OFS Credit Ownership | Who Owns OFS Credit?
OFS Credit Ownership Summary
OFS Credit is owned by 3.98% institutional investors, 1.54% insiders, and 94.49% 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 | 3.98% | 1.54% | 94.49% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Asset Management Stocks | 41.88% | 9.11% | 49.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Envestnet asset management | 355.88K | 2.23% | $2.56M |
| Principal securities | 194.21K | 1.22% | $1.40M |
| Graypoint | 124.99K | 0.78% | $900.56K |
| Lpl financial | 87.68K | 0.55% | $631.73K |
| Arkadios wealth advisors | 33.22K | 0.21% | $239.35K |
| B. riley wealth advisors | 17.76K | 0.11% | $127.97K |
| Newedge advisors | 16.36K | 0.10% | $117.86K |
| Morgan stanley | 14.14K | 0.09% | $101.87K |
| Creative planning | 12.00K | 0.08% | $86.46K |
| Susquehanna group, llp | 11.77K | 0.07% | $84.77K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Graypoint | 124.99K | 0.06% | $900.56K |
| Melfa wealth management | 10.27K | 0.05% | $74.02K |
| Lgt financial advisors | 3.23K | 0.05% | $23.26K |
| Principal securities | 194.21K | 0.04% | $1.40M |
| Arkadios wealth advisors | 33.22K | 0.02% | $239.35K |
| Lindbrook capital | 8.00K | 0.01% | $57.64K |
| Corecap advisors | 5.18K | 0.00% | $37.29K |
| B. riley wealth advisors | 17.76K | 0.00% | $127.97K |
| Envestnet asset management | 355.88K | 0.00% | $2.56M |
| Newedge advisors | 16.36K | 0.00% | $117.86K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Principal securities | 194.21K | 0.04% | 24.29K |
| Lpl financial | 87.68K | 0.00% | 15.13K |
| Susquehanna group, llp | 11.77K | - | 11.77K |
| Graypoint | 124.99K | 0.06% | 5.41K |
| Arkadios wealth advisors | 33.22K | 0.02% | 1.03K |
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 |
| Advisor group | 402.00 | - | -42.04K |
| Arlington capital management | - | - | -39.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 11.77K | - | 11.77K | $84.77K |
Sold Out
| Holder | Change |
|---|---|
| Perritt capital management | -3.00 |
| Camelot portfolios | -1.09K |
| True north advisors | -10.00K |
| Cetera investment advisers | -11.21K |
| Pfg investments | -11.48K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 22 | 4.76% | 1,868,785 | 81.65% | 24 | 13.63% | 17 | 13.33% | 5 | -16.67% |
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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