Institutional shares held 846,428
0 calls
0 puts
Total value of holdings $5.45M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 24


Latest Institutional Activity in OCCI

Top Purchases

Q1 2025
Fny Investment Advisers, LLC Shares Held: 2.5K ($16.1K)
Q4 2024
Kestra Advisory Services, LLC Shares Held: 53.6K ($345K)
Q4 2024
Virtus ETF Advisers LLC Shares Held: 318K ($2.05M)
Q4 2024
Graypoint LLC Shares Held: 165K ($1.06M)
Q4 2024
Nicolet Advisory Services, LLC Shares Held: 14.9K ($95.9K)

Top Sells

Q4 2024
Lindbrook Capital, LLC Shares Held: 6K ($38.6K)
Q4 2024
Arkadios Wealth Advisors Shares Held: 32K ($206K)
Q4 2024
Core Cap Advisors, LLC Shares Held: 0 ($0)
Q4 2024
New Edge Advisors, LLC Shares Held: 14.6K ($93.8K)
Q4 2024
Morgan Stanley Shares Held: 12.6K ($81.1K)

About OCCI


Insider Transactions at OCCI

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
0 Shares
From 0 Insiders
Sell / Disposition
0 Shares
From 0 Insiders

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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