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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 :
|
15.75% |
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| Changes In:
|
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|
New/increased
positions vs
old/decreased
positions :
|
10 |
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|
Amount
of shares held :
|
525,622 |
|
|
% of shares
held change :
|
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 :
|
N/A |
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Last
Quarter's Ending
Price :
|
N/A |
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Last
Quarter's Average
Price :
|
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. |
8 |
- |
2023-12-31 |
1,277,019 |
$8,250,000 |
395,795 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2033 |
- |
2023-12-31 |
620,141 |
$4,006,000 |
233,712 |
|
| PRINCIPAL SECURITIES INC. |
407 |
- |
2023-12-31 |
153,485 |
$992,000 |
0 |
|
| JNB Advisors LLC |
203 |
- |
2023-12-31 |
112,776 |
$729,000 |
5,516 |
|
| Wealth Enhancement & Preservation of GA LLC |
34 |
- |
2023-06-30 |
60,804 |
$508,000 |
813 |
|
| LPL FINANCIAL CORP |
3626 |
- |
2023-12-31 |
74,892 |
$484,000 |
3,573 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
2278 |
- |
2023-12-31 |
47,168 |
$305,000 |
18,655 |
|
| Arlington Capital Management Inc. |
76 |
*New |
2023-12-31 |
40,888 |
$264,000 |
40,888 |
|
| Atomi Financial Group Inc. |
463 |
- |
2023-12-31 |
39,971 |
$258,000 |
2,987 |
|
| Advisor Group Holdings Inc. |
3784 |
- |
2023-12-31 |
35,239 |
$228,000 |
453 |
|
| Arkadios Wealth Advisors |
|
- |
2023-12-31 |
31,039 |
$201,000 |
-457 |
|
| 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 |
|
| MORGAN STANLEY |
5672 |
- |
2023-12-31 |
18,883 |
$122,000 |
1,374 |
|
| Goss Wealth Management LLC |
1932 |
- |
2023-12-31 |
14,599 |
$102,000 |
1,598 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1322 |
- |
2023-12-31 |
14,735 |
$95,000 |
-7,651 |
|
| True North Advisors LLC |
194 |
*New |
2024-03-31 |
11,175 |
$80,000 |
11,175 |
|
| CREATIVE PLANNING |
2598 |
*New |
2023-12-31 |
11,000 |
$71,000 |
11,000 |
|
| Lindbrook Capital LLC |
1009 |
- |
2023-12-31 |
4,404 |
$28,000 |
-3,210 |
|
| LGT Financial Advisors LLC |
341 |
- |
2023-12-31 |
3,229 |
$21,000 |
162 |
|
| Able Wealth Management LLC |
234 |
- |
2023-12-31 |
2,180 |
$14,000 |
0 |
|
| ROYAL BANK OF CANADA |
5840 |
- |
2023-12-31 |
1,118 |
$7,000 |
438 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1723 |
*Closed |
2023-09-30 |
0 |
$0 |
-11,356 |
|
| PROEQUITIES INC. |
3598 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| WELLS FARGO & CO/MN |
6058 |
- |
2023-12-31 |
1 |
$0 |
-5,817 |
|
| Baird Financial Group Inc. |
1724 |
*Closed |
2023-12-31 |
0 |
$0 |
-59,564 |
|
| AdvisorNet Financial Inc |
2117 |
*Closed |
2024-03-31 |
0 |
$0 |
-40 |
|
| PERRITT CAPITAL MANAGEMENT INC |
351 |
*New |
2023-12-31 |
3 |
$0 |
3 |
|
| CWM LLC |
4619 |
*Closed |
2024-03-31 |
0 |
$0 |
-774 |
|
| BARD ASSOCIATES INC |
179 |
*Closed |
2023-12-31 |
0 |
$0 |
-113,537 |
|
| VIRTU FINANCIAL LLC |
2166 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,777 |
|
| Cornerstone Planning Group LLC |
1214 |
*Closed |
2023-12-31 |
0 |
$0 |
-34 |
|
| Planning Capital Management Corp |
642 |
- |
2023-12-31 |
70 |
$0 |
0 |
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33 Records found
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1
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