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Ofs Credit Company shares owned by CWM

Quarter-by-quarter ownership of Ofs Credit Company (OCCI) shares owned by CWM from 13F filings

Historical chart of CWM investment in Ofs Credit Company

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All positions including Ofs Credit Company held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ofs Credit Company by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0k 1.2k 5.74
2025-03-31 $999 109 9.17
2024-12-31 $999 103 9.71
2023-12-31 $5.0k 774 6.46

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Top funds holding Ofs Credit Company

Virtus Investment Advisers
Morgan Stanley
JNB Advisors
LPL Financial
Kestra Advisory Services
Jane Street
UBS Group
Arkadios Wealth Advisors
MinichMacGregor Wealth Management
Prospera Financial Services
Virtu Financial
One Capital Management
Kestra Private Wealth Services
Tiaa Trust, National Association
Advisor Group Holdings

View all funds holding Ofs Credit Company