OCCI OFS CREDIT COMPANY INC
FollowCOM (common), issuer CIK 1716951
22 managers (22 13F filers) reported a position in OCCI shares at 2024-12-31, 774,121 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 22
- 13F filers
- 22
- New
- 6
- Added
- 3
- Reduced
- 7
- Sold out
- 3
- Shares held by filers
- 774,121
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L… | 318,110 | $2.26M | 0.92% | +39,531 | 13F-HRTimelineGroup |
| Graypoint LLC | 164,826 | $1.17M | 0.07% | +33,857 | 13F-HRTimeline |
| LPL Financial LLC | 106,421 | $757K | <0.01% | +1,445 | 13F-HRTimeline |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 53,596 | $381K | <0.01% | new | 13F-HRTimelineGroup |
| Arkadios Wealth Advisors | 32,044 | $228K | 0.01% | -2,042 | 13F-HRTimeline |
| NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC | 14,888 | $105K | 0.01% | new | 13F-HRTimelineGroup |
| NewEdge Advisors, LLC | 14,558 | $104K | <0.01% | -1,800 | 13F-HRTimeline |
| Marex Group Ltdin group Marex Group Ltd | 14,113 | $100K | <0.01% | new | 13F-HRTimelineGroup |
| Creative Planningin group Creative Planning | 13,000 | $92.4K | <0.01% | 0 | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 12,974 | $92.2K | <0.01% | new | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 12,598 | $89.6K | <0.01% | -802 | 13F-HR/ATimelineGroup |
| MELFA WEALTH MANAGEMENT, INC. | 10,274 | $73K | 0.05% | 0 | 13F-HRTimeline |
| Lindbrook Capital, LLC | 6,000 | $42.7K | <0.01% | -3,000 | 13F-HRTimeline |
| Allworth Financial LP | 302 | $2.13K | <0.01% | new | 13F-HRTimeline |
| CWM, LLCin group CWM, LLC | 103 | $1K | <0.01% | new | 13F-HRTimelineGroup |
| Transce3nd, LLC | 110 | $782 | <0.01% | 13F-HRTimeline | |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 100 | $711 | <0.01% | -302 | 13F-HR/ATimelineGroup |
| PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC | 93 | $661 | <0.01% | 0 | 13F-HRTimelineGroup |
| NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/ | 10 | $71 | <0.01% | 0 | 13F-HRTimelineGroup |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 1 | $7 | <0.01% | -57 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |
| CoreCap Advisors, LLC | 0 | $0 | 0% | -1,942 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |