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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

  Page 1 of 1  
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            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. 398 - 2024-03-31 169,925 $1,217,000 16,440
   JNB Advisors LLC 196 - 2024-03-31 119,582 $856,000 6,806
   Wealth Enhancement & Preservation of GA LLC 34 - 2023-06-30 60,804 $508,000 813
   THRIVENT FINANCIAL FOR LUTHERANS 2278 - 2023-12-31 47,168 $305,000 18,655
   Advisor Group Holdings Inc. 3308 - 2024-03-31 42,439 $304,000 7,200
   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
   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
   Lindbrook Capital LLC 731 - 2024-03-31 8,000 $57,000 3,596
   ROYAL BANK OF CANADA 5840 - 2023-12-31 1,118 $7,000 438
  13 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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