Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Goldman Sachs BDC, Inc. inkluderar Kingstone Capital Partners Texas, LLC, TT Capital Management LLC, QVT Financial LP, MOFTX - Mercer Opportunistic Fixed Income Fund Class I, Pathstone Holdings, LLC, Modern Wealth Management, LLC, CWA Asset Management Group, LLC, Bridgewealth Advisory Group, LLC, Robertson Stephens Wealth Management, LLC, Wiley Bros.-aintree Capital, Llc, U.S. Capital Wealth Advisors, LLC, Catalina Capital Group, LLC, MTM Investment Management, LLC, Clear Street Markets Llc, Independence Bank of Kentucky, Jones Financial Companies Lllp, Quaker Wealth Management, LLC, Harbor Asset Planning, Inc., och Rossby Financial, LCC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Norden Group Llc | 34 939 | 65,85 | 393 | 60,41 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 1 103 870 | 412,80 | 12 419 | 396,12 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 222 869 | 38,85 | 2 614 | 34,53 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 33 381 | 10,66 | 376 | 7,14 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 23 917 | 33,15 | 269 | 29,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 18 390 | 207 | ||||||
| 2025-08-04 | 13F | Muzinich & Co., Inc. | 507 937 | 17,00 | 5 714 | 13,17 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 22 949 | 258 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 15 737 | 0 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11 988 | 0,04 | 135 | −3,60 | ||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 1 348 | 15 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 86 224 | 28,18 | 970 | 24,04 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 931 618 | 6,11 | 10 481 | 2,64 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 41 310 | 0,50 | 465 | −2,93 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 862 929 | 4,52 | 9 708 | 1,10 | ||||
| 2025-08-01 | 13F | First National Trust Co | 310 372 | 40,13 | 3 492 | 35,57 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 26 765 | 1,71 | 301 | −1,63 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 11 743 | 2,60 | 132 | −0,75 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 2 800 081 | 7,68 | 32 | 3,33 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 30 000 | 338 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 100 500 | 1,01 | 1 131 | −2,33 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 43 955 | 116,05 | 494 | 109,32 | ||||
| 2025-08-14 | 13F | Ares Management Llc | 798 421 | 72,82 | 8 982 | 67,20 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 17 264 | 194 | ||||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 61 331 | 1,61 | 690 | −1,85 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 85 205 | 15,32 | 959 | 11,53 | ||||
| 2025-07-28 | 13F | Generali Asset Management SPA SGR | 3 294 022 | 52,32 | 37 058 | 47,34 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 201 312 | 42,15 | 2 265 | 37,55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 86 052 | 10,77 | 968 | 7,20 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 11 500 | 9,52 | 129 | 5,74 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 26 274 | 4,80 | 296 | 1,37 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 285 | 3 | ||||||
| 2025-08-14 | 13F | Atom Investors LP | 17 975 | 202 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 2 | ||||||
| 2025-07-23 | 13F | Cohen Capital Management, Inc. | 89 657 | 0,01 | 1 009 | −3,26 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 33 523 | 0,37 | 377 | −2,84 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 111 007 | 32,02 | 1 249 | 27,74 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 32 210 | 13,79 | 390 | 8,64 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 457 137 | 9,34 | 5 143 | 5,76 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 14 039 | 158 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 108 950 | 1 202 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 39 821 | 0,72 | 460 | 0,00 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 106 141 | 3,75 | 1 194 | 0,42 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 85 000 | 10,39 | 956 | 6,82 | ||||
| 2025-08-14 | 13F | BI Asset Management Fondsmaeglerselskab A/S | 294 002 | 47,61 | 3 | 50,00 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 20 020 | 3,78 | 225 | 0,45 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 31 292 | 3,83 | 352 | 0,57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 520 676 | 175,97 | 5 858 | 166,96 | ||||
| 2025-06-27 | NP | LBO - WHITEWOLF Publicly Listed Private Equity ETF | 12 534 | 14,28 | 133 | −5,71 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 61 029 | 61,31 | 687 | 55,91 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 123 389 | 23,29 | 1 388 | 36,08 | ||||
| 2025-08-21 | NP | BIZD - VanEck Vectors BDC Income ETF | 2 497 975 | 2,85 | 28 102 | −0,51 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 486 553 | 14,56 | 5 474 | 10,81 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 31 716 | 2,14 | 357 | −1,39 | ||||
| 2025-08-13 | 13F | Garner Asset Management Corp | 107 058 | 0,08 | 1 204 | −3,22 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5 828 | 12,57 | 66 | 8,33 | ||||
| 2025-07-28 | NP | PEX - ProShares Global Listed Private Equity ETF | 24 225 | 1,28 | 274 | −11,90 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 13 696 | 161 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 500 | 6 | ||||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 185 208 | 25,61 | 2 170 | 21,57 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 109 243 | 304,45 | 1 229 | 291,08 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 15 204 | 171 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 276 485 | 4,81 | 3 110 | 1,40 | ||||
| 2025-07-17 | 13F | GraniteShares Advisors LLC | 234 191 | 6,67 | 2 635 | 3,17 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 12 440 | 140 | ||||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 5 487 | 62 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 8 685 433 | 127 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13 125 | 148 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 35 188 | 1,54 | 396 | −1,99 | ||||
| 2025-08-14 | 13F | QVT Financial LP | 100 000 | 1 125 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 162 818 | 1 832 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 38 610 | 4,72 | 453 | 1,35 | ||||
| 2025-07-31 | 13F | Caitong International Asset Management Co., Ltd | 38 | 3 700,00 | 0 | |||||
| 2025-08-21 | NP | MOFTX - Mercer Opportunistic Fixed Income Fund Class I | 58 000 | 652 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 31 293 | 80,70 | 367 | 75,60 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 517 399 | 89,85 | 6 | 66,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 200 | 2 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 5 486 | 5,18 | 62 | 1,67 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 100 | 9 900,00 | 1 | |||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 20 287 | 0,06 | 228 | −2,98 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 50 165 | 7,96 | 564 | 4,44 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 21 647 | 5,73 | 244 | 2,10 | ||||
| 2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 325 788 | 21,29 | 3 665 | 17,36 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 421 763 | 208,89 | 4 745 | 198,93 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 718 201 | 40,63 | 8 080 | 36,03 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 600 | 142 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 110 | 3 636,36 | 46 | 4 500,00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 900 | 10 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 069 276 | 2,52 | 12 029 | −0,83 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 1 941 | 2,92 | 22 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 215 525 | 27,23 | 2 425 | 23,05 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 19 397 | 28,60 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 90 814 | 13,93 | 1 022 | 10,14 | ||||
| 2025-08-15 | 13F | Great West Life Assurance Co /can/ | 116 279 | 4,73 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 15 059 | 177 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 323 282 | 21,23 | 3 637 | 17,25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 55 554 | 2,96 | 1 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 045 | 1 471,65 | 57 | 1 766,67 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 000 | 34 | ||||||
| 2025-08-14 | 13F | State Street Corp | 112 300 | 257,76 | 1 317 | 246,32 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2 265 | 25 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 40 197 | 7,36 | 452 | 3,91 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 500 | 6 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 42 575 | 8 297,44 | 479 | 5,05 | ||||
| 2025-04-24 | NP | OASC - OneAscent Small Cap Core ETF | 6 182 | 3,71 | 81 | 3,90 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 118 301 | 15,64 | 1 331 | 11,86 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 56 054 | 12,64 | 631 | 9,00 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 30 678 | 5,08 | 51 699 | 15 150,15 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8 278 | 48 594,12 | 93 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 110 278 | 4,08 | 1 241 | 0,65 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 22 052 | 4,86 | 254 | 4,10 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 400 | 4 | ||||||
| 2025-08-29 | NP | GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 234 191 | 6,67 | 2 635 | 3,17 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 207 410 | 0,75 | 2 333 | −2,55 | ||||
| 2025-07-18 | 13F | Generali Investments CEE, investicni spolecnost, a.s. | 30 784 | 5,90 | 346 | 2,37 |
