Sound Point Meridian Capital Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KIM, LLC | 08/13/2026 | 10.79 M | $106.83 M | 0.00% | 52.31% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 500.00 K | $4.95 M | 0.00% | 2.42% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 474.33 K | $4.70 M | -0.16% | 2.30% |
| EVEREST PRIVATE WEALTH | 08/07/2026 | 100.44 K | $994.33 K | 3.74% | 0.49% |
| ALLIED PRIVATE WEALTH LLC | 07/09/2026 | 94.98 K | $984.01 K | 100.00% | 0.46% |
| VIRTUS INVESTMENT ADVISERS, LLC | 08/11/2026 | 52.54 K | $520.12 K | -21.75% | 0.25% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 31.94 K | $316.16 K | 100.00% | 0.15% |
| OPPENHEIMER & CO INC | 08/03/2026 | 21.70 K | $214.83 K | 58.39% | 0.11% |
| CERITY PARTNERS LLC | 08/14/2026 | 15.24 K | $150.91 K | -24.80% | 0.07% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 12.48 K | $123.59 K | 100.00% | 0.06% |
| PROSPERITY FINANCIAL GROUP, INC. | 07/28/2026 | 10.20 K | $100.97 K | 100.00% | 0.05% |
| UBS GROUP AG | 08/13/2026 | 9.06 K | $89.69 K | 109.70% | 0.04% |
| MORGAN STANLEY | 08/13/2026 | 5.13 K | $50.76 K | -36.02% | 0.02% |
| STRATEGIC WEALTH PARTNERS, LTD. | 08/12/2026 | 3.50 K | $34.65 K | 100.00% | 0.02% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 111 | $1.10 K | 100.00% | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
Sound Point Meridian Capital Inc institutional Ownership - FAQ's
During the previous two years, 17 institutional investors and hedge funds held shares of Sound Point Meridian Capital Inc. The most heavily invested institutionals were:
OPPENHEIMER & CO INC: 21,700
Prosperity Financial Group, Inc.: 0
KIM, LLC: 10.79 M
BANK OF AMERICA CORP /DE/: 500,000
GOLDMAN SACHS GROUP INC: 474,329
Everest Private Wealth: 100,437
58.77% of Sound Point Meridian Capital Inc stock is owned by institutional investors.
Institutional investors have bought a total of 12.11 M shares in the last 24 months. This purchase volume represents approximately $124.03 M in transactions.