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 2022
Institutional positions in OFS Credit Company, Inc. as of Sep 30, 2022. 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
- 18
- −4 vs. Q2 2022
- Shares held
- 679.8K
- +26.4K (+4.0%) vs. Q2 2022
- Total value
- $6.08M
- +$69.0K (+1.1%) vs. Q2 2022
- New holders
- 4
- 10 more added
- Sold out
- 8
- 4 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bard Associates Inc | 121,805 | $1.14M | 0.52% | +4,307+3.7% | Added |
| Royal Bank of Canada | 106,256 | $939.0K | 0.00% | +3,384+3.3% | Added |
| Advisor Group Holdings, Inc. | 76,980 | $681.0K | 0.00% | +9,000+13.2% | Added |
| Claraphi Advisory Network, LLC | 75,897 | $671.0K | 0.36% | −8,043−9.6% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 55,489 | $491.0K | 0.79% | +34,405+163.2% | Added |
| RMB Capital Management, LLC | 45,000 | $398.0K | 0.01% | +45,000 | New |
| Baird Financial Group, Inc. | 41,102 | $363.0K | 0.00% | +41,102 | New |
| Morgan Stanley | 35,152 | $311.0K | 0.00% | −8,724−19.9% | Reduced |
| Arkadios Wealth Advisors | 27,713 | $245.0K | 0.04% | −81−0.3% | Reduced |
| National Asset Management, Inc. | 20,639 | $183.0K | 0.01% | +5,293+34.5% | Added |
| Thrivent Financial for Lutherans | 20,312 | $180.0K | 0.00% | +4,049+24.9% | Added |
| Susquehanna International Group, LLP | 16,226 | $143.0K | 0.00% | +16,226 | New |
| GWM Advisors LLC | 14,614 | $129.0K | 0.00% | +1,078+8.0% | Added |
| Jane Street Group, LLC | 11,244 | $99.0K | 0.00% | +11,244 | New |
| Lindbrook Capital, LLC | 6,440 | $57.0K | 0.01% | +255+4.1% | Added |
| Wells Fargo & Company | 4,922 | $44.0K | 0.00% | +196+4.1% | Added |
| Institutional & Family Asset Management, LLC | 12 | $0 | 0.00% | −89−88.1% | Reduced |
| AdvisorNet Financial, Inc | 29 | $0 | 0.00% | +2+7.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −81,141−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −26,103−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −20,211−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −3,399−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | – | – | – | – | Not filed |