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, Q1 2023
Institutional positions in OFS Credit Company, Inc. as of Mar 31, 2023. 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
- 21
- +4 vs. Q4 2022
- Shares held
- 581.9K
- +28.0K (+5.0%) vs. Q4 2022
- Total value
- $5.41M
- +$834.7K (+18.2%) vs. Q4 2022
- New holders
- 7
- 9 more added
- Sold out
- 3
- 4 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 33 | $299 | 0.00% | +2+6.5% | Added |
| Belpointe Asset Management LLC | 50 | $460 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 824 | $8.00K | 0.00% | +824 | New |
| Tucker Asset Management LLC | 1,298 | $11.9K | 0.00% | +1,298 | New |
| Wells Fargo & Company | 5,365 | $49.4K | 0.00% | +208+4.0% | Added |
| Lindbrook Capital, LLC | 7,000 | $64.4K | 0.01% | +272+4.0% | Added |
| International Assets Investment Management, LLC | 10,526 | $96.8K | 0.01% | −22,192−67.8% | Reduced |
| Kovack Advisors, Inc. | 11,254 | $103.5K | 0.01% | +11,254 | New |
| Cetera Advisor Networks LLC | 11,361 | $104.5K | 0.00% | +11,361 | New |
| First Republic Investment Management, Inc. | 16,064 | $147.8K | 0.00% | +16,064 | New |
| GWM Advisors LLC | 18,176 | $155.0K | 0.00% | +2,340+14.8% | Added |
| National Asset Management, Inc. | 16,960 | $165.4K | 0.00% | +827+5.1% | Added |
| Morgan Stanley | 24,604 | $226.4K | 0.00% | −2,999−10.9% | Reduced |
| Thrivent Financial for Lutherans | 26,939 | $248.0K | 0.00% | +3,970+17.3% | Added |
| Arkadios Wealth Advisors | 28,549 | $262.7K | 0.03% | +1,421+5.2% | Added |
| Atomi Financial Group, Inc. | 34,783 | $320.0K | 0.18% | +34,783 | New |
| Balboa Wealth Partners | 49,000 | $450.8K | 0.17% | +49,000 | New |
| Baird Financial Group, Inc. | 50,590 | $465.4K | 0.00% | −535−1.0% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 59,991 | $551.9K | 0.66% | +1,123+1.9% | Added |
| Advisor Group Holdings, Inc. | 97,839 | $900.1K | 0.00% | −11,117−10.2% | Reduced |
| Bard Associates Inc | 110,722 | $1.08M | 0.45% | +1,542+1.4% | Added |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −51,720−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,603−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −3,160−100.0% | Sold out |
| Claraphi Advisory Network, LLC | – | – | – | – | Not filed |