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Get Institutions for : 
Ofs Credit Company, Inc. (OCCI)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    0
Total shares held : 
2,507,799  
% of shares held : 
15.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
525,622  
% of shares held change : 
  3.3%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 52,665
 2.1%
 
Increased Positions :
13
 665,804
 26.55%
 
Unchanged Positions :
3
 153,555
 6.12%
 
Decreased Positions :
3
-9,484
-0.38%
 
Closed Positions :
4
-183,363
-7.31%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   RSM US WEALTH MANAGEMENT LLC 333 *New 2024-03-31 103,059 $738,000 103,059
   PFG Investments LLC 972 *New 2024-03-31 11,479 $82,000 11,479
   True North Advisors LLC 194 *New 2024-03-31 11,175 $80,000 11,175
   MELFA WEALTH MANAGEMENT LLC 191 *New 2024-03-31 10,195 $73,000 10,195
   CREATIVE PLANNING 2598 *New 2023-12-31 11,000 $71,000 11,000
   FNY Investment Advisers LLC 629 *New 2024-03-31 100 $0 100
   PERRITT CAPITAL MANAGEMENT INC 351 *New 2023-12-31 3 $0 3

  7 Records found
  1    
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