OCA Acquisition Ownership 2024 | Who Owns OCA Acquisition Now?


OverviewRevenueFinancialsChart

Institutional Ownership

40.70%

0

Institutional Holders

18.00

OCA Acquisition Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KARPUS MANAGEMENT, INC.10.12%0.22%688,845-2,025-0.29%7,715,064Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC4.70%0.04%319,7667,0562.26%3,581,379Jun 30, 2024
COWEN AND COMPANY, LLC4.58%0.10%311,653248,997397.40%3,489,263Jun 30, 2024
METEORA CAPITAL, LLC4.47%0.62%303,999-76,000-20.00%3,404,789Jun 30, 2024
CRYSTALLINE MANAGEMENT INC.2.82%2.05%192,110--2,151,632Jun 30, 2024
BERKLEY W R CORP2.82%0.09%191,933--2,147,730Jun 30, 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC2.48%0.09%168,797--1,890,526Jun 30, 2024
WESTCHESTER CAPITAL MANAGEMENT, LLC2.20%0.06%150,000--1,678,500Jun 30, 2024
WALLEYE CAPITAL LLC1.88%0.00%128,217--1,436,030Jun 30, 2024
CLEAR STREET LLC1.35%0.01%91,55283,8851094.10%1,025,000Jun 30, 2024
WALLEYE TRADING LLC1.18%0.00%80,000--896,000Jun 30, 2024
SPARTAN FUND MANAGEMENT INC.0.78%1.67%53,20310,00023.15%595,342Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.71%0.00%48,500--543,200Jun 30, 2024
MOORE CAPITAL MANAGEMENT, LP0.37%0.00%25,000--279,750Jun 30, 2024
WELLSPRING FINANCIAL ADVISORS, LLC0.22%0.02%15,300--171,360Jun 30, 2024
QUARRY LP0.01%-800800100.00%92Jun 30, 2024
UBS GROUP AG0.00%-178100128.21%1,994Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-52--582Jun 30, 2024
FIR TREE CAPITAL MANAGEMENT LP----166,744-100.00%-Jun 30, 2024
MIZUHO SECURITIES USA LLC----46,271-100.00%-Jun 30, 2024

OCA Acquisition's largest institutional shareholder is KARPUS MANAGEMENT, INC., holding 10.12% of the company's total share outstanding, currently valued at $7.72M. The top 10 institutional shareholders own together 37.42% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CRYSTALLINE MANAGEMENT INC.2.82%2.05%192,110--2,151,632Jun 30, 2024
SPARTAN FUND MANAGEMENT INC.0.78%1.67%53,20310,00023.15%595,342Jun 30, 2024
METEORA CAPITAL, LLC4.47%0.62%303,999-76,000-20.00%3,404,789Jun 30, 2024
KARPUS MANAGEMENT, INC.10.12%0.22%688,845-2,025-0.29%7,715,064Jun 30, 2024
COWEN AND COMPANY, LLC4.58%0.10%311,653248,997397.40%3,489,263Jun 30, 2024
BERKLEY W R CORP2.82%0.09%191,933--2,147,730Jun 30, 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC2.48%0.09%168,797--1,890,526Jun 30, 2024
WESTCHESTER CAPITAL MANAGEMENT, LLC2.20%0.06%150,000--1,678,500Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC4.70%0.04%319,7667,0562.26%3,581,379Jun 30, 2024
WELLSPRING FINANCIAL ADVISORS, LLC0.22%0.02%15,300--171,360Jun 30, 2024
CLEAR STREET LLC1.35%0.01%91,55283,8851094.10%1,025,000Jun 30, 2024
MOORE CAPITAL MANAGEMENT, LP0.37%0.00%25,000--279,750Jun 30, 2024
WALLEYE CAPITAL LLC1.88%0.00%128,217--1,436,030Jun 30, 2024
WALLEYE TRADING LLC1.18%0.00%80,000--896,000Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.71%0.00%48,500--543,200Jun 30, 2024
QUARRY LP0.01%-800800100.00%92Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-52--582Jun 30, 2024
UBS GROUP AG0.00%-178100128.21%1,994Jun 30, 2024
FIR TREE CAPITAL MANAGEMENT LP----166,744-100.00%-Jun 30, 2024
MIZUHO SECURITIES USA LLC----46,271-100.00%-Jun 30, 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 2.05% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COWEN AND COMPANY, LLC4.58%0.10%311,653248,997397.40%3,489,263Jun 30, 2024
CLEAR STREET LLC1.35%0.01%91,55283,8851094.10%1,025,000Jun 30, 2024
SPARTAN FUND MANAGEMENT INC.0.78%1.67%53,20310,00023.15%595,342Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC4.70%0.04%319,7667,0562.26%3,581,379Jun 30, 2024
QUARRY LP0.01%-800800100.00%92Jun 30, 2024
UBS GROUP AG0.00%-178100128.21%1,994Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-52--582Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.71%0.00%48,500--543,200Jun 30, 2024
WALLEYE TRADING LLC1.18%0.00%80,000--896,000Jun 30, 2024
WALLEYE CAPITAL LLC1.88%0.00%128,217--1,436,030Jun 30, 2024
MOORE CAPITAL MANAGEMENT, LP0.37%0.00%25,000--279,750Jun 30, 2024
WELLSPRING FINANCIAL ADVISORS, LLC0.22%0.02%15,300--171,360Jun 30, 2024
WESTCHESTER CAPITAL MANAGEMENT, LLC2.20%0.06%150,000--1,678,500Jun 30, 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC2.48%0.09%168,797--1,890,526Jun 30, 2024
BERKLEY W R CORP2.82%0.09%191,933--2,147,730Jun 30, 2024
CRYSTALLINE MANAGEMENT INC.2.82%2.05%192,110--2,151,632Jun 30, 2024
KARPUS MANAGEMENT, INC.10.12%0.22%688,845-2,025-0.29%7,715,064Jun 30, 2024
VIRTU FINANCIAL LLC----22,850-100.00%-Jun 30, 2024
MIZUHO SECURITIES USA LLC----46,271-100.00%-Jun 30, 2024
METEORA CAPITAL, LLC4.47%0.62%303,999-76,000-20.00%3,404,789Jun 30, 2024

As of Jun 30 2024, OCA Acquisition's largest institutional buyer is COWEN AND COMPANY, LLC. The company purchased 249.00K stocks of OCAX, valued at $3.49M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FIR TREE CAPITAL MANAGEMENT LP----166,744-100.00%-Jun 30, 2024
METEORA CAPITAL, LLC4.47%0.62%303,999-76,000-20.00%3,404,789Jun 30, 2024
MIZUHO SECURITIES USA LLC----46,271-100.00%-Jun 30, 2024
VIRTU FINANCIAL LLC----22,850-100.00%-Jun 30, 2024
KARPUS MANAGEMENT, INC.10.12%0.22%688,845-2,025-0.29%7,715,064Jun 30, 2024
CRYSTALLINE MANAGEMENT INC.2.82%2.05%192,110--2,151,632Jun 30, 2024
BERKLEY W R CORP2.82%0.09%191,933--2,147,730Jun 30, 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC2.48%0.09%168,797--1,890,526Jun 30, 2024
WESTCHESTER CAPITAL MANAGEMENT, LLC2.20%0.06%150,000--1,678,500Jun 30, 2024
WELLSPRING FINANCIAL ADVISORS, LLC0.22%0.02%15,300--171,360Jun 30, 2024
MOORE CAPITAL MANAGEMENT, LP0.37%0.00%25,000--279,750Jun 30, 2024
WALLEYE CAPITAL LLC1.88%0.00%128,217--1,436,030Jun 30, 2024
WALLEYE TRADING LLC1.18%0.00%80,000--896,000Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.71%0.00%48,500--543,200Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.00%-52--582Jun 30, 2024
UBS GROUP AG0.00%-178100128.21%1,994Jun 30, 2024
QUARRY LP0.01%-800800100.00%92Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC4.70%0.04%319,7667,0562.26%3,581,379Jun 30, 2024
SPARTAN FUND MANAGEMENT INC.0.78%1.67%53,20310,00023.15%595,342Jun 30, 2024
CLEAR STREET LLC1.35%0.01%91,55283,8851094.10%1,025,000Jun 30, 2024

As of Jun 30 2024, OCA Acquisition's biggest institutional seller is FIR TREE CAPITAL MANAGEMENT LP. The company sold -0.17M shares of OCAX, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
QUARRY LP0.01%-800800100.00%92Jun 30, 2024

OCA Acquisition's largest new institutional shareholder by number of shares is QUARRY LP, purchased 800.00 shares, valued at $92.00, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FIR TREE CAPITAL MANAGEMENT LP----166,744-100.00%-Jun 30, 2024
MIZUHO SECURITIES USA LLC----46,271-100.00%-Jun 30, 2024
VIRTU FINANCIAL LLC----22,850-100.00%-Jun 30, 2024

OCA Acquisition's largest sold out institutional shareholder by shares sold is FIR TREE CAPITAL MANAGEMENT LP, sold -0.17M shares, valued at -, as of undefined.

OCA Acquisition Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
MERGER FUND VL0.05%7,103--Mar 28, 2024
MERGER FUND0.02%139,497--Mar 28, 2024
Saba Capital Income & Opportunities Fund0.00%9,841--Jan 31, 2024
Listed Funds Trust0.00%13,677--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%4,699--Feb 29, 2024
AQR Funds0.00%122,375--Mar 31, 2024

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 %
30 Jun, 2418-10.00%
31 Mar, 2420-13.04%
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 30 Jun 24, 18 institutions are holding OCA Acquisition's shares, representing a decrease of -10.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 242,769,9051.35%
31 Mar, 242,732,957-3.59%
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 2.77M shares outstanding as of 30 Jun 24, up 1.35% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2440.70%3.18%
31 Mar, 2435.78%2.60%
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 30 Jun 24, OCA Acquisition is held by 40.70% institutional shareholders, representing a 3.18% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 246-14.29%
31 Mar, 247-22.22%
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-

6 institutional shareholders have increased their position in OCAX stock as of 30 Jun 24 compared to 7 in the previous quarter (a -14.29% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 242-66.67%
31 Mar, 246100.00%
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--

2 institutional shareholders have reduced their position in OCAX stock as of 30 Jun 24 compared to 6 in the previous quarter (a -66.67% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2418-10.00%2,769,9051.35%40.70%3.18%6-14.29%2-66.67%
31 Mar, 2420-13.04%2,732,957-3.59%35.78%2.60%7-22.22%6100.00%
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
ENTFEnterprise 4.0 Technology Acquisition Corp.
ASCBA SPAC II Acquisition Corporation
MCAAMountain & Co. I Acquisition Corp.
DPCSDP Cap Acquisition Corp I
ATEKAthena Technology Acquisition Corp. II

OCAX Ownership FAQ


OCA Acquisition is owned by institutional shareholders (40.70%), insiders (0.00%), and public (59.30%). The largest institutional shareholder of OCA Acquisition is KARPUS MANAGEMENT, INC. (10.12% 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., WOLVERINE ASSET MANAGEMENT LLC, COWEN AND COMPANY, LLC, METEORA CAPITAL, LLC, and CRYSTALLINE MANAGEMENT INC.. The top five shareholders own together 26.69% of the company's share outstanding.

As of Jun 2024, there are 18 institutional shareholders of OCA Acquisition.

KARPUS MANAGEMENT, INC owns 688.84K shares of OCA Acquisition, representing 10.12% of the company's total shares outstanding, valued at $7.72M (as of Jun 2024).

As of Jun 2024, WOLVERINE ASSET MANAGEMENT LLC holds 319.77K shares of OCA Acquisition (OCAX), compromising 4.70% of the company, valued at $3.58M.

COWEN AND COMPANY, LLC is the third largest holder of OCA Acquisition. The company owns 311.65K of the company's shares outstanding (worth $3.49M).