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Also trades as: OCCIN (NASDAQ) · $vol 0M · OCCIM (NASDAQ) · $vol 0M · OCCIP (NASDAQ) · $vol 0M · OCCIO (NASDAQ) · $vol 0M

OCCI Institutional Ownership

OFS Credit Company, Inc.
1W: -1.8% 1M: -11.2% 3M: -13.9% YTD: -51.8% 1Y: -56.5% 3Y: -50.8% 5Y: -60.5%
$2.23
-0.02 (-0.89%)
 
Weekly Expected Move ±3.6%
$2 $2 $2 $2 $2
NASDAQ · Financial Services · Asset Management · Tech Score Strong Sell · Power 27 · $65.5M mcap · 29M float · 0.742% daily turnover · Short 28% of daily vol

Institutional Ownership — OCCI

38
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$3M
Total Invested
10
New Positions
9
Increased
12
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (45 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Virtus Investment Advisers, LLC 392,323 $875K -69,832 -15.1% 6Q SEC ↗
2 MORGAN STANLEY 343,451 $766K -39,734 -10.4% 19Q SEC ↗
3 Kestra Advisory Services, LLC 112,856 $252K +20,000 +21.5% 7Q SEC ↗
4 Meridian Wealth Management, LLC 108,600 $242K — +0.0% 2Q SEC ↗
5 JANE STREET GROUP, LLC 62,337 $139K -30,439 -32.8% 2Q SEC ↗
6 LPL Financial LLC 50,978 $114K +5,202 +11.4% 12Q SEC ↗
7 CITADEL ADVISORS LLC NEW 41,801 $93K — +0.0% 1Q SEC ↗
8 HRT FINANCIAL LP NEW 23,724 $53K — +0.0% 1Q SEC ↗
9 Cetera Investment Advisers NEW 19,688 $44K — +0.0% 1Q SEC ↗
10 Advisory Solutions Group, LLC NEW 19,132 $43K — +0.0% 1Q SEC ↗
11 TWO SIGMA SECURITIES, LLC NEW 15,569 $35K — +0.0% 1Q SEC ↗
12 BOOTHBAY FUND MANAGEMENT, LLC NEW 14,638 $33K — +0.0% 1Q SEC ↗
13 Prospera Financial Services Inc 12,722 $28K +109 +0.9% 5Q SEC ↗
14 Private Advisor Group, LLC NEW 12,419 $28K — +0.0% 1Q SEC ↗
15 One Capital Management, LLC 10,935 $24K — +0.0% 4Q SEC ↗
16 Cresset Asset Management, LLC 10,774 $24K +551 +5.4% 2Q SEC ↗
17 Cambridge Investment Research Advisors 10,647 $24K -1,835 -14.7% 2Q SEC ↗
18 UBS Group AG 6,065 $14K -54,396 -90.0% 6Q SEC ↗
19 NFSG Corp 5,835 $13K +3,179 +119.7% 5Q SEC ↗
20 NewEdge Advisors, LLC 5,713 $13K — +0.0% 18Q SEC ↗
21 OSAIC HOLDINGS, INC. 3,948 $9K +1,308 +49.5% 26Q SEC ↗
22 COMPASS FINANCIAL MANAGEMENT LLC NEW 2,775 $6K — +0.0% 1Q SEC ↗
23 Global Retirement Partners, LLC NEW 2,658 $6K — +0.0% 1Q SEC ↗
24 BNP PARIBAS FINANCIAL MARKETS 2,426 $5K +434 +21.8% 4Q SEC ↗
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 2,025 $5K -2,517 -55.4% 2Q SEC ↗
26 Pinnacle Wealth Planning Services, Inc 790 $2K -172 -17.9% 3Q SEC ↗
27 HIGHLINE WEALTH PARTNERS LLC 500 $1K — +0.0% 4Q SEC ↗
28 WPG Advisers, LLC 493 $1K -96 -16.3% 5Q SEC ↗
29 Allworth Financial LP 302 $1K — +0.0% 7Q SEC ↗
30 HARBOUR INVESTMENTS, INC. 270 $1K +14 +5.5% 2Q SEC ↗
31 FIFTH THIRD BANCORP 51 $0K +10 +24.4% 2Q SEC ↗
32 NATIONAL BANK OF CANADA /FI 10 $0K — +0.0% 10Q SEC ↗
33 FIDUCIARY FINANCIAL ADVISORS NEW 6 $0K — +0.0% 1Q SEC ↗
34 WELLS FARGO & COMPANY/MN 1 $0K — +0.0% 18Q SEC ↗
35 Parallel Advisors, LLC 0 $0K -78 -100.0% 1Q SEC ↗
36 Harbor Asset Planning, Inc. 0 $0K -1,239 -100.0% 3Q SEC ↗
37 KESTRA PRIVATE WEALTH SERVICES, LLC 0 $0K -10,300 -100.0% 2Q SEC ↗
38 MinichMacGregor Wealth Management, LLC 0 $0K -11,635 -100.0% 3Q SEC ↗
39 Camelot Portfolios, LLC 0 $0K -1,089 -100.0% 1Q SEC ↗
40 COMMONWEALTH EQUITY SERVICES, LLC 0 $0K -12,843 -100.0% 2Q SEC ↗
41 XTX Topco Ltd 0 $0K -41,811 -100.0% 1Q SEC ↗
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -13,008 -100.0% 1Q SEC ↗
43 CWM, LLC 0 $0K -1,308 -100.0% 2Q SEC ↗
44 StoneX Group Inc. 0 $0K -11,346 -100.0% 1Q SEC ↗
45 JPMORGAN CHASE & CO 0 $0K -43 -100.0% 1Q SEC ↗
Biggest Increases (9)
HolderAddedChange %Total Shares
Kestra Advisory Services, LLC +20,000 +21.5% 112,856
LPL Financial LLC +5,202 +11.4% 50,978
NFSG Corp +3,179 +119.7% 5,835
OSAIC HOLDINGS, INC. +1,308 +49.5% 3,948
Cresset Asset Management, LLC +551 +5.4% 10,774
BNP PARIBAS FINANCIAL MARKETS +434 +21.8% 2,426
Prospera Financial Services Inc +109 +0.9% 12,722
HARBOUR INVESTMENTS, INC. +14 +5.5% 270
FIFTH THIRD BANCORP +10 +24.4% 51
Biggest Decreases (8)
HolderReducedChange %Total Shares
Virtus Investment Advisers, LLC -69,832 -15.1% 392,323
UBS Group AG -54,396 -90.0% 6,065
MORGAN STANLEY -39,734 -10.4% 343,451
JANE STREET GROUP, LLC -30,439 -32.8% 62,337
NORTHWESTERN MUTUAL WEALTH MANAGEME -2,517 -55.4% 2,025
Cambridge Investment Research Advis -1,835 -14.7% 10,647
Pinnacle Wealth Planning Services, -172 -17.9% 790
WPG Advisers, LLC -96 -16.3% 493

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms