OCA Acquisition Corp.
OCA Acquisition Corp. (OCAX) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · OCAX · as of Sep 30, 2024
Ownership Breakdown
4
Institutional Holders
▼ 14 vs Q2
$11.12M
Total Inst. Value
▼ $19.89M vs Q2
6.74M
Shares Outstanding
freeFloat 0.00%
992,242
13F Shares Held
▼ 1.78M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
OCAX largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
KARPUS MANAGEMENT, INC. blank checks | 688.8K | 22.97% | 22.97% | $7.71B | Nov 13, 2024 | ▼ 13 |
RIVERNORTH CAPITAL MANAGEMENT, LLC blank checks | 168.8K | 5.63% | 5.63% | $1.89B | Dec 3, 2024 | — held |
CLEAR STREET LLC blank checks | 119.3K | 3.98% | 3.98% | $1.34B | May 15, 2025 | ▲ 27.8K |
WELLSPRING FINANCIAL ADVISORS, LLC blank checks | 15.3K | 51.03% | 51.03% | $171.36M | Nov 13, 2024 | — held |
WALLEYE TRADING LLC blank checks | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
MOORE CAPITAL MANAGEMENT, LP blank checks | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
WESTCHESTER CAPITAL MANAGEMENT, LLC blank checks | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
TOWER RESEARCH CAPITAL LLC (TRC) blank checks | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
UBS GROUP AG blank checks | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
WALLEYE CAPITAL LLC blank checks | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
1
Increased
+27.8K shares0
New Positions
first time holders1
Decreased
−13 shares14
Sold Out
fully exitedNet shares change (top 50)
+27.7K
+27.8K / −13
Net new holders
-14
0 new / 14 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
OCAX insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
3
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
OCA Acquisition Holdings LLC 10 percent owner | Jan 11, 2024 | C-Conversion | 300,000 | — | — | 3.44M | Form 4 ↗ |
OCA Acquisition Holdings LLC 10 percent owner | Jan 11, 2024 | C-Conversion | 300,000 | — | — | 300.0K | Form 4 ↗ |
Owl Creek Asset Management, L.P. 10 percent owner | Dec 20, 2023 | Sale | 150,000 | $10.80 | $1.62M | 450.0K | Form 4 ↗ |
Owl Creek Asset Management, L.P. 10 percent owner | Dec 21, 2023 | Sale | 75,000 | $10.80 | $810.0K | 375.0K | Form 4 ↗ |
Owl Creek Asset Management, L.P. 10 percent owner | Dec 21, 2023 | Sale | 270,309 | $10.79 | $2.92M | 104.7K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
OCA Acquisition Corp. (OCAX) is primarily owned by institutional investors, who hold approximately 14.7% of total shares outstanding. Company insiders own approximately 100.00%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of OCA Acquisition Corp. is KARPUS MANAGEMENT, INC., holding approximately 688,832 shares — equal to 22.97% of outstanding shares — as of September 30, 2024.
A total of 4 institutional investors currently hold OCAX stock, with a combined institutional value of approximately $11,115,496 as of the most recent 13F filing period.
Frequently asked questions
OCAX ownershipOCA Acquisition Corp. (OCAX) is primarily owned by institutional investors, who hold approximately 14.7% of shares. The largest shareholder is KARPUS MANAGEMENT, INC. with a 22.97% stake. Company insiders hold 100.00%. Data sourced from SEC Form 13F as of September 30, 2024.