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 2024
Institutional positions in OFS Credit Company, Inc. as of Mar 31, 2024. 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
- 26
- +1 vs. Q4 2023
- Shares held
- 2.71M
- +157.4K (+6.2%) vs. Q4 2023
- Total value
- $19.4M
- +$2.91M (+17.7%) vs. Q4 2023
- New holders
- 7
- 12 more added
- Sold out
- 6
- 5 more reduced
Compare with Q4 2023: 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 2024
Shares, value and share of portfolio for each institution holding OFS Credit Company, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 100 | $0 | 0.00% | +100 | New |
| Wells Fargo & Company | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 3 | $23 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 10 | $74 | 0.00% | +10 | New |
| Royal Bank of Canada | 956 | $7.00K | 0.00% | −162−14.5% | Reduced |
| LGT Financial Advisors LLC | 3,228 | $23.1K | 0.03% | −10.0% | Reduced |
| CoreCap Advisors, LLC | 5,176 | $37.1K | 0.00% | +5,176 | New |
| Lindbrook Capital, LLC | 8,000 | $57.3K | 0.01% | +3,596+81.7% | Added |
| Melfa Wealth Management, LLC | 10,195 | $73.0K | 0.05% | +10,195 | New |
| True North Advisors, LLC | 11,175 | $80.0K | 0.02% | +11,175 | New |
| PFG Investments, LLC | 11,479 | $82.2K | 0.00% | +11,479 | New |
| Creative Planning | 12,000 | $85.9K | 0.00% | +1,000+9.1% | Added |
| GWM Advisors LLC | 16,414 | $117.5K | 0.00% | +1,815+12.4% | Added |
| Morgan Stanley | 16,619 | $119.0K | 0.00% | −2,264−12.0% | Reduced |
| National Asset Management, Inc. | 22,386 | $171.0K | 0.00% | +7,651+51.9% | Added |
| International Assets Investment Management, LLC | 27,232 | $192.3K | 0.02% | +6,172+29.3% | Added |
| Arkadios Wealth Advisors | 32,190 | $230.5K | 0.02% | +1,151+3.7% | Added |
| Arlington Capital Management, Inc. | 39,521 | $283.0K | 0.24% | −1,367−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 42,439 | $303.9K | 0.00% | +7,200+20.4% | Added |
| Thrivent Financial for Lutherans | 50,009 | $358.0K | 0.00% | +2,841+6.0% | Added |
| LPL Financial LLC | 72,546 | $519.4K | 0.00% | −2,346−3.1% | Reduced |
| RSM US Wealth Management LLC | 103,059 | $737.9K | 0.02% | +103,059 | New |
| Graypoint LLC | 119,582 | $856.2K | 0.06% | +6,806+6.0% | Added |
| Principal Securities, Inc. | 169,925 | $1.22M | 0.04% | +16,440+10.7% | Added |
| Envestnet Asset Management Inc | 630,736 | $4.52M | 0.00% | +10,595+1.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,302,890 | $9.33M | 3.30% | +25,871+2.0% | Added |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −39,971−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −25,757−100.0% | Sold out |
| Able Wealth Management LLC | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −40−100.0% | Sold out |