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My Recent Searches
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Ofs Credit Company, Inc. (OCCI) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
 |
23  0 |
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Total
shares held :
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2,507,799 |
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% of shares
held :
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15.75% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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10 |
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Amount
of shares held :
|
525,622 |
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% of shares
held change :
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3.3% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  THOMAS J. HERZFELD ADVISORS, INC. |
5 |
- |
2024-03-31 |
1,302,890 |
$9,329,000 |
25,871 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2042 |
- |
2024-03-31 |
630,736 |
$4,516,000 |
10,595 |
|
| PRINCIPAL SECURITIES INC. |
398 |
- |
2024-03-31 |
169,925 |
$1,217,000 |
16,440 |
|
| JNB Advisors LLC |
196 |
- |
2024-03-31 |
119,582 |
$856,000 |
6,806 |
|
| RSM US WEALTH MANAGEMENT LLC |
333 |
*New |
2024-03-31 |
103,059 |
$738,000 |
103,059 |
|
| LPL FINANCIAL CORP |
3680 |
- |
2024-03-31 |
72,546 |
$519,000 |
-2,346 |
|
| Wealth Enhancement & Preservation of GA LLC |
34 |
- |
2023-06-30 |
60,804 |
$508,000 |
813 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
2253 |
- |
2024-03-31 |
50,009 |
$358,000 |
2,841 |
|
| Advisor Group Holdings Inc. |
3308 |
- |
2024-03-31 |
42,439 |
$304,000 |
7,200 |
|
| Arlington Capital Management Inc. |
66 |
- |
2024-03-31 |
39,521 |
$283,000 |
-1,367 |
|
| Arkadios Wealth Advisors |
615 |
- |
2024-03-31 |
32,190 |
$230,000 |
1,151 |
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
686 |
- |
2024-03-31 |
27,232 |
$192,000 |
6,172 |
|
| Claraphi Advisory Network LLC |
156 |
- |
2022-12-31 |
23,116 |
$188,000 |
-52,781 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1292 |
- |
2024-03-31 |
22,386 |
$171,000 |
7,651 |
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| MORGAN STANLEY |
5715 |
- |
2024-03-31 |
16,619 |
$119,000 |
-2,264 |
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| Goss Wealth Management LLC |
1998 |
- |
2024-03-31 |
16,414 |
$118,000 |
1,815 |
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| CREATIVE PLANNING |
2705 |
- |
2024-03-31 |
12,000 |
$86,000 |
1,000 |
|
| PFG Investments LLC |
972 |
*New |
2024-03-31 |
11,479 |
$82,000 |
11,479 |
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| True North Advisors LLC |
194 |
*New |
2024-03-31 |
11,175 |
$80,000 |
11,175 |
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| MELFA WEALTH MANAGEMENT LLC |
191 |
*New |
2024-03-31 |
10,195 |
$73,000 |
10,195 |
|
| Lindbrook Capital LLC |
731 |
- |
2024-03-31 |
8,000 |
$57,000 |
3,596 |
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| LGT Financial Advisors LLC |
340 |
- |
2024-03-31 |
3,228 |
$23,000 |
-1 |
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| Able Wealth Management LLC |
234 |
- |
2023-12-31 |
2,180 |
$14,000 |
0 |
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| ROYAL BANK OF CANADA |
5666 |
- |
2024-03-31 |
956 |
$7,000 |
-162 |
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| NATIONAL BANK OF CANADA /FI/ |
2415 |
*New |
2024-03-31 |
10 |
$0 |
10 |
|
| Planning Capital Management Corp |
647 |
*Closed |
2024-03-31 |
0 |
$0 |
-70 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1723 |
*Closed |
2023-09-30 |
0 |
$0 |
-11,356 |
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| FNY Investment Advisers LLC |
629 |
*New |
2024-03-31 |
100 |
$0 |
100 |
|
| PROEQUITIES INC. |
5614 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| AdvisorNet Financial Inc |
2117 |
*Closed |
2024-03-31 |
0 |
$0 |
-40 |
|
| PERRITT CAPITAL MANAGEMENT INC |
343 |
- |
2024-03-31 |
3 |
$0 |
0 |
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| WELLS FARGO & CO/MN |
6594 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
| CWM LLC |
4619 |
*Closed |
2024-03-31 |
0 |
$0 |
-774 |
|
| VIRTU FINANCIAL LLC |
2166 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,777 |
|
| Atomi Financial Group Inc. |
761 |
*Closed |
2024-03-31 |
0 |
$0 |
-39,971 |
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35 Records found
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1
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