OFS Credit Ownership 2024 | Who Owns OFS Credit Now?

Overview RevenueFinancials Chart

Institutional Ownership

6.81%

Insider Ownership

1.59%

Retail Ownership

91.60%

Institutional Holders

22.00

OFS Credit Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ENVESTNET ASSET MANAGEMENT INC	2.23%	0.00%	355,885	-274,851	-43.58%	2,564,152	Jun 30, 2024
PRINCIPAL SECURITIES, INC.	1.22%	0.04%	194,211	24,286	14.29%	1,399,290	Jun 30, 2024
THOMAS J. HERZFELD ADVISORS, INC.	0.96%	0.39%	152,580	-1,150,310	-88.29%	1,099,339	Jun 30, 2024
GRAYPOINT LLC	0.78%	0.06%	124,991	5,409	4.52%	900,561	Jun 30, 2024
LPL FINANCIAL LLC	0.55%	0.00%	87,679	15,133	20.86%	631,726	Jun 30, 2024
ARKADIOS WEALTH ADVISORS	0.21%	0.02%	33,220	1,030	3.20%	239,347	Jun 30, 2024
CHOREO, LLC	0.14%	0.00%	22,279	-80,780	-78.38%	157,113	Jun 30, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.13%	0.01%	19,911	-7,321	-26.88%	143,457	Jun 30, 2024
NEWEDGE ADVISORS, LLC	0.10%	0.00%	16,358	-56	-0.34%	117,859	Jun 30, 2024
MORGAN STANLEY	0.09%	-	14,138	-2,481	-14.93%	101,867	Jun 30, 2024
TRUE NORTH ADVISORS, LLC	0.07%	0.02%	11,175	-	-	80,517	Jun 30, 2024
MELFA WEALTH MANAGEMENT, LLC	0.06%	0.05%	10,274	79	0.77%	74,023	Jun 30, 2024
LINDBROOK CAPITAL, LLC	0.05%	0.01%	8,000	-	-	57,640	Jun 30, 2024
CORECAP ADVISORS, LLC	0.03%	0.00%	5,176	-	-	37,292	Jun 30, 2024
LGT FINANCIAL ADVISORS LLC	0.02%	0.05%	3,228	-	-	23,262	Jun 30, 2024
CAMELOT PORTFOLIOS, LLC	0.01%	0.00%	1,089	1,089	100.00%	7,846	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	402	-42,037	-99.05%	2,898	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	100	-856	-89.54%	1,000	Jun 30, 2024
NATIONAL BANK OF CANADA /FI/	0.00%	-	10	-	-	70	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	1	-	-	6	Jun 30, 2024

OFS Credit's largest institutional shareholder is ENVESTNET ASSET MANAGEMENT INC, holding 2.23% of the company's total share outstanding, currently valued at $2.56M. The top 10 institutional shareholders own together 6.41% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
THOMAS J. HERZFELD ADVISORS, INC.	0.96%	0.39%	152,580	-1,150,310	-88.29%	1,099,339	Jun 30, 2024
GRAYPOINT LLC	0.78%	0.06%	124,991	5,409	4.52%	900,561	Jun 30, 2024
MELFA WEALTH MANAGEMENT, LLC	0.06%	0.05%	10,274	79	0.77%	74,023	Jun 30, 2024
LGT FINANCIAL ADVISORS LLC	0.02%	0.05%	3,228	-	-	23,262	Jun 30, 2024
PRINCIPAL SECURITIES, INC.	1.22%	0.04%	194,211	24,286	14.29%	1,399,290	Jun 30, 2024
TRUE NORTH ADVISORS, LLC	0.07%	0.02%	11,175	-	-	80,517	Jun 30, 2024
ARKADIOS WEALTH ADVISORS	0.21%	0.02%	33,220	1,030	3.20%	239,347	Jun 30, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.13%	0.01%	19,911	-7,321	-26.88%	143,457	Jun 30, 2024
LINDBROOK CAPITAL, LLC	0.05%	0.01%	8,000	-	-	57,640	Jun 30, 2024
CAMELOT PORTFOLIOS, LLC	0.01%	0.00%	1,089	1,089	100.00%	7,846	Jun 30, 2024
CORECAP ADVISORS, LLC	0.03%	0.00%	5,176	-	-	37,292	Jun 30, 2024
CHOREO, LLC	0.14%	0.00%	22,279	-80,780	-78.38%	157,113	Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC	2.23%	0.00%	355,885	-274,851	-43.58%	2,564,152	Jun 30, 2024
NEWEDGE ADVISORS, LLC	0.10%	0.00%	16,358	-56	-0.34%	117,859	Jun 30, 2024
LPL FINANCIAL LLC	0.55%	0.00%	87,679	15,133	20.86%	631,726	Jun 30, 2024
MORGAN STANLEY	0.09%	-	14,138	-2,481	-14.93%	101,867	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	402	-42,037	-99.05%	2,898	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	100	-856	-89.54%	1,000	Jun 30, 2024
NATIONAL BANK OF CANADA /FI/	0.00%	-	10	-	-	70	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	1	-	-	6	Jun 30, 2024

The largest OFS Credit shareholder by % of total assets is THOMAS J. HERZFELD ADVISORS, INC.. The company owns 152.58K shares of OFS Credit (OCCI), representing 0.39% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PRINCIPAL SECURITIES, INC.	1.22%	0.04%	194,211	24,286	14.29%	1,399,290	Jun 30, 2024
LPL FINANCIAL LLC	0.55%	0.00%	87,679	15,133	20.86%	631,726	Jun 30, 2024
GRAYPOINT LLC	0.78%	0.06%	124,991	5,409	4.52%	900,561	Jun 30, 2024
CAMELOT PORTFOLIOS, LLC	0.01%	0.00%	1,089	1,089	100.00%	7,846	Jun 30, 2024
ARKADIOS WEALTH ADVISORS	0.21%	0.02%	33,220	1,030	3.20%	239,347	Jun 30, 2024
MELFA WEALTH MANAGEMENT, LLC	0.06%	0.05%	10,274	79	0.77%	74,023	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	1	-	-	6	Jun 30, 2024
NATIONAL BANK OF CANADA /FI/	0.00%	-	10	-	-	70	Jun 30, 2024
CORECAP ADVISORS, LLC	0.03%	0.00%	5,176	-	-	37,292	Jun 30, 2024
LINDBROOK CAPITAL, LLC	0.05%	0.01%	8,000	-	-	57,640	Jun 30, 2024
TRUE NORTH ADVISORS, LLC	0.07%	0.02%	11,175	-	-	80,517	Jun 30, 2024
LGT FINANCIAL ADVISORS LLC	0.02%	0.05%	3,228	-	-	23,262	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	-	-	-	-3	-100.00%	-	Jun 30, 2024
NEWEDGE ADVISORS, LLC	0.10%	0.00%	16,358	-56	-0.34%	117,859	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	100	-856	-89.54%	1,000	Jun 30, 2024
MORGAN STANLEY	0.09%	-	14,138	-2,481	-14.93%	101,867	Jun 30, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.13%	0.01%	19,911	-7,321	-26.88%	143,457	Jun 30, 2024
PFG INVESTMENTS, LLC	-	-	-	-11,479	-100.00%	-	Jun 30, 2024
ARLINGTON CAPITAL MANAGEMENT, INC.	-	-	-	-39,521	-100.00%	-	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	402	-42,037	-99.05%	2,898	Jun 30, 2024

As of Jun 30 2024, OFS Credit's largest institutional buyer is PRINCIPAL SECURITIES, INC.. The company purchased 24.29K stocks of OCCI, valued at $1.40M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
THOMAS J. HERZFELD ADVISORS, INC.	0.96%	0.39%	152,580	-1,150,310	-88.29%	1,099,339	Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC	2.23%	0.00%	355,885	-274,851	-43.58%	2,564,152	Jun 30, 2024
CHOREO, LLC	0.14%	0.00%	22,279	-80,780	-78.38%	157,113	Jun 30, 2024
THRIVENT FINANCIAL FOR LUTHERANS	-	-	-	-50,009	-100.00%	-	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	402	-42,037	-99.05%	2,898	Jun 30, 2024
ARLINGTON CAPITAL MANAGEMENT, INC.	-	-	-	-39,521	-100.00%	-	Jun 30, 2024
PFG INVESTMENTS, LLC	-	-	-	-11,479	-100.00%	-	Jun 30, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.13%	0.01%	19,911	-7,321	-26.88%	143,457	Jun 30, 2024
MORGAN STANLEY	0.09%	-	14,138	-2,481	-14.93%	101,867	Jun 30, 2024
ROYAL BANK OF CANADA	0.00%	-	100	-856	-89.54%	1,000	Jun 30, 2024
NEWEDGE ADVISORS, LLC	0.10%	0.00%	16,358	-56	-0.34%	117,859	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	-	-	-	-3	-100.00%	-	Jun 30, 2024
LGT FINANCIAL ADVISORS LLC	0.02%	0.05%	3,228	-	-	23,262	Jun 30, 2024
TRUE NORTH ADVISORS, LLC	0.07%	0.02%	11,175	-	-	80,517	Jun 30, 2024
LINDBROOK CAPITAL, LLC	0.05%	0.01%	8,000	-	-	57,640	Jun 30, 2024
CORECAP ADVISORS, LLC	0.03%	0.00%	5,176	-	-	37,292	Jun 30, 2024
NATIONAL BANK OF CANADA /FI/	0.00%	-	10	-	-	70	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	1	-	-	6	Jun 30, 2024
MELFA WEALTH MANAGEMENT, LLC	0.06%	0.05%	10,274	79	0.77%	74,023	Jun 30, 2024
ARKADIOS WEALTH ADVISORS	0.21%	0.02%	33,220	1,030	3.20%	239,347	Jun 30, 2024

As of Jun 30 2024, OFS Credit's biggest institutional seller is THOMAS J. HERZFELD ADVISORS, INC.. The company sold -1.15M shares of OCCI, valued at $1.10M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CAMELOT PORTFOLIOS, LLC	0.01%	0.00%	1,089	1,089	100.00%	7,846	Jun 30, 2024

OFS Credit's largest new institutional shareholder by number of shares is CAMELOT PORTFOLIOS, LLC, purchased 1.09K shares, valued at $7.85K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
THRIVENT FINANCIAL FOR LUTHERANS	-	-	-	-50,009	-100.00%	-	Jun 30, 2024
ARLINGTON CAPITAL MANAGEMENT, INC.	-	-	-	-39,521	-100.00%	-	Jun 30, 2024
PFG INVESTMENTS, LLC	-	-	-	-11,479	-100.00%	-	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	-	-	-	-3	-100.00%	-	Jun 30, 2024

OFS Credit's largest sold out institutional shareholder by shares sold is THRIVENT FINANCIAL FOR LUTHERANS, sold -50.01K shares, valued at -, as of undefined.

OFS Credit Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
VIRTUS OPPORTUNITIES TRUST	0.00%	59,680	-	-	Feb 29, 2024
Alpha Alternative Assets Fund	0.00%	3	-	-	Mar 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	857	-	-	Jan 31, 2024

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

Date	Holdings	Change %
30 Jun, 24	22	-12.00%
31 Mar, 24	25	4.17%
31 Dec, 23	24	9.09%
30 Sep, 23	22	4.76%
30 Jun, 23	21	-
31 Mar, 23	21	16.67%
31 Dec, 22	18	12.50%
30 Sep, 22	16	-23.81%
30 Jun, 22	21	31.25%
31 Mar, 22	16	14.29%
31 Dec, 21	14	-
30 Sep, 21	14	-
30 Jun, 21	14	-12.50%
31 Mar, 21	16	6.67%
31 Dec, 20	15	50.00%
30 Sep, 20	10	11.11%
30 Jun, 20	9	-25.00%
31 Mar, 20	12	9.09%
31 Dec, 19	11	-
30 Sep, 19	11	-
30 Jun, 19	11	37.50%
31 Mar, 19	8	14.29%
31 Dec, 18	7	-

As of 30 Jun 24, 22 institutions are holding OFS Credit's shares, representing a decrease of -12.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	1,084,481	-59.95%
31 Mar, 24	2,707,771	7.25%
31 Dec, 23	2,524,714	35.10%
30 Sep, 23	1,868,785	81.65%
30 Jun, 23	1,028,761	76.78%
31 Mar, 23	581,928	0.84%
31 Dec, 22	577,081	-15.11%
30 Sep, 22	679,791	0.61%
30 Jun, 22	675,668	8.63%
31 Mar, 22	622,015	-26.16%
31 Dec, 21	842,436	-10.55%
30 Sep, 21	941,827	1.92%
30 Jun, 21	924,118	87.63%
31 Mar, 21	492,534	15.90%
31 Dec, 20	424,969	39.73%
30 Sep, 20	304,130	-7.30%
30 Jun, 20	328,082	-53.16%
31 Mar, 20	700,490	-7.38%
31 Dec, 19	756,298	4.62%
30 Sep, 19	722,888	41.18%
30 Jun, 19	512,020	5.66%
31 Mar, 19	484,584	-7.27%
31 Dec, 18	522,571	-

OFS Credit (OCCI) has 1.08M shares outstanding as of 30 Jun 24, down -59.95% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	6.81%	1.21%
31 Mar, 24	23.72%	2.22%
31 Dec, 23	32.71%	5.58%
30 Sep, 23	24.21%	13.63%
30 Jun, 23	13.33%	23.45%
31 Mar, 23	7.54%	13.49%
31 Dec, 22	7.48%	9.64%
30 Sep, 22	8.81%	11.49%
30 Jun, 22	8.75%	13.48%
31 Mar, 22	8.06%	6.77%
31 Dec, 21	10.91%	7.33%
30 Sep, 21	12.20%	8.51%
30 Jun, 21	11.97%	29.41%
31 Mar, 21	6.38%	21.05%
31 Dec, 20	5.51%	35.47%
30 Sep, 20	3.94%	21.81%
30 Jun, 20	4.25%	5.16%
31 Mar, 20	9.07%	9.45%
31 Dec, 19	9.80%	11.17%
30 Sep, 19	9.36%	21.28%
30 Jun, 19	6.63%	16.83%
31 Mar, 19	6.28%	13.70%
31 Dec, 18	6.77%	-

As of 30 Jun 24, OFS Credit is held by 6.81% institutional shareholders, representing a 1.21% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	7	-61.11%
31 Mar, 24	18	-10.00%
31 Dec, 23	20	17.65%
30 Sep, 23	17	13.33%
30 Jun, 23	15	-6.25%
31 Mar, 23	16	23.08%
31 Dec, 22	13	-
30 Sep, 22	13	-23.53%
30 Jun, 22	17	70.00%
31 Mar, 22	10	11.11%
31 Dec, 21	9	-18.18%
30 Sep, 21	11	-8.33%
30 Jun, 21	12	9.09%
31 Mar, 21	11	-15.38%
31 Dec, 20	13	85.71%
30 Sep, 20	7	75.00%
30 Jun, 20	4	-50.00%
31 Mar, 20	8	33.33%
31 Dec, 19	6	-14.29%
30 Sep, 19	7	-
30 Jun, 19	7	133.33%
31 Mar, 19	3	-57.14%
31 Dec, 18	7	-

7 institutional shareholders have increased their position in OCCI stock as of 30 Jun 24 compared to 18 in the previous quarter (a -61.11% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	8	60.00%
31 Mar, 24	5	25.00%
31 Dec, 23	4	-20.00%
30 Sep, 23	5	-16.67%
30 Jun, 23	6	50.00%
31 Mar, 23	4	-20.00%
31 Dec, 22	5	66.67%
30 Sep, 22	3	-25.00%
30 Jun, 22	4	-33.33%
31 Mar, 22	6	20.00%
31 Dec, 21	5	66.67%
30 Sep, 21	3	50.00%
30 Jun, 21	2	-50.00%
31 Mar, 21	4	100.00%
31 Dec, 20	2	-33.33%
30 Sep, 20	3	-40.00%
30 Jun, 20	5	25.00%
31 Mar, 20	4	-
31 Dec, 19	4	33.33%
30 Sep, 19	3	50.00%
30 Jun, 19	2	-33.33%
31 Mar, 19	3	-
31 Dec, 18	-	-

8 institutional shareholders have reduced their position in OCCI stock as of 30 Jun 24 compared to 5 in the previous quarter (a 60.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	22	-12.00%	1,084,481	-59.95%	6.81%	1.21%	7	-61.11%	8	60.00%
31 Mar, 24	25	4.17%	2,707,771	7.25%	23.72%	2.22%	18	-10.00%	5	25.00%
31 Dec, 23	24	9.09%	2,524,714	35.10%	32.71%	5.58%	20	17.65%	4	-20.00%
30 Sep, 23	22	4.76%	1,868,785	81.65%	24.21%	13.63%	17	13.33%	5	-16.67%
30 Jun, 23	21	-	1,028,761	76.78%	13.33%	23.45%	15	-6.25%	6	50.00%
31 Mar, 23	21	16.67%	581,928	0.84%	7.54%	13.49%	16	23.08%	4	-20.00%
31 Dec, 22	18	12.50%	577,081	-15.11%	7.48%	9.64%	13	-	5	66.67%
30 Sep, 22	16	-23.81%	679,791	0.61%	8.81%	11.49%	13	-23.53%	3	-25.00%
30 Jun, 22	21	31.25%	675,668	8.63%	8.75%	13.48%	17	70.00%	4	-33.33%
31 Mar, 22	16	14.29%	622,015	-26.16%	8.06%	6.77%	10	11.11%	6	20.00%
31 Dec, 21	14	-	842,436	-10.55%	10.91%	7.33%	9	-18.18%	5	66.67%
30 Sep, 21	14	-	941,827	1.92%	12.20%	8.51%	11	-8.33%	3	50.00%
30 Jun, 21	14	-12.50%	924,118	87.63%	11.97%	29.41%	12	9.09%	2	-50.00%
31 Mar, 21	16	6.67%	492,534	15.90%	6.38%	21.05%	11	-15.38%	4	100.00%
31 Dec, 20	15	50.00%	424,969	39.73%	5.51%	35.47%	13	85.71%	2	-33.33%
30 Sep, 20	10	11.11%	304,130	-7.30%	3.94%	21.81%	7	75.00%	3	-40.00%
30 Jun, 20	9	-25.00%	328,082	-53.16%	4.25%	5.16%	4	-50.00%	5	25.00%
31 Mar, 20	12	9.09%	700,490	-7.38%	9.07%	9.45%	8	33.33%	4	-
31 Dec, 19	11	-	756,298	4.62%	9.80%	11.17%	6	-14.29%	4	33.33%
30 Sep, 19	11	-	722,888	41.18%	9.36%	21.28%	7	-	3	50.00%
30 Jun, 19	11	37.50%	512,020	5.66%	6.63%	16.83%	7	133.33%	2	-33.33%
31 Mar, 19	8	14.29%	484,584	-7.27%	6.28%	13.70%	3	-57.14%	3	-
31 Dec, 18	7	-	522,571	-	6.77%	-	7	-	-	-

OFS Credit Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	777	$24.40	$18.96K	17,277
Aug 15, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	100	$24.42	$2.44K	17,177
Aug 12, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	375	$24.38	$9.14K	18,627
Aug 12, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	8	$24.38	$195.04	18,619
Aug 12, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	565	$24.38	$13.77K	18,054
Aug 07, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	840	$24.33	$20.44K	20,782
Aug 07, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	1,578	$24.35	$38.42K	19,204
Aug 07, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	102	$24.35	$2.48K	19,102
Aug 07, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	100	$24.35	$2.44K	19,002
Jul 22, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	8	$24.32	$194.56	22,273
Jul 22, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	651	$24.32	$15.83K	21,622
Jul 17, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	596	$24.32	$14.49K	22,281
Jul 11, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	129	$23.30	$3.01K	32,482
Jul 11, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	926	$24.25	$22.46K	22,877
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	100	$23.27	$2.33K	32,903
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	192	$23.27	$4.47K	32,711
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	100	$23.30	$2.33K	32,611
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	3,372	$24.24	$81.74K	25,287
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	546	$24.22	$13.22K	24,741
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	938	$24.25	$22.75K	23,803

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	777	$24.40	$18.96K	17,277
Aug 15, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	100	$24.42	$2.44K	17,177
Aug 12, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	375	$24.38	$9.14K	18,627
Aug 12, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	8	$24.38	$195.04	18,619
Aug 12, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	565	$24.38	$13.77K	18,054
Aug 07, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	840	$24.33	$20.44K	20,782
Aug 07, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	1,578	$24.35	$38.42K	19,204
Aug 07, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	102	$24.35	$2.48K	19,102
Aug 07, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	100	$24.35	$2.44K	19,002
Jul 22, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	8	$24.32	$194.56	22,273
Jul 22, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	651	$24.32	$15.83K	21,622
Jul 17, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	596	$24.32	$14.49K	22,281
Jul 11, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	129	$23.30	$3.01K	32,482
Jul 11, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	926	$24.25	$22.46K	22,877
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	100	$23.27	$2.33K	32,903
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	192	$23.27	$4.47K	32,711
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	100	$23.30	$2.33K	32,611
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	3,372	$24.24	$81.74K	25,287
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	546	$24.22	$13.22K	24,741
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	938	$24.25	$22.75K	23,803

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 15, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	777	$24.40	$18.96K	17,277
Aug 15, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	100	$24.42	$2.44K	17,177
Aug 12, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	375	$24.38	$9.14K	18,627
Aug 12, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	8	$24.38	$195.04	18,619
Aug 12, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	565	$24.38	$13.77K	18,054
Aug 07, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	840	$24.33	$20.44K	20,782
Aug 07, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	1,578	$24.35	$38.42K	19,204
Aug 07, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	102	$24.35	$2.48K	19,102
Aug 07, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	100	$24.35	$2.44K	19,002
Jul 22, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	8	$24.32	$194.56	22,273
Jul 22, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	651	$24.32	$15.83K	21,622
Jul 17, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	596	$24.32	$14.49K	22,281
Jul 11, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	129	$23.30	$3.01K	32,482
Jul 11, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	926	$24.25	$22.46K	22,877
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	100	$23.27	$2.33K	32,903
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	192	$23.27	$4.47K	32,711
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	100	$23.30	$2.33K	32,611
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	3,372	$24.24	$81.74K	25,287
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	546	$24.22	$13.22K	24,741
Jul 08, 2024	Eagle Point Credit Management LLC	10 percent owner	-	S-Sale	Sell	938	$24.25	$22.75K	23,803

The last insider sell of OFS Credit's stock was made by Eagle Point Credit Management LLC on Aug 15 2024, selling 777 shares at $24.40 per share (valued at $18.96K).

OFS Credit Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	23	-
Q2 2024	1	22	4.55%
Q1 2024	1	24	4.17%
Q4 2023	5	-	-
Q3 2023	5	1	500.00%
Q2 2023	5	1	500.00%
Q1 2023	5	2	250.00%
Q4 2022	8	-	-
Q3 2022	6	-	-
Q2 2022	6	-	-
Q1 2022	8	1	800.00%
Q4 2021	8	5	160.00%
Q3 2021	8	-	-
Q2 2021	10	-	-
Q1 2021	10	1	1000.00%
Q4 2020	10	-	-
Q3 2020	11	-	-
Q1 2020	-	1	-
Q3 2019	12	5	240.00%
Q2 2019	-	1	-

0 total buy trades, and 23 total sell trades (buy/sell ratio of 0.00%) were made by OFS Credit's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	23	-
Q2 2024	1	22	4.55%
Q1 2024	1	24	4.17%
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	-	-	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 23 open market sell trades of OFS Credit's stocks.

OFS Credit Peer Ownership

Ticker	Company
GLAD	Gladstone Capital Corporation
FDUS	Fidus Investment Corporation
DHIL	Diamond Hill Investment Group, Inc.
WHF	WhiteHorse Finance, Inc.
ICMB	Investcorp Credit Management BDC, Inc.
PSEC	Prospect Capital Corporation
SCM	Stellus Capital Investment Corporation
PTMN	Portman Ridge Finance Corporation
GEG	Great Elm Group, Inc.
MRCC	Monroe Capital Corporation
HRZN	Horizon Technology Finance Corporation
OXLC	Oxford Lane Capital Corp.

OCCI Ownership FAQ

Who Owns OFS Credit?

OFS Credit is owned by institutional shareholders (6.81%), insiders (1.59%), and public (91.60%). The largest institutional shareholder of OFS Credit is ENVESTNET ASSET MANAGEMENT INC (2.23% of total shares) and the top mutual fund owner is VIRTUS OPPORTUNITIES TRUST (0.00% of total shares).

Who are the major institutional shareholders of OFS Credit?

OFS Credit's major institutional shareholders are ENVESTNET ASSET MANAGEMENT INC, PRINCIPAL SECURITIES, INC., THOMAS J. HERZFELD ADVISORS, INC., GRAYPOINT LLC, and LPL FINANCIAL LLC. The top five shareholders own together 5.75% of the company's share outstanding.

How many OFS Credit shareholders are there?

As of Jun 2024, there are 22 institutional shareholders of OFS Credit.

What percentage of OFS Credit is owned by ENVESTNET ASSET MANAGEMENT INC?

ENVESTNET ASSET MANAGEMENT INC owns 355.88K shares of OFS Credit, representing 2.23% of the company's total shares outstanding, valued at $2.56M (as of Jun 2024).

What percentage of OFS Credit is owned by PRINCIPAL SECURITIES, INC?

As of Jun 2024, PRINCIPAL SECURITIES, INC holds 194.21K shares of OFS Credit (OCCI), compromising 1.22% of the company, valued at $1.4M.

What percentage of OFS Credit is owned by THOMAS J. HERZFELD ADVISORS, INC?

THOMAS J. HERZFELD ADVISORS, INC is the third largest holder of OFS Credit. The company owns 152.58K of the company's shares outstanding (worth $1.1M).