Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Kayne Anderson BDC, Inc. inkluderar Koch, Inc., Merit Financial Group, LLC, Inscription Capital, LLC, Truist Financial Corp, Jane Street Group, Llc, Marex Group plc, TCTC Holdings, LLC, Evoke Wealth, Llc, Avenue 1 Advisors, LLC, BKD Wealth Advisors, LLC, Stifel Financial Corp, Advisory Services Network, LLC, Arcus Capital Partners, LLC, Valeo Financial Advisors, LLC, Balentine LLC, Susquehanna International Group, Llp, GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C, SVYAX - SIIT U.S. Managed Volatility Fund - Class A, Allworth Financial LP, och Skopos Labs, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 12 375 | 189 | ||||||
| 2025-06-26 | NP | ISCV - iShares Morningstar Small-Cap Value ETF | 8 087 | 7,65 | 128 | −0,78 | ||||
| 2025-07-18 | 13F | Requisite Capital Management, LLC | 842 721 | 130,39 | 13 197 | 116,95 | ||||
| 2025-08-04 | 13F | Balentine LLC | 11 922 | 182 | ||||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 24 881 | 100,01 | 380 | 88,56 | ||||
| 2025-07-18 | 13F | Generali Investments CEE, investicni spolecnost, a.s. | 18 184 | 5,54 | 277 | −0,72 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 45 063 | 15,11 | 688 | 8,36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 10 268 | 70,93 | 157 | 60,82 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17 755 | 7,08 | 271 | 0,75 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 15 468 | 50,00 | 236 | 41,32 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 30 000 | 50,00 | 458 | 41,05 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 30 424 | 50,00 | 464 | 41,46 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 153 024 | 48,49 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 21 067 | 50,01 | 321 | 41,41 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 21 126 | 50,00 | 331 | 41,03 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 71 847 | 69,37 | 1 | |||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 14 901 | 227 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 15 062 | 230 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 193 | 156 | ||||||
| 2025-07-10 | 13F | Security National Bank | 1 656 | 20,35 | 25 | 13,64 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12 090 | 184 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19 301 | 294,30 | 295 | 272,15 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 407 | 192 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 22 252 | 52,53 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 700 | 11 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 930 426 | 71,95 | 14 198 | 61,78 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 15 181 | 238 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 738 174 | 26 525 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 18 447 | 50,00 | 289 | 41,18 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar US Market Factor Tilt Index Fund | 2 512 | 97,48 | 40 | 77,27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 34 363 | 64,23 | 524 | 54,57 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 40 756 | 119,38 | 622 | 106,31 | ||||
| 2025-08-19 | 13F | Marex Group plc | 18 700 | 285 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22 062 | 337 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 71 502 | 283,41 | 1 091 | 261,26 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 223 657 | 186,67 | 3 413 | 169,80 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 40 861 | 4,08 | 624 | −2,04 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 81 132 | 1 238 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 165 415 | 60,80 | 2 524 | 51,32 | ||||
| 2025-08-14 | 13F | Koch, Inc. | 12 181 352 | 185 887 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 7 400 | 34,55 | 113 | 26,97 | ||||
| 2025-07-29 | NP | SVYAX - SIIT U.S. Managed Volatility Fund - Class A | 2 142 | 34 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 24 400 | 372 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 43 915 | 45,01 | 670 | 36,46 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 15 799 | 50,01 | 248 | 50,61 | ||||
| 2025-06-25 | NP | ISCB - iShares Morningstar Small-Cap ETF | 2 083 | 3,74 | 33 | −2,94 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 402 400 | 76,09 | 6 302 | 70,02 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 14 750 | 225 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 27 | 0 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 17 884 | 273 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 236 127 | 66,66 | 3 603 | 56,79 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36 354 | 20,63 | 555 | 13,52 | ||||
| 2025-08-06 | 13F | Equitec Proprietary Markets, Llc | 121 998 | 50,00 | 1 862 | 41,09 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9 550 | 2,85 | 146 | −3,33 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 93 542 | 50,00 | 1 465 | 41,31 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 143 100 | 95,83 | 2 184 | 84,22 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 161 669 | 17,47 | 2 474 | 10,80 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 14 901 | 227 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 134 419 | 166,34 | 2 051 | 150,73 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 62 743 | 50,00 | 957 | 41,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 596 731 | 180,11 | 70 146 | 163,53 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 196 671 | 14,05 | 3 001 | 7,29 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C | 2 511 | 38 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 87 880 | 0,14 | 1 341 | −5,76 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 8 346 | 50,00 | 127 | 56,79 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 202 873 | 98,03 | 3 096 | 86,33 |
