How many institutions own OCCI stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own OCCI shares is 31, representing 4.21% of the company's common stock.

Who are the major shareholders selling OFS Credit Company, Inc. stock?

CAMELOT PORTFOLIOS, LLC, in the last quarter, reduced its stake in OCCI by -100% restricting it's holding to 0 shares of worth nearly -. LPL FINANCIAL LLC also lessened -25.25% of the OCCI shares from its portfolio, reducing its holding to 45.78 thousand shares of worth $132.29K. MORGAN STANLEY also shunned OCCI shares holding by -17.83% last quarter which brought its holding to 383.19 thousand shares worth $1.11M.

Investors who are buying OCCI stock?

As per its latest 13F filing, KESTRA ADVISORY SERVICES, LLC increased its stake in OCCI by 12.07% in the last quarter. The institutional holder raised its holding to 92.86 thousand shares having worth more than $268.36K. WPG ADVISERS, LLC also added 6.51% more shares of OCCI to its portfolio, raising its holding to 589 shares of worth $1.70K. NEWBRIDGE FINANCIAL SERVICES GROUP, INC. also increased its OCCI shares holding by 8.19% which brought its holding to 2.66 thousand shares worth $7.68K.

OCCI's major insiders: who are they?

The insider with the most stakes in OCCI is Orchard First Source Asset Management, LLC , at the company. Additionally, OCCI stock is highly held by 10 percent owner Eagle Point Credit Management LLC and Director and CFO Cerny Jeffrey A among others.

Did an insider recently sell OCCI stock?

Company executives, directors, and other insiders own 0.99% percent of OFS Credit Company, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which OCCI insiders have sold stock, totaling 0 shares. Insiders that have sold shares include EAGLE POINT CREDIT MANAGEMENT LLC.

Which insider recently purchased OCCI stock?

There have been 1 transaction(s) during the past 6-months in which OFS Credit Company, Inc. insiders have bought stock, totalling 2200 shares

How much of OCCI does insiders own?

Around 2.2K OFS Credit Company, Inc. shares are held by insiders, which represents about 0.99% of OCCI stock.

Who is the insider with the largest stake?

OCCI , Orchard First Source Asset Management, LLC holds the largest portfolio of the company's shares. OCCI shares owned by Orchard total nearly 70 thousand.

Which institution holds the most shares in OCCI?

CAMELOT PORTFOLIOS, LLC is the largest institutional owner in OCCI which holds 0 shares worth - or 0% of the total OCCI shares outstanding followed by KESTRA ADVISORY SERVICES, LLC with ownership of 92.86 thousand shares representing 0.33% of the OCCI ownership. HIGHLINE WEALTH PARTNERS LLC is the third largest stakeholder with 500 shares or 0% of the ownership worth more than $1.45K.

Is OFS Credit Company, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the OCCI is concerned, it is a stock which is not optionable.

Is there a short position on OCCI's shares?

Number of OCCI shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding OCCI shares are there?

As of today, null shares of OCCI are outstanding.

Is there many float in OCCI stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, OCCI has null shares in float.

OCCI short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for OCCI is null.

OFS Credit (OCCI) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.99% Percentage of Shares held by All Insiders

4.21% Percentage of Shares held by All Institutions

4.25% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 4.21% of OCCI shares are held by financial institutions. CAMELOT PORTFOLIOS, LLC is the top corporate investor, holding 0 shares valued at -. A 0% stake in OFS Credit Company, Inc. is owned by the company. KESTRA ADVISORY SERVICES, LLC owns 92.86K shares valued at $268.36K, which translates its holding of 0.33% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CAMELOT PORTFOLIOS, LLC	0%	0	-	-1.09K	-100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.33%	92.86K	268.36K	10K	+12.07%
Mar 31, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	500	1.45K	0	0
Mar 31, 2026	WPG ADVISERS, LLC	0%	589	1.7K	36	+6.51%
Mar 31, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	2.66K	7.68K	201	+8.19%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	12.48K	36K	12.48K	+100.00%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.04%	12.61K	36.45K	1.91K	+17.88%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	12.84K	37.12K	31	+0.24%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	13.01K	37.59K	13.01K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.16%	45.78K	132.29K	-15.46K	-25.25%
Mar 31, 2026	UBS GROUP AG	0.21%	60.46K	174.73K	55.19K	+1,046.40%
Mar 31, 2026	MORGAN STANLEY	1.36%	383.19K	1.11M	-83.13K	-17.83%
Mar 31, 2026	VIRTUS INVESTMENT ADVISERS, INC.	1.64%	462.16K	1.34M	40.92K	+9.71%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0%	0	-	-10.3K	-100.00%
Mar 31, 2026	STONEX GROUP INC.	0%	0	-	-11.35K	-100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0%	0	-	-78	-100.00%
Mar 31, 2026	ONE CAPITAL MANAGEMENT, LLC	0.04%	10.94K	31.6K	280	+2.63%
Mar 31, 2026	CWM, LLC	0%	0	-	-1.31K	-100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0%	0	-	-12.91K	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	3	-1	-50.00%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0%	10	29	0	0
Mar 31, 2026	FIFTH THIRD BANCORP	0%	41	118	41	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	43	122	43	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0%	256	741	256	+100.00%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0%	302	874	0	0
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.01%	1.99K	5.76K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	4.54K	13.13K	4.54K	+100.00%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.04%	10.22K	29.55K	10.22K	+100.00%
Mar 31, 2026	XTX TOPCO LTD	0.15%	41.81K	120.83K	41.81K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.33%	92.78K	268.12K	92.78K	+100.00%
Mar 31, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	0.38%	108.6K	313.85K	108.6K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.02%	5.71K	16.51K	0	0
Mar 31, 2026	HARBOR ASSET PLANNING, INC.	0%	0	-	-1.24K	-100.00%
Mar 31, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0%	0	-	-11.64K	-100.00%
Mar 31, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0%	962	2.78K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.01%	2.64K	7.63K	-2.47K	-48.29%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0%	0	-	-10K	-100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.32%	82.86K	401.02K	20.24K	+32.32%
Dec 31, 2025	MORGAN STANLEY	1.82%	466.31K	2.26M	222.93K	+91.60%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.02%	5.71K	27.65K	0	0
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	2.46K	11.88K	168	+7.35%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	2.82K	13.67K	2.82K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.02%	5.27K	25.53K	-8.23K	-60.95%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.04%	10.3K	49.85K	0	0
Dec 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.04%	10.66K	51.57K	0	0
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	10.7K	51.79K	-1K	-8.55%
Dec 31, 2025	STONEX GROUP INC.	0.04%	11.35K	54.92K	11.35K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.05%	12.91K	62.5K	12.91K	+100.00%
Dec 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	1.65%	421.23K	2.04M	3.8K	+0.91%
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	500	2.42K	0	0
Dec 31, 2025	CAMELOT PORTFOLIOS, LLC	0%	1.09K	5.27K	1.09K	+100.00%
Dec 31, 2025	HARBOR ASSET PLANNING, INC.	0%	1.24K	6K	0	0
Dec 31, 2025	CWM, LLC	0.01%	1.31K	6K	88	+7.21%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	5.11K	24.71K	-3.31K	-39.36%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0%	0	-	-12.22K	-100.00%
Dec 31, 2025	VIRTU FINANCIAL LLC	0%	0	-	-10.66K	-100.00%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0%	78	378	78	+100.00%
Dec 31, 2025	COMERICA BANK	0%	82	397	82	+100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	1.99K	9.64K	-1.85K	-48.15%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0%	0	-	-101	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-30K	-100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.24%	61.24K	296.4K	-24.57K	-28.63%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	2	11	1	+100.00%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	10	48	0	0
Dec 31, 2025	WPG ADVISERS, LLC	0%	553	2.68K	205	+58.91%
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0%	962	4.66K	962	+100.00%
Dec 31, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.05%	11.64K	56.31K	-118	-1.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	12.81K	62.01K	12.81K	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	302	1.46K	0	0
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	1.54%	417.44K	2.26M	67.2K	+19.19%
Sep 30, 2025	JANE STREET GROUP, LLC	0.11%	30K	162.32K	-12.15K	-28.82%
Sep 30, 2025	MORGAN STANLEY	0.9%	243.38K	1.32M	-85.64K	-26.03%
Sep 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.04%	11.75K	63.58K	14	+0.12%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	11.7K	63.3K	-100	-0.85%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.04%	10.66K	58K	10.66K	+100.00%
Sep 30, 2025	CWM, LLC	0%	1.22K	7K	1.22K	+100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	500	2.71K	500	+100.00%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0%	101	544	-10.04K	-99.00%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	10	54	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	5	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-93	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-4.2K	-100.00%
Sep 30, 2025	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0%	0	-	-55	-100.00%
Sep 30, 2025	NAVITER WEALTH, LLC	0%	0	-	-20.59K	-100.00%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0%	0	-	-10.29K	-100.00%
Sep 30, 2025	ACCREDITED WEALTH MANAGEMENT, LLC	0%	88	5.41K	-912	-91.20%
Sep 30, 2025	WPG ADVISERS, LLC	0%	348	1.88K	-122	-25.96%
Sep 30, 2025	BLACKROCK, INC.	0%	0	-	-1K	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.32%	85.81K	464.23K	-2.82K	-3.18%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	62.62K	338.76K	9.55K	+17.99%
Sep 30, 2025	UBS GROUP AG	0.05%	13.51K	73.07K	13.18K	+4,068.83%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.04%	12.22K	66.08K	12.22K	+100.00%
Sep 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.04%	10.66K	57.64K	10.66K	+100.00%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.04%	10.3K	55.72K	10.3K	+100.00%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.04%	10K	54.1K	10K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	8.42K	48.69K	-2.36K	-21.92%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	2.29K	12.38K	132	+6.13%
Sep 30, 2025	HARBOR ASSET PLANNING, INC.	0%	1.24K	6.7K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	302	1.64K	0	0
Sep 30, 2025	DANSKE BANK A/S	0%	0	-	-1	-100.00%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0%	0	-	-11K	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-12.4K	-100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-1.11K	-100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.02%	5.71K	30.91K	-11.16K	-66.15%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	3.84K	20.79K	3.84K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	10.78K	67.18K	4.1K	+61.35%
Jun 30, 2025	CWM, LLC	0%	0	-	-109	-100.00%
Jun 30, 2025	BLACKROCK, INC.	0%	1K	6.23K	0	0
Jun 30, 2025	GRAYPOINT LLC	0.62%	137.03K	853.69K	-31.51K	-18.70%
Jun 30, 2025	MORGAN STANLEY	1.5%	329.03K	2.05B	316.43K	+2,511.52%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	1.59%	350.24K	2.18M	-42.77K	-10.88%
Jun 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.05%	11.74K	73.14K	11.74K	+100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.05%	11.8K	73.51K	11.8K	+100.00%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0%	0	-	-33.4K	-100.00%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-2.5K	-100.00%
Jun 30, 2025		0%	0	-	-110	-100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-70.56K	-100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	10	62	0	0
Jun 30, 2025	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0%	55	343	55	+100.00%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.11K	6.92K	1.11K	+100.00%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	2.16K	13.43K	2.16K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	4.2K	26.17K	4.2K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.4%	88.63K	552.14K	1.47K	+1.69%
Jun 30, 2025	JANE STREET GROUP, LLC	0.19%	42.15K	262.61K	-20.7K	-32.93%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	12.4K	77.26K	12.4K	+100.00%
Jun 30, 2025	UBS GROUP AG	0%	324	2.02K	-1.71K	-84.03%
Jun 30, 2025	HARBOR ASSET PLANNING, INC.	0.01%	1.24K	7.72K	1.24K	+100.00%
Jun 30, 2025	ACCREDITED WEALTH MANAGEMENT, LLC	0%	1K	6.23K	0	0
Jun 30, 2025	WPG ADVISERS, LLC	0%	470	2.93K	470	+100.00%
Jun 30, 2025	TRANSCE3ND, LLC	0%	0	-	-110	-100.00%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.05%	10.29K	64.08K	7	+0.07%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	302	1.88K	0	0
Jun 30, 2025	NAVITER WEALTH, LLC	0.09%	20.59K	128.28K	20.59K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	16.88K	105.14K	-820	-4.63%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.24%	53.07K	330.63K	0	0
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.05%	11K	68.53K	11K	+100.00%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.05%	10.14K	63.16K	10.14K	+100.00%
Jun 30, 2025	NICOLET ADVISORY SERVICES, LLC	0%	0	-	-15.58K	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	6	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	93	579	0	0
Mar 31, 2025	LINDBROOK CAPITAL, LLC	0.03%	7K	42.84K	1K	+16.67%
Mar 31, 2025	BLACKROCK, INC.	0%	1K	6.12K	1K	+100.00%
Mar 31, 2025	FNY INVESTMENT ADVISERS, LLC	0.01%	2.5K	15K	2.5K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	6.68K	40.9K	6.58K	+6,583.00%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.05%	10.28K	62.91K	5	+0.05%
Mar 31, 2025	NICOLET ADVISORY SERVICES, LLC	0.07%	15.58K	99.71K	691	+4.64%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.15%	33.4K	204.38K	1.35K	+4.22%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.24%	53.07K	324.79K	-526	-0.98%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.32%	70.56K	432K	70.56K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.4%	87.15K	533.37K	-19.27K	-18.11%
Mar 31, 2025	GRAYPOINT LLC	0.77%	168.54K	1.03M	3.71K	+2.25%
Mar 31, 2025	UBS GROUP AG	0.01%	2.03K	12.42K	2.03K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.29%	62.85K	384.66K	62.85K	+100.00%
Mar 31, 2025	VIRTUS ETF ADVISERS LLC	0%	0	-	-318.11K	-100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	17.7K	108.3K	3.14K	+21.56%
Mar 31, 2025		0%	110	673	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	302	2K	0	0
Mar 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	1.79%	393K	2.41M	393K	+100.00%
Mar 31, 2025	CWM, LLC	0%	109	1K	6	+5.83%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0%	93	661	0	0
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	10	61	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	5	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-12.97K	-100.00%
Mar 31, 2025	MORGAN STANLEY	0.06%	12.6K	77.11K	1	+0.01%
Mar 31, 2025	CREATIVE PLANNING	0%	0	-	-13K	-100.00%
Mar 31, 2024	PLANNING CAPITAL MANAGEMENT CORP	0%	0	-	-70	-100.00%
Mar 31, 2024	THOMAS J. HERZFELD ADVISORS, INC.	11.41%	1.3M	9.33M	25.87K	+2.03%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	5.52%	630.74K	4.52M	10.6K	+1.71%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.28%	32.19K	230.48K	1.15K	+3.71%
Mar 31, 2024	ARLINGTON CAPITAL MANAGEMENT, INC.	0.35%	39.52K	282.97K	-1.37K	-3.34%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.37%	42.44K	303.86K	7.2K	+20.43%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.44%	50.01K	358K	2.84K	+6.02%
Mar 31, 2024	CHOREO, LLC	0.9%	103.06K	737.91K	103.06K	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	1.49%	169.93K	1.22M	16.44K	+10.71%
Mar 31, 2024	CWM, LLC	0%	0	-	-774	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	10	0	0
Mar 31, 2024	PERRITT CAPITAL MANAGEMENT INC	0%	3	23	0	0
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0%	10	74	10	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.01%	956	7K	-162	-14.49%
Mar 31, 2024	LGT FINANCIAL ADVISORS LLC	0.03%	3.23K	23.12K	-1	-0.03%
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0.07%	8K	57.28K	3.6K	+81.65%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.09%	10.2K	72.99K	10.2K	+100.00%
Mar 31, 2024	MORGAN STANLEY	0.15%	16.62K	118.99K	-2.26K	-11.99%
Mar 31, 2024	LPL FINANCIAL LLC	0.64%	72.55K	519.43K	-2.35K	-3.13%
Mar 31, 2024	GRAYPOINT LLC	1.05%	119.58K	856.2K	6.81K	+6.04%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.2%	22.39K	171.03K	7.65K	+51.92%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.24%	27.23K	192.26K	6.17K	+29.31%
Mar 31, 2024	CREATIVE PLANNING	0.11%	12K	85.92K	1K	+9.09%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.1%	11.48K	82.19K	11.48K	+100.00%
Mar 31, 2024	TRUE NORTH ADVISORS, LLC	0.1%	11.18K	80.01K	11.18K	+100.00%
Mar 31, 2024	ADVISORNET FINANCIAL, INC	0%	0	-	-40	-100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.14%	16.41K	117.53K	1.82K	+12.43%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0%	0	-	-39.97K	-100.00%
Dec 31, 2023	THOMAS J. HERZFELD ADVISORS, INC.	16.54%	1.28M	8.25M	395.8K	+44.91%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	8.03%	620.14K	4.01M	233.71K	+60.48%
Dec 31, 2023	KOVACK ADVISORS, INC.	0%	0	-	-10.23K	-100.00%
Dec 31, 2023	CORNERSTONE PLANNING GROUP LLC	0%	0	-	-34	-100.00%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.19%	14.74K	95.19K	-7.65K	-34.18%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.19%	14.6K	101.99K	1.6K	+12.29%
Dec 31, 2023	CREATIVE PLANNING	0.14%	11K	71.06K	11K	+100.00%
Dec 31, 2023	LINDBROOK CAPITAL, LLC	0.06%	4.4K	28.45K	-3.21K	-42.16%
Dec 31, 2023	LGT FINANCIAL ADVISORS LLC	0.04%	3.23K	20.86K	162	+5.28%
Dec 31, 2023	MORGAN STANLEY	0.24%	18.88K	121.99K	1.37K	+7.85%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.27%	21.06K	136.05K	1.54K	+7.88%
Dec 31, 2023	ARKADIOS WEALTH ADVISORS	0.4%	31.04K	200.51K	-457	-1.45%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.46%	35.24K	227.65K	453	+1.30%
Dec 31, 2023	ATOMI FINANCIAL GROUP, INC.	0.52%	39.97K	258.21K	2.99K	+8.08%
Dec 31, 2023	ARLINGTON CAPITAL MANAGEMENT, INC.	0.53%	40.89K	264.14K	40.89K	+100.00%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.61%	47.17K	305K	18.66K	+65.43%
Dec 31, 2023	LPL FINANCIAL LLC	0.97%	74.89K	483.8K	3.57K	+5.01%
Dec 31, 2023	GRAYPOINT LLC	1.46%	112.78K	728.53K	5.52K	+5.14%
Dec 31, 2023	ROYAL BANK OF CANADA	0.01%	1.12K	7K	438	+64.41%
Dec 31, 2023	CWM, LLC	0.01%	774	5K	774	+100.00%
Dec 31, 2023	ADVISORNET FINANCIAL, INC	0%	40	256	3	+8.11%
Dec 31, 2023		0%	70	450	70	+100.00%
Dec 31, 2023	PERRITT CAPITAL MANAGEMENT INC	0%	3	19	3	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1	9	-5.82K	-99.98%
Dec 31, 2023	BARD ASSOCIATES INC	0%	0	-	-113.54K	-100.00%
Dec 31, 2023	VIRTU FINANCIAL LLC	0%	0	-	-17.78K	-100.00%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0%	0	-	-59.56K	-100.00%

Insiders

Among the OCCI insiders holding of 0.99% of the stake in company, ORCHARD FIRST SOURCE ASSET MANAGEMENT, LLC, , holds the largest shares of 70K. EAGLE POINT CREDIT MANAGEMENT LLC, 10 percent owner, is the second largest OCCI insider with ownership of 12.34K shares. CERNY JEFFREY A, Director and CFO, stands third with possession of 7.5K shares of that stake.

Insiders	Designation	Shares Held
ORCHARD FIRST SOURCE ASSET MANAGEMENT, LLC		70K
EAGLE POINT CREDIT MANAGEMENT LLC	10 percent owner	12.34K
CERNY JEFFREY A	Director and CFO	7.5K
RASHID BILAL	President, Director and CEO	7.5K
GRIGGS KATHLEEN	director	2.43K
FITTA CATHERINE MARY	director	2.2K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 13, 2026	FITTA CATHERINE MARY	PURCHASE	3.03	2.2K	6.67K	2.2K
Sep 24, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.68	500	12.34K	12.34K
Sep 23, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.52	109	2.67K	12.84K
Sep 19, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.52	1.38K	32.34K	31.11K
Sep 13, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.46	462	11.3K	12.95K
Sep 11, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.46	189	4.62K	13.41K
Aug 30, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.42	190	4.64K	13.6K
Aug 29, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.42	551	13.46K	13.79K
Aug 27, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.42	422	10.31K	14.34K
Aug 26, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.42	300	7.33K	14.76K
Aug 23, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.40	123	3K	15.06K
Aug 21, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.40	68	1.66K	15.19K
Aug 20, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.40	182	4.44K	15.25K
Aug 19, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.37	1.74K	42.45K	15.44K
Aug 14, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.42	100	2.44K	17.18K
Aug 13, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.40	777	18.96K	17.28K
Aug 12, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.38	565	13.77K	18.05K
Aug 09, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.38	8	195.04	18.62K
Aug 08, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.38	375	9.14K	18.63K
Aug 07, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.35	100	2.44K	19K
Aug 06, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.35	102	2.48K	19.1K
Aug 05, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.35	1.58K	38.42K	19.2K
Aug 02, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.33	840	20.44K	20.78K
Jul 22, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.32	651	15.83K	21.62K
Jul 18, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.32	8	194.56	22.27K
Jul 15, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.32	596	14.49K	22.28K
Jul 09, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.25	926	22.46K	22.88K
Jul 08, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.25	938	22.75K	23.8K
Jul 05, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.22	546	13.22K	24.74K
Jul 03, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.24	3.37K	81.74K	25.29K
Jul 02, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.20	4.7K	113.69K	28.66K
Jul 01, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.27	100	2.33K	33K
Jun 28, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.20	514	12.44K	33.36K
Jun 25, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.23	44	1.07K	33.88K
Jun 24, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.23	27	654.21	33.92K
Jun 21, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.20	2K	48.4K	33.95K
Jun 20, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.24	11	266.64	35.95K
Jun 17, 2024	GRIGGS KATHLEEN	PURCHASE	7.50	1.2K	9K	2.43K
Jun 17, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.22	125	3.03K	35.96K
Jun 14, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.35	343	8.01K	33.1K
Jun 03, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.26	302	7.33K	36.3K
May 31, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.22	100	2.42K	36.6K
May 30, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.35	5	116.75	33.45K
May 24, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.22	2	48.44	36.7K
May 17, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.20	25	605	36.71K
May 16, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.33	30	699.9	33.45K
May 15, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.16	5.12K	123.8K	36.96K
May 14, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.29	801	18.66K	33.48K
May 13, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.29	707	16.47K	34.28K
May 07, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.24	1.31K	30.33K	34.99K
Apr 17, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.16	83	2.01K	42.09K
Apr 16, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.16	74	1.79K	42.17K
Apr 10, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.16	17	410.72	42.25K
Mar 27, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.12	63	1.52K	42.26K
Mar 21, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.12	1	24.12	42.33K
Mar 18, 2024	GRIGGS KATHLEEN	PURCHASE	7.10	1.2K	8.52K	1.2K
Mar 15, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.12	6	144.72	42.33K
Mar 14, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.12	28	675.36	42.33K
Mar 13, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.10	11	265.1	42.36K
Mar 07, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.03	100	2.4K	36.29K
Feb 13, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.71	15.87K	360.45K	36.39K
Feb 12, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.63	42.53K	962.48K	52.27K
Feb 09, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.63	14.53K	328.84K	94.8K
Feb 08, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.64	1.5K	33.96K	109.33K
Feb 07, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.66	12.41K	281.1K	110.83K
Feb 06, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.62	13.52K	305.71K	123.23K
Feb 05, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.66	9.34K	211.71K	136.75K
Feb 02, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.65	21.1K	477.92K	146.09K
Feb 01, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.90	5K	114.5K	167.19K
Jan 31, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.92	3.98K	91.11K	172.19K
Jan 30, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.91	894	20.48K	176.17K
Jan 29, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.94	8.3K	190.4K	177.06K
Jan 26, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.90	400	9.16K	185.36K
Jan 25, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.91	6.6K	151.21K	185.76K
Jan 24, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.85	6.67K	152.5K	192.36K
Jan 23, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.84	76.6K	1.75M	199.03K
Jan 22, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.64	24.67K	558.42K	275.64K
Jan 19, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.72	9.7K	220.38K	300.3K
Aug 28, 2023	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.98	245	5.63K	42.47K
Dec 15, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	25.60	219	5.61K	42.72K
Dec 14, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	25.60	9	230.4	42.94K
Dec 10, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	25.60	419	10.73K	42.94K
Dec 09, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	25.60	214	5.48K	43.36K
Oct 10, 2018	RASHID BILAL	PURCHASE	20.00	7.5K	150K	7.5K
Oct 10, 2018	CERNY JEFFREY A	PURCHASE	20.00	7.5K	150K	7.5K
Oct 10, 2018	ORCHARD FIRST SOURCE ASSET MANAGEMENT, LLC	PURCHASE	20.00	70K	1.4M	70K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE2.2K1

SALES00

NET SHARES2.2K1

SHARES HELD2.2K1

% NET SHARES0%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.99% Percentage of Shares held by All Insiders

4.21% Percentage of Shares held by All Institutions

4.25% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	CAMELOT PORTFOLIOS, LLC	0%	0	-	-1.09K	-100.00%
Mar 31, 2026	KESTRA ADVISORY SERVICES, LLC	0.33%	92.86K	268.36K	10K	+12.07%
Mar 31, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	500	1.45K	0	0
Mar 31, 2026	WPG ADVISERS, LLC	0%	589	1.7K	36	+6.51%
Mar 31, 2026	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	2.66K	7.68K	201	+8.19%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	12.48K	36K	12.48K	+100.00%
Mar 31, 2026	PROSPERA FINANCIAL SERVICES INC	0.04%	12.61K	36.45K	1.91K	+17.88%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	12.84K	37.12K	31	+0.24%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.05%	13.01K	37.59K	13.01K	+100.00%
Mar 31, 2026	LPL FINANCIAL LLC	0.16%	45.78K	132.29K	-15.46K	-25.25%
Mar 31, 2026	UBS GROUP AG	0.21%	60.46K	174.73K	55.19K	+1,046.40%
Mar 31, 2026	MORGAN STANLEY	1.36%	383.19K	1.11M	-83.13K	-17.83%
Mar 31, 2026	VIRTUS INVESTMENT ADVISERS, INC.	1.64%	462.16K	1.34M	40.92K	+9.71%
Mar 31, 2026	KESTRA PRIVATE WEALTH SERVICES, LLC	0%	0	-	-10.3K	-100.00%
Mar 31, 2026	STONEX GROUP INC.	0%	0	-	-11.35K	-100.00%
Mar 31, 2026	PARALLEL ADVISORS, LLC	0%	0	-	-78	-100.00%
Mar 31, 2026	ONE CAPITAL MANAGEMENT, LLC	0.04%	10.94K	31.6K	280	+2.63%
Mar 31, 2026	CWM, LLC	0%	0	-	-1.31K	-100.00%
Mar 31, 2026	CITADEL ADVISORS LLC	0%	0	-	-12.91K	-100.00%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0%	1	3	-1	-50.00%
Mar 31, 2026	NATIONAL BANK OF CANADA /FI/	0%	10	29	0	0
Mar 31, 2026	FIFTH THIRD BANCORP	0%	41	118	41	+100.00%
Mar 31, 2026	JPMORGAN CHASE & CO	0%	43	122	43	+100.00%
Mar 31, 2026	HARBOUR INVESTMENTS, INC.	0%	256	741	256	+100.00%
Mar 31, 2026	ALLWORTH FINANCIAL LP	0%	302	874	0	0
Mar 31, 2026	BNP PARIBAS ARBITRAGE, SNC	0.01%	1.99K	5.76K	0	0
Mar 31, 2026	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	4.54K	13.13K	4.54K	+100.00%
Mar 31, 2026	CRESSET ASSET MANAGEMENT, LLC	0.04%	10.22K	29.55K	10.22K	+100.00%
Mar 31, 2026	XTX TOPCO LTD	0.15%	41.81K	120.83K	41.81K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0.33%	92.78K	268.12K	92.78K	+100.00%
Mar 31, 2026	MERIDIAN WEALTH MANAGEMENT, LLC	0.38%	108.6K	313.85K	108.6K	+100.00%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.02%	5.71K	16.51K	0	0
Mar 31, 2026	HARBOR ASSET PLANNING, INC.	0%	0	-	-1.24K	-100.00%
Mar 31, 2026	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0%	0	-	-11.64K	-100.00%
Mar 31, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0%	962	2.78K	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.01%	2.64K	7.63K	-2.47K	-48.29%
Dec 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0%	0	-	-10K	-100.00%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.32%	82.86K	401.02K	20.24K	+32.32%
Dec 31, 2025	MORGAN STANLEY	1.82%	466.31K	2.26M	222.93K	+91.60%
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.02%	5.71K	27.65K	0	0
Dec 31, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	2.46K	11.88K	168	+7.35%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	2.82K	13.67K	2.82K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.02%	5.27K	25.53K	-8.23K	-60.95%
Dec 31, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.04%	10.3K	49.85K	0	0
Dec 31, 2025	ONE CAPITAL MANAGEMENT, LLC	0.04%	10.66K	51.57K	0	0
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	10.7K	51.79K	-1K	-8.55%
Dec 31, 2025	STONEX GROUP INC.	0.04%	11.35K	54.92K	11.35K	+100.00%
Dec 31, 2025	CITADEL ADVISORS LLC	0.05%	12.91K	62.5K	12.91K	+100.00%
Dec 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	1.65%	421.23K	2.04M	3.8K	+0.91%
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	500	2.42K	0	0
Dec 31, 2025	CAMELOT PORTFOLIOS, LLC	0%	1.09K	5.27K	1.09K	+100.00%
Dec 31, 2025	HARBOR ASSET PLANNING, INC.	0%	1.24K	6K	0	0
Dec 31, 2025	CWM, LLC	0.01%	1.31K	6K	88	+7.21%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	5.11K	24.71K	-3.31K	-39.36%
Dec 31, 2025	ARKADIOS WEALTH ADVISORS	0%	0	-	-12.22K	-100.00%
Dec 31, 2025	VIRTU FINANCIAL LLC	0%	0	-	-10.66K	-100.00%
Dec 31, 2025	PARALLEL ADVISORS, LLC	0%	78	378	78	+100.00%
Dec 31, 2025	COMERICA BANK	0%	82	397	82	+100.00%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	1.99K	9.64K	-1.85K	-48.15%
Dec 31, 2025	LARSON FINANCIAL GROUP LLC	0%	0	-	-101	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-30K	-100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.24%	61.24K	296.4K	-24.57K	-28.63%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	2	11	1	+100.00%
Dec 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	10	48	0	0
Dec 31, 2025	WPG ADVISERS, LLC	0%	553	2.68K	205	+58.91%
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0%	962	4.66K	962	+100.00%
Dec 31, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.05%	11.64K	56.31K	-118	-1.00%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.05%	12.81K	62.01K	12.81K	+100.00%
Dec 31, 2025	ALLWORTH FINANCIAL LP	0%	302	1.46K	0	0
Sep 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	1.54%	417.44K	2.26M	67.2K	+19.19%
Sep 30, 2025	JANE STREET GROUP, LLC	0.11%	30K	162.32K	-12.15K	-28.82%
Sep 30, 2025	MORGAN STANLEY	0.9%	243.38K	1.32M	-85.64K	-26.03%
Sep 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.04%	11.75K	63.58K	14	+0.12%
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.04%	11.7K	63.3K	-100	-0.85%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.04%	10.66K	58K	10.66K	+100.00%
Sep 30, 2025	CWM, LLC	0%	1.22K	7K	1.22K	+100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	500	2.71K	500	+100.00%
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0%	101	544	-10.04K	-99.00%
Sep 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	10	54	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	5	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0%	0	-	-93	-100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	0	-	-4.2K	-100.00%
Sep 30, 2025	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0%	0	-	-55	-100.00%
Sep 30, 2025	NAVITER WEALTH, LLC	0%	0	-	-20.59K	-100.00%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0%	0	-	-10.29K	-100.00%
Sep 30, 2025	ACCREDITED WEALTH MANAGEMENT, LLC	0%	88	5.41K	-912	-91.20%
Sep 30, 2025	WPG ADVISERS, LLC	0%	348	1.88K	-122	-25.96%
Sep 30, 2025	BLACKROCK, INC.	0%	0	-	-1K	-100.00%
Sep 30, 2025	LPL FINANCIAL LLC	0.32%	85.81K	464.23K	-2.82K	-3.18%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.23%	62.62K	338.76K	9.55K	+17.99%
Sep 30, 2025	UBS GROUP AG	0.05%	13.51K	73.07K	13.18K	+4,068.83%
Sep 30, 2025	ARKADIOS WEALTH ADVISORS	0.04%	12.22K	66.08K	12.22K	+100.00%
Sep 30, 2025	ONE CAPITAL MANAGEMENT, LLC	0.04%	10.66K	57.64K	10.66K	+100.00%
Sep 30, 2025	KESTRA PRIVATE WEALTH SERVICES, LLC	0.04%	10.3K	55.72K	10.3K	+100.00%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.04%	10K	54.1K	10K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	8.42K	48.69K	-2.36K	-21.92%
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	2.29K	12.38K	132	+6.13%
Sep 30, 2025	HARBOR ASSET PLANNING, INC.	0%	1.24K	6.7K	0	0
Sep 30, 2025	ALLWORTH FINANCIAL LP	0%	302	1.64K	0	0
Sep 30, 2025	DANSKE BANK A/S	0%	0	-	-1	-100.00%
Sep 30, 2025	FISHER ASSET MANAGEMENT, LLC	0%	0	-	-11K	-100.00%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-12.4K	-100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-1.11K	-100.00%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.02%	5.71K	30.91K	-11.16K	-66.15%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	3.84K	20.79K	3.84K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.05%	10.78K	67.18K	4.1K	+61.35%
Jun 30, 2025	CWM, LLC	0%	0	-	-109	-100.00%
Jun 30, 2025	BLACKROCK, INC.	0%	1K	6.23K	0	0
Jun 30, 2025	GRAYPOINT LLC	0.62%	137.03K	853.69K	-31.51K	-18.70%
Jun 30, 2025	MORGAN STANLEY	1.5%	329.03K	2.05B	316.43K	+2,511.52%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	1.59%	350.24K	2.18M	-42.77K	-10.88%
Jun 30, 2025	MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.05%	11.74K	73.14K	11.74K	+100.00%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.05%	11.8K	73.51K	11.8K	+100.00%
Jun 30, 2025	ARKADIOS WEALTH ADVISORS	0%	0	-	-33.4K	-100.00%
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-2.5K	-100.00%
Jun 30, 2025		0%	0	-	-110	-100.00%
Jun 30, 2025	VIRTU FINANCIAL LLC	0%	0	-	-70.56K	-100.00%
Jun 30, 2025	NATIONAL BANK OF CANADA /FI/	0%	10	62	0	0
Jun 30, 2025	STRATEGIC WEALTH INVESTMENT GROUP, LLC	0%	55	343	55	+100.00%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.11K	6.92K	1.11K	+100.00%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	2.16K	13.43K	2.16K	+100.00%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.02%	4.2K	26.17K	4.2K	+100.00%
Jun 30, 2025	LPL FINANCIAL LLC	0.4%	88.63K	552.14K	1.47K	+1.69%
Jun 30, 2025	JANE STREET GROUP, LLC	0.19%	42.15K	262.61K	-20.7K	-32.93%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.06%	12.4K	77.26K	12.4K	+100.00%
Jun 30, 2025	UBS GROUP AG	0%	324	2.02K	-1.71K	-84.03%
Jun 30, 2025	HARBOR ASSET PLANNING, INC.	0.01%	1.24K	7.72K	1.24K	+100.00%
Jun 30, 2025	ACCREDITED WEALTH MANAGEMENT, LLC	0%	1K	6.23K	0	0
Jun 30, 2025	WPG ADVISERS, LLC	0%	470	2.93K	470	+100.00%
Jun 30, 2025	TRANSCE3ND, LLC	0%	0	-	-110	-100.00%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.05%	10.29K	64.08K	7	+0.07%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	302	1.88K	0	0
Jun 30, 2025	NAVITER WEALTH, LLC	0.09%	20.59K	128.28K	20.59K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	16.88K	105.14K	-820	-4.63%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.24%	53.07K	330.63K	0	0
Jun 30, 2025	FISHER ASSET MANAGEMENT, LLC	0.05%	11K	68.53K	11K	+100.00%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0.05%	10.14K	63.16K	10.14K	+100.00%
Jun 30, 2025	NICOLET ADVISORY SERVICES, LLC	0%	0	-	-15.58K	-100.00%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0%	1	6	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	93	579	0	0
Mar 31, 2025	LINDBROOK CAPITAL, LLC	0.03%	7K	42.84K	1K	+16.67%
Mar 31, 2025	BLACKROCK, INC.	0%	1K	6.12K	1K	+100.00%
Mar 31, 2025	FNY INVESTMENT ADVISERS, LLC	0.01%	2.5K	15K	2.5K	+100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.03%	6.68K	40.9K	6.58K	+6,583.00%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.05%	10.28K	62.91K	5	+0.05%
Mar 31, 2025	NICOLET ADVISORY SERVICES, LLC	0.07%	15.58K	99.71K	691	+4.64%
Mar 31, 2025	ARKADIOS WEALTH ADVISORS	0.15%	33.4K	204.38K	1.35K	+4.22%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.24%	53.07K	324.79K	-526	-0.98%
Mar 31, 2025	VIRTU FINANCIAL LLC	0.32%	70.56K	432K	70.56K	+100.00%
Mar 31, 2025	LPL FINANCIAL LLC	0.4%	87.15K	533.37K	-19.27K	-18.11%
Mar 31, 2025	GRAYPOINT LLC	0.77%	168.54K	1.03M	3.71K	+2.25%
Mar 31, 2025	UBS GROUP AG	0.01%	2.03K	12.42K	2.03K	+100.00%
Mar 31, 2025	JANE STREET GROUP, LLC	0.29%	62.85K	384.66K	62.85K	+100.00%
Mar 31, 2025	VIRTUS ETF ADVISERS LLC	0%	0	-	-318.11K	-100.00%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	17.7K	108.3K	3.14K	+21.56%
Mar 31, 2025		0%	110	673	0	0
Mar 31, 2025	ALLWORTH FINANCIAL LP	0%	302	2K	0	0
Mar 31, 2025	VIRTUS INVESTMENT ADVISERS, INC.	1.79%	393K	2.41M	393K	+100.00%
Mar 31, 2025	CWM, LLC	0%	109	1K	6	+5.83%
Mar 31, 2025	PRINCIPAL SECURITIES, INC.	0%	93	661	0	0
Mar 31, 2025	NATIONAL BANK OF CANADA /FI/	0%	10	61	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0%	1	5	0	0
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-12.97K	-100.00%
Mar 31, 2025	MORGAN STANLEY	0.06%	12.6K	77.11K	1	+0.01%
Mar 31, 2025	CREATIVE PLANNING	0%	0	-	-13K	-100.00%
Mar 31, 2024	PLANNING CAPITAL MANAGEMENT CORP	0%	0	-	-70	-100.00%
Mar 31, 2024	THOMAS J. HERZFELD ADVISORS, INC.	11.41%	1.3M	9.33M	25.87K	+2.03%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	5.52%	630.74K	4.52M	10.6K	+1.71%
Mar 31, 2024	ARKADIOS WEALTH ADVISORS	0.28%	32.19K	230.48K	1.15K	+3.71%
Mar 31, 2024	ARLINGTON CAPITAL MANAGEMENT, INC.	0.35%	39.52K	282.97K	-1.37K	-3.34%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.37%	42.44K	303.86K	7.2K	+20.43%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.44%	50.01K	358K	2.84K	+6.02%
Mar 31, 2024	CHOREO, LLC	0.9%	103.06K	737.91K	103.06K	+100.00%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	1.49%	169.93K	1.22M	16.44K	+10.71%
Mar 31, 2024	CWM, LLC	0%	0	-	-774	-100.00%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	1	10	0	0
Mar 31, 2024	PERRITT CAPITAL MANAGEMENT INC	0%	3	23	0	0
Mar 31, 2024	NATIONAL BANK OF CANADA /FI/	0%	10	74	10	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.01%	956	7K	-162	-14.49%
Mar 31, 2024	LGT FINANCIAL ADVISORS LLC	0.03%	3.23K	23.12K	-1	-0.03%
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0.07%	8K	57.28K	3.6K	+81.65%
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.09%	10.2K	72.99K	10.2K	+100.00%
Mar 31, 2024	MORGAN STANLEY	0.15%	16.62K	118.99K	-2.26K	-11.99%
Mar 31, 2024	LPL FINANCIAL LLC	0.64%	72.55K	519.43K	-2.35K	-3.13%
Mar 31, 2024	GRAYPOINT LLC	1.05%	119.58K	856.2K	6.81K	+6.04%
Mar 31, 2024	B. RILEY WEALTH ADVISORS, INC.	0.2%	22.39K	171.03K	7.65K	+51.92%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.24%	27.23K	192.26K	6.17K	+29.31%
Mar 31, 2024	CREATIVE PLANNING	0.11%	12K	85.92K	1K	+9.09%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.1%	11.48K	82.19K	11.48K	+100.00%
Mar 31, 2024	TRUE NORTH ADVISORS, LLC	0.1%	11.18K	80.01K	11.18K	+100.00%
Mar 31, 2024	ADVISORNET FINANCIAL, INC	0%	0	-	-40	-100.00%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.14%	16.41K	117.53K	1.82K	+12.43%
Mar 31, 2024	ATOMI FINANCIAL GROUP, INC.	0%	0	-	-39.97K	-100.00%
Dec 31, 2023	THOMAS J. HERZFELD ADVISORS, INC.	16.54%	1.28M	8.25M	395.8K	+44.91%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	8.03%	620.14K	4.01M	233.71K	+60.48%
Dec 31, 2023	KOVACK ADVISORS, INC.	0%	0	-	-10.23K	-100.00%
Dec 31, 2023	CORNERSTONE PLANNING GROUP LLC	0%	0	-	-34	-100.00%
Dec 31, 2023	B. RILEY WEALTH ADVISORS, INC.	0.19%	14.74K	95.19K	-7.65K	-34.18%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.19%	14.6K	101.99K	1.6K	+12.29%
Dec 31, 2023	CREATIVE PLANNING	0.14%	11K	71.06K	11K	+100.00%
Dec 31, 2023	LINDBROOK CAPITAL, LLC	0.06%	4.4K	28.45K	-3.21K	-42.16%
Dec 31, 2023	LGT FINANCIAL ADVISORS LLC	0.04%	3.23K	20.86K	162	+5.28%
Dec 31, 2023	MORGAN STANLEY	0.24%	18.88K	121.99K	1.37K	+7.85%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.27%	21.06K	136.05K	1.54K	+7.88%
Dec 31, 2023	ARKADIOS WEALTH ADVISORS	0.4%	31.04K	200.51K	-457	-1.45%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.46%	35.24K	227.65K	453	+1.30%
Dec 31, 2023	ATOMI FINANCIAL GROUP, INC.	0.52%	39.97K	258.21K	2.99K	+8.08%
Dec 31, 2023	ARLINGTON CAPITAL MANAGEMENT, INC.	0.53%	40.89K	264.14K	40.89K	+100.00%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.61%	47.17K	305K	18.66K	+65.43%
Dec 31, 2023	LPL FINANCIAL LLC	0.97%	74.89K	483.8K	3.57K	+5.01%
Dec 31, 2023	GRAYPOINT LLC	1.46%	112.78K	728.53K	5.52K	+5.14%
Dec 31, 2023	ROYAL BANK OF CANADA	0.01%	1.12K	7K	438	+64.41%
Dec 31, 2023	CWM, LLC	0.01%	774	5K	774	+100.00%
Dec 31, 2023	ADVISORNET FINANCIAL, INC	0%	40	256	3	+8.11%
Dec 31, 2023		0%	70	450	70	+100.00%
Dec 31, 2023	PERRITT CAPITAL MANAGEMENT INC	0%	3	19	3	+100.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0%	1	9	-5.82K	-99.98%
Dec 31, 2023	BARD ASSOCIATES INC	0%	0	-	-113.54K	-100.00%
Dec 31, 2023	VIRTU FINANCIAL LLC	0%	0	-	-17.78K	-100.00%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0%	0	-	-59.56K	-100.00%

Insiders

Insiders	Designation	Shares Held
ORCHARD FIRST SOURCE ASSET MANAGEMENT, LLC		70K
EAGLE POINT CREDIT MANAGEMENT LLC	10 percent owner	12.34K
CERNY JEFFREY A	Director and CFO	7.5K
RASHID BILAL	President, Director and CEO	7.5K
GRIGGS KATHLEEN	director	2.43K
FITTA CATHERINE MARY	director	2.2K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 13, 2026	FITTA CATHERINE MARY	PURCHASE	3.03	2.2K	6.67K	2.2K
Sep 24, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.68	500	12.34K	12.34K
Sep 23, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.52	109	2.67K	12.84K
Sep 19, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.52	1.38K	32.34K	31.11K
Sep 13, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.46	462	11.3K	12.95K
Sep 11, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.46	189	4.62K	13.41K
Aug 30, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.42	190	4.64K	13.6K
Aug 29, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.42	551	13.46K	13.79K
Aug 27, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.42	422	10.31K	14.34K
Aug 26, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.42	300	7.33K	14.76K
Aug 23, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.40	123	3K	15.06K
Aug 21, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.40	68	1.66K	15.19K
Aug 20, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.40	182	4.44K	15.25K
Aug 19, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.37	1.74K	42.45K	15.44K
Aug 14, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.42	100	2.44K	17.18K
Aug 13, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.40	777	18.96K	17.28K
Aug 12, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.38	565	13.77K	18.05K
Aug 09, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.38	8	195.04	18.62K
Aug 08, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.38	375	9.14K	18.63K
Aug 07, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.35	100	2.44K	19K
Aug 06, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.35	102	2.48K	19.1K
Aug 05, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.35	1.58K	38.42K	19.2K
Aug 02, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.33	840	20.44K	20.78K
Jul 22, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.32	651	15.83K	21.62K
Jul 18, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.32	8	194.56	22.27K
Jul 15, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.32	596	14.49K	22.28K
Jul 09, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.25	926	22.46K	22.88K
Jul 08, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.25	938	22.75K	23.8K
Jul 05, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.22	546	13.22K	24.74K
Jul 03, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.24	3.37K	81.74K	25.29K
Jul 02, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.20	4.7K	113.69K	28.66K
Jul 01, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.27	100	2.33K	33K
Jun 28, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.20	514	12.44K	33.36K
Jun 25, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.23	44	1.07K	33.88K
Jun 24, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.23	27	654.21	33.92K
Jun 21, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.20	2K	48.4K	33.95K
Jun 20, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.24	11	266.64	35.95K
Jun 17, 2024	GRIGGS KATHLEEN	PURCHASE	7.50	1.2K	9K	2.43K
Jun 17, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.22	125	3.03K	35.96K
Jun 14, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.35	343	8.01K	33.1K
Jun 03, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.26	302	7.33K	36.3K
May 31, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.22	100	2.42K	36.6K
May 30, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.35	5	116.75	33.45K
May 24, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.22	2	48.44	36.7K
May 17, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.20	25	605	36.71K
May 16, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.33	30	699.9	33.45K
May 15, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.16	5.12K	123.8K	36.96K
May 14, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.29	801	18.66K	33.48K
May 13, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.29	707	16.47K	34.28K
May 07, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	23.24	1.31K	30.33K	34.99K
Apr 17, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.16	83	2.01K	42.09K
Apr 16, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.16	74	1.79K	42.17K
Apr 10, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.16	17	410.72	42.25K
Mar 27, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.12	63	1.52K	42.26K
Mar 21, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.12	1	24.12	42.33K
Mar 18, 2024	GRIGGS KATHLEEN	PURCHASE	7.10	1.2K	8.52K	1.2K
Mar 15, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.12	6	144.72	42.33K
Mar 14, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.12	28	675.36	42.33K
Mar 13, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.10	11	265.1	42.36K
Mar 07, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	24.03	100	2.4K	36.29K
Feb 13, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.71	15.87K	360.45K	36.39K
Feb 12, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.63	42.53K	962.48K	52.27K
Feb 09, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.63	14.53K	328.84K	94.8K
Feb 08, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.64	1.5K	33.96K	109.33K
Feb 07, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.66	12.41K	281.1K	110.83K
Feb 06, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.62	13.52K	305.71K	123.23K
Feb 05, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.66	9.34K	211.71K	136.75K
Feb 02, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.65	21.1K	477.92K	146.09K
Feb 01, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.90	5K	114.5K	167.19K
Jan 31, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.92	3.98K	91.11K	172.19K
Jan 30, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.91	894	20.48K	176.17K
Jan 29, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.94	8.3K	190.4K	177.06K
Jan 26, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.90	400	9.16K	185.36K
Jan 25, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.91	6.6K	151.21K	185.76K
Jan 24, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.85	6.67K	152.5K	192.36K
Jan 23, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.84	76.6K	1.75M	199.03K
Jan 22, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.64	24.67K	558.42K	275.64K
Jan 19, 2024	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.72	9.7K	220.38K	300.3K
Aug 28, 2023	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	22.98	245	5.63K	42.47K
Dec 15, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	25.60	219	5.61K	42.72K
Dec 14, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	25.60	9	230.4	42.94K
Dec 10, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	25.60	419	10.73K	42.94K
Dec 09, 2021	EAGLE POINT CREDIT MANAGEMENT LLC	SALE	25.60	214	5.48K	43.36K
Oct 10, 2018	RASHID BILAL	PURCHASE	20.00	7.5K	150K	7.5K
Oct 10, 2018	CERNY JEFFREY A	PURCHASE	20.00	7.5K	150K	7.5K
Oct 10, 2018	ORCHARD FIRST SOURCE ASSET MANAGEMENT, LLC	PURCHASE	20.00	70K	1.4M	70K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE2.2K1

SALES00

NET SHARES2.2K1

SHARES HELD2.2K1

% NET SHARES0%0%

OCCI Stock Ownership Breakdown

OFS Credit

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions