OCA Acquisition Ownership 2024 | Who Owns OCA Acquisition Now?


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Institutional Ownership

23.56%

0

Institutional Holders

11.00

OCA Acquisition Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KARPUS MANAGEMENT, INC.9.04%0.22%690,870-18,733-2.64%7,475,213Mar 31, 2024
METEORA CAPITAL, LLC4.97%0.70%379,999-1-0.00%4,111,589Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC4.09%0.04%312,710312,710100.00%3,383,522Mar 31, 2024
CRYSTALLINE MANAGEMENT INC.2.52%2.71%192,11044,00029.71%2,078,630Mar 31, 2024
BERKLEY W R CORP2.51%0.12%191,933--2,076,715Mar 31, 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC2.21%0.09%168,797-13,677-7.50%1,826,384Mar 31, 2024
FIR TREE CAPITAL MANAGEMENT LP2.18%0.44%166,744166,744100.00%1,804,170Mar 31, 2024
WESTCHESTER CAPITAL MANAGEMENT, LLC1.96%0.06%150,000--1,623,000Mar 31, 2024
WALLEYE CAPITAL LLC1.68%0.00%128,217--1,387,308Mar 31, 2024
WALLEYE TRADING LLC1.05%0.00%80,000--865,600Mar 31, 2024
COWEN AND COMPANY, LLC0.82%0.03%62,65662,656100.00%677,937Mar 31, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.64%0.00%48,500--524,770,000Mar 31, 2024
MIZUHO SECURITIES USA LLC0.61%0.01%46,27146,271100.00%497,413Mar 31, 2024
SPARTAN FUND MANAGEMENT INC.0.57%0.95%43,203-26,751-38.24%467,456Mar 31, 2024
MOORE CAPITAL MANAGEMENT, LP0.33%0.00%25,000--270,500Mar 31, 2024
WELLSPRING FINANCIAL ADVISORS, LLC0.20%0.03%15,300--165,546Mar 31, 2024
CLEAR STREET LLC0.10%0.00%7,667-92,333-92.33%83,000Mar 31, 2024
UBS GROUP AG0.00%-78-72-48.00%844Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-522273.33%563Mar 31, 2024
GABELLI FUNDS LLC----30,528-100.00%-Mar 31, 2024

OCA Acquisition's largest institutional shareholder is KARPUS MANAGEMENT, INC., holding 9.04% of the company's total share outstanding, currently valued at $7.48M. The top 10 institutional shareholders own together 32.22% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CRYSTALLINE MANAGEMENT INC.2.52%2.71%192,11044,00029.71%2,078,630Mar 31, 2024
SPARTAN FUND MANAGEMENT INC.0.57%0.95%43,203-26,751-38.24%467,456Mar 31, 2024
METEORA CAPITAL, LLC4.97%0.70%379,999-1-0.00%4,111,589Mar 31, 2024
FIR TREE CAPITAL MANAGEMENT LP2.18%0.44%166,744166,744100.00%1,804,170Mar 31, 2024
KARPUS MANAGEMENT, INC.9.04%0.22%690,870-18,733-2.64%7,475,213Mar 31, 2024
BERKLEY W R CORP2.51%0.12%191,933--2,076,715Mar 31, 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC2.21%0.09%168,797-13,677-7.50%1,826,384Mar 31, 2024
WESTCHESTER CAPITAL MANAGEMENT, LLC1.96%0.06%150,000--1,623,000Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC4.09%0.04%312,710312,710100.00%3,383,522Mar 31, 2024
COWEN AND COMPANY, LLC0.82%0.03%62,65662,656100.00%677,937Mar 31, 2024
WELLSPRING FINANCIAL ADVISORS, LLC0.20%0.03%15,300--165,546Mar 31, 2024
MIZUHO SECURITIES USA LLC0.61%0.01%46,27146,271100.00%497,413Mar 31, 2024
MOORE CAPITAL MANAGEMENT, LP0.33%0.00%25,000--270,500Mar 31, 2024
WALLEYE CAPITAL LLC1.68%0.00%128,217--1,387,308Mar 31, 2024
WALLEYE TRADING LLC1.05%0.00%80,000--865,600Mar 31, 2024
CLEAR STREET LLC0.10%0.00%7,667-92,333-92.33%83,000Mar 31, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.64%0.00%48,500--524,770,000Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-522273.33%563Mar 31, 2024
UBS GROUP AG0.00%-78-72-48.00%844Mar 31, 2024
GABELLI FUNDS LLC----30,528-100.00%-Mar 31, 2024

The largest OCA Acquisition shareholder by % of total assets is CRYSTALLINE MANAGEMENT INC.. The company owns 192.11K shares of OCA Acquisition (OCAX), representing 2.71% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WOLVERINE ASSET MANAGEMENT LLC4.09%0.04%312,710312,710100.00%3,383,522Mar 31, 2024
FIR TREE CAPITAL MANAGEMENT LP2.18%0.44%166,744166,744100.00%1,804,170Mar 31, 2024
COWEN AND COMPANY, LLC0.82%0.03%62,65662,656100.00%677,937Mar 31, 2024
MIZUHO SECURITIES USA LLC0.61%0.01%46,27146,271100.00%497,413Mar 31, 2024
CRYSTALLINE MANAGEMENT INC.2.52%2.71%192,11044,00029.71%2,078,630Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-522273.33%563Mar 31, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.64%0.00%48,500--524,770,000Mar 31, 2024
WALLEYE TRADING LLC1.05%0.00%80,000--865,600Mar 31, 2024
WALLEYE CAPITAL LLC1.68%0.00%128,217--1,387,308Mar 31, 2024
MOORE CAPITAL MANAGEMENT, LP0.33%0.00%25,000--270,500Mar 31, 2024
WELLSPRING FINANCIAL ADVISORS, LLC0.20%0.03%15,300--165,546Mar 31, 2024
WESTCHESTER CAPITAL MANAGEMENT, LLC1.96%0.06%150,000--1,623,000Mar 31, 2024
BERKLEY W R CORP2.51%0.12%191,933--2,076,715Mar 31, 2024
METEORA CAPITAL, LLC4.97%0.70%379,999-1-0.00%4,111,589Mar 31, 2024
UBS GROUP AG0.00%-78-72-48.00%844Mar 31, 2024
LONGFELLOW INVESTMENT MANAGEMENT CO LLC----452-100.00%-Mar 31, 2024
TRUEMARK INVESTMENTS, LLC----13,677-100.00%-Mar 31, 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC2.21%0.09%168,797-13,677-7.50%1,826,384Mar 31, 2024
KARPUS MANAGEMENT, INC.9.04%0.22%690,870-18,733-2.64%7,475,213Mar 31, 2024
SPARTAN FUND MANAGEMENT INC.0.57%0.95%43,203-26,751-38.24%467,456Mar 31, 2024

As of Mar 31 2024, OCA Acquisition's largest institutional buyer is WOLVERINE ASSET MANAGEMENT LLC. The company purchased 312.71K stocks of OCAX, valued at $3.38M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PERISCOPE CAPITAL INC.----332,776-100.00%-Mar 31, 2024
KIM, LLC----100,100-100.00%-Mar 31, 2024
CLEAR STREET LLC0.10%0.00%7,667-92,333-92.33%83,000Mar 31, 2024
SEA OTTER ADVISORS LLC----67,028-100.00%-Mar 31, 2024
GABELLI FUNDS LLC----30,528-100.00%-Mar 31, 2024
SPARTAN FUND MANAGEMENT INC.0.57%0.95%43,203-26,751-38.24%467,456Mar 31, 2024
KARPUS MANAGEMENT, INC.9.04%0.22%690,870-18,733-2.64%7,475,213Mar 31, 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC2.21%0.09%168,797-13,677-7.50%1,826,384Mar 31, 2024
TRUEMARK INVESTMENTS, LLC----13,677-100.00%-Mar 31, 2024
LONGFELLOW INVESTMENT MANAGEMENT CO LLC----452-100.00%-Mar 31, 2024
UBS GROUP AG0.00%-78-72-48.00%844Mar 31, 2024
METEORA CAPITAL, LLC4.97%0.70%379,999-1-0.00%4,111,589Mar 31, 2024
BERKLEY W R CORP2.51%0.12%191,933--2,076,715Mar 31, 2024
WESTCHESTER CAPITAL MANAGEMENT, LLC1.96%0.06%150,000--1,623,000Mar 31, 2024
WELLSPRING FINANCIAL ADVISORS, LLC0.20%0.03%15,300--165,546Mar 31, 2024
MOORE CAPITAL MANAGEMENT, LP0.33%0.00%25,000--270,500Mar 31, 2024
WALLEYE CAPITAL LLC1.68%0.00%128,217--1,387,308Mar 31, 2024
WALLEYE TRADING LLC1.05%0.00%80,000--865,600Mar 31, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.64%0.00%48,500--524,770,000Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-522273.33%563Mar 31, 2024

As of Mar 31 2024, OCA Acquisition's biggest institutional seller is PERISCOPE CAPITAL INC.. The company sold -0.33M shares of OCAX, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WOLVERINE ASSET MANAGEMENT LLC4.09%0.04%312,710312,710100.00%3,383,522Mar 31, 2024
FIR TREE CAPITAL MANAGEMENT LP2.18%0.44%166,744166,744100.00%1,804,170Mar 31, 2024

OCA Acquisition's largest new institutional shareholder by number of shares is WOLVERINE ASSET MANAGEMENT LLC, purchased 312.71K shares, valued at $3.38M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PERISCOPE CAPITAL INC.----332,776-100.00%-Mar 31, 2024
KIM, LLC----100,100-100.00%-Mar 31, 2024
SEA OTTER ADVISORS LLC----67,028-100.00%-Mar 31, 2024
GABELLI FUNDS LLC----30,528-100.00%-Mar 31, 2024
TRUEMARK INVESTMENTS, LLC----13,677-100.00%-Mar 31, 2024
LONGFELLOW INVESTMENT MANAGEMENT CO LLC----452-100.00%-Mar 31, 2024

OCA Acquisition's largest sold out institutional shareholder by shares sold is PERISCOPE CAPITAL INC., sold -0.33M shares, valued at -, as of undefined.

OCA Acquisition Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
MERGER FUND VL0.05%7,103--Dec 29, 2023
Listed Funds Trust0.03%13,677--Feb 29, 2024
MERGER FUND0.02%139,497--Dec 29, 2023
Saba Capital Income & Opportunities Fund0.00%9,841--Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%4,699--Feb 29, 2024
AQR Funds0.00%122,375--Dec 31, 2023

OCA Acquisition's largest mutual fund holder by % of total assets is "MERGER FUND VL", owning 7.10K shares, compromising 0.05% of its total assets.

OCA Acquisition Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2411-52.17%
31 Dec, 23234.55%
30 Sep, 232215.79%
30 Jun, 23195.56%
31 Mar, 2318-69.49%
31 Dec, 22599.26%
30 Sep, 22543.85%
30 Jun, 2252-
31 Mar, 22521.96%
31 Dec, 21512.00%
30 Sep, 215013.64%
30 Jun, 214437.50%
31 Mar, 2132-

As of 31 Mar 24, 11 institutions are holding OCA Acquisition's shares, representing a decrease of -52.17% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 241,799,364-36.53%
31 Dec, 232,834,866-22.58%
30 Sep, 233,661,740-2.94%
30 Jun, 233,772,6401.00%
31 Mar, 233,735,279-72.55%
31 Dec, 2213,607,0800.33%
30 Sep, 2213,561,8644.19%
30 Jun, 2213,016,6573.42%
31 Mar, 2212,586,7586.52%
31 Dec, 2111,816,2773.28%
30 Sep, 2111,441,1225.53%
30 Jun, 2110,841,12970.08%
31 Mar, 216,374,110-

OCA Acquisition (OCAX) has 1.80M shares outstanding as of 31 Mar 24, down -36.53% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2423.56%1.71%
31 Dec, 2337.11%1.61%
30 Sep, 2347.94%3.27%
30 Jun, 2338.31%2.66%
31 Mar, 2337.93%0.20%
31 Dec, 22138.17%0.73%
30 Sep, 22137.71%0.79%
30 Jun, 22132.17%0.81%
31 Mar, 22127.81%0.89%
31 Dec, 21119.99%0.89%
30 Sep, 21116.18%0.96%
30 Jun, 21110.08%2.63%
31 Mar, 2164.72%-

As of 31 Mar 24, OCA Acquisition is held by 23.56% institutional shareholders, representing a 1.71% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 244-55.56%
31 Dec, 23980.00%
30 Sep, 23525.00%
30 Jun, 234-50.00%
31 Mar, 238-63.64%
31 Dec, 22224.76%
30 Sep, 2221110.00%
30 Jun, 2210-28.57%
31 Mar, 2214-26.32%
31 Dec, 2119-
30 Sep, 2119-32.14%
30 Jun, 2128-12.50%
31 Mar, 2132-

4 institutional shareholders have increased their position in OCAX stock as of 31 Mar 24 compared to 9 in the previous quarter (a -55.56% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 24566.67%
31 Dec, 233200.00%
30 Sep, 231-50.00%
30 Jun, 232-66.67%
31 Mar, 236-40.00%
31 Dec, 2210-
30 Sep, 221011.11%
30 Jun, 229-
31 Mar, 22928.57%
31 Dec, 217-22.22%
30 Sep, 21980.00%
30 Jun, 215-
31 Mar, 21--

5 institutional shareholders have reduced their position in OCAX stock as of 31 Mar 24 compared to 3 in the previous quarter (a 66.67% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2411-52.17%1,799,364-36.53%23.56%1.71%4-55.56%566.67%
31 Dec, 23234.55%2,834,866-22.58%37.11%1.61%980.00%3200.00%
30 Sep, 232215.79%3,661,740-2.94%47.94%3.27%525.00%1-50.00%
30 Jun, 23195.56%3,772,6401.00%38.31%2.66%4-50.00%2-66.67%
31 Mar, 2318-69.49%3,735,279-72.55%37.93%0.20%8-63.64%6-40.00%
31 Dec, 22599.26%13,607,0800.33%138.17%0.73%224.76%10-
30 Sep, 22543.85%13,561,8644.19%137.71%0.79%21110.00%1011.11%
30 Jun, 2252-13,016,6573.42%132.17%0.81%10-28.57%9-
31 Mar, 22521.96%12,586,7586.52%127.81%0.89%14-26.32%928.57%
31 Dec, 21512.00%11,816,2773.28%119.99%0.89%19-7-22.22%
30 Sep, 215013.64%11,441,1225.53%116.18%0.96%19-32.14%980.00%
30 Jun, 214437.50%10,841,12970.08%110.08%2.63%28-12.50%5-
31 Mar, 2132-6,374,110-64.72%-32---

OCA Acquisition Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Dec 22, 2023Owl Creek Asset Management, L.P.10 percent owner-S-SaleSell150,000$10.80$1.62M450,000
Dec 22, 2023Owl Creek Asset Management, L.P.10 percent owner-S-SaleSell75,000$10.80$810.00K375,000
Dec 22, 2023Owl Creek Asset Management, L.P.10 percent owner-S-SaleSell270,309$10.79$2.92M104,691

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 16, 2024OCA Acquisition Holdings LLC10 percent owner-C-ConversionSell300,000--3,437,500
Jan 11, 2024OCA Acquisition Holdings LLC10 percent owner-Sell3,737,500---
Dec 22, 2023Owl Creek Asset Management, L.P.10 percent owner-S-SaleSell150,000$10.80$1.62M450,000
Dec 22, 2023Owl Creek Asset Management, L.P.10 percent owner-S-SaleSell75,000$10.80$810.00K375,000
Dec 22, 2023Owl Creek Asset Management, L.P.10 percent owner-S-SaleSell270,309$10.79$2.92M104,691

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jan 16, 2024OCA Acquisition Holdings LLC10 percent owner-C-ConversionSell300,000--3,437,500
Jan 16, 2024OCA Acquisition Holdings LLC10 percent owner-C-ConversionBuy300,000--300,000
Jan 12, 2024Ellison Alec Ldirector Buy----
Jan 12, 2024BENNETT GARY Pdirector Buy----
Jan 12, 2024Glat Jeffreydirector, officer Chief Financial OfficerBuy----
Jan 12, 2024Houston Christinedirector Buy----
Jan 12, 2024Pitsilis Emmanueldirector Buy----
Jan 12, 2024Robbins Jacobdirector Buy----
Jan 11, 2024OCA Acquisition Holdings LLC10 percent owner-Sell3,737,500---
Dec 22, 2023Owl Creek Asset Management, L.P.10 percent owner-S-SaleSell150,000$10.80$1.62M450,000
Dec 22, 2023Owl Creek Asset Management, L.P.10 percent owner-S-SaleSell75,000$10.80$810.00K375,000
Dec 22, 2023Owl Creek Asset Management, L.P.10 percent owner-S-SaleSell270,309$10.79$2.92M104,691
May 19, 2023Owl Creek Asset Management, L.P.10 percent owner-Buy---600,000

The last insider sell of OCA Acquisition's stock was made by OCA Acquisition Holdings LLC on Jan 16 2024, selling 300,000 shares at - per share (valued at -).

OCA Acquisition Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2023-3-
Q1 2023---

0 total buy trades, and 3 total sell trades (buy/sell ratio of 0.00%) were made by OCA Acquisition's insiders, as of Q4 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2023-3-
Q1 2023---

As of Q4 2023, Insider owners conducted 0 open market buy trades and 3 open market sell trades of OCA Acquisition's stocks.

OCA Acquisition Peer Ownership


TickerCompany
DPCSDP Cap Acquisition Corp I
ENTFEnterprise 4.0 Technology Acquisition Corp.
ASCBA SPAC II Acquisition Corporation
MCAAMountain & Co. I Acquisition Corp.
ATEKAthena Technology Acquisition Corp. II

OCAX Ownership FAQ


OCA Acquisition is owned by institutional shareholders (23.56%), insiders (0.00%), and public (76.44%). The largest institutional shareholder of OCA Acquisition is KARPUS MANAGEMENT, INC. (9.04% of total shares) and the top mutual fund owner is MERGER FUND VL (0.05% of total shares).

OCA Acquisition's major institutional shareholders are KARPUS MANAGEMENT, INC., METEORA CAPITAL, LLC, WOLVERINE ASSET MANAGEMENT LLC, CRYSTALLINE MANAGEMENT INC., and BERKLEY W R CORP. The top five shareholders own together 23.14% of the company's share outstanding.

As of Mar 2024, there are 11 institutional shareholders of OCA Acquisition.

KARPUS MANAGEMENT, INC owns 690.87K shares of OCA Acquisition, representing 9.04% of the company's total shares outstanding, valued at $7.48M (as of Mar 2024).

As of Mar 2024, METEORA CAPITAL, LLC holds 380K shares of OCA Acquisition (OCAX), compromising 4.97% of the company, valued at $4.11M.

WOLVERINE ASSET MANAGEMENT LLC is the third largest holder of OCA Acquisition. The company owns 312.71K of the company's shares outstanding (worth $3.38M).