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Chicago Atlantic BDC (LIEN) Institutional Ownership

Chicago Atlantic BDC logo
$10.98 -0.08 (-0.72%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Chicago Atlantic BDC (NASDAQ:LIEN)

Current
Institutional Ownership
Percentage
4.36%
Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$15.08M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$49.18K
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LIEN Institutional Buying and Selling by Quarter

Chicago Atlantic BDC Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/26/2025Corient Private Wealth LLC269,031$2.78M0.0%N/A1.179%
8/18/2025Westwood Holdings Group Inc.10,737$111K0.0%N/A0.047%
8/15/2025Corient Private Wealth LLC269,031$2.78M0.0%N/A1.179%
8/15/2025Northeast Financial Consultants Inc82,192$851K0.0%N/A0.360%
8/15/2025Tidal Investments LLC38,473$398K0.0%-11.0%0.169%
8/15/2025Black Maple Capital Management LP183,668$1.90M0.9%N/A0.805%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.59,774$619K0.0%N/A0.262%
8/13/2025Brown Advisory Inc.100,955$1.05M0.0%N/A0.442%
8/13/2025Bernardo Wealth Planning LLC10,278$106K0.0%N/A0.045%
8/12/2025XTX Topco Ltd10,776$112K0.0%N/A0.047%
8/8/2025Rockefeller Capital Management L.P.30,424$315K0.0%N/A0.133%
8/8/2025Westwood Holdings Group Inc.10,737$111K0.0%N/A0.047%
8/8/2025Condor Capital Management178,138$1.84M0.2%N/A0.781%
8/4/2025Mesirow Financial Investment Management Inc.12,433$129K0.0%N/A0.054%
7/31/2025Sage Mountain Advisors LLC10,251$106K0.0%N/A0.045%
7/28/2025Ritholtz Wealth Management34,911$361K0.0%N/A0.153%
7/25/2025Apollon Wealth Management LLC102,368$1.06M0.0%N/A0.449%
7/22/2025Firethorn Wealth Partners LLC19,415$201K0.1%N/A0.085%
7/16/2025Twelve Points Wealth Management LLC26,233$272K0.1%N/A0.115%
7/9/2025Seneca House Advisors35,491$367K0.2%N/A0.156%
(Data available from 1/1/2016 forward)

LIEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LIEN shares?

During the previous two years, 18 institutional investors and hedge funds held shares of Chicago Atlantic BDC. The most heavily invested institutionals were Corient Private Wealth LLC ($2.78M), Black Maple Capital Management LP ($1.90M), Condor Capital Management ($1.84M), Apollon Wealth Management LLC ($1.06M), Brown Advisory Inc. ($1.05M), Northeast Financial Consultants Inc ($851K), and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($619K).Learn more on Chicago Atlantic BDC's institutional investors.

What percentage of Chicago Atlantic BDC's stock is owned by institutional investors?

4.36% of Chicago Atlantic BDC's stock is owned by institutional investors. Learn more on LIEN's institutional investor holdings.

Which institutional investors have been buying Chicago Atlantic BDC's stock?

Of the 17 institutional investors that purchased Chicago Atlantic BDC's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Corient Private Wealth LLC ($538.06K), Black Maple Capital Management LP ($183.67K), Condor Capital Management ($178.14K), Apollon Wealth Management LLC ($102.37K), Brown Advisory Inc. ($100.96K), Northeast Financial Consultants Inc ($82.19K), and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($59.77K).

How much institutional buying is happening at Chicago Atlantic BDC?

Institutional investors have bought a total of 1,456,843 shares in the last 24 months. This purchase volume represents approximately $15.08M in transactions.

Which of Chicago Atlantic BDC's major shareholders have been selling company stock?

The following institutional investors have sold Chicago Atlantic BDC stock in the last 24 months: Tidal Investments LLC ($4.75K).

How much institutional selling is happening at Chicago Atlantic BDC?

Institutional investors have sold a total of 4,752 shares in the last 24 months. This volume of shares sold represents approximately $49.18K in transactions.



This page (NASDAQ:LIEN) was last updated on 9/29/2025 by MarketBeat.com Staff
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