Free Trial
→ Trump Exec Order 14179 is wealth “gift” to good Americans? (From Paradigm Press) (Ad) Free OCCI Stock Alerts

OFS Credit (OCCI) Institutional Ownership

OFS Credit logo
$6.25 +0.05 (+0.81%)
Closing price 07/3/2025 02:59 PM Eastern
Extended Trading
$6.26 +0.00 (+0.08%)
As of 07/3/2025 04:55 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 Polygon.io. 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)
7
Total
Institutional Inflows
(last 12 months)
$1.71M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.70M
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.

Skip Chart & View Institutional Buying and Selling Data

OCCI Institutional Buying and Selling by Quarter

OFS Credit Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Cold War Discovery Could Unlock $100 Trillion in Wealth (Ad)

Obscure Metal More Valuable than Gold and Bitcoin… COMBINED? This strange "AI Metal" holds the key to the $100 trillion AI boom. Which is why Jeff Brown recently traveled to a location that has one of the highest concentrations of this metal in the world. And you won't believe what he uncovered.

Click here to see the details because this could be the biggest tech story of this decade.
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%
2/7/2022Claraphi Advisory Network LLC90,800$1.21M0.4%-15.0%1.525%
2/4/2022Envestnet Asset Management Inc.75,516$1.01M0.0%+25.3%1.268%
2/3/2022Advisor Group Holdings Inc.52,638$702K0.0%+6.5%0.884%
2/3/2022Arkadios Wealth Advisors29,578$394K0.1%-2.7%0.497%
1/19/2022AdvisorNet Financial Inc137,325$1.83M0.1%+4.7%2.306%
1/18/2022Lindbrook Capital LLC5,003$67K0.0%+3,551.8%0.084%
11/16/2021Cetera Advisors LLC37,043$504K0.0%+53.6%0.622%
11/16/2021National Asset Management Inc.16,928$231K0.0%+10.0%0.284%
11/16/2021Claraphi Advisory Network LLC106,879$1.46M0.5%+16.5%1.794%
11/5/2021Advisor Group Holdings Inc.49,424$673K0.0%+25.9%0.830%
10/19/2021Arkadios Wealth Advisors30,398$413K0.1%-4.3%0.510%
10/15/2021AdvisorNet Financial Inc131,205$1.79M0.1%+8.0%2.203%
8/16/2021Claraphi Advisory Network LLC91,722$1.34M0.4%+3.1%1.540%
8/12/2021Bard Associates Inc.108,298$1.58M0.5%+2.7%1.818%
8/10/2021National Asset Management Inc.15,388$225K0.0%+26.3%0.258%
8/4/2021Envestnet Asset Management Inc.54,802$798K0.0%+53.0%0.920%
8/2/2021Advisor Group Holdings Inc.39,270$573K0.0%-24.4%0.659%
7/31/2021Arkadios Wealth Advisors31,763$462K0.1%-4.6%0.533%
7/31/2021Wealth Enhancement & Preservation of GA LLC19,995$291K0.2%+54.5%0.335%
5/14/2021Thomas J. Herzfeld Advisors Inc.8,422$124K0.1%-86.3%0.222%
Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
(Data available from 1/1/2016 forward)

OCCI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCCI shares?

During the previous two years, 22 institutional investors and hedge funds held shares of OFS Credit. The most heavily invested institutionals were Thomas J. Herzfeld Advisors Inc. ($6.25M), Envestnet Asset Management Inc. ($2.56M), Virtus ETF Advisers LLC ($2.26M), Graypoint LLC ($1.03M), Principal Securities Inc. ($992K), LPL Financial LLC ($757K), and Virtu Financial LLC ($432K).Learn more on OFS Credit's institutional investors.

What percentage of OFS Credit's stock is owned by institutional investors?

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

Which institutional investors have been buying OFS Credit's stock?

Of the 19 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: Thomas J. Herzfeld Advisors Inc. ($881.22K), Graypoint LLC ($168.54K), Principal Securities Inc. ($153.49K), International Assets Investment Management LLC ($131.06K), Choreo LLC ($103.06K), Virtu Financial LLC ($88.63K), and Jane Street Group LLC ($62.85K).

How much institutional buying is happening at OFS Credit?

Institutional investors have bought a total of 259,439 shares in the last 24 months. This purchase volume represents approximately $1.71M in transactions.

Which of OFS Credit's major shareholders have been selling company stock?

The following institutional investors have sold OFS Credit stock in the last 24 months: Envestnet Asset Management Inc. ($274.85K), Choreo LLC ($80.78K), International Assets Investment Management LLC ($7.32K), B. Riley Wealth Advisors Inc. ($4.62K), Lindbrook Capital LLC ($3K), Arkadios Wealth Advisors ($2.04K), and NewEdge Advisors LLC ($1.80K).

How much institutional selling is happening at OFS Credit?

Institutional investors have sold a total of 374,418 shares in the last 24 months. This volume of shares sold represents approximately $2.70M in transactions.


Related Companies

This page (NASDAQ:OCCI) was last updated on 7/6/2025 by MarketBeat.com Staff
From Our Partners
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
A new rule goes live in July — and the banks are quietly cashing in
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Dalio heeds Buffett’s warning… [$319 million stake in gold]
Dalio bought a gold ETF… I don’t recommend that for the average retail investor. The real upside is in profita...
Golden Portfolio | Sponsored
Elon’s Revenge
Elon Musk and President Trump's new feud is all over the news... But what no one has reported – yet – is th...
Altimetry | Sponsored
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored