OFS Credit Ownership | Who Owns OFS Credit?
OFS Credit Ownership Summary
OFS Credit is owned by 4.03% institutional investors, 1.54% insiders, and 94.43% retail investors. Envestnet asset management is the largest institutional shareholder, holding 2.23% of OCCI shares.
OCCI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | OFS Credit | 4.03% | 1.54% | 94.43% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Envestnet asset management | 355.88K | 2.23% | $2.56M |
| Virtus etf advisers | 318.11K | 1.96% | $2.26M |
| Graypoint | 164.83K | 1.02% | $1.17M |
| Lpl financial | 87.68K | 0.55% | $631.73K |
| Kestra advisory services | 53.60K | 0.33% | $381.07K |
| Arkadios wealth advisors | 32.04K | 0.20% | $227.83K |
| B. riley wealth advisors | 17.76K | 0.11% | $127.97K |
| Nicolet advisory services | 14.89K | 0.09% | $105.41K |
| Newedge advisors | 14.56K | 0.09% | $103.51K |
| Morgan stanley | 14.14K | 0.09% | $101.87K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Virtus etf advisers | 318.11K | 0.92% | $2.26M |
| Graypoint | 164.83K | 0.07% | $1.17M |
| Melfa wealth management | 10.27K | 0.05% | $73.05K |
| Arkadios wealth advisors | 32.04K | 0.01% | $227.83K |
| Nicolet advisory services | 14.89K | 0.01% | $105.41K |
| Lindbrook capital | 6.00K | 0.00% | $42.66K |
| B. riley wealth advisors | 17.76K | 0.00% | $127.97K |
| Kestra advisory services | 53.60K | 0.00% | $381.07K |
| Envestnet asset management | 355.88K | 0.00% | $2.56M |
| Newedge advisors | 14.56K | 0.00% | $103.51K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kestra advisory services | 53.60K | 0.00% | 53.60K |
| Virtus etf advisers | 318.11K | 0.92% | 39.53K |
| Graypoint | 164.83K | 0.07% | 33.86K |
| Lpl financial | 87.68K | 0.00% | 15.13K |
| Nicolet advisory services | 14.89K | 0.01% | 14.89K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Envestnet asset management | 355.88K | 0.00% | -274.85K |
| Thomas j. herzfeld advisors | - | - | -152.58K |
| Thrivent financial for lutherans | - | - | -50.01K |
| Arlington capital management | - | - | -39.52K |
| Choreo | - | - | -22.28K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Kestra advisory services | 53.60K | 0.00% | 53.60K | $381.07K |
| Nicolet advisory services | 14.89K | 0.01% | 14.89K | $105.41K |
| Allworth financial lp | 302.00 | - | 302.00 | $2.13K |
| Cwm | 103.00 | - | 103.00 | $1.00K |
Sold Out
| Holder | Change |
|---|---|
| Perritt capital management | -3.00 |
| Camelot portfolios | -1.09K |
| Corecap advisors | -1.94K |
| Lgt financial advisors | -3.23K |
| True north advisors | -10.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 18 | 5.88% | 653,587 | 1.42% | 4 | 25.51% | 8 | - | 6 | 50.00% |
| Sep 30, 2024 | 17 | -29.17% | 644,440 | -42.12% | 3 | 8.13% | 8 | - | 4 | -55.56% |
| Jun 30, 2024 | 24 | -4.00% | 1,113,457 | -58.88% | 6 | 1.24% | 8 | -55.56% | 9 | 80.00% |
| Mar 31, 2024 | 25 | 4.17% | 2,707,771 | 7.25% | 23 | 2.22% | 18 | -10.00% | 5 | 25.00% |
| Dec 31, 2023 | 24 | 9.09% | 2,524,714 | 35.10% | 32 | 5.58% | 20 | 17.65% | 4 | -20.00% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 24, 2024 | Eagle Point Credit Management LLC | - | Sell | $2.37K |
| Sep 24, 2024 | Eagle Point Credit Management LLC | - | Sell | $12.34K |
| Sep 23, 2024 | Eagle Point Credit Management LLC | - | Sell | $2.67K |
| Sep 19, 2024 | Eagle Point Credit Management LLC | - | Sell | $32.34K |
| Sep 11, 2024 | Eagle Point Credit Management LLC | - | Sell | $4.62K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 37 |
| 2024 Q2 | 1 | 22 |
| 2024 Q1 | 1 | 24 |
| 2023 Q4 | - | - |
| 2023 Q3 | - | 1 |
OCCI Ownership FAQ
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