OFS Credit Company, Inc. - COM (OCCI)

CUSIP: 67111Q107

Q1 2023 13F Holders as of 31 Mar 2023

Share change
-6,820
SEC-reported price per share
$9.20
Number of holders
21
Value change
+$14,633
Number of buys
15
Number of sells
7

Security key

67111Q107

Report period

Q1 2023

Institutions

21

Top holders

10

Ownership snapshot

Top reported holders of OCCI - OFS Credit Company, Inc. - COM (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
BARD ASSOCIATES INC
Disclosed value leader
BARD ASSOCIATES INC
Comparable rows
0/15
Latest evidence
31 Dec 2022
13F Highest disclosed value: $956,024 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

BARD ASSOCIATES INC has the largest disclosed position value at $956K.

0 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 BARD ASSOCIATES INC's linked filing trail.
Disclosed position value Top 5
BARD ASSOCIATES INC $956K
OSAIC HOLDINGS, INC. $885K
Wealth Enhancement & Preservation... $478K
Alpha Cubed Investments, LLC $420K
Baird Financial Group, Inc. $415K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BARD ASSOCIATES INC
13F
Company
13F
class O/S missing
$956,024
109,180 shares
31 Dec 2022
OSAIC HOLDINGS, INC.
13F
Company
13F
class O/S missing
$885,000
108,956 shares
31 Dec 2022
Wealth Enhancement & Preservation of GA, LLC
13F
Company
13F
class O/S missing
$478,012
58,868 shares
31 Dec 2022
Alpha Cubed Investments, LLC
13F
Company
13F
class O/S missing
$419,966
51,720 shares
31 Dec 2022
Baird Financial Group, Inc.
13F
Company
13F
class O/S missing
$415,000
51,125 shares
31 Dec 2022
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
13F
Company
13F
class O/S missing
$265,674
32,718 shares
31 Dec 2022
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 Q1 2023

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

Institutions
21
Shares
581,928
Rows available
21
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 Q1 2023 vs Q1 2026 Across Filers

Q1 2026 holders
28
Q1 2023 holders
21
Holder diff
-7
Investor Q1 2026 Shares Q1 2023 Shares Share Diff Share Chg % Q1 2026 value Q1 2023 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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