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OCCI OFS CREDIT COMPANY INC

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COM (common), issuer CIK 1716951

24 managers (24 13F filers) reported a position in OCCI shares at 2025-03-31, 945,568 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
24
13F filers
24
New
7
Added
9
Reduced
2
Sold out
5
Shares held by filers
945,568

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Virtus Investment Advisers, LLCgroup of 2 filers holding393,004$2.41M+74,894Timeline
Graypoint LLC168,540$1.03M0.06%+3,71413F-HRTimeline
LPL Financial LLC87,153$533K<0.01%-19,26813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC70,562$432K0.02%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,853$385K<0.01%new13F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC53,070$325K<0.01%-52613F-HRTimelineGroup
Arkadios Wealth Advisors33,396$204K0.01%+1,35213F-HRTimeline
NewEdge Advisors, LLC17,696$108K<0.01%+3,13813F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC15,579$99.7K0.01%+69113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,599$77.1K<0.01%+113F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.10,279$62.9K0.04%+513F-HRTimeline
Lindbrook Capital, LLC7,000$42.8K<0.01%+1,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,683$40.9K<0.01%+6,58313F-HRTimelineGroup
FNY Investment Advisers, LLC2,500$15K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,029$12.4K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,000$6.12K<0.01%new13F-HRTimelineGroup
Accredited Wealth Management, LLC1,000$6.12K0.01%new13F-HRTimeline
Allworth Financial LP302$2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC109$1K<0.01%+613F-HRTimelineGroup
Transce3nd, LLC110$673<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC93$661<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/10$61<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$5<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.