Ofs Credit CompanyOCCI
13F holders, Q4 2024 (December 31)20holders +3
6new positions
3sold out
$7.11avg. 13F price*
At the end of Q4 2024, 20 institutions reported holding Ofs Credit Company Inc. (OCCI) in their 13F filings, up 3 from Q3 2024. 6 opened new positions and 3 sold out. The largest holders were Virtus Advisers, LLC ($2.3M), Graypoint LLC ($1.2M) and LPL Financial LLC ($757K).
- Company
- Ofs Credit Company Inc.
- CUSIP
- 67111Q107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $682K |
| Exits | 3 | $232K |
All 13F filers, Q3 2024 → Q4 2024: 170,809 shares bought and 41,238 shares sold, net +129,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Virtus Advisers, LLC | 0.93% | Add +14.2% | 318,110 | $2.3M |
| Graypoint LLC | 0.07% | Add +25.9% | 164,826 | $1.2M |
| LPL Financial LLC | 0.00% | Add +1.4% | 106,421 | $757K |
| Kestra Advisory Services, LLC | 0.00% | New | 53,596 | $381K |
| Arkadios Wealth Advisors | 0.01% | Reduce -6.0% | 32,044 | $228K |
| Nicolet Advisory Services, LLC | 0.01% | New | 14,888 | $105K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.0% | 14,558 | $104K |
| Marex Group Ltd | 0.00% | New | 14,113 | $100K |
| Creative Planning | 0.00% | No change | 13,000 | $92K |
| Susquehanna International Group, LLP | 0.00% | New | 12,974 | $92K |
| Morgan Stanley | 0.00% | Reduce -6.0% | 12,598 | $90K |
| Melfa Wealth Management, Inc. | 0.05% | No change | 10,274 | $73K |
| Lindbrook Capital, LLC | 0.00% | Reduce -33.3% | 6,000 | $43K |
| Allworth Financial LP | 0.00% | New | 302 | $2K |
| Cwm, LLC | 0.00% | New | 103 | $1K |
| Transce3nd, LLC | 0.00% | — | 110 | $782 |
| Osaic Holdings, Inc. | 0.00% | Reduce -75.1% | 100 | $711 |
| Principal Securities, Inc. | 0.00% | No change | 93 | $661 |
| National Bank of Canada | 0.00% | No change | 10 | $71 |
| Wells Fargo & Company | 0.00% | Reduce -98.3% | 1 | $7 |
"% of holder's portfolio" is OCCI's weight in each manager's 13F, not the share of Ofs Credit Company Inc. the manager owns.