OFS Credit Company, Inc.
OCCI- Exchange
- Nasdaq
- SEC CIK
- 0001716951
No open-market purchases or sales by OFS Credit Company, Inc. insiders were filed in the last 90 days; 34 institutions reported holding it in 13F filings for Q2 2026, worth $3.32M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in OFS Credit Company, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 16
- +2 vs. Q2 2021
- Shares held
- 941.8K
- +17.7K (+1.9%) vs. Q2 2021
- Total value
- $12.8M
- −$638.0K (−4.7%) vs. Q2 2021
- New holders
- 3
- 9 more added
- Sold out
- 1
- 4 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OCCI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 34 | $3.32M |
| Q1 2026 | 28 | $3.99M |
| Q4 2025 | 28 | $5.52M |
| Q3 2025 | 26 | $5.17M |
| Q2 2025 | 29 | $7.03M |
| Q1 2025 | 23 | $5.79M |
| Q4 2024 | 20 | $5.50M |
| Q3 2024 | 17 | $4.78M |
| Q2 2024 | 24 | $8.02M |
| Q1 2024 | 26 | $19.4M |
| Q4 2023 | 25 | $16.5M |
| Q3 2023 | 22 | $13.3M |
| Q2 2023 | 21 | $8.67M |
| Q1 2023 | 21 | $5.41M |
| Q4 2022 | 18 | $4.76M |
| Q3 2022 | 18 | $6.08M |
| Q2 2022 | 23 | $6.21M |
| Q1 2022 | 18 | $7.73M |
| Q4 2021 | 15 | $11.2M |
| Q3 2021 | 16 | $12.8M |
| Q2 2021 | 14 | $13.5M |
| Q1 2021 | 17 | $7.23M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11 | $0 | 0.00% | −299−96.5% | Reduced |
| Wells Fargo & Company | 2 | $0 | 0.00% | +2 | New |
| Lindbrook Capital, LLC | 137 | $2.00K | 0.00% | +3+2.2% | Added |
| IFP Advisors, Inc | 500 | $7.00K | 0.00% | +500 | New |
| UBS Group AG | 975 | $13.0K | 0.00% | +975 | New |
| Tower Research Capital LLC (TRC) | 1,084 | $15.0K | 0.00% | +1,030+1,907.4% | Added |
| National Asset Management, Inc. | 16,928 | $231.0K | 0.01% | +1,540+10.0% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 19,858 | $270.0K | 0.21% | −137−0.7% | Reduced |
| Arkadios Wealth Advisors | 30,398 | $413.0K | 0.06% | −1,365−4.3% | Reduced |
| Cetera Advisors LLC | 37,043 | $504.0K | 0.01% | +12,919+53.6% | Added |
| Advisor Group Holdings, Inc. | 49,424 | $673.0K | 0.00% | +10,154+25.9% | Added |
| Envestnet Asset Management Inc | 60,247 | $820.0K | 0.00% | +5,445+9.9% | Added |
| Claraphi Advisory Network, LLC | 106,879 | $1.46M | 0.51% | +15,157+16.5% | Added |
| Bard Associates Inc | 110,433 | $1.50M | 0.51% | +2,135+2.0% | Added |
| AdvisorNet Financial, Inc | 131,205 | $1.79M | 0.12% | +9,773+8.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 376,716 | $5.13M | 2.26% | −22,798−5.7% | Reduced |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −17,312−100.0% | Sold out |