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Chicago Atlantic BDC (LIEN) Institutional Ownership

Chicago Atlantic BDC logo
$9.34 -0.02 (-0.21%)
Closing price 05/7/2026 04:00 PM Eastern
Extended Trading
$9.41 +0.07 (+0.79%)
As of 07:09 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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%
3/17/2026Rockefeller Capital Management L.P.3,000$31K0.0%-90.1%0.013%
3/9/2026Corient Private Wealth LLC382,865$3.96M0.0%+9.9%1.678%
3/2/2026Wick Capital Partners LLC53,324$551K0.1%-9.9%0.234%
2/19/2026Corient Private Wealth LLC382,865$3.96M0.0%+9.9%1.678%
2/18/2026Millennium Management LLC46,410$479K0.0%-4.4%0.203%
2/12/2026Triumph Capital Management3,105$32K0.0%N/A0.014%
2/11/2026Closed End Fund Advisors Inc.12,718$131K0.1%N/A0.056%
2/10/2026Northwestern Mutual Wealth Management Co.6,146$63K0.0%N/A0.027%
2/6/2026Condor Capital Management166,274$1.72M0.1%-9.5%0.729%
2/4/2026Shade Tree Advisors LLC17,360$179K0.1%N/A0.076%
1/30/2026 Sage Rhino Capital LLC10,901$113K0.0%N/A0.048%
1/23/2026Sage 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%
11/17/2025Millennium Management LLC48,547$510K0.0%+172.3%0.213%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.195,884$2.06M0.0%+227.7%0.858%
11/17/2025Citadel Advisors LLC15,881$167K0.0%-60.6%0.070%
11/14/2025FreeGulliver LLC12,241$129K0.1%N/A0.054%
11/12/2025 Integrated Advisors Network LLC83,881$881K0.0%-10.9%0.368%
11/7/2025Condor Capital Management183,705$1.93M0.2%+3.1%0.805%
10/29/2025Sage Mountain Advisors LLC206,367$2.17M0.1%+1,913.1%0.904%
10/22/2025Gladstone 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%
9/26/2025Corient 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%
8/13/2025 Bernardo 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%
8/4/2025 Mesirow Financial Investment Management Inc.12,433$129K0.0%N/A0.054%
7/31/2025Sage Mountain Advisors LLC10,251$106K0.0%N/A0.045%
7/28/2025 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

Who are the largest shareholders of LIEN shares?

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.

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 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).

How much institutional buying is happening at Chicago Atlantic BDC?

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.

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

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).

How much institutional selling is happening at Chicago Atlantic BDC?

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 5/8/2026 by MarketBeat.com Staff.
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