Investcorp Credit Management BDC, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2025 | 229.50 K | $736.69 K | 2.64% | 1.59% |
| BULLDOG INVESTORS, LLP | 05/15/2025 | 211.40 K | $678.58 K | 175.14% | 1.47% |
| 05/21/2025 | 31.00 K | $99.51 K | 100.00% | 0.22% | |
| CITADEL ADVISORS LLC | 05/15/2025 | 30.84 K | $99.63 K | -41.30% | 0.21% |
| LPL FINANCIAL LLC | 05/07/2025 | 28.42 K | $91.22 K | -43.88% | 0.20% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 04/23/2025 | 27.75 K | $89.08 K | 0.00% | 0.19% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 23.32 K | $74.86 K | 3.32% | 0.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 16.94 K | $54.71 K | 0.00% | 0.12% |
| NEWEDGE ADVISORS, LLC | 05/15/2025 | 12.98 K | $41.67 K | -10.36% | 0.09% |
| ETHOS FINANCIAL GROUP, LLC | 05/13/2025 | 11.84 K | $38.01 K | 100.00% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 8.38 K | $26.91 K | 0.00% | 0.06% |
| UBS GROUP AG | 05/13/2025 | 6.47 K | $20.78 K | -70.85% | 0.04% |
| 05/16/2025 | 2.50 K | $8.03 K | 0.00% | 0.02% | |
| CITADEL ADVISORS LLC | 05/15/2025 | 2.00 K | $6.46 K | -96.33% | 0.01% |
| CITADEL ADVISORS LLC | 05/15/2025 | 1.00 K | $3.23 K | -80.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 38 | $121 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 1 | $2 | 0.00% | 0.00% |
| COPPELL ADVISORY SOLUTIONS LLC | 05/16/2025 | 0 | $0 | -100.00% | 0.00% |
| ARLINGTON TRUST CO LLC | 04/28/2025 | 0 | $0 | -100.00% | 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:
MORGAN STANLEY: 229,499
Bulldog Investors, LLP: 211,397
CITADEL ADVISORS LLC: 30,844
LPL Financial LLC: 28,416
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 27,750
RAYMOND JAMES FINANCIAL INC: 23,320
4.45% of Investcorp Credit Management BDC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 662.43 K shares in the last 24 months. This purchase volume represents approximately $1.82 M in transactions.