16,724$246K0.0%N/A0.441%
4/26/2021 Arkadios Wealth Advisors33,301$488K0.1%-2.4%0.879%
4/21/2021Wealth Enhancement & Preservation of GA LLC12,939$193K0.1%N/A0.341%
4/14/2021 AdvisorNet Financial Inc103,938$1.53M0.1%+15.9%2.742%
2/17/2021 Cetera Advisors LLC18,587$232K0.0%+27.9%0.573%
2/9/2021 Arkadios Wealth Advisors34,115$425K0.1%N/A1.051%
2/5/2021Claraphi Advisory Network LLC55,002$686K0.2%+146.8%1.695%
2/4/2021 AdvisorNet Financial Inc89,711$1.12M0.1%+3.7%2.765%
2/4/2021National Asset Management Inc.14,328$179K0.0%-33.5%0.442%
11/13/2020 Cetera Advisors LLC14,529$132K0.0%N/A0.448%
11/12/2020 Thomas J. Herzfeld Advisors Inc.3,324$33K0.0%-94.3%0.102%
11/9/2020National Asset Management Inc.21,556$196K0.0%+22.5%0.664%
11/6/2020 AdvisorNet Financial Inc86,548$785K0.1%+16.6%2.671%
8/26/2020 AdvisorNet Financial Inc74,202$669K0.1%+11.3%2.287%
8/14/2020 Advisor Group Holdings Inc.63,580$573K0.0%+89.3%1.959%
8/12/2020 Thomas J. Herzfeld Advisors Inc.58,769$504K0.2%-80.7%1.811%
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5/18/2020 Advisor Group Holdings Inc.33,586$224K0.0%N/A1.098%
5/14/2020 Arkadios Wealth Advisors113,450$757K0.5%-2.4%3.704%
5/13/2020 Thomas J. Herzfeld Advisors Inc.304,218$2.03M1.1%-28.1%9.932%
5/9/2020National Asset Management Inc.16,571$111K0.0%+27.3%0.542%
5/1/2020 UBS Group AG6,320$42K0.0%+64.8%0.207%
(Data available from 1/1/2016 forward)

OCCI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCCI shares?

During the previous two years, 24 institutional investors and hedge funds held shares of OFS Credit. The most heavily invested institutionals were Thomas J. Herzfeld Advisors Inc. ($6.25M), Principal Securities Inc. ($992K), Bard Associates Inc. ($956K), Graypoint LLC ($856K), Choreo LLC ($738K), Claraphi Advisory Network LLC ($671K), and Wealth Enhancement & Preservation of GA LLC ($552K).Learn more on OCCI's institutional investors.

What percentage of OFS Credit stock is owned by institutional investors?

23.77% of OFS Credit stock is owned by institutional investors. Learn more on OCCI's institutional investor holdings.

Which institutional investors have been buying OFS Credit stock?

Of the 20 institutional investors that purchased OFS Credit stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thomas J. Herzfeld Advisors Inc. ($881.22K), International Assets Investment Management LLC ($163.78K), Principal Securities Inc. ($153.49K), Graypoint LLC ($119.58K), Choreo LLC ($103.06K), Alpha Cubed Investments LLC ($51.72K), and Balboa Wealth Partners ($49K).

How much institutional buying is happening at OFS Credit?

Institutional investors have bought a total of 1,728,323 shares in the last 24 months. This purchase volume represents approximately $13.09M in transactions.

Which OFS Credit major shareholders have been selling company stock?

Of the 11 institutional investors that sold OFS Credit stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Balboa Wealth Partners ($31.75K), International Assets Investment Management LLC ($22.19K), Bard Associates Inc. ($12.63K), B. Riley Wealth Advisors Inc. ($12.16K), Claraphi Advisory Network LLC ($8.04K), Cetera Advisors LLC ($5.20K), and First Republic Investment Management Inc. ($4.71K).

How much institutional selling is happening at OFS Credit?

Institutional investors have sold a total of 108,612 shares in the last 24 months. This volume of shares sold represents approximately $914.01K in transactions.


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This page (NASDAQ:OCCI) was last updated on 5/17/2024 by MarketBeat.com Staff

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