Goldman Sachs BDC (GSBD) Institutional Ownership

$15.69
+0.21 (+1.36%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Goldman Sachs BDC (NYSE:GSBD)

Current
Institutional Ownership
Percentage
28.72%
Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$80.38M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$37.99M
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GSBD Institutional Buying and Selling by Quarter

Goldman Sachs BDC Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Sage Rhino Capital LLC173,823$2.60M0.6%+3.1%0.155%
4/24/2024 Essex Financial Services Inc.10,000$150K0.0%N/A0.009%
4/23/2024 Global Retirement Partners LLC4,730$71K0.0%-40.9%0.004%
4/23/2024 Olympus Wealth Management LLC32,099$481K0.3%N/A0.029%
4/23/2024 Herbst Group LLC45,850$687K0.4%-9.9%0.041%
4/23/2024 Raymond James Financial Services Advisors Inc.1,138,467$17.05M0.0%+2.8%1.016%
4/22/2024 Nicholas Hoffman & Company LLC.22,816$342K0.0%+48.5%0.020%
4/22/2024 PFG Investments LLC24,955$374K0.0%N/A0.022%
4/22/2024 Shikiar Asset Management Inc.477,575$7.15M2.1%+30.3%0.426%
4/22/2024 GraniteShares Advisors LLC115,412$1.73M0.9%+14.6%0.103%
4/19/2024 Norden Group LLC119,304$1.79M0.0%+1,000.5%0.106%
4/19/2024 WFA Asset Management Corp1,965$29K0.0%N/A0.002%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.405,552$6.08M0.0%+8.7%0.362%
4/18/2024 SeaCrest Wealth Management LLC26,016$390K0.0%+3.0%0.023%
4/18/2024 Naviter Wealth LLC84,481$1.30M0.2%N/A0.075%
4/17/2024 Hennion & Walsh Asset Management Inc.227,994$3.42M0.2%+15.7%0.203%
4/16/2024 Register Financial Advisors LLC2,756$41K0.0%N/A0.002%
4/15/2024 Investment Partners Asset Management Inc.80,928$1.21M1.1%-2.1%0.072%
4/12/2024 Doliver Advisors LP20,626$309K0.1%-6.9%0.018%
4/5/2024 Capital Market Strategies LLC90,340$1.35M1.0%+33.4%0.082%
4/1/2024 Confluence Investment Management LLC185,987$2.79M0.0%N/A0.170%
3/25/2024Quadrature Capital Ltd28,605$419K0.0%N/A0.026%
3/15/2024B. Riley Wealth Advisors Inc.13,321$201K0.0%+28.7%0.012%
3/4/2024Tucker Asset Management LLC4,418$65K0.0%N/A0.004%
3/1/2024Creekmur Asset Management LLC3,066$45K0.0%N/A0.003%
2/26/2024Centaurus Financial Inc.8,637$127K0.0%-19.7%0.008%
2/26/2024Virtu Financial LLC12,327$181K0.0%N/A0.011%
2/14/2024Greenwich Investment Management Inc.385,703$5.65M4.2%-6.4%0.352%
2/13/2024Tower Research Capital LLC TRC 3,180$47K0.0%-32.7%0.003%
2/12/2024Evoke Wealth LLC61,000$921K0.0%+117.9%0.056%
2/12/2024Steward Partners Investment Advisory LLC143,996$2.11M0.0%+0.6%0.131%
2/12/2024Cape Investment Advisory Inc.3,979$58K0.0%N/A0.004%
2/9/2024Founders Financial Alliance LLC24,315$356K0.1%+4.2%0.022%
2/9/2024Trexquant Investment LP41,025$601K0.0%-31.3%0.037%
2/9/2024Corient Private Wealth LLC93,431$1.37M0.0%-7.1%0.085%
2/9/2024Mckinley Capital Management LLC193,726$2.84M0.4%-0.5%0.177%
2/9/2024BI Asset Management Fondsmaeglerselskab A S41,014$601K0.0%-41.0%0.037%
2/9/2024Dynamic Technology Lab Private Ltd82,054$1.20M0.1%N/A0.075%
2/8/2024Meridian Wealth Management LLC194,620$2.85M0.2%-16.3%0.178%
2/8/2024Janney Montgomery Scott LLC60,317$884K0.0%+4.1%0.055%
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2/7/2024Jump Financial LLC91,400$1.34M0.0%+97.2%0.083%
2/7/2024Prossimo Advisors LLC14,198$208K0.4%-5.1%0.013%
2/6/2024Private Advisor Group LLC33,769$495K0.0%-25.4%0.031%
2/6/2024Axxcess Wealth Management LLC47,245$692K0.0%-5.9%0.043%
2/6/2024Benjamin F. Edwards & Company Inc.2,400$35K0.0%-40.0%0.002%
2/5/2024 Hexagon Capital Partners LLC20,824$305K0.1%-5.4%0.019%
2/5/2024Sage Rhino Capital LLC168,570$2.47M0.6%+92.9%0.154%
2/5/2024Van ECK Associates Corp1,888,203$27.66M0.1%+10.6%1.723%
2/5/2024Pursue Wealth Partners LLC548,630$8.04M5.2%-7.4%0.501%
2/1/2024 Shikiar Asset Management Inc.366,600$5.37M1.7%+10.2%0.335%
2/1/2024 CWM LLC3,500$51K0.0%+75.0%0.003%
2/1/2024Signaturefd LLC2,700$40K0.0%N/A0.002%
2/1/2024 Nicholas Hoffman & Company LLC.15,364$225K0.0%-46.1%0.014%
1/31/2024 Family Capital Management Inc.15,441$226K0.2%-52.7%0.014%
1/30/2024 GraniteShares Advisors LLC100,726$1.48M1.3%-1.1%0.092%
1/30/2024Wealth Alliance21,030$308K0.0%+70.4%0.019%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors17,829$261K0.1%-4.1%0.016%
1/26/2024Cerity Partners LLC68,050$997K0.0%+212.1%0.062%
1/26/2024Rainsberger Wealth Advisors Inc.28,699$420K0.2%-2.3%0.026%
1/25/2024 Investment Partners Asset Management Inc.82,651$1.21M1.2%N/A0.075%
1/24/2024 Stratos Wealth Partners LTD.275,367$4.03M0.1%-7.1%0.251%
1/24/2024Arkadios Wealth Advisors115,121$1.69M0.1%+19.1%0.105%
1/24/2024 International Assets Investment Management LLC217,113$3.18M0.0%+561.5%0.198%
1/23/2024 Arcus Capital Partners LLC401,369$5.90M2.1%-0.5%0.366%
1/19/2024Hibernia Wealth Partners LLC53,438$783K0.6%+2.7%0.049%
1/18/2024 SeaCrest Wealth Management LLC25,249$374K0.0%+38.9%0.023%
1/17/2024 Fort Washington Investment Advisors Inc. OH208,259$3.05M0.0%-14.2%0.190%
1/16/2024 Raymond James Financial Services Advisors Inc.1,107,581$16.23M0.0%+6.5%1.011%
1/16/2024Cascade Investment Group Inc.97,882$1.43M1.2%+8.2%0.089%
1/16/2024 Raymond James & Associates669,460$9.81M0.0%-11.5%0.611%
1/16/2024HB Wealth Management LLC283,878$4.16M0.1%+12.4%0.259%
1/12/2024Mutual Advisors LLC13,873$203K0.0%N/A0.013%
1/12/2024SG Americas Securities LLC21,617$317K0.0%-17.7%0.020%
1/12/2024 Herbst Group LLC50,900$746K0.5%+7.8%0.046%
1/12/2024Kraematon Investment Advisors Inc.93,968$1.38M1.5%-14.4%0.086%
1/12/2024Redhawk Wealth Advisors Inc.35,216$516K0.1%N/A0.032%
1/11/2024 Raymond James Trust N.A.28,644$420K0.0%-33.7%0.026%
1/11/2024 Dynamic Advisor Solutions LLC12,806$190K0.0%-31.4%0.012%
1/8/2024 Capital Market Strategies LLC67,727$992K0.9%+2.9%0.062%
1/3/2024 Doliver Advisors LP22,154$325K0.1%-38.5%0.020%
12/1/2023B. Riley Wealth Advisors Inc.10,354$155K0.0%-43.3%0.009%
11/16/2023Greenwich Investment Management Inc.412,046$6.00M4.8%-3.7%0.376%
11/16/2023Creative Planning698,823$10.18M0.0%-5.1%0.638%
11/16/2023First Foundation Advisors12,590$183K0.0%-32.0%0.011%
11/16/2023Advisors Capital Management LLC651,264$9.48M0.2%+2.6%0.594%
11/15/2023Rainsberger Wealth Advisors Inc.29,382$428K0.3%+6.7%0.027%
11/15/2023Lido Advisors LLC23,106$336K0.0%+34.2%0.021%
11/15/2023Advisors Asset Management Inc.83,225$1.21M0.0%+21.8%0.076%
11/14/2023Trexquant Investment LP59,706$869K0.0%-39.0%0.054%
11/14/2023Mckinley Capital Management LLC194,758$2.84M0.4%-3.7%0.178%
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11/13/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,592$271K0.1%+47.7%0.017%
11/13/2023Connor Clark & Lunn Investment Management Ltd.27,858$406K0.0%N/A0.025%
11/13/2023Muzinich & Co. Inc.382,090$5.56M3.9%+1.9%0.349%
11/13/2023Invesco Ltd.862,743$12.56M0.0%+3.3%0.787%
11/13/2023WINTON GROUP Ltd25,627$373K0.0%N/A0.023%
11/13/2023Callodine Capital Management LP450,000$6.55M1.8%+50.0%0.411%
11/13/2023 Olympus Wealth Management LLC29,585$431K0.2%N/A0.027%
11/13/2023Envestnet Asset Management Inc.294,287$4.29M0.0%N/A0.269%
11/13/2023PNC Financial Services Group Inc.16,617$242K0.0%+118.2%0.015%
11/9/2023UBS Group AG228,101$3.32M0.0%-9.2%0.208%
(Data available from 1/1/2016 forward)

GSBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GSBD shares?

During the previous two years, 196 institutional investors and hedge funds held shares of Goldman Sachs BDC. The most heavily invested institutionals were Van ECK Associates Corp ($27.66M), Raymond James Financial Services Advisors Inc. ($17.05M), Invesco Ltd. ($12.56M), Creative Planning ($10.18M), Raymond James & Associates ($9.81M), Advisors Capital Management LLC ($9.48M), and Pursue Wealth Partners LLC ($8.04M).Learn more on GSBD's institutional investors.

What percentage of Goldman Sachs BDC stock is owned by institutional investors?

28.72% of Goldman Sachs BDC stock is owned by institutional investors. Learn more on GSBD's institutional investor holdings.

Which institutional investors have been buying Goldman Sachs BDC stock?

Of the 157 institutional investors that purchased Goldman Sachs BDC stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($1.04M), Van ECK Associates Corp ($831.75K), Raymond James & Associates ($666.55K), Shikiar Asset Management Inc. ($479.25K), Ares Management LLC ($381.84K), HB Wealth Management LLC ($296.06K), and Envestnet Asset Management Inc. ($294.29K).

How much institutional buying is happening at Goldman Sachs BDC?

Institutional investors have bought a total of 10,039,477 shares in the last 24 months. This purchase volume represents approximately $151.43M in transactions.

Which Goldman Sachs BDC major shareholders have been selling company stock?

Of the 110 institutional investors that sold Goldman Sachs BDC stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($867.56K), Cliffwater LLC ($451.22K), Creative Planning ($330.07K), HighTower Advisors LLC ($277.63K), Raymond James Financial Services Advisors Inc. ($230.60K), Van ECK Associates Corp ($219.16K), and Arcus Capital Partners LLC ($186.34K).

How much institutional selling is happening at Goldman Sachs BDC?

Institutional investors have sold a total of 5,152,223 shares in the last 24 months. This volume of shares sold represents approximately $75.77M in transactions.


This page (NYSE:GSBD) was last updated on 4/27/2024 by MarketBeat.com Staff

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