OFS Credit Co Inc (OCCIEUR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Kestra Advisory Services, LLC

INCREASED

Shares209,356 from 112,856

Change+96,500 (+86%)

Value$479.4K (+$190.5K)

Filed 2026-11-02

Meridian Wealth Management, LLC

UNCHANGED

Shares108,600 from 108,600

Change0 (0%)

Value$248.7K (-$29.3K)

Filed 2026-11-05

Advisory Solutions Group, LLC

INCREASED

Shares23,639 from 19,132

Change+4,507 (+24%)

Value$54.1K (+$5.2K)

Filed 2026-10-14

Prospera Financial Services Inc

INCREASED

Shares18,461 from 12,722

Change+5,739 (+45%)

Value$28.4K (-$4.1K)

Filed 2026-11-04

LPL Financial LLC

DECREASED

Shares16,966 from 50,978

Change-34,012 (-67%)

Value$38.9K (-$91.7K)

Filed 2026-11-06

StoneX Group Inc.

NEW

Shares11,800

Change+11,800

Value$28.4K

Filed 2026-11-03

Nfsg Corp

INCREASED

Shares6,006 from 5,835

Change+171 (+3%)

Value$13.8K (-$1.2K)

Filed 2026-10-15

Compass Financial Management LLC

INCREASED

Shares2,882 from 2,775

Change+107 (+4%)

Value$6.6K (-$504)

Filed 2026-10-30

Highline Wealth Partners LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$1.1K (-$135)

Filed 2026-10-19

Pinnacle Wealth Planning Services, Inc.

DECREASED

Shares478 from 790

Change-312 (-39%)

Value$1.1K (-$927)

Filed 2026-10-27

Allworth Financial LP

UNCHANGED

Shares302 from 302

Change0 (0%)

Value$774 ($0)

Filed 2026-11-06

WPG Advisers, LLC

DECREASED

Shares256 from 493

Change-237 (-48%)

Value$586 (-$676)

Filed 2026-10-27

Fifth Third Bancorp

DECREASED

Shares42 from 51

Change-9 (-18%)

Value$96 (-$35)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 10,647

Change-10,647 (-100%)

Value$0 (-$27.0K)

Filed 2026-11-02

Virtus Investment Advisers, LLC

N/A

Shares— from 392,323

Change-392,323 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 343,451

Change-343,451 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 62,337

Change-62,337 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 41,801

Change-41,801 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 23,724

Change-23,724 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 19,688

Change-19,688 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 15,569

Change-15,569 (-100%)

Value—

Boothbay Fund Management, LLC

N/A

Shares— from 14,638

Change-14,638 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 12,419

Change-12,419 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 10,935

Change-10,935 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 10,774

Change-10,774 (-100%)

Value—

UBS Group AG

N/A

Shares— from 6,065

Change-6,065 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 5,713

Change-5,713 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 3,948

Change-3,948 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,658

Change-2,658 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,426

Change-2,426 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,025

Change-2,025 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 270

Change-270 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 10

Change-10 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 6

Change-6 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Kestra Advisory Services, LLC	INCREASED	209,356	112,856	+96,500	+86%	$288.9K	$479.4K	+$190.5K	2026-11-02
Meridian Wealth Management, LLC	UNCHANGED	108,600	108,600	0	0%	$278.0K	$248.7K	-$29.3K	2026-11-05
Advisory Solutions Group, LLC	INCREASED	23,639	19,132	+4,507	+24%	$49.0K	$54.1K	+$5.2K	2026-10-14
Prospera Financial Services Inc	INCREASED	18,461	12,722	+5,739	+45%	$32.6K	$28.4K	-$4.1K	2026-11-04
LPL Financial LLC	DECREASED	16,966	50,978	-34,012	-67%	$130.5K	$38.9K	-$91.7K	2026-11-06
StoneX Group Inc.	NEW	11,800	—	+11,800	—	—	$28.4K	—	2026-11-03
Nfsg Corp	INCREASED	6,006	5,835	+171	+3%	$14.9K	$13.8K	-$1.2K	2026-10-15
Compass Financial Management LLC	INCREASED	2,882	2,775	+107	+4%	$7.1K	$6.6K	-$504	2026-10-30
Highline Wealth Partners LLC	UNCHANGED	500	500	0	0%	$1.3K	$1.1K	-$135	2026-10-19
Pinnacle Wealth Planning Services, Inc.	DECREASED	478	790	-312	-39%	$2.0K	$1.1K	-$927	2026-10-27
Allworth Financial LP	UNCHANGED	302	302	0	0%	$774	$774	$0	2026-11-06
WPG Advisers, LLC	DECREASED	256	493	-237	-48%	$1.3K	$586	-$676	2026-10-27
Fifth Third Bancorp	DECREASED	42	51	-9	-18%	$131	$96	-$35	2026-11-05
Cambridge Investment Research Advisors, Inc.	CLOSED	0	10,647	-10,647	-100%	$27.0K	$0	-$27.0K	2026-11-02
Virtus Investment Advisers, LLC	N/A	—	392,323	-392,323	-100%	$1.0M	—	—	—
Morgan Stanley	N/A	—	343,451	-343,451	-100%	$879.2K	—	—	—
Jane Street Group, LLC	N/A	—	62,337	-62,337	-100%	$159.6K	—	—	—
Citadel Advisors LLC	N/A	—	41,801	-41,801	-100%	$107.0K	—	—	—
HRT Financial LP	N/A	—	23,724	-23,724	-100%	$60	—	—	—
Cetera Investment Advisers	N/A	—	19,688	-19,688	-100%	$50.4K	—	—	—
Two Sigma Securities, LLC	N/A	—	15,569	-15,569	-100%	$39.9K	—	—	—
Boothbay Fund Management, LLC	N/A	—	14,638	-14,638	-100%	$37.5K	—	—	—
Private Advisor Group, LLC	N/A	—	12,419	-12,419	-100%	$31.8K	—	—	—
One Capital Management, LLC	N/A	—	10,935	-10,935	-100%	$31.6K	—	—	—
Cresset Asset Management, LLC	N/A	—	10,774	-10,774	-100%	$27.6K	—	—	—
UBS Group AG	N/A	—	6,065	-6,065	-100%	$15.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	5,713	-5,713	-100%	$14.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	3,948	-3,948	-100%	$10.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,658	-2,658	-100%	$6.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,426	-2,426	-100%	$6.2K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,025	-2,025	-100%	$5.2K	—	—	—
Harbour Investments, Inc.	N/A	—	270	-270	-100%	$690	—	—	—
National Bank of Canada	N/A	—	10	-10	-100%	$25	—	—	—
Fiduciary Financial Advisors	N/A	—	6	-6	-100%	$15	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$3	—	—	—

Showing 35 of 35 institutions