OFS Credit Ownership 2024 | Who Owns OFS Credit Now?


OverviewRevenueFinancialsChart

Institutional Ownership

23.32%

Insider Ownership

4.73%

Retail Ownership

71.94%

Institutional Holders

20.00

OFS Credit Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
THOMAS J. HERZFELD ADVISORS, INC.11.41%3.30%1,302,89025,8712.03%9,328,692Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC5.52%0.00%630,73610,5951.71%4,516,073Mar 31, 2024
PRINCIPAL SECURITIES, INC.1.49%0.04%169,92516,44010.71%1,216,663Mar 31, 2024
GRAYPOINT LLC1.05%0.06%119,5826,8066.04%856,204Mar 31, 2024
CHOREO, LLC0.90%0.02%103,059103,059100.00%737,905Mar 31, 2024
LPL FINANCIAL LLC0.64%0.00%72,546-2,346-3.13%519,432Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS0.44%0.00%50,0092,8416.02%358,000Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.37%0.00%42,4397,20020.43%303,864,000Mar 31, 2024
ARLINGTON CAPITAL MANAGEMENT, INC.0.35%0.24%39,521-1,367-3.34%282,970Mar 31, 2024
ARKADIOS WEALTH ADVISORS0.28%0.02%32,1901,1513.71%230,482Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC0.24%0.02%27,2326,17229.31%192,261Mar 31, 2024
B. RILEY WEALTH ADVISORS, INC.0.20%0.00%22,3867,65151.92%171,029Mar 31, 2024
MORGAN STANLEY0.15%-16,619-2,264-11.99%118,994Mar 31, 2024
NEWEDGE ADVISORS, LLC0.14%0.00%16,4141,81512.43%117,525Mar 31, 2024
CREATIVE PLANNING0.11%0.00%12,0001,0009.09%85,920Mar 31, 2024
PFG INVESTMENTS, LLC0.10%0.01%11,47911,479100.00%82,190Mar 31, 2024
TRUE NORTH ADVISORS, LLC0.10%0.02%11,17511,175100.00%80,014Mar 31, 2024
MELFA WEALTH MANAGEMENT, LLC0.09%0.05%10,19510,195100.00%72,994Mar 31, 2024
LINDBROOK CAPITAL, LLC0.07%0.01%8,0003,59681.65%57,280Mar 31, 2024
LGT FINANCIAL ADVISORS LLC0.03%0.03%3,228-1-0.03%23,117,000Mar 31, 2024

OFS Credit's largest institutional shareholder is THOMAS J. HERZFELD ADVISORS, INC., holding 11.41% of the company's total share outstanding, currently valued at $9.33M. The top 10 institutional shareholders own together 22.45% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
THOMAS J. HERZFELD ADVISORS, INC.11.41%3.30%1,302,89025,8712.03%9,328,692Mar 31, 2024
ARLINGTON CAPITAL MANAGEMENT, INC.0.35%0.24%39,521-1,367-3.34%282,970Mar 31, 2024
GRAYPOINT LLC1.05%0.06%119,5826,8066.04%856,204Mar 31, 2024
MELFA WEALTH MANAGEMENT, LLC0.09%0.05%10,19510,195100.00%72,994Mar 31, 2024
PRINCIPAL SECURITIES, INC.1.49%0.04%169,92516,44010.71%1,216,663Mar 31, 2024
LGT FINANCIAL ADVISORS LLC0.03%0.03%3,228-1-0.03%23,117,000Mar 31, 2024
TRUE NORTH ADVISORS, LLC0.10%0.02%11,17511,175100.00%80,014Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC0.24%0.02%27,2326,17229.31%192,261Mar 31, 2024
CHOREO, LLC0.90%0.02%103,059103,059100.00%737,905Mar 31, 2024
ARKADIOS WEALTH ADVISORS0.28%0.02%32,1901,1513.71%230,482Mar 31, 2024
LINDBROOK CAPITAL, LLC0.07%0.01%8,0003,59681.65%57,280Mar 31, 2024
PFG INVESTMENTS, LLC0.10%0.01%11,47911,479100.00%82,190Mar 31, 2024
B. RILEY WEALTH ADVISORS, INC.0.20%0.00%22,3867,65151.92%171,029Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC5.52%0.00%630,73610,5951.71%4,516,073Mar 31, 2024
NEWEDGE ADVISORS, LLC0.14%0.00%16,4141,81512.43%117,525Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS0.44%0.00%50,0092,8416.02%358,000Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.37%0.00%42,4397,20020.43%303,864,000Mar 31, 2024
LPL FINANCIAL LLC0.64%0.00%72,546-2,346-3.13%519,432Mar 31, 2024
CREATIVE PLANNING0.11%0.00%12,0001,0009.09%85,920Mar 31, 2024
PERRITT CAPITAL MANAGEMENT INC--3--23Mar 31, 2024

The largest OFS Credit shareholder by % of total assets is THOMAS J. HERZFELD ADVISORS, INC.. The company owns 1.30M shares of OFS Credit (OCCI), representing 3.30% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CHOREO, LLC0.90%0.02%103,059103,059100.00%737,905Mar 31, 2024
THOMAS J. HERZFELD ADVISORS, INC.11.41%3.30%1,302,89025,8712.03%9,328,692Mar 31, 2024
PRINCIPAL SECURITIES, INC.1.49%0.04%169,92516,44010.71%1,216,663Mar 31, 2024
PFG INVESTMENTS, LLC0.10%0.01%11,47911,479100.00%82,190Mar 31, 2024
TRUE NORTH ADVISORS, LLC0.10%0.02%11,17511,175100.00%80,014Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC5.52%0.00%630,73610,5951.71%4,516,073Mar 31, 2024
MELFA WEALTH MANAGEMENT, LLC0.09%0.05%10,19510,195100.00%72,994Mar 31, 2024
B. RILEY WEALTH ADVISORS, INC.0.20%0.00%22,3867,65151.92%171,029Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.37%0.00%42,4397,20020.43%303,864,000Mar 31, 2024
GRAYPOINT LLC1.05%0.06%119,5826,8066.04%856,204Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC0.24%0.02%27,2326,17229.31%192,261Mar 31, 2024
LINDBROOK CAPITAL, LLC0.07%0.01%8,0003,59681.65%57,280Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS0.44%0.00%50,0092,8416.02%358,000Mar 31, 2024
NEWEDGE ADVISORS, LLC0.14%0.00%16,4141,81512.43%117,525Mar 31, 2024
ARKADIOS WEALTH ADVISORS0.28%0.02%32,1901,1513.71%230,482Mar 31, 2024
CREATIVE PLANNING0.11%0.00%12,0001,0009.09%85,920Mar 31, 2024
NATIONAL BANK OF CANADA /FI/0.00%-1010100.00%74Mar 31, 2024
WELLS FARGO & COMPANY/MN--1--10,000Mar 31, 2024
PERRITT CAPITAL MANAGEMENT INC--3--23Mar 31, 2024
LGT FINANCIAL ADVISORS LLC0.03%0.03%3,228-1-0.03%23,117,000Mar 31, 2024

As of Mar 31 2024, OFS Credit's largest institutional buyer is CHOREO, LLC. The company purchased 103.06K stocks of OCCI, valued at $737.90K.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ATOMI FINANCIAL GROUP, INC.----39,971-100.00%-Mar 31, 2024
LPL FINANCIAL LLC0.64%0.00%72,546-2,346-3.13%519,432Mar 31, 2024
MORGAN STANLEY0.15%-16,619-2,264-11.99%118,994Mar 31, 2024
ARLINGTON CAPITAL MANAGEMENT, INC.0.35%0.24%39,521-1,367-3.34%282,970Mar 31, 2024
CWM, LLC----774-100.00%-Mar 31, 2024
ROYAL BANK OF CANADA0.01%-956-162-14.49%7,000Mar 31, 2024
PLANNING CAPITAL MANAGEMENT CORP----70-100.00%-Mar 31, 2024
ADVISORNET FINANCIAL, INC----40-100.00%-Mar 31, 2024
LGT FINANCIAL ADVISORS LLC0.03%0.03%3,228-1-0.03%23,117,000Mar 31, 2024
PERRITT CAPITAL MANAGEMENT INC--3--23Mar 31, 2024
WELLS FARGO & COMPANY/MN--1--10,000Mar 31, 2024
NATIONAL BANK OF CANADA /FI/0.00%-1010100.00%74Mar 31, 2024
CREATIVE PLANNING0.11%0.00%12,0001,0009.09%85,920Mar 31, 2024
ARKADIOS WEALTH ADVISORS0.28%0.02%32,1901,1513.71%230,482Mar 31, 2024
NEWEDGE ADVISORS, LLC0.14%0.00%16,4141,81512.43%117,525Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS0.44%0.00%50,0092,8416.02%358,000Mar 31, 2024
LINDBROOK CAPITAL, LLC0.07%0.01%8,0003,59681.65%57,280Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC0.24%0.02%27,2326,17229.31%192,261Mar 31, 2024
GRAYPOINT LLC1.05%0.06%119,5826,8066.04%856,204Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.37%0.00%42,4397,20020.43%303,864,000Mar 31, 2024

As of Mar 31 2024, OFS Credit's biggest institutional seller is ATOMI FINANCIAL GROUP, INC.. The company sold -39.97K shares of OCCI, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CHOREO, LLC0.90%0.02%103,059103,059100.00%737,905Mar 31, 2024
PFG INVESTMENTS, LLC0.10%0.01%11,47911,479100.00%82,190Mar 31, 2024
TRUE NORTH ADVISORS, LLC0.10%0.02%11,17511,175100.00%80,014Mar 31, 2024
MELFA WEALTH MANAGEMENT, LLC0.09%0.05%10,19510,195100.00%72,994Mar 31, 2024
NATIONAL BANK OF CANADA /FI/0.00%-1010100.00%74Mar 31, 2024

OFS Credit's largest new institutional shareholder by number of shares is CHOREO, LLC, purchased 103.06K shares, valued at $737.90K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ATOMI FINANCIAL GROUP, INC.----39,971-100.00%-Mar 31, 2024
CWM, LLC----774-100.00%-Mar 31, 2024
PLANNING CAPITAL MANAGEMENT CORP----70-100.00%-Mar 31, 2024
ADVISORNET FINANCIAL, INC----40-100.00%-Mar 31, 2024

OFS Credit's largest sold out institutional shareholder by shares sold is ATOMI FINANCIAL GROUP, INC., sold -39.97K shares, valued at -, as of undefined.

OFS Credit Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
VIRTUS OPPORTUNITIES TRUST0.00%59,680--Feb 29, 2024
Alpha Alternative Assets Fund0.00%3--Dec 31, 2023

OFS Credit's largest mutual fund holder by % of total assets is "VIRTUS OPPORTUNITIES TRUST", owning 59.68K shares, compromising 0.00% of its total assets.

OFS Credit Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2420-16.67%
31 Dec, 23249.09%
30 Sep, 23224.76%
30 Jun, 2321-
31 Mar, 232123.53%
31 Dec, 221713.33%
30 Sep, 2215-28.57%
30 Jun, 222131.25%
31 Mar, 221614.29%
31 Dec, 21147.69%
30 Sep, 2113-7.14%
30 Jun, 2114-12.50%
31 Mar, 21166.67%
31 Dec, 201550.00%
30 Sep, 201011.11%
30 Jun, 209-25.00%
31 Mar, 20129.09%
31 Dec, 1911-
30 Sep, 191110.00%
30 Jun, 191025.00%
31 Mar, 19814.29%
31 Dec, 187-

As of 31 Mar 24, 20 institutions are holding OFS Credit's shares, representing a decrease of -16.67% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 242,662,6315.46%
31 Dec, 232,524,71435.10%
30 Sep, 231,868,78581.65%
30 Jun, 231,028,76176.78%
31 Mar, 23581,9283.83%
31 Dec, 22560,478-15.54%
30 Sep, 22663,565-1.79%
30 Jun, 22675,6688.63%
31 Mar, 22622,015-26.16%
31 Dec, 21842,436-10.51%
30 Sep, 21941,3271.86%
30 Jun, 21924,11887.63%
31 Mar, 21492,53415.90%
31 Dec, 20424,96939.73%
30 Sep, 20304,130-7.30%
30 Jun, 20328,082-53.16%
31 Mar, 20700,490-7.38%
31 Dec, 19756,2984.62%
30 Sep, 19722,88844.69%
30 Jun, 19499,5973.10%
31 Mar, 19484,584-7.27%
31 Dec, 18522,571-

OFS Credit (OCCI) has 2.66M shares outstanding as of 31 Mar 24, up 5.46% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2423.32%2.18%
31 Dec, 2332.71%5.58%
30 Sep, 2324.21%13.63%
30 Jun, 2313.33%23.45%
31 Mar, 237.54%14.30%
31 Dec, 227.26%9.83%
30 Sep, 228.60%11.22%
30 Jun, 228.75%13.48%
31 Mar, 228.06%6.77%
31 Dec, 2110.91%7.34%
30 Sep, 2112.19%8.51%
30 Jun, 2111.97%29.41%
31 Mar, 216.38%21.05%
31 Dec, 205.51%35.47%
30 Sep, 203.94%21.81%
30 Jun, 204.25%5.16%
31 Mar, 209.07%9.45%
31 Dec, 199.80%11.17%
30 Sep, 199.36%22.36%
30 Jun, 196.47%16.42%
31 Mar, 196.28%13.70%
31 Dec, 186.77%-

As of 31 Mar 24, OFS Credit is held by 23.32% institutional shareholders, representing a 2.18% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2416-20.00%
31 Dec, 232017.65%
30 Sep, 231713.33%
30 Jun, 2315-6.25%
31 Mar, 231633.33%
31 Dec, 2212-
30 Sep, 2212-29.41%
30 Jun, 221770.00%
31 Mar, 221011.11%
31 Dec, 219-10.00%
30 Sep, 2110-16.67%
30 Jun, 21129.09%
31 Mar, 2111-15.38%
31 Dec, 201385.71%
30 Sep, 20775.00%
30 Jun, 204-50.00%
31 Mar, 20833.33%
31 Dec, 196-14.29%
30 Sep, 19716.67%
30 Jun, 196100.00%
31 Mar, 193-57.14%
31 Dec, 187-

16 institutional shareholders have increased their position in OCCI stock as of 31 Mar 24 compared to 20 in the previous quarter (a -20.00% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 243-25.00%
31 Dec, 234-20.00%
30 Sep, 235-16.67%
30 Jun, 23650.00%
31 Mar, 234-20.00%
31 Dec, 22566.67%
30 Sep, 223-25.00%
30 Jun, 224-33.33%
31 Mar, 22620.00%
31 Dec, 21566.67%
30 Sep, 21350.00%
30 Jun, 212-50.00%
31 Mar, 214100.00%
31 Dec, 202-33.33%
30 Sep, 203-40.00%
30 Jun, 20525.00%
31 Mar, 204-
31 Dec, 19433.33%
30 Sep, 19350.00%
30 Jun, 192-33.33%
31 Mar, 193-
31 Dec, 18--

3 institutional shareholders have reduced their position in OCCI stock as of 31 Mar 24 compared to 4 in the previous quarter (a -25.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2420-16.67%2,662,6315.46%23.32%2.18%16-20.00%3-25.00%
31 Dec, 23249.09%2,524,71435.10%32.71%5.58%2017.65%4-20.00%
30 Sep, 23224.76%1,868,78581.65%24.21%13.63%1713.33%5-16.67%
30 Jun, 2321-1,028,76176.78%13.33%23.45%15-6.25%650.00%
31 Mar, 232123.53%581,9283.83%7.54%14.30%1633.33%4-20.00%
31 Dec, 221713.33%560,478-15.54%7.26%9.83%12-566.67%
30 Sep, 2215-28.57%663,565-1.79%8.60%11.22%12-29.41%3-25.00%
30 Jun, 222131.25%675,6688.63%8.75%13.48%1770.00%4-33.33%
31 Mar, 221614.29%622,015-26.16%8.06%6.77%1011.11%620.00%
31 Dec, 21147.69%842,436-10.51%10.91%7.34%9-10.00%566.67%
30 Sep, 2113-7.14%941,3271.86%12.19%8.51%10-16.67%350.00%
30 Jun, 2114-12.50%924,11887.63%11.97%29.41%129.09%2-50.00%
31 Mar, 21166.67%492,53415.90%6.38%21.05%11-15.38%4100.00%
31 Dec, 201550.00%424,96939.73%5.51%35.47%1385.71%2-33.33%
30 Sep, 201011.11%304,130-7.30%3.94%21.81%775.00%3-40.00%
30 Jun, 209-25.00%328,082-53.16%4.25%5.16%4-50.00%525.00%
31 Mar, 20129.09%700,490-7.38%9.07%9.45%833.33%4-
31 Dec, 1911-756,2984.62%9.80%11.17%6-14.29%433.33%
30 Sep, 191110.00%722,88844.69%9.36%22.36%716.67%350.00%
30 Jun, 191025.00%499,5973.10%6.47%16.42%6100.00%2-33.33%
31 Mar, 19814.29%484,584-7.27%6.28%13.70%3-57.14%3-
31 Dec, 187-522,571-6.77%-7---

OFS Credit Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell5,124$24.16$123.80K36,964
May 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell707$23.29$16.47K34,282
May 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell801$23.29$18.66K33,481
May 09, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell1,305$23.24$30.33K34,989
Apr 18, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell74$24.16$1.79K42,171
Apr 18, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell83$24.16$2.01K42,088
Apr 12, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell17$24.16$410.7242,245
Mar 28, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell63$24.12$1.52K42,262
Mar 25, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell1$24.12$24.1242,325
Mar 20, 2024Griggs Kathleendirector-P-PurchaseBuy1,200$7.10$8.52K1,200
Mar 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell11$24.10$265.1042,360
Mar 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell28$24.12$675.3642,332
Mar 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell6$24.12$144.7242,326
Mar 11, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell100$24.03$2.40K36,294
Feb 13, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell14,531$22.63$328.84K94,797
Feb 13, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell42,531$22.63$962.48K52,266
Feb 13, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell15,872$22.71$360.45K36,394
Feb 08, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell13,515$22.62$305.71K123,233
Feb 08, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell12,405$22.66$281.10K110,828
Feb 08, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell1,500$22.64$33.96K109,328

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 20, 2024Griggs Kathleendirector-P-PurchaseBuy1,200$7.10$8.52K1,200

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell5,124$24.16$123.80K36,964
May 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell707$23.29$16.47K34,282
May 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell801$23.29$18.66K33,481
May 09, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell1,305$23.24$30.33K34,989
Apr 18, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell74$24.16$1.79K42,171
Apr 18, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell83$24.16$2.01K42,088
Apr 12, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell17$24.16$410.7242,245
Mar 28, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell63$24.12$1.52K42,262
Mar 25, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell1$24.12$24.1242,325
Mar 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell11$24.10$265.1042,360
Mar 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell28$24.12$675.3642,332
Mar 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell6$24.12$144.7242,326
Mar 11, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell100$24.03$2.40K36,294
Feb 13, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell14,531$22.63$328.84K94,797
Feb 13, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell42,531$22.63$962.48K52,266
Feb 13, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell15,872$22.71$360.45K36,394
Feb 08, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell13,515$22.62$305.71K123,233
Feb 08, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell12,405$22.66$281.10K110,828
Feb 08, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell1,500$22.64$33.96K109,328

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell5,124$24.16$123.80K36,964
May 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell707$23.29$16.47K34,282
May 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell801$23.29$18.66K33,481
May 09, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell1,305$23.24$30.33K34,989
Apr 18, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell74$24.16$1.79K42,171
Apr 18, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell83$24.16$2.01K42,088
Apr 12, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell17$24.16$410.7242,245
Mar 28, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell63$24.12$1.52K42,262
Mar 25, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell1$24.12$24.1242,325
Mar 20, 2024Griggs Kathleendirector-P-PurchaseBuy1,200$7.10$8.52K1,200
Mar 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell11$24.10$265.1042,360
Mar 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell28$24.12$675.3642,332
Mar 15, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell6$24.12$144.7242,326
Mar 11, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell100$24.03$2.40K36,294
Feb 13, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell14,531$22.63$328.84K94,797
Feb 13, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell42,531$22.63$962.48K52,266
Feb 13, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell15,872$22.71$360.45K36,394
Feb 08, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell13,515$22.62$305.71K123,233
Feb 08, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell12,405$22.66$281.10K110,828
Feb 08, 2024Eagle Point Credit Management LLC10 percent owner-S-SaleSell1,500$22.64$33.96K109,328

The last insider sell of OFS Credit's stock was made by Eagle Point Credit Management LLC on May 15 2024, selling 5,124 shares at $24.16 per share (valued at $123.80K). The last insider buy of OCCI was made by Griggs Kathleen on Mar 20 2024, buying 1,200 shares at $7.10 per share (worth $8.52K).

OFS Credit Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-7-
Q1 20241244.17%
Q4 20235--
Q3 202351500.00%
Q2 202351500.00%
Q1 202352250.00%
Q4 20228--
Q3 20226--
Q2 20226--
Q1 202281800.00%
Q4 202185160.00%
Q3 20218--
Q2 202110--
Q1 20211011000.00%
Q4 202010--
Q3 202011--
Q1 2020-1-
Q3 2019125240.00%
Q2 2019-1-
Q4 20185683.33%

0 total buy trades, and 7 total sell trades (buy/sell ratio of 0.00%) were made by OFS Credit's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-7-
Q1 20241244.17%
Q4 2023---
Q3 2023-1-
Q2 2023---
Q1 2023---
Q4 2022---
Q3 2022---
Q2 2022---
Q1 2022---
Q4 2021-4-
Q3 2021---
Q2 2021---
Q1 2021---
Q4 2020---
Q3 2020---
Q1 2020---
Q3 2019---
Q2 2019---
Q4 20185--

As of Q2 2024, Insider owners conducted 0 open market buy trades and 7 open market sell trades of OFS Credit's stocks.

OFS Credit Peer Ownership


TickerCompany
GLADGladstone Capital Corporation
SCMStellus Capital Investment Corporation
DHILDiamond Hill Investment Group, Inc.
FDUSFidus Investment Corporation
PSECProspect Capital Corporation
PTMNPortman Ridge Finance Corporation
GEGGreat Elm Group, Inc.
WHFWhiteHorse Finance, Inc.
ICMBInvestcorp Credit Management BDC, Inc.
OXLCOxford Lane Capital Corp.
HRZNHorizon Technology Finance Corporation
MRCCMonroe Capital Corporation

OCCI Ownership FAQ


OFS Credit is owned by institutional shareholders (23.32%), insiders (4.73%), and public (71.94%). The largest institutional shareholder of OFS Credit is THOMAS J. HERZFELD ADVISORS, INC. (11.41% of total shares) and the top mutual fund owner is VIRTUS OPPORTUNITIES TRUST (0.00% of total shares).

OFS Credit's major institutional shareholders are THOMAS J. HERZFELD ADVISORS, INC., ENVESTNET ASSET MANAGEMENT INC, PRINCIPAL SECURITIES, INC., GRAYPOINT LLC, and CHOREO, LLC. The top five shareholders own together 20.38% of the company's share outstanding.

As of Mar 2024, there are 20 institutional shareholders of OFS Credit.

THOMAS J. HERZFELD ADVISORS, INC owns 1.3M shares of OFS Credit, representing 11.41% of the company's total shares outstanding, valued at $9.33M (as of Mar 2024).

As of Mar 2024, ENVESTNET ASSET MANAGEMENT INC holds 630.74K shares of OFS Credit (OCCI), compromising 5.52% of the company, valued at $4.52M.

PRINCIPAL SECURITIES, INC is the third largest holder of OFS Credit. The company owns 169.92K of the company's shares outstanding (worth $1.22M).