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, Q4 2021
Institutional positions in OFS Credit Company, Inc. as of Dec 31, 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
- 15
- −1 vs. Q3 2021
- Shares held
- 842.4K
- −99.4K (−10.6%) vs. Q3 2021
- Total value
- $11.2M
- −$1.59M (−12.4%) vs. Q3 2021
- New holders
- 1
- 8 more added
- Sold out
- 2
- 6 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | 246,549 | $3.29M | 1.19% | −130,167−34.6% | Reduced |
| AdvisorNet Financial, Inc | 137,325 | $1.83M | 0.11% | +6,120+4.7% | Added |
| Bard Associates Inc | 111,204 | $1.48M | 0.49% | +771+0.7% | Added |
| Claraphi Advisory Network, LLC | 90,800 | $1.21M | 0.42% | −16,079−15.0% | Reduced |
| Envestnet Asset Management Inc | 75,516 | $1.01M | 0.00% | +15,269+25.3% | Added |
| Advisor Group Holdings, Inc. | 52,638 | $702.0K | 0.00% | +3,214+6.5% | Added |
| Cetera Advisors LLC | 42,073 | $561.0K | 0.01% | +5,030+13.6% | Added |
| Arkadios Wealth Advisors | 29,578 | $394.0K | 0.05% | −820−2.7% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 20,037 | $267.0K | 0.18% | +179+0.9% | Added |
| National Asset Management, Inc. | 16,469 | $220.0K | 0.01% | −459−2.7% | Reduced |
| Morgan Stanley | 14,501 | $193.0K | 0.00% | +14,490+131,727.3% | Added |
| Lindbrook Capital, LLC | 5,003 | $67.0K | 0.01% | +4,866+3,551.8% | Added |
| UBS Group AG | 610 | $8.00K | 0.00% | −365−37.4% | Reduced |
| Baystate Wealth Management LLC | 133 | $2.00K | 0.00% | +133 | New |
| Wells Fargo & Company | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,084−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |