OCA Acquisition Corp. - Class A Common Stock, par value $0.0001 per share (OCAX)

CUSIP: 670865104

Q2 2024 13F Holders as of 30 Jun 2024

Holder snapshot 6 signals
Share change
+36,148
SEC-reported price per share
$11.20
Number of holders
17
Value change
+$496,863
Number of buys
5
Number of sells
5
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
3,298,381

Security key

670865104

Report period

Q2 2024

Institutions

17

Top holders

10

Ownership snapshot

Top reported holders of OCAX - OCA Acquisition Corp. - Class A Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Karpus Management, Inc.
Disclosed value leader
Karpus Management, Inc.
Comparable rows
14/15
Latest evidence
31 Mar 2024
13F 3/4/5 Lead comparable stake: 21% 1 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Karpus Management, Inc. leads the comparable SEC ownership view at 21%.

14 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Karpus Management, Inc.'s linked filing trail.
Comparable ownership Top 5
Karpus Management, Inc. 21%
METEORA CAPITAL, LLC 12%
Crystalline Management Inc. 5.8%
BERKLEY W R CORP 5.8%
RIVERNORTH CAPITAL MANAGEMENT, LLC 5.1%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Karpus Management, Inc.
13F
Company
13F
21%
$7,475,213
690,870 shares
31 Mar 2024
METEORA CAPITAL, LLC
13F
Company
13F
12%
$4,111,589
379,999 shares
31 Mar 2024
Crystalline Management Inc.
13F
Company
13F
5.8%
$2,078,630
192,110 shares
31 Mar 2024
BERKLEY W R CORP
13F
Company
13F
5.8%
$2,076,715
191,933 shares
31 Mar 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
Company
13F
5.1%
$1,826,384
168,797 shares
31 Mar 2024
FIR TREE CAPITAL MANAGEMENT LP
13F
Company
13F
5.1%
$1,804,170
166,744 shares
31 Mar 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
17
Shares
2,769,105
Rows available
17
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
20
Q2 2024 holders
17
Holder diff
-3
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 value Q2 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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