Latest Institutional Transactions on Ofs Credit Company, Inc. (OCCI)
This table provides information on the latest institutional transactions involving Ofs Credit Company, Inc. (OCCI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-165K- 87.69% |
$1.32M - $1.71M
|
23.1K
$143K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$401 - $520
|
50
$310
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
51.7KNew |
$414K - $538K
|
51.7K
$320K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$25.3K - $32.9K
|
3.16K
$19.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$89.6K - $122K
|
11.2K
$69.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
45KNew |
$359K - $490K
|
45K
$279K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-89- 88.12% |
$709 - $968
|
12
$74.3
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37New |
$337 - $464
|
37
$229
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.2K- 16.61% |
$47.3K - $65.2K
|
26.1K
$162K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
513New |
$4.67K - $6.44K
|
513
$3.18K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
16+ 2.94% |
$146 - $201
|
560
$3.47K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.95K- 53.76% |
$36K - $49.6K
|
3.4K
$21K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
213New |
$1.94K - $2.67K
|
213
$1.32K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-133Closed |
$1.61K - $1.79K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.08KClosed |
$13K - $14.9K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-500Closed |
$6.01K - $6.89K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.3KClosed |
$214K - $252K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.63KClosed |
$22.5K - $29.3K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-10.9KClosed |
$93.6K - $122K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-34.8KClosed |
$199K - $373K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 04, 2020
Q4 2019
|
Victory Capital Management Inc
|
SELL
|
- |
-353Closed |
$5.37K - $6.23K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-71.2KClosed |
$1.07M - $1.27M
|
0
$0
|
|