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Chicago Atlantic BDC (LIEN) Institutional Ownership

Chicago Atlantic BDC logo
$9.94 -0.05 (-0.45%)
As of 03:22 PM Eastern
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Institutional Ownership Changes (13F Filings) for Chicago Atlantic BDC (NASDAQ:LIEN)

Current
Institutional Ownership
Percentage
4.36%
Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$28.41M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$1.54M
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LIEN Institutional Buying and Selling by Quarter

Chicago Atlantic BDC Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2026 Apollon Wealth Management LLC55,809$521K0.0%-28.3%0.245%
4/22/2026 Venturi Wealth Management LLC40,171$375K0.0%N/A0.176%
3/17/2026 Rockefeller Capital Management L.P.3,000$31K0.0%-90.1%0.013%
3/9/2026 Corient Private Wealth LLC382,865$3.96M0.0%+9.9%1.678%
3/2/2026 Wick Capital Partners LLC53,324$551K0.1%-9.9%0.234%
2/19/2026 Corient Private Wealth LLC382,865$3.96M0.0%+9.9%1.678%
2/18/2026 Millennium Management LLC46,410$479K0.0%-4.4%0.203%
2/12/2026 Triumph Capital Management3,105$32K0.0%N/A0.014%
2/11/2026 Closed End Fund Advisors Inc.12,718$131K0.1%N/A0.056%
2/10/2026 Northwestern Mutual Wealth Management Co.6,146$63K0.0%N/A0.027%
2/6/2026 Condor Capital Management166,274$1.72M0.1%-9.5%0.729%
2/4/2026 Shade Tree Advisors LLC17,360$179K0.1%N/A0.076%
1/30/2026 Sage Rhino Capital LLC10,901$113K0.0%N/A0.048%
1/23/2026 Sage Mountain Advisors LLC268,088$2.77M0.1%+29.9%1.175%
1/21/2026 Sowell Financial Services LLC478,208$4.94M0.2%N/A2.096%
1/20/2026 SteelPeak Wealth LLC10,277$110K0.0%N/A0.045%
1/13/2026 Mather Group LLC.10,215$106K0.0%N/A0.045%
1/12/2026 LVM Capital Management Ltd. MI161,326$1.67M0.2%N/A0.707%
1/8/2026 Firethorn Wealth Partners LLC31,846$329K0.1%+70.1%0.140%
11/17/2025 Millennium Management LLC48,547$510K0.0%+172.3%0.213%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.195,884$2.06M0.0%+227.7%0.858%
11/17/2025 Citadel Advisors LLC15,881$167K0.0%-60.6%0.070%
11/14/2025 FreeGulliver LLC12,241$129K0.1%N/A0.054%
11/12/2025 Integrated Advisors Network LLC83,881$881K0.0%-10.9%0.368%
11/7/2025 Condor Capital Management183,705$1.93M0.2%+3.1%0.805%
10/29/2025 Sage Mountain Advisors LLC206,367$2.17M0.1%+1,913.1%0.904%
10/22/2025 Gladstone Institutional Advisory LLC13,000$136K0.0%N/A0.057%
10/17/2025 Apollon Wealth Management LLC77,818$817K0.0%-24.0%0.341%
10/10/2025 Seneca House Advisors24,722$260K0.1%-30.3%0.108%
9/26/2025 Corient Private Wealth LLC269,031$2.78M0.0%N/A1.179%
8/18/2025 Westwood Holdings Group Inc.10,737$111K0.0%N/A0.047%
8/15/2025 Corient Private Wealth LLC269,031$2.78M0.0%N/A1.179%
8/15/2025Northeast Financial Consultants Inc82,192$851K0.0%N/A0.360%
8/15/2025 Tidal Investments LLC38,473$398K0.0%-11.0%0.169%
8/15/2025 Black Maple Capital Management LP183,668$1.90M0.9%N/A0.805%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.59,774$619K0.0%N/A0.262%
8/13/2025 Brown Advisory Inc.100,955$1.05M0.0%N/A0.442%
8/13/2025 Bernardo Wealth Planning LLC10,278$106K0.0%N/A0.045%
8/12/2025 XTX Topco Ltd10,776$112K0.0%N/A0.047%
8/8/2025 Rockefeller Capital Management L.P.30,424$315K0.0%N/A0.133%
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8/8/2025 Westwood Holdings Group Inc.10,737$111K0.0%N/A0.047%
8/8/2025 Condor Capital Management178,138$1.84M0.2%N/A0.781%
8/4/2025 Mesirow Financial Investment Management Inc.12,433$129K0.0%N/A0.054%
7/31/2025 Sage Mountain Advisors LLC10,251$106K0.0%N/A0.045%
7/28/2025 Ritholtz Wealth Management34,911$361K0.0%N/A0.153%
7/25/2025 Apollon Wealth Management LLC102,368$1.06M0.0%N/A0.449%
7/22/2025 Firethorn Wealth Partners LLC19,415$201K0.1%N/A0.085%
7/16/2025 Twelve Points Wealth Management LLC26,233$272K0.1%N/A0.115%
7/9/2025 Seneca House Advisors35,491$367K0.2%N/A0.156%


LIEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 34 institutional investors and hedge funds held shares of Chicago Atlantic BDC. The most heavily invested institutionals were Sowell Financial Services LLC ($4.94M), Corient Private Wealth LLC ($3.96M), Sage Mountain Advisors LLC ($2.77M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($2.06M), Black Maple Capital Management LP ($1.90M), Condor Capital Management ($1.72M), and LVM Capital Management Ltd. MI ($1.67M).Learn more on Chicago Atlantic BDC's institutional investors.

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

Of the 30 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 ($606.91K), Sowell Financial Services LLC ($478.21K), Sage Mountain Advisors LLC ($268.09K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($195.88K), Condor Capital Management ($183.71K), Black Maple Capital Management LP ($183.67K), and LVM Capital Management Ltd. MI ($161.33K).

Institutional investors have bought a total of 2,744,716 shares in the last 24 months. This purchase volume represents approximately $28.41M in transactions.

Of the 9 institutional investors that sold Chicago Atlantic BDC's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Apollon Wealth Management LLC ($46.56K), Rockefeller Capital Management L.P. ($27.42K), Citadel Advisors LLC ($24.45K), Condor Capital Management ($17.43K), Seneca House Advisors ($10.77K), Integrated Advisors Network LLC ($10.31K), and Wick Capital Partners LLC ($5.86K).

Institutional investors have sold a total of 149,685 shares in the last 24 months. This volume of shares sold represents approximately $1.54M in transactions.


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This page (NASDAQ:LIEN) was last updated on 5/29/2026 by MarketBeat.com Staff.
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