FS Credit Opportunities Corp. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 11.21 M | $71.18 M | -6.47% | 5.69% |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 5.92 M | $37.58 M | 1.07% | 3.00% |
NOMURA HOLDINGS INC | 01/13/2025 | 5.61 M | $35.62 M | -9.86% | 2.85% |
SIT INVESTMENT ASSOCIATES INC | 11/13/2024 | 5.07 M | $32.17 M | 47.15% | 2.57% |
THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2024 | 4.29 M | $27.26 M | 18.33% | 2.18% |
WAGNER WEALTH MANAGEMENT, LLC | 10/11/2024 | 3.51 M | $22.27 M | 0.03% | 1.78% |
CETERA INVESTMENT ADVISERS | 11/13/2024 | 2.77 M | $17.59 M | -4.12% | 1.41% |
LPL FINANCIAL LLC | 11/08/2024 | 2.69 M | $17.07 M | -0.76% | 1.36% |
ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 2.22 M | $14.09 M | 19.65% | 1.13% |
AVANTAX ADVISORY SERVICES, INC. | 11/13/2024 | 1.93 M | $12.23 M | 3.86% | 0.98% |
VISTA FINANCE, LLC | 10/25/2024 | 1.68 M | $10.65 M | 4.16% | 0.85% |
MORGAN STANLEY | 11/14/2024 | 1.56 M | $9.88 M | 149.28% | 0.79% |
ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2024 | 1.39 M | $8.82 M | 0.11% | 0.70% |
ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 1.09 M | $6.94 M | -8.81% | 0.55% |
ELLIS INVESTMENT PARTNERS, LLC | 10/24/2024 | 799,004 | $5.07 M | 1.07% | 0.41% |
PRIVATE ADVISOR GROUP, LLC | 10/22/2024 | 781,108 | $4.96 M | 1.41% | 0.40% |
KESTRA ADVISORY SERVICES, LLC | 11/13/2024 | 686,186 | $4.36 M | -22.20% | 0.35% |
PRIME CAPITAL INVESTMENT ADVISORS, LLC | 11/05/2024 | 500,638 | $3.18 M | -1.60% | 0.25% |
ORION PORTFOLIO SOLUTIONS, LLC | 11/15/2024 | 470,826 | $2.99 M | -2.82% | 0.24% |
MARINER, LLC | 11/13/2024 | 470,163 | $2.99 M | -2.80% | 0.24% |
CHOREO, LLC | 11/07/2024 | 461,916 | $2.93 M | 24.08% | 0.23% |
FIRST TRUST ADVISORS LP | 11/13/2024 | 417,385 | $2.65 M | 16.29% | 0.21% |
HARBOUR INVESTMENTS, INC. | 11/04/2024 | 378,500 | $2.40 M | 0.21% | 0.19% |
JB CAPITAL LLC | 10/31/2024 | 353,415 | $2.24 M | -4.63% | 0.18% |
GILBERT & COOK, INC. | 11/07/2024 | 334,979 | $2.13 M | -2.80% | 0.17% |
STRATOS WEALTH PARTNERS, LTD. | 10/17/2024 | 334,188 | $2.12 M | 16.67% | 0.17% |
CWM, LLC | 10/08/2024 | 285,105 | $1.81 M | -0.18% | 0.14% |
RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 277,341 | $1.76 M | -5.22% | 0.14% |
PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 10/24/2024 | 257,708 | $1.64 M | 31.08% | 0.13% |
CORNERSTONE WEALTH MANAGEMENT, LLC | 10/16/2024 | 247,720 | $1.57 M | 0.69% | 0.13% |
INSCRIPTION CAPITAL, LLC | 10/24/2024 | 245,728 | $1.56 M | 0.37% | 0.12% |
AUSDAL FINANCIAL PARTNERS, INC. | 10/04/2024 | 210,591 | $1.34 M | -10.35% | 0.11% |
ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 208,106 | $1.32 M | 159.19% | 0.11% |
ARETE WEALTH ADVISORS, LLC | 11/18/2024 | 206,429 | $1.32 M | -20.04% | 0.10% |
IHT WEALTH MANAGEMENT, LLC | 11/14/2024 | 195,663 | $1.24 M | -5.25% | 0.10% |
ROYAL BANK OF CANADA | 11/14/2024 | 193,389 | $1.23 M | -6.25% | 0.10% |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 189,352 | $1.20 M | -2.29% | 0.10% |
MERIT FINANCIAL GROUP, LLC | 10/17/2024 | 177,322 | $1.13 M | 38.36% | 0.09% |
CIC WEALTH, LLC | 11/08/2024 | 173,396 | $1.10 M | 20.27% | 0.09% |
WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 11/05/2024 | 170,540 | $1.08 M | -6.71% | 0.09% |
PARADIGM FINANCIAL PARTNERS, LLC | 11/14/2024 | 158,385 | $1.03 M | -3.65% | 0.08% |
MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 155,336 | $986,384 | 100.00% | 0.08% |
VISIONARY WEALTH ADVISORS | 11/12/2024 | 152,652 | $969,341 | 16.87% | 0.08% |
WCG WEALTH ADVISORS LLC | 11/13/2024 | 152,216 | $967,000 | -9.40% | 0.08% |
BRAMSHILL INVESTMENTS, LLC | 11/13/2024 | 151,813 | $964,013 | -9.63% | 0.08% |
RIVERBRIDGE PARTNERS LLC | 10/15/2024 | 149,292 | $948,004 | -23.23% | 0.08% |
ALLEN CAPITAL GROUP, LLC | 11/12/2024 | 147,739 | $938,143 | -0.97% | 0.08% |
WEST MICHIGAN ADVISORS, LLC | 10/23/2024 | 147,657 | $937,622 | -7.39% | 0.07% |
GLOBAL RETIREMENT PARTNERS, LLC | 10/16/2024 | 146,028 | $927,280 | 25.44% | 0.07% |
STIFEL FINANCIAL CORP | 11/14/2024 | 133,411 | $847,161 | 18.33% | 0.07% |
FS Credit Opportunities Corp. institutional Ownership - FAQ's
During the previous two years, 293 institutional investors and hedge funds held shares of FS Credit Opportunities Corp.. The most heavily invested institutionals were:
COMMONWEALTH EQUITY SERVICES, LLC: 10.18 M
Wagner Wealth Management, LLC: 3.45 M
AVANTAX ADVISORY SERVICES, INC.: 1.94 M
VISTA FINANCE, LLC: 1.71 M
ADVISOR GROUP HOLDINGS, INC.: 1.01 M
Ellis Investment Partners, LLC: 812,628
34.78% of FS Credit Opportunities Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 68.31 M shares in the last 24 months. This purchase volume represents approximately $474.05 M in transactions.