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OFS Credit (OCCI) Institutional Ownership

OFS Credit logo
$2.54 -0.02 (-0.78%)
Closing price 04:00 PM Eastern
Extended Trading
$2.55 +0.01 (+0.43%)
As of 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for OFS Credit (NASDAQ:OCCI)

Current
Institutional Ownership
Percentage
23.77%
Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$948.55K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$574.70K
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OCCI Institutional Buying and Selling by Quarter

OFS Credit Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2026Kestra Advisory Services LLC92,856$268K0.0%+12.1%0.319%
2/18/2026Virtus Investment Advisers LLC421,233$2.04M0.6%+0.9%2.675%
2/13/2026Kestra Advisory Services LLC82,856$401K0.0%+32.3%0.526%
2/12/2026Commonwealth Equity Services LLC12,812$62K0.0%N/A0.081%
2/12/2026StoneX Group Inc.11,346$55K0.0%N/A0.072%
2/11/2026LPL Financial LLC61,240$296K0.0%-28.6%0.389%
11/17/2025Kestra Private Wealth Services LLC10,300$56K0.0%N/A0.065%
11/17/2025NewEdge Advisors LLC5,713$31K0.0%-66.1%0.036%
11/14/2025Virtu Financial LLC10,662$58K0.0%N/A0.068%
11/14/2025One Capital Management LLC10,655$58K0.0%N/A0.068%
11/12/2025TIAA Trust National Association10,000$54K0.0%N/A0.063%
10/29/2025Arkadios Wealth Advisors12,215$66K0.0%N/A0.078%
9/4/2025Osaic Holdings Inc.10,783$67K0.0%+61.3%0.068%
8/14/2025Jane Street Group LLC42,153$263K0.0%-32.9%0.268%
8/14/2025Raymond James Financial Inc.4,200$26K0.0%N/A0.027%
8/13/2025Fisher Asset Management LLC11,000$69K0.0%N/A0.070%
8/13/2025Virtus Investment Advisers LLC350,238$2.18M0.7%-10.9%2.224%
8/6/2025Prospera Financial Services Inc11,800$74K0.0%N/A0.075%
7/28/2025Naviter Wealth LLC20,591$128K0.0%N/A0.131%
7/16/2025MinichMacGregor Wealth Management LLC11,739$73K0.0%N/A0.075%
5/19/2025Jane Street Group LLC62,853$385K0.0%N/A0.399%
5/16/2025NewEdge Advisors LLC17,696$108K0.0%+21.6%0.112%
5/12/2025Virtu Financial LLC70,562$432K0.0%N/A0.448%
5/2/2025Graypoint LLC168,540$1.03M0.1%+2.3%1.070%
2/14/2025Virtus ETF Advisers LLC318,110$2.26M0.9%+14.2%2.020%
2/13/2025NewEdge Advisors LLC14,558$104K0.0%-11.0%0.092%
2/12/2025Nicolet Advisory Services LLC14,888$105K0.0%N/A0.095%
2/11/2025LPL Financial LLC106,421$757K0.0%+1.4%0.676%
2/6/2025Lindbrook Capital LLC6,000$43K0.0%-33.3%0.038%
1/15/2025Arkadios Wealth Advisors32,044$228K0.0%-6.0%0.203%
1/10/2025Graypoint LLC164,826$1.17M0.1%+25.9%1.047%
11/20/2024Virtu Financial LLC18,064$134K0.0%N/A0.115%
10/31/2024Graypoint LLC130,969$970K0.1%+4.8%0.832%
8/19/2024B. Riley Wealth Advisors Inc.17,762$128K0.0%-20.7%0.113%
8/8/2024Envestnet Asset Management Inc.355,885$2.56M0.0%-43.6%2.260%
8/7/2024Choreo LLC22,279$157K0.0%-78.4%0.141%
7/31/2024Graypoint LLC124,991$901K0.1%+4.5%0.794%
7/30/2024International Assets Investment Management LLC19,911$143K0.0%-26.9%0.126%
5/16/2024B. Riley Wealth Advisors Inc.22,386$171K0.0%+51.9%0.207%
5/2/2024Graypoint LLC119,582$856K0.1%+6.0%1.105%
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5/2/2024Choreo LLC103,059$738K0.0%N/A0.952%
4/25/2024Lindbrook Capital LLC8,000$57K0.0%+81.7%0.074%
4/22/2024PFG Investments LLC11,479$82K0.0%N/A0.106%
4/12/2024True North Advisors LLC11,175$80K0.0%N/A0.103%
4/11/2024International Assets Investment Management LLC27,232$192K0.0%+29.3%0.252%
3/15/2024B. Riley Wealth Advisors Inc.14,735$95K0.0%-34.2%0.136%
2/7/2024Principal Securities Inc.153,485$992K0.0%N/A1.419%
2/7/2024Arlington Capital Management Inc.40,888$264K0.2%N/A0.378%
2/1/2024Lindbrook Capital LLC4,404$28K0.0%-42.2%0.041%
1/29/2024Graypoint LLC112,776$729K0.1%+5.1%1.042%
1/24/2024International Assets Investment Management LLC136,047$879K0.0%+596.9%1.257%
12/1/2023B. Riley Wealth Advisors Inc.22,386$171K0.0%+15.8%0.207%
11/14/2023Thomas J. Herzfeld Advisors Inc.881,224$6.25M2.4%+83.6%8.144%
11/9/2023Atomi Financial Group Inc.36,984$262K0.1%+15.5%0.342%
10/26/2023Graypoint LLC107,260$760K0.1%N/A0.991%
10/13/2023Arkadios Wealth Advisors31,496$223K0.0%+4.9%0.291%
10/4/2023International Assets Investment Management LLC19,522$137K0.0%+75.0%0.180%
8/16/2023Thomas J. Herzfeld Advisors Inc.480,060$4.01M1.6%N/A4.437%
8/8/2023Balboa Wealth Partners17,250$144K0.1%-64.8%0.159%
8/3/2023Atomi Financial Group Inc.32,019$268K0.1%-7.9%0.296%
7/28/2023First Republic Investment Management Inc.11,356$95K0.0%-29.3%0.105%
7/27/2023B. Riley Wealth Advisors Inc.19,333$171K0.0%+14.0%0.179%
7/21/2023Kovack Advisors Inc.13,241$111K0.0%+17.7%0.122%
6/7/2023Atomi Financial Group Inc.34,783$320K0.2%N/A0.419%
5/12/2023Balboa Wealth Partners49,000$451K0.2%N/A0.590%
5/2/2023Arkadios Wealth Advisors28,549$263K0.0%+5.2%0.344%
4/21/2023Kovack Advisors Inc.11,254$104K0.0%N/A0.136%
4/19/2023International Assets Investment Management LLC10,526$97K0.0%-67.8%0.127%
4/11/2023Wealth Enhancement & Preservation of GA LLC59,991$552K0.7%+1.9%0.723%
3/15/2023B. Riley Wealth Advisors Inc.16,133$140K0.0%-21.8%0.194%
2/10/2023Bard Associates Inc.109,180$956K0.4%-10.4%1.315%
2/9/2023Wealth Enhancement & Preservation of GA LLC58,868$478K0.8%+6.1%0.709%
2/8/2023Thrivent Financial for Lutherans22,969$187K0.0%+13.1%0.277%
1/30/2023International Assets Investment Management LLC32,718$266K0.0%N/A0.394%
1/25/2023Alpha Cubed Investments LLC51,720$420K0.0%N/A0.623%
1/9/2023MinichMacGregor Wealth Management LLC3,160$26K0.0%N/A0.038%
11/16/2022Claraphi Advisory Network LLC75,897$671K0.4%-9.6%0.914%
10/19/2022Wealth Enhancement & Preservation of GA LLC55,489$491K0.8%+163.2%0.668%
9/9/2022B. Riley Wealth Management Inc.22,327$203K0.0%N/A0.269%
8/11/2022Cetera Advisors LLC26,103$238K0.0%-16.6%0.314%
8/11/2022Bard Associates Inc.117,498$1.13M0.5%+2.9%1.416%
8/10/2022Thomas J. Herzfeld Advisors Inc.81,141$738K0.3%-2.4%0.977%
7/15/2022Newbridge Financial Services Group Inc.3,399$31K0.0%-53.8%0.057%
5/12/2022Claraphi Advisory Network LLC83,531$1.04M0.3%-8.0%1.402%
5/12/2022Cetera Advisors LLC31,302$389K0.0%-25.6%0.526%
5/11/2022Bard Associates Inc.114,183$1.42M0.5%+2.7%1.917%
5/4/2022Advisor Group Holdings Inc.58,886$733K0.0%+11.9%0.988%
5/2/2022Arkadios Wealth Advisors27,019$336K0.0%-8.7%0.454%
4/26/2022Newbridge Financial Services Group Inc.7,350$91K0.0%N/A0.123%
4/21/2022Lindbrook Capital LLC6,000$75K0.0%+19.9%0.101%
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OCCI Institutional Ownership - Frequently Asked Questions

During the previous two years, 26 institutional investors and hedge funds held shares of OFS Credit. The most heavily invested institutionals were Envestnet Asset Management Inc. ($2.56M), Virtus ETF Advisers LLC ($2.26M), Virtus Investment Advisers LLC ($2.04M), Graypoint LLC ($1.03M), LPL Financial LLC ($296K), Kestra Advisory Services LLC ($268K), and Jane Street Group LLC ($263K).Learn more on OFS Credit's institutional investors.

23.77% of OFS Credit's stock is owned by institutional investors. Learn more on OCCI's institutional investor holdings.

Of the 21 institutional investors that purchased OFS Credit's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Virtu Financial LLC ($99.29K), Jane Street Group LLC ($62.85K), Graypoint LLC ($48.96K), Virtus ETF Advisers LLC ($39.53K), Kestra Advisory Services LLC ($30.24K), Naviter Wealth LLC ($20.59K), and Nicolet Advisory Services LLC ($14.89K).

Institutional investors have bought a total of 175,454 shares in the last 24 months. This purchase volume represents approximately $948.55K in transactions.

The following institutional investors have sold OFS Credit stock in the last 24 months: Virtus Investment Advisers LLC ($42.77K), LPL Financial LLC ($24.57K), Jane Street Group LLC ($20.70K), and NewEdge Advisors LLC ($11.16K).

Institutional investors have sold a total of 99,198 shares in the last 24 months. This volume of shares sold represents approximately $574.70K in transactions.


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This page (NASDAQ:OCCI) was last updated on 7/1/2026 by MarketBeat.com Staff.
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