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. | 11/14/2025 | 417.44 K | $2.26 M | 19.19% | 1.54% |
| MORGAN STANLEY | 11/14/2025 | 243.38 K | $1.32 M | -26.03% | 0.90% |
| LPL FINANCIAL LLC | 11/12/2025 | 85.81 K | $464.23 K | -3.18% | 0.32% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 62.62 K | $338.76 K | 17.99% | 0.23% |
| JANE STREET GROUP, LLC | 11/14/2025 | 30.00 K | $162.32 K | -28.82% | 0.11% |
| UBS GROUP AG | 11/13/2025 | 13.51 K | $73.07 K | 4,068.83% | 0.05% |
| ARKADIOS WEALTH ADVISORS | 10/29/2025 | 12.22 K | $66.08 K | 100.00% | 0.04% |
| MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 10/28/2025 | 11.75 K | $63.58 K | 0.12% | 0.04% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 11.70 K | $63.30 K | -0.85% | 0.04% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 10.66 K | $58.00 K | 100.00% | 0.04% |
| ONE CAPITAL MANAGEMENT, LLC | 11/14/2025 | 10.66 K | $57.64 K | 100.00% | 0.04% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 11/17/2025 | 10.30 K | $55.72 K | 100.00% | 0.04% |
| TIAA TRUST, NATIONAL ASSOCIATION | 11/12/2025 | 10.00 K | $54.10 K | 100.00% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 8.42 K | $48.69 K | -21.92% | 0.03% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 5.71 K | $30.91 K | -66.15% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 3.84 K | $20.79 K | 100.00% | 0.01% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 11/13/2025 | 2.29 K | $12.38 K | 6.13% | 0.01% |
| HARBOR ASSET PLANNING, INC. | 10/17/2025 | 1.24 K | $6.70 K | 0.00% | 0.00% |
| CWM, LLC | 10/15/2025 | 1.22 K | $7.00 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 10/14/2025 | 500 | $2.71 K | 100.00% | 0.00% |
| WPG ADVISERS, LLC | 10/29/2025 | 348 | $1.88 K | -25.96% | 0.00% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 302 | $1.64 K | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 101 | $544 | -99.00% | 0.00% |
| ACCREDITED WEALTH MANAGEMENT, LLC | 11/12/2025 | 88 | $5.41 K | -91.20% | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 11/14/2025 | 10 | $54 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1 | $5 | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 10/22/2025 | 0 | $0 | -100.00% | 0.00% |
| STRATEGIC WEALTH INVESTMENT GROUP, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| NAVITER WEALTH, LLC | 11/06/2025 | 0 | $0 | -100.00% | 0.00% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 0 | $0 | -100.00% | 0.00% |
| BLACKROCK, INC. | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
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OFS Credit Company, Inc. institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of OFS Credit Company, Inc.. The most heavily invested institutionals were:
Virtus Investment Advisers, Inc.: 417,437
MORGAN STANLEY: 243,381
LPL Financial LLC: 85,809
Kestra Advisory Services, LLC: 62,618
JANE STREET GROUP, LLC: 30,004
UBS Group AG: 13,507
3.51% of OFS Credit Company, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.24 M shares in the last 24 months. This purchase volume represents approximately $6.86 M in transactions.