Go Pro
→ The cat is out the bag (From Porter & Company) (Ad)tc pixel Free OCCI Stock Alerts

OFS Credit (OCCI) Institutional Ownership

OFS Credit logo
$2.53 +0.07 (+2.85%)
Closing price 08/11/2026 04:00 PM Eastern
Extended Trading
$2.52 -0.01 (-0.59%)
As of 04:01 AM 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.
Compare

Institutional Ownership Changes (13F Filings) for OFS Credit (NASDAQ:OCCI)

Current
Institutional Ownership
Percentage
23.77%
Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$673.62K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$574.70K
Get OCCI Insider Trade Alerts

Want to know when executives and insiders are buying or selling OFS Credit stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

OCCI Institutional Buying and Selling by Quarter

OFS Credit Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2026 Kestra Advisory Services LLC92,856$268K0.0%+12.1%0.319%
2/18/2026Virtus Investment Advisers LLC421,233$2.04M0.6%+0.9%2.675%
2/13/2026 Kestra Advisory Services LLC82,856$401K0.0%+32.3%0.526%
2/12/2026 Commonwealth Equity Services LLC12,812$62K0.0%N/A0.081%
2/12/2026StoneX Group Inc.11,346$55K0.0%N/A0.072%
2/11/2026 LPL Financial LLC61,240$296K0.0%-28.6%0.389%
11/17/2025 Kestra 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%
11/12/2025 TIAA Trust National Association10,000$54K0.0%N/A0.063%
10/29/2025 Arkadios 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%
8/13/2025 Fisher Asset Management LLC11,000$69K0.0%N/A0.070%
8/13/2025Virtus Investment Advisers LLC350,238$2.18M0.7%-10.9%2.224%
8/6/2025 Prospera Financial Services Inc11,800$74K0.0%N/A0.075%
7/28/2025 Naviter Wealth LLC20,591$128K0.0%N/A0.131%
7/16/2025 MinichMacGregor 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
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%


OCCI Institutional Ownership - Frequently Asked Questions

During the previous two years, 23 institutional investors and hedge funds held shares of OFS Credit. The most heavily invested institutionals were 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), Jane Street Group LLC ($263K), and Naviter Wealth LLC ($128K).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 ($43.55K), 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 131,324 shares in the last 24 months. This purchase volume represents approximately $673.62K 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.


Related Companies

Institutional ownership data for NASDAQ:OCCI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 4/30/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
A $5 stock inside Kennedy Space Center?
A small publicly traded company operates a specialized launch vehicle fleet inside the secure perimeter of Ken...
Freedom Financial | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
$8B is moving in... are you?
Venture capital investment in US crypto companies hit $7.9 billion last year, up 44 percent from the year befo...
Awesomely | Sponsoredtc pixel
Bizarre price discrepancy in four tiny gold miners…
The four largest gold miners are generating record free cash flow, even with gold pulling back from recent hig...
Golden Portfolio | Sponsoredtc pixel