Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
05/15/2024 | GOLDMAN SACHS GROUP INC | 6.51 M | $97.54 M | 0.00% | 5.94% |
05/15/2024 | MORGAN STANLEY | 4.10 M | $61.37 M | 5.77% | 3.74% |
04/30/2024 | VAN ECK ASSOCIATES CORP | 2.04 M | $30.52 M | 7.92% | 1.86% |
04/22/2024 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1.14 M | $17.05 M | 2.79% | 1.04% |
07/01/2024 | LEGAL & GENERAL GROUP PLC | 873,947 | $13.09 M | 3.08% | 0.80% |
05/15/2024 | BANK OF AMERICA CORP /DE/ | 827,355 | $12.39 M | 52.56% | 0.76% |
05/14/2024 | INVESCO LTD. | 751,298 | $11.25 M | 12.10% | 0.69% |
05/14/2024 | CALLODINE CAPITAL MANAGEMENT, LP | 700,000 | $10.49 M | 7.69% | 0.64% |
05/06/2024 | ADVISORS CAPITAL MANAGEMENT, LLC | 688,572 | $10.32 M | 6.60% | 0.63% |
04/22/2024 | RAYMOND JAMES & ASSOCIATES | 669,389 | $10.03 M | -0.01% | 0.61% |
05/15/2024 | ROYAL BANK OF CANADA | 607,701 | $9.10 M | -15.66% | 0.55% |
05/13/2024 | CREATIVE PLANNING | 545,722 | $8.17 M | -10.25% | 0.50% |
05/03/2024 | ICAPITAL WEALTH LLC | 524,221 | $7.85 M | -4.45% | 0.48% |
04/22/2024 | SHIKIAR ASSET MANAGEMENT INC | 477,575 | $7.15 M | 30.27% | 0.44% |
05/13/2024 | ENVESTNET ASSET MANAGEMENT INC | 443,756 | $6.65 M | 35.38% | 0.41% |
05/14/2024 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 422,497 | $6.33 M | 12.74% | 0.39% |
04/19/2024 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 405,552 | $6.08 M | 8.65% | 0.37% |
04/19/2024 | ARCUS CAPITAL PARTNERS, LLC | 401,369 | $6.03 M | 0.00% | 0.37% |
05/24/2024 | CETERA INVESTMENT ADVISERS | 387,379 | $5.80 M | 45.84% | 0.35% |
05/13/2024 | MUZINICH & CO., INC. | 382,207 | $5.60 M | 0.00% | 0.35% |
05/15/2024 | GREENWICH INVESTMENT MANAGEMENT, INC. | 368,758 | $5.52 M | -4.39% | 0.34% |
05/10/2024 | BLACKROCK INC. | 354,825 | $5.32 M | -9.08% | 0.32% |
05/14/2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 346,542 | $5.19 M | 90.90% | 0.32% |
05/10/2024 | WELLS FARGO & COMPANY/MN | 317,495 | $4.76 M | 15.37% | 0.29% |
05/06/2024 | HIGHTOWER ADVISORS, LLC | 309,057 | $4.63 M | -6.89% | 0.28% |
04/16/2024 | STRATOS WEALTH PARTNERS, LTD. | 274,782 | $4.12 M | -0.21% | 0.25% |
05/13/2024 | UBS GROUP AG | 257,615 | $3.86 M | 10.60% | 0.24% |
04/30/2024 | HB WEALTH MANAGEMENT, LLC | 256,629 | $3.84 M | -9.60% | 0.23% |
05/15/2024 | CITADEL ADVISORS LLC | 245,893 | $3.68 M | 211.76% | 0.22% |
05/08/2024 | GREAT LAKES ADVISORS, LLC | 237,224 | $3.55 M | 0.00% | 0.22% |
05/15/2024 | QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 234,875 | $3.62 M | 3.60% | 0.21% |
04/17/2024 | HENNION & WALSH ASSET MANAGEMENT, INC. | 227,994 | $3.42 M | 15.75% | 0.21% |
05/10/2024 | ADVISOR GROUP HOLDINGS, INC. | 211,749 | $3.17 M | 4.00% | 0.19% |
05/13/2024 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 208,259 | $3.12 M | 0.00% | 0.19% |
05/01/2024 | MCKINLEY CAPITAL MANAGEMENT LLC | 189,179 | $2.83 M | -2.35% | 0.17% |
04/01/2024 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 185,987 | $2.79 M | 100.00% | 0.17% |
04/29/2024 | COMMONWEALTH EQUITY SERVICES, LLC | 180,905 | $2.71 M | 100.00% | 0.17% |
04/26/2024 | SAGE RHINO CAPITAL LLC | 173,823 | $2.60 M | 3.12% | 0.16% |
05/15/2024 | ICON ADVISERS INC/CO | 158,364 | $2.38 M | -35.94% | 0.14% |
05/15/2024 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 146,031 | $2.19 M | 1.41% | 0.13% |
05/15/2024 | CETERA ADVISORS LLC | 136,015 | $2.04 M | 762.71% | 0.12% |
05/06/2024 | MERIT FINANCIAL GROUP, LLC | 135,344 | $2.11 M | 100.00% | 0.12% |
05/14/2024 | ADVISORS ASSET MANAGEMENT, INC. | 129,577 | $1.94 M | 7.97% | 0.12% |
05/14/2024 | UNITED ADVISOR GROUP, LLC | 129,562 | $1.94 M | 100.00% | 0.12% |
04/09/2024 | ADAMS ASSET ADVISORS, LLC | 122,927 | $1.84 M | 0.00% | 0.11% |
04/22/2024 | GRANITESHARES ADVISORS LLC | 115,412 | $1.73 M | 14.58% | 0.11% |
05/09/2024 | CI PRIVATE WEALTH, LLC | 110,084 | $1.65 M | 17.82% | 0.10% |
05/15/2024 | CASCADE INVESTMENT GROUP, INC. | 100,007 | $1.50 M | 2.17% | 0.09% |
05/08/2024 | TEXAS YALE CAPITAL CORP. | 98,150 | $1.47 M | 0.00% | 0.09% |
05/15/2024 | AMERIPRISE FINANCIAL INC | 95,373 | $1.43 M | -5.95% | 0.09% |
A. During the previous two years, 286 institutional investors and hedge funds held shares of Goldman Sachs BDC, Inc.. The most heavily invested institutionals were:
GOLDMAN SACHS GROUP INC: 6.51 M
MORGAN STANLEY: 4.1 M
VAN ECK ASSOCIATES CORP: 2.04 M
Raymond James Financial Services Advisors, Inc.: 1.14 M
Legal & General Group Plc: 873,947
BANK OF AMERICA CORP /DE/: 827,355
A. 30.00% of Goldman Sachs BDC, Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 41.60 M shares in the last 24 months. This purchase volume represents approximately $641.86 M in transactions.