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OFS Credit Company, Inc. (OCCI) institutional ownership

Latest close $2.29 Jul 27, 2026
Market cap$163M 52-week range SectorFinancial Services
Funds holding · Q1 2026
30
reported OCCI position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
18 buyers · 12 sellers

OFS Credit Company, Inc. (OCCI) price and institutional activity

Dates

Q1 2026

$0 bought by 18 investors
Meridian Wealth Management, LLCJane Street Group, LLC +16 more
$0 sold by 12 investors
Morgan StanleyLpl Financial LLC +10 more
Bought Sold Totals per quarter; hover a bar for the names.

OFS Credit Company, Inc. (OCCI) institutional activity · 30

Investor Type Est. change Change Δ Own Date
Meridian Wealth Management, LLC · New
Change +109K Date Q1 2026
Meridian Wealth Management, LLC New· Q1 2026 +109K Q1 2026
Jane Street Group, LLC · New
Change +93K Date Q1 2026
Jane Street Group, LLC New· Q1 2026 +93K Q1 2026
Morgan Stanley · Reduced
Change −83K Date Q1 2026
Morgan Stanley Reduced· Q1 2026 −83K Q1 2026
UBS Group AG · Added
Change +55K Date Q1 2026
UBS Group AG Added· Q1 2026 +55K Q1 2026
Xtx Topco Ltd · New
Change +42K Date Q1 2026
Xtx Topco Ltd New· Q1 2026 +42K Q1 2026
Virtus Investment Advisers, LLC · Added
Change +41K Date Q1 2026
Virtus Investment Advisers, LLC Added· Q1 2026 +41K Q1 2026
Lpl Financial LLC · Reduced
Change −15K Date Q1 2026
Lpl Financial LLC Reduced· Q1 2026 −15K Q1 2026
Susquehanna International Group, LLP · New
Change +13K Date Q1 2026
Susquehanna International Group, LLP New· Q1 2026 +13K Q1 2026
Citadel Advisors LLC Exited· Q1 2026 −13K −100.0% Q1 2026
Cambridge Investment Research Advisors, Inc. · New
Change +12K Date Q1 2026
Cambridge Investment Research Advisors, Inc. New· Q1 2026 +12K Q1 2026
Minichmacgregor Wealth Management, LLC · Exited
Change −12K Δ Own −100.0% Date Q1 2026
Minichmacgregor Wealth Management, LLC Exited· Q1 2026 −12K −100.0% Q1 2026
Stonex Group Inc. · Exited
Change −11K Δ Own −100.0% Date Q1 2026
Stonex Group Inc. Exited· Q1 2026 −11K −100.0% Q1 2026
Kestra Private Wealth Services, LLC · Exited
Change −10K Δ Own −100.0% Date Q1 2026
Kestra Private Wealth Services, LLC Exited· Q1 2026 −10K −100.0% Q1 2026
Cresset Asset Management, LLC · New
Change +10K Date Q1 2026
Cresset Asset Management, LLC New· Q1 2026 +10K Q1 2026
Kestra Advisory Services, LLC · Added
Change +10K Date Q1 2026
Kestra Advisory Services, LLC Added· Q1 2026 +10K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 30

Famous investor activity in OFS Credit Company, Inc. (OCCI)

OFS Credit Company, Inc. (OCCI) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Fitta Catherine Mary · Director Buy +$7K
Price $3.03 Qty +2K Owned 2K Trade date Apr 13, 2026 Filed date Apr 14, 2026
Fitta Catherine Mary Director Buy $3.03 +2K +$7K 2K Apr 13, 2026 Apr 14, 2026
1 of 1

OFS Credit Company, Inc. (OCCI) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Karpus Management, Inc. 449K
% of shares outstanding 19.9% Filing date May 7, 2026
Karpus Management, Inc. 449K 19.9% May 7, 2026
Eagle Point Credit Management LLC 343K
% of shares outstanding 10.2% Filing date Nov 14, 2024
Eagle Point Credit Management LLC 343K 10.2% Nov 14, 2024
Thomas J. Herzfeld Advisors, Inc.
% of shares outstanding 0.0% Filing date Oct 2, 2024
Thomas J. Herzfeld Advisors, Inc. 0.0% Oct 2, 2024
3 of 3

OFS Credit Company, Inc. (OCCI) ownership FAQ

Who owns OCCI?

30 reporting institutions disclosed OCCI position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.