Recent Quarter Total Invested
$4.78 M
Recent Quarter Institutional Ownership Percentage
3.98%
Total Invested of Last Quarter
$8.02 M
Ownership Percentage of Last Quarter
6.99%
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% |
| 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 - Frequently Asked Questions
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Who are the largest shareholders of OCCI shares?
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
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What percentage of OFS Credit Company, Inc. stock is owned by institutional investors?
3.98% 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 802,933 shares in the last 24 months. This purchase volume represents approximately $5.71 M in transactions.