Kayne Anderson BDC, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 1.64 M | $26.62 M | 65.93% | 2.30% |
CI PRIVATE WEALTH, LLC | 05/14/2025 | 600.53 K | $9.78 M | 127.00% | 0.84% |
SAGE MOUNTAIN ADVISORS LLC | 05/02/2025 | 541.11 K | $8.78 M | 166.47% | 0.76% |
RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 387.70 K | $6.29 M | 167.20% | 0.54% |
REQUISITE CAPITAL MANAGEMENT, LLC | 04/15/2025 | 365.78 K | $6.08 M | 10.86% | 0.51% |
CALLODINE CAPITAL MANAGEMENT, LP | 05/14/2025 | 337.73 K | $5.48 M | -0.82% | 0.47% |
KEEBECK WEALTH MANAGEMENT, LLC | 05/15/2025 | 228.52 K | $3.71 M | 142.10% | 0.32% |
HB WEALTH MANAGEMENT, LLC | 05/07/2025 | 172.45 K | $2.80 M | 79.27% | 0.24% |
UBS GROUP AG | 05/13/2025 | 141.68 K | $2.30 M | -1.68% | 0.20% |
CENTRIC WEALTH MANAGEMENT | 05/15/2025 | 137.62 K | $2.23 M | 93.10% | 0.19% |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2025 | 110.64 K | $1.79 M | 0.62% | 0.16% |
SUMMIT TRAIL ADVISORS, LLC | 04/28/2025 | 106.31 K | $1.77 M | 100.00% | 0.15% |
SLATESTONE WEALTH, LLC | 05/08/2025 | 103.05 K | $1.67 M | 83.84% | 0.14% |
MORGAN STANLEY | 05/15/2025 | 102.87 K | $1.67 M | 50.75% | 0.14% |
PATHSTONE HOLDINGS, LLC | 05/15/2025 | 102.45 K | $1.66 M | 100.00% | 0.14% |
MAI CAPITAL MANAGEMENT | 05/15/2025 | 87.76 K | $1.42 M | 100.00% | 0.12% |
EQUITEC PROPRIETARY MARKETS, LLC | 05/14/2025 | 81.33 K | $1.32 M | 100.00% | 0.11% |
FRANKLIN RESOURCES INC | 05/13/2025 | 78.02 K | $1.27 M | 36.03% | 0.11% |
CERITY PARTNERS LLC | 04/30/2025 | 73.07 K | $1.19 M | 628.40% | 0.10% |
CRESSET ASSET MANAGEMENT, LLC | 05/13/2025 | 62.36 K | $1.04 M | 100.00% | 0.09% |
MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 50.47 K | $818.61 K | -19.25% | 0.07% |
HRT FINANCIAL LP | 05/15/2025 | 42.42 K | $688.00 K | 55.05% | 0.06% |
04/21/2025 | 41.83 K | $678.45 K | 100.00% | 0.06% | |
MAGNUS FINANCIAL GROUP LLC | 04/11/2025 | 39.26 K | $636.81 K | 32.74% | 0.06% |
INVESCO LTD. | 05/12/2025 | 39.15 K | $634.96 K | -9.10% | 0.06% |
BROWN ADVISORY INC | 04/30/2025 | 35.90 K | $582.33 K | 0.00% | 0.05% |
NORTHERN TRUST CORP | 05/13/2025 | 32.26 K | $523.19 K | 100.00% | 0.05% |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 30.29 K | $491.22 K | 119.71% | 0.04% |
APOLLON WEALTH MANAGEMENT, LLC | 05/02/2025 | 30.14 K | $488.81 K | 136.96% | 0.04% |
JANUS HENDERSON GROUP PLC | 05/15/2025 | 29.68 K | $490.02 K | -9.92% | 0.04% |
INSIGHT WEALTH PARTNERS, LLC | 05/15/2025 | 21.56 K | $349.69 K | 100.00% | 0.03% |
CITADEL ADVISORS LLC | 05/15/2025 | 20.92 K | $339.39 K | -62.69% | 0.03% |
BIP WEALTH, LLC | 05/02/2025 | 20.28 K | $328.97 K | 100.00% | 0.03% |
ZUCKERMAN INVESTMENT GROUP, LLC | 05/14/2025 | 20.00 K | $324.40 K | 0.00% | 0.03% |
QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 19.63 K | $318.46 K | -33.47% | 0.03% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 18.65 K | $302.49 K | 115.62% | 0.03% |
ACCREDITED INVESTORS INC. | 05/06/2025 | 18.58 K | $301.34 K | 57.12% | 0.03% |
04/29/2025 | 17.23 K | $279.47 K | 100.00% | 0.02% | |
HIGHTOWER ADVISORS, LLC | 05/13/2025 | 16.58 K | $268.95 K | 100.00% | 0.02% |
CUBIST SYSTEMATIC STRATEGIES, LLC | 05/15/2025 | 16.50 K | $267.70 K | 11.41% | 0.02% |
ADVISORNET FINANCIAL, INC | 04/07/2025 | 14.77 K | $239.49 K | 100.00% | 0.02% |
COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 14.59 K | $237.00 K | 100.00% | 0.02% |
GSA CAPITAL PARTNERS LLP | 05/08/2025 | 14.37 K | $233.00 K | 100.00% | 0.02% |
SNS FINANCIAL GROUP, LLC | 05/05/2025 | 14.08 K | $234.08 K | 100.00% | 0.02% |
NEWEDGE ADVISORS, LLC | 05/15/2025 | 14.04 K | $227.79 K | 100.00% | 0.02% |
EAGLE GLOBAL ADVISORS LLC | 05/12/2025 | 13.38 K | $217.02 K | 100.00% | 0.02% |
05/13/2025 | 12.44 K | $201.78 K | 100.00% | 0.02% | |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 05/08/2025 | 12.30 K | $204.39 K | 100.00% | 0.02% |
MAN GROUP PLC | 05/15/2025 | 11.98 K | $194.38 K | 100.00% | 0.02% |
ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 10.79 K | $173.00 K | 341.23% | 0.02% |
Kayne Anderson BDC, Inc. institutional Ownership - FAQ's
During the previous two years, 47 institutional investors and hedge funds held shares of Kayne Anderson BDC, Inc.. The most heavily invested institutionals were:
ACADIAN ASSET MANAGEMENT LLC: 0
GSA CAPITAL PARTNERS LLP: 0
Mesirow Financial Investment Management, Inc.: 0
BANK OF AMERICA CORP /DE/: 1.64 M
CI Private Wealth, LLC: 600,526
RENAISSANCE TECHNOLOGIES LLC: 387,700
8.75% of Kayne Anderson BDC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.64 M shares in the last 24 months. This purchase volume represents approximately $70.99 M in transactions.