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 | 02/14/2025 | 76,832 | $232,801 | 100.00% | 0.53% |
LPL FINANCIAL LLC | 02/11/2025 | 50,632 | $153,415 | -3.07% | 0.35% |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 01/08/2025 | 27,750 | $84,638 | -72.68% | 0.19% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 22,571 | $68,389 | 100.00% | 0.16% |
UBS GROUP AG | 02/14/2025 | 22,199 | $67,263 | 65.12% | 0.15% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 16,938 | $51,322 | 0.00% | 0.12% |
NEWEDGE ADVISORS, LLC | 02/13/2025 | 14,483 | $43,882 | -3.34% | 0.10% |
ARLINGTON TRUST CO LLC | 01/29/2025 | 7,000 | $21,210 | 0.00% | 0.05% |
02/14/2025 | 2,500 | $7,775 | 0.00% | 0.02% | |
02/13/2025 | 2,500 | $7,775 | 0.00% | 0.02% | |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 38 | $117 | 0.00% | 0.00% |
COPPELL ADVISORY SOLUTIONS LLC | 02/14/2025 | 19 | $58 | 0.00% | 0.00% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 1 | $2 | 0.00% | 0.00% |
Investcorp Credit Management BDC, Inc. institutional Ownership - FAQ's
During the previous two years, 17 institutional investors and hedge funds held shares of Investcorp Credit Management BDC, Inc.. The most heavily invested institutionals were:
Bulldog Investors, LLP: 76,832
LPL Financial LLC: 50,632
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 27,750
RAYMOND JAMES FINANCIAL INC: 22,571
UBS Group AG: 22,199
GEODE CAPITAL MANAGEMENT, LLC: 16,938
3.67% of Investcorp Credit Management BDC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 530,182 shares in the last 24 months. This purchase volume represents approximately $1.61 M in transactions.