OCCI

OFS Credit Co
OCCI

Overview Fund Activity

17 hedge funds and large institutions have $4.78M invested in OFS Credit Co in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
-7
Holders Change %
-29.17%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
2
Increased
6
Reduced
4
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VEA
Virtus ETF Advisers
New York
$2.06M
2
VF
Virtu Financial
New York
$134K
3
LPL Financial
LPL Financial
California
$778K
4
GL
Graypoint LLC
New York
$970K
5
Creative Planning
Creative Planning
Kansas
$96.3K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
2
PS
Principal Securities
Iowa
$689
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$0
4
CL
Choreo LLC
Illinois
$0
5
IAIM
International Assets Investment Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VEA
1
Virtus ETF Advisers
New York
$2.06M +$2.06M +278,579 New
GL
2
Graypoint LLC
New York
$970K +$44.3K +5,978 +5%
LPL Financial
3
LPL Financial
California
$778K +$128K +17,297 +20%
AWA
4
Arkadios Wealth Advisors
Georgia
$253K +$6.42K +866 +3%
VF
5
Virtu Financial
New York
$134K +$134K +18,064 New
NA
6
NewEdge Advisors
Louisiana
$121K – – –
Morgan Stanley
7
Morgan Stanley
New York
$99.3K -$5.47K -738 -5%
Creative Planning
8
Creative Planning
Kansas
$96.3K +$7.41K +1,000 +8%
MWM
9
Melfa Wealth Management
Massachusetts
$76.1K – – –
TNA
10
True North Advisors
Texas
$74.1K -$8.7K -1,174 -11%
LC
11
Lindbrook Capital
California
$66.7K +$7.41K +1,000 +13%
LFA
12
LGT Financial Advisors
Texas
$23.9K – – –
CA
13
CoreCap Advisors
Michigan
$14.4K -$24K -3,234 -62%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.98K – – –
PS
15
Principal Securities
Iowa
$689 -$1.44M -194,118 -100%
Wells Fargo
16
Wells Fargo
California
$430 +$423 +57 +5,700%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$74 – – –
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
– -$2.56M -355,885 Closed
TJHA
19
Thomas J. Herzfeld Advisors
Florida
– -$1.1M -152,580 Closed
CL
20
Choreo LLC
Illinois
– -$157K -22,279 Closed
IAIM
21
International Assets Investment Management
Florida
– -$143K -19,911 Closed
BRWA
22
B. Riley Wealth Advisors
Florida
– -$128K -17,762 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
– -$84.8K -11,774 Closed
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
– -$80.8K -11,214 Closed
CP
25
Camelot Portfolios
Ohio
– -$7.85K -1,089 Closed
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