OFS Credit Company, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VIRTUS ETF ADVISERS LLC | 11/14/2024 | 278,579 | $2.06 M | 100.00% | 1.72% |
| GRAYPOINT LLC | 10/31/2024 | 130,969 | $970,479 | 4.78% | 0.81% |
| LPL FINANCIAL LLC | 11/08/2024 | 104,976 | $777,870 | 19.73% | 0.65% |
| ARKADIOS WEALTH ADVISORS | 10/24/2024 | 34,086 | $252,578 | 2.61% | 0.21% |
| VIRTU FINANCIAL LLC | 11/20/2024 | 18,064 | $134,000 | 100.00% | 0.11% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 16,358 | $121,212 | 0.00% | 0.10% |
| MORGAN STANLEY | 11/14/2024 | 13,400 | $99,300 | -5.22% | 0.08% |
| CREATIVE PLANNING | 10/11/2024 | 13,000 | $96,330 | 8.33% | 0.08% |
| MELFA WEALTH MANAGEMENT, LLC | 10/16/2024 | 10,274 | $76,129 | 0.00% | 0.06% |
| TRUE NORTH ADVISORS, LLC | 10/08/2024 | 10,001 | $74,106 | -10.51% | 0.06% |
| LINDBROOK CAPITAL, LLC | 11/01/2024 | 9,000 | $66,690 | 12.50% | 0.06% |
| LGT FINANCIAL ADVISORS LLC | 10/31/2024 | 3,228 | $23,924 | 0.00% | 0.02% |
| CORECAP ADVISORS, LLC | 11/08/2024 | 1,942 | $14,389 | -62.48% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 402 | $2,980 | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 10/28/2024 | 93 | $689 | -99.95% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 58 | $430 | 5,700.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 11/15/2024 | 10 | $74 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| B. RILEY WEALTH ADVISORS, INC. | 12/13/2024 | 0 | $0 | -100.00% | 0.00% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| CAMELOT PORTFOLIOS, LLC | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| CHOREO, LLC | 11/07/2024 | 0 | $0 | -100.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 0 | $0 | -100.00% | 0.00% |
OFS Credit Company, Inc.institutional Ownership - FAQ's
During the previous two years, 32 institutional investors and hedge funds held shares of OFS Credit Company, Inc.. The most heavily invested institutionals were:
Virtus ETF Advisers LLC: 278,579
Graypoint LLC: 130,969
LPL Financial LLC: 104,976
Arkadios Wealth Advisors: 34,086
Virtu Financial LLC: 18,064
NewEdge Advisors, LLC: 16,358
3.98% of OFS Credit Company, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 785,171 shares in the last 24 months. This purchase volume represents approximately $5.65 M in transactions.