Recent Quarter Total Invested
$8.02 M
Recent Quarter Institutional Ownership Percentage
6.99%
Total Invested of Last Quarter
$19.40 M
Ownership Percentage of Last Quarter
23.72%
OFS Credit Company, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 355,885 | $2.56 M | -43.58% | 2.23% |
| PRINCIPAL SECURITIES, INC. | 07/31/2024 | 194,211 | $1.40 M | 14.29% | 1.22% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/13/2024 | 152,580 | $1.10 M | -88.29% | 0.96% |
| GRAYPOINT LLC | 07/31/2024 | 124,991 | $900,561 | 4.52% | 0.78% |
| LPL FINANCIAL LLC | 08/07/2024 | 87,679 | $631,726 | 20.86% | 0.55% |
| ARKADIOS WEALTH ADVISORS | 07/29/2024 | 33,220 | $239,347 | 3.20% | 0.21% |
| CHOREO, LLC | 08/07/2024 | 22,279 | $157,113 | -78.38% | 0.14% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/30/2024 | 19,911 | $143,457 | -26.88% | 0.13% |
| B. RILEY WEALTH ADVISORS, INC. | 08/19/2024 | 17,762 | $127,975 | -20.66% | 0.11% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 16,358 | $117,859 | -0.34% | 0.10% |
| MORGAN STANLEY | 08/14/2024 | 14,138 | $101,867 | -14.93% | 0.09% |
| CREATIVE PLANNING | 08/15/2024 | 12,000 | $86,460 | 0.00% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 11,774 | $84,773 | 100.00% | 0.07% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 11,214 | $80,803 | 100.00% | 0.07% |
| TRUE NORTH ADVISORS, LLC | 08/12/2024 | 11,175 | $80,517 | 0.00% | 0.07% |
| MELFA WEALTH MANAGEMENT, LLC | 07/15/2024 | 10,274 | $74,023 | 0.77% | 0.06% |
| LINDBROOK CAPITAL, LLC | 07/31/2024 | 8,000 | $57,640 | 0.00% | 0.05% |
| CORECAP ADVISORS, LLC | 08/08/2024 | 5,176 | $37,292 | 0.00% | 0.03% |
| LGT FINANCIAL ADVISORS LLC | 08/05/2024 | 3,228 | $23,262 | 0.00% | 0.02% |
| CAMELOT PORTFOLIOS, LLC | 08/12/2024 | 1,089 | $7,846 | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 402 | $2,898 | -99.05% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2024 | 100 | $1,000 | -89.54% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 08/02/2024 | 10 | $70 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 1 | $6 | 0.00% | 0.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| PERRITT CAPITAL MANAGEMENT INC | 08/07/2024 | 0 | $0 | -100.00% | 0.00% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| PFG INVESTMENTS, LLC | 08/07/2024 | 0 | $0 | -100.00% | 0.00% |
OFS Credit Company, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of OCCI shares?
During the previous two years, 35 institutional investors and hedge funds held shares of OFS Credit Company, Inc.. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 355,885
PRINCIPAL SECURITIES, INC.: 194,211
Thomas J. Herzfeld Advisors, Inc.: 152,580
Graypoint LLC: 124,991
LPL Financial LLC: 87,679
Arkadios Wealth Advisors: 33,220
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What percentage of OFS Credit Company, Inc. stock is owned by institutional investors?
6.99% of OFS Credit Company, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at OCCI ?
Institutional investors have bought a total of 1.26 M shares in the last 24 months. This purchase volume represents approximately $9.35 M in transactions.