Investcorp Credit Management BDC, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2024 | 187,015 | $585,360 | 2.70% | 1.30% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 101,569 | $32.45 M | 213.00% | 0.71% |
| LPL FINANCIAL LLC | 11/08/2024 | 52,235 | $163,497 | -10.17% | 0.36% |
| CITADEL ADVISORS LLC | 11/14/2024 | 41,769 | $130,737 | 6.91% | 0.29% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 39,492 | $123,611 | 0.77% | 0.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 16,938 | $53,015 | 0.00% | 0.12% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 15,060 | $47,137 | -4.14% | 0.10% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 14,983 | $46,895 | 100.00% | 0.10% |
| UBS GROUP AG | 11/14/2024 | 13,444 | $42,080 | 99.73% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 8,383 | $26,239 | 0.00% | 0.06% |
| ARLINGTON TRUST CO LLC | 10/29/2024 | 7,000 | $21,910 | 100.00% | 0.05% |
| 11/15/2024 | 2,500 | $7.85 M | 100.00% | 0.02% | |
| 11/15/2024 | 2,500 | $7.85 M | 100.00% | 0.02% | |
| CITADEL ADVISORS LLC | 11/14/2024 | 2,400 | $7,512 | -93.12% | 0.02% |
| CITADEL ADVISORS LLC | 11/14/2024 | 400 | $1,252 | -98.67% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 38 | $117 | 0.00% | 0.00% |
| COPPELL ADVISORY SOLUTIONS LLC | 11/14/2024 | 19 | $59 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1 | $2 | 0.00% | 0.00% |
| VIRTU FINANCIAL LLC | 11/20/2024 | 0 | $0 | -100.00% | 0.00% |
Investcorp Credit Management BDC, Inc.institutional Ownership - FAQ's
During the previous two years, 16 institutional investors and hedge funds held shares of Investcorp Credit Management BDC, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 187,015
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 101,569
LPL Financial LLC: 52,235
CITADEL ADVISORS LLC: 41,769
RAYMOND JAMES & ASSOCIATES: 39,492
GEODE CAPITAL MANAGEMENT, LLC: 16,938
3.49% of Investcorp Credit Management BDC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 497,946 shares in the last 24 months. This purchase volume represents approximately $1.56 M in transactions.