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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/13/2024 | KARPUS MANAGEMENT, INC. | 690,870 | $7.48 M | -2.64% | 9.04% |
| 05/14/2024 | METEORA CAPITAL, LLC | 379,999 | $4.11 M | 0.00% | 4.98% |
| 05/13/2024 | WOLVERINE ASSET MANAGEMENT LLC | 312,710 | $3.38 M | 100.00% | 4.09% |
| 05/10/2024 | CRYSTALLINE MANAGEMENT INC. | 192,110 | $2.08 M | 29.71% | 2.52% |
| 05/15/2024 | BERKLEY W R CORP | 191,933 | $2.08 M | 0.00% | 2.51% |
| 05/15/2024 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 168,797 | $1.83 M | -7.50% | 2.21% |
| 05/15/2024 | FIR TREE CAPITAL MANAGEMENT LP | 166,744 | $1.80 M | 100.00% | 2.18% |
| 05/15/2024 | WESTCHESTER CAPITAL MANAGEMENT, LLC | 150,000 | $1.62 M | 0.00% | 1.96% |
| 05/15/2024 | WALLEYE CAPITAL LLC | 128,217 | $1.39 M | 0.00% | 1.68% |
| 05/15/2024 | WALLEYE TRADING LLC | 80,000 | $865,600 | 0.00% | 1.05% |
| 05/03/2024 | COWEN AND COMPANY, LLC | 62,656 | $677,937 | 100.00% | 0.82% |
| 05/10/2024 | PNC FINANCIAL SERVICES GROUP, INC. | 48,500 | $524,770 | 0.00% | 0.64% |
| 05/10/2024 | MIZUHO SECURITIES USA LLC | 46,271 | $497,413 | 100.00% | 0.61% |
| 04/23/2024 | SPARTAN FUND MANAGEMENT INC. | 43,203 | $467,456 | -38.24% | 0.57% |
| 05/15/2024 | MOORE CAPITAL MANAGEMENT, LP | 25,000 | $270,500 | 0.00% | 0.33% |
| 05/20/2024 | VIRTU FINANCIAL LLC | 22,850 | $247,000 | 89.88% | 0.30% |
| 05/01/2024 | WELLSPRING FINANCIAL ADVISORS, LLC | 15,300 | $165,546 | 0.00% | 0.20% |
| 05/13/2024 | CLEAR STREET LLC | 7,667 | $83,000 | -92.33% | 0.10% |
| 05/13/2024 | UBS GROUP AG | 78 | $844 | -48.00% | 0.00% |
| 05/15/2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 52 | $563 | 73.33% | 0.00% |
| 05/14/2024 | GABELLI FUNDS LLC | 0 | $0 | -100.00% | 0.00% |
| 05/13/2024 | LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 0 | $0 | -100.00% | 0.00% |
| 05/13/2024 | PERISCOPE CAPITAL INC. | 0 | $0 | -100.00% | 0.00% |
| 05/13/2024 | KIM, LLC | 0 | $0 | -100.00% | 0.00% |
| 05/15/2024 | SEA OTTER ADVISORS LLC | 0 | $0 | -100.00% | 0.00% |
| 04/15/2024 | TRUEMARK INVESTMENTS, LLC | 0 | $0 | -100.00% | 0.00% |
A. During the previous two years, 33 institutional investors and hedge funds held shares of OCA Acquisition Corp.. The most heavily invested institutionals were:
Karpus Management, Inc.: 690,870
METEORA CAPITAL, LLC: 379,999
WOLVERINE ASSET MANAGEMENT LLC: 312,710
Crystalline Management Inc.: 192,110
BERKLEY W R CORP: 191,933
RIVERNORTH CAPITAL MANAGEMENT, LLC: 168,797
A. 35.78% of OCA Acquisition Corp. stock is owned by institutional investors.
A. Institutional investors have bought a total of 2.88 M shares in the last 24 months. This purchase volume represents approximately $32.20 M in transactions.
