Investcorp Credit Management BDC, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 11/14/2025 | 522.75 K | $1.45 M | 45.83% | 3.63% |
| MORGAN STANLEY | 11/14/2025 | 287.07 K | $798.06 K | 11.90% | 1.99% |
| WESTBOURNE INVESTMENTS, INC. | 11/06/2025 | 31.00 K | $86.61 K | 0.00% | 0.22% |
| LPL FINANCIAL LLC | 11/12/2025 | 24.51 K | $68.14 K | -27.23% | 0.17% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 16.94 K | $46.92 K | 0.00% | 0.12% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/31/2025 | 12.00 K | $33.05 K | -19.19% | 0.08% |
| ETHOS FINANCIAL GROUP, LLC | 10/23/2025 | 11.84 K | $32.92 K | 0.00% | 0.08% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 10.72 K | $29.80 K | -10.74% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 8.38 K | $23.31 K | 0.00% | 0.06% |
| UBS GROUP AG | 11/13/2025 | 3.13 K | $8.71 K | 100.00% | 0.02% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 11/12/2025 | 2.50 K | $6.95 K | 0.00% | 0.02% |
| TRIUMPH CAPITAL MANAGEMENT | 11/17/2025 | 1.00 K | $2.78 K | 100.00% | 0.01% |
| MTM INVESTMENT MANAGEMENT, LLC | 11/03/2025 | 500 | $1.39 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 38 | $111 | 0.00% | 0.00% |
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Investcorp Credit Management BDC, Inc. institutional Ownership - FAQ's
During the previous two years, 18 institutional investors and hedge funds held shares of Investcorp Credit Management BDC, Inc.. The most heavily invested institutionals were:
Bulldog Investors, LLP: 522,752
MORGAN STANLEY: 287,071
WESTBOURNE INVESTMENTS, INC.: 31,000
LPL Financial LLC: 24,511
GEODE CAPITAL MANAGEMENT, LLC: 16,938
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 12,000
6.47% of Investcorp Credit Management BDC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 989.44 K shares in the last 24 months. This purchase volume represents approximately $2.81 M in transactions.