Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Barings BDC, Inc. inkluderar TT Capital Management LLC, MOFTX - Mercer Opportunistic Fixed Income Fund Class I, Nilsine Partners, LLC, Northeast Financial Group, Inc., Advyzon Investment Management, LLC, Running Point Capital Advisors, LLC, Mpwm Advisory Solutions, Llc, Sterling Capital Management LLC, Bangor Savings Bank, Harbor Asset Planning, Inc., Total Investment Management Inc, Westside Investment Management, Inc., och Caitong International Asset Management Co., Ltd .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Raymond James Financial Inc | 337 247 | 4,26 | 3 082 | −0,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 156 268 | 2,58 | 1 450 | −0,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 16 933 | 13,87 | 155 | 9,15 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 930 | 18 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2 285 | 2,84 | 21 | −4,76 | ||||
| 2025-08-08 | 13F | Creative Planning | 27 943 | 0,94 | 255 | −3,41 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 359 280 | 487,46 | 3 284 | 463,12 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 2 343 401 | 7,81 | 21 | 5,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 759 | 7 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 306 055 | 1,01 | 2 797 | −3,52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 74 970 | 35,49 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 217 821 | 5,15 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 000 | 9 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 12 208 | 0,07 | 112 | −4,31 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 584 931 | 8,29 | 5 346 | 3,75 | ||||
| 2025-08-07 | 13F | Campbell & CO Investment Adviser LLC | 58 776 | 206,09 | 537 | 193,44 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 29 403 | 5,03 | 269 | 0,37 | ||||
| 2025-08-07 | 13F | PFG Advisors | 12 528 | 115 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 36 725 | 0,65 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 680 | 6 | ||||||
| 2025-08-14 | 13F | Bulldog Investors, LLP | 210 501 | 1 924 | ||||||
| 2025-08-14 | 13F | Ares Management Llc | 3 797 112 | 5,27 | 34 706 | 0,85 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 32 785 | 0,32 | 300 | −3,86 | ||||
| 2025-08-12 | 13F | Legal & General Group Plc | 716 611 | 3,37 | 6 553 | −0,76 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 41 642 | 291,11 | 381 | 276,24 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 52 883 | 8,29 | 506 | 8,82 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 826 659 | 18,10 | 7 556 | 13,15 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 16 800 | 3,70 | 154 | −0,65 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 34 295 | 22,61 | 313 | 17,67 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 24 171 | 40,21 | 221 | 34,15 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 17 044 | 1,27 | 156 | −3,12 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 90 011 | 823 | ||||||
| 2025-08-04 | 13F | Muzinich & Co., Inc. | 291 373 | 10,83 | 2 663 | 6,18 | ||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 92 258 | 3,74 | 843 | −0,59 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 13 759 | 126 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 32 569 | 188,86 | 298 | 177,57 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 870 | 8 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 38 908 | 231,02 | 356 | 216,96 | ||||
| 2025-07-31 | 13F | Caitong International Asset Management Co., Ltd | 154 | 1 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17 116 | 3,05 | 156 | −1,27 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 25 792 | 236 | ||||||
| 2025-09-10 | NP | Putnam ETF Trust - Putnam BDC ETF - | 837 188 | 10,18 | 7 736 | 16,90 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 10 000 | 91 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 63 262 | 144,06 | 578 | 134,01 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 15 519 | 0,73 | 142 | −3,42 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 29 363 | 7,58 | 268 | 3,08 | ||||
| 2025-06-27 | NP | LBO - WHITEWOLF Publicly Listed Private Equity ETF | 13 761 | 14,28 | 120 | −1,65 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 62 722 | 21,24 | 573 | 16,23 | ||||
| 2025-08-21 | NP | BIZD - VanEck Vectors BDC Income ETF | 2 074 677 | 2,71 | 18 963 | −1,60 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 2 394 | 22 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 234 692 | 2 078 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 181 060 | 38,81 | 10 795 | 33,00 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 20 070 | 0,96 | 183 | −3,17 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 291 373 | 10,83 | 2 663 | 6,18 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 72 924 | 13,09 | 667 | 8,29 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 12 231 | 0,44 | 112 | −4,31 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 12 757 | 0,21 | 117 | −4,13 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 289 844 | 97,01 | 2 649 | 88,81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 749 | 9,72 | 16 | 0,00 | ||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 149 331 | 1 365 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 26 746 | 1,42 | 244 | −2,79 | ||||
| 2025-08-07 | 13F | HighPoint Advisor Group LLC | 58 303 | 0,60 | 533 | 4,31 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 82 171 | 8,85 | 751 | 4,31 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 413 259 | 3,50 | 3 777 | −0,84 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 18 087 | 1,37 | 165 | −2,94 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 411 254 | 3 759 | ||||||
| 2025-08-14 | 13F | Brevan Howard Capital Management LP | 24 263 | 53,60 | 222 | 47,33 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 11 833 | 102 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 29 155 | 5,80 | 266 | 1,53 | ||||
| 2025-08-21 | NP | MOFTX - Mercer Opportunistic Fixed Income Fund Class I | 132 455 | 1 211 | ||||||
| 2025-08-12 | 13F | Entropy Technologies, LP | 10 583 | 97 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 26 320 | 0,11 | 241 | −4,00 | ||||
| 2025-08-14 | 13F | BI Asset Management Fondsmaeglerselskab A/S | 439 346 | 17,91 | 4 | 33,33 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 23 035 | 0,78 | 211 | −3,67 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 000 | 9 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 918 | 3,40 | 27 | 0,00 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 16 588 | 3,39 | 152 | −1,31 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 12 107 | 0,01 | 111 | −4,35 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 34 696 | 3,36 | 317 | −0,94 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 476 325 | 1,80 | 4 354 | −2,46 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 400 | 13 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 4 240 | 39 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 18 800 | 15,34 | 172 | 10,32 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 301 719 | 4 289,92 | 2 878 | 4 260,61 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 838 365 | 2,85 | 7 663 | −1,47 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 73 670 | 23,76 | 673 | 18,69 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 120 093 | 1,30 | 10 238 | −2,95 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 14 686 | 134 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 142 749 | 1 305 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 412 | 33,77 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 60 673 | 63,47 | 555 | 56,78 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 3 156 257 | 1,93 | 28 848 | −2,34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 100 086 | 2,07 | 915 | −2,97 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 31 772 | 8,17 | 290 | 3,57 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 43 977 | 0,84 | 402 | −3,61 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 091 | 101 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7 077 | 269,56 | 65 | 255,56 | ||||
| 2025-04-01 | NP | PSP - Invesco Global Listed Private Equity ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 76 637 | 25,82 | 776 | 31,80 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 13 156 | 16,75 | 120 | 12,15 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 10 439 | 3,40 | 95 | −1,04 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 240 317 | 10,94 | 2 196 | 6,29 | ||||
| 2025-07-28 | NP | PEX - ProShares Global Listed Private Equity ETF | 19 962 | 1,18 | 186 | −9,76 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1 119 | 28,33 | 11 | 25,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 29 669 | 7,62 | 271 | 3,04 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 16 372 | 1,44 | 150 | 4,93 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 12 625 | 3,64 | 115 | −0,86 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 11 069 | 2,31 | 101 | −1,94 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 13 592 | 3,39 | 124 | −0,80 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 635 048 | 20,38 | 5 804 | 15,34 | ||||
| 2025-07-28 | NP | KBWD - Invesco KBW High Dividend Yield Financial ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 034 412 | 3,46 | 9 630 | −7,55 |
