OFS Credit Company Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 462.16 K | $1.34 M | 9.71% | 1.64% |
| MORGAN STANLEY | 05/15/2026 | 383.19 K | $1.11 M | -17.83% | 1.36% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 05/06/2026 | 108.60 K | $313.85 K | 100.00% | 0.38% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 92.86 K | $268.36 K | 12.07% | 0.33% |
| JANE STREET GROUP, LLC | 05/12/2026 | 92.78 K | $268.12 K | 100.00% | 0.33% |
| UBS GROUP AG | 05/05/2026 | 60.46 K | $174.73 K | 1,046.40% | 0.21% |
| LPL FINANCIAL LLC | 05/06/2026 | 45.78 K | $132.29 K | -25.25% | 0.16% |
| XTX TOPCO LTD | 05/15/2026 | 41.81 K | $120.83 K | 100.00% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 13.01 K | $37.59 K | 100.00% | 0.05% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 12.84 K | $37.12 K | 0.24% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 12.61 K | $36.45 K | 17.88% | 0.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 12.48 K | $36.00 K | 100.00% | 0.04% |
| ONE CAPITAL MANAGEMENT, LLC | 05/13/2026 | 10.94 K | $31.60 K | 2.63% | 0.04% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 10.22 K | $29.55 K | 100.00% | 0.04% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 5.71 K | $16.51 K | 0.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 4.54 K | $13.13 K | 100.00% | 0.02% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 05/05/2026 | 2.66 K | $7.68 K | 8.19% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.64 K | $7.63 K | -48.29% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 1.99 K | $5.76 K | 0.00% | 0.01% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 962 | $2.78 K | 0.00% | 0.00% |
| WPG ADVISERS, LLC | 04/30/2026 | 589 | $1.70 K | 6.51% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 500 | $1.45 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 302 | $874 | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 256 | $741 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 43 | $122 | 100.00% | 0.00% |
| FIFTH THIRD BANCORP | 05/01/2026 | 41 | $118 | 100.00% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 10 | $29 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $3 | -50.00% | 0.00% |
| STONEX GROUP INC. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| CWM, LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CAMELOT PORTFOLIOS, LLC | 05/08/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 0 | $0 | -100.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 06/03/2026 | 0 | $0 | -100.00% | 0.00% |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 04/20/2026 | 0 | $0 | -100.00% | 0.00% |
| HARBOR ASSET PLANNING, INC. | 04/22/2026 | 0 | $0 | -100.00% | 0.00% |
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OFS Credit Company Inc institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of OFS Credit Company Inc. The most heavily invested institutionals were:
Virtus Investment Advisers, Inc.: 462,155
MORGAN STANLEY: 383,185
Meridian Wealth Management, LLC: 108,600
Kestra Advisory Services, LLC: 92,856
JANE STREET GROUP, LLC: 92,776
UBS Group AG: 60,461
4.89% of OFS Credit Company Inc stock is owned by institutional investors.
Institutional investors have bought a total of 1.67 M shares in the last 24 months. This purchase volume represents approximately $4.69 M in transactions.