Golub Capital BDC Ownership 2024 | Who Owns Golub Capital BDC Now?
Institutional Ownership
39.71%
Insider Ownership
2.71%
Retail Ownership
57.58%
Institutional Holders
245.00
Golub Capital BDC Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
STRS OHIO | 5.46% | 0.58% | 9,302,722 | -1,850,801 | -16.59% | 140,471,000 | Dec 31, 2023 |
LINDBROOK CAPITAL, LLC | 2.76% | 7.08% | 4,693,547 | -301,558 | -6.04% | 70,872,563 | Dec 31, 2023 |
OMERS ADMINISTRATION CORP | 1.86% | 0.60% | 3,161,011 | -171,506 | -5.15% | 47,731,266 | Dec 31, 2023 |
JPMORGAN CHASE & CO | 1.81% | 0.00% | 3,082,885 | 27,198 | 0.89% | 46,551,569 | Dec 31, 2023 |
SOUND INCOME STRATEGIES, LLC | 1.49% | 3.20% | 2,545,571 | 77,128 | 3.12% | 38,438,125,000 | Dec 31, 2023 |
VAN ECK ASSOCIATES CORP | 1.45% | 0.07% | 2,472,926 | 197,681 | 8.69% | 37,341,000 | Dec 31, 2023 |
SAGE MOUNTAIN ADVISORS LLC | 1.28% | 3.81% | 2,172,722 | 106,411 | 5.15% | 32,808,102 | Dec 31, 2023 |
ARES MANAGEMENT LLC | 1.07% | 0.67% | 1,826,028 | 18,379 | 1.02% | 27,573,023 | Dec 31, 2023 |
CERITY PARTNERS LLC | 1.02% | 0.09% | 1,740,391 | 1,704,855 | 4797.54% | 26,279,891 | Dec 31, 2023 |
ALLEN INVESTMENT MANAGEMENT LLC | 0.95% | 0.33% | 1,621,693 | 250,675 | 18.28% | 24,487,562 | Dec 31, 2023 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 0.87% | 0.16% | 1,485,380 | -255,765 | -14.69% | 22,429,238,000 | Dec 31, 2023 |
BORDER TO COAST PENSIONS PARTNERSHIP LTD | 0.85% | 0.53% | 1,441,804 | - | - | 21,771,000 | Dec 31, 2023 |
MORGAN STANLEY | 0.79% | 0.00% | 1,346,638 | 57,491 | 4.46% | 20,334,247 | Dec 31, 2023 |
LEGAL & GENERAL GROUP PLC | 0.78% | 0.01% | 1,331,892 | 91,443 | 7.37% | 20,118,230 | Dec 31, 2023 |
ARNHOLD LLC | 0.77% | 2.22% | 1,318,200 | -192,611 | -12.75% | 19,904,820 | Dec 31, 2023 |
LSV ASSET MANAGEMENT | 0.71% | 0.04% | 1,203,641 | 10,555 | 0.88% | 18,175,000 | Dec 31, 2023 |
MILLENNIUM MANAGEMENT LLC | 0.70% | 0.01% | 1,198,715 | -347,731 | -22.49% | 18,100,597 | Dec 31, 2023 |
BANK OF AMERICA CORP /DE/ | 0.57% | 0.00% | 964,153 | 400,798 | 71.14% | 14,558,710 | Dec 31, 2023 |
HIRTLE CALLAGHAN & CO LLC | 0.50% | 0.59% | 859,639 | 34,842 | 4.22% | 12,980,549 | Dec 31, 2023 |
CLIFFWATER LLC | 0.44% | 3.27% | 757,082 | -124,985 | -14.17% | 11,431,938 | Dec 31, 2023 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
LINDBROOK CAPITAL, LLC | 2.76% | 7.08% | 4,693,547 | -301,558 | -6.04% | 70,872,563 | Dec 31, 2023 |
MUZINICH & CO., INC. | 0.35% | 5.96% | 593,818 | -8,537 | -1.42% | 8,966,652 | Dec 31, 2023 |
NEXT CAPITAL MANAGEMENT LLC | 0.36% | 3.98% | 619,238 | -343,938 | -35.71% | 9,350,497 | Dec 31, 2023 |
SAGE MOUNTAIN ADVISORS LLC | 1.28% | 3.81% | 2,172,722 | 106,411 | 5.15% | 32,808,102 | Dec 31, 2023 |
CLIFFWATER LLC | 0.44% | 3.27% | 757,082 | -124,985 | -14.17% | 11,431,938 | Dec 31, 2023 |
SOUND INCOME STRATEGIES, LLC | 1.49% | 3.20% | 2,545,571 | 77,128 | 3.12% | 38,438,125,000 | Dec 31, 2023 |
PRAIRIEWOOD CAPITAL, LLC | 0.19% | 2.50% | 318,834 | 29,822 | 10.32% | 4,814,399 | Dec 31, 2023 |
ARNHOLD LLC | 0.77% | 2.22% | 1,318,200 | -192,611 | -12.75% | 19,904,820 | Dec 31, 2023 |
TRANQUILITY PARTNERS, LLC | 0.20% | 2.15% | 339,325 | -159,488 | -31.97% | 5,123,801 | Dec 31, 2023 |
COASTAL BRIDGE ADVISORS, LLC | 0.26% | 1.74% | 448,530 | -123,769 | -21.63% | 6,772,810 | Dec 31, 2023 |
SHIKIAR ASSET MANAGEMENT INC | 0.20% | 1.60% | 342,380 | 223,300 | 187.52% | 5,170,000 | Dec 31, 2023 |
GENERAL PARTNER, INC. | 0.07% | 1.55% | 122,500 | - | - | 1,848,650 | Dec 31, 2023 |
CALLODINE CAPITAL MANAGEMENT, LP | 0.20% | 1.36% | 341,628 | 91,628 | 36.65% | 5,158,583 | Dec 31, 2023 |
GRANITESHARES ADVISORS LLC | 0.06% | 1.32% | 97,017 | -13,903 | -12.53% | 1,464,957 | Dec 31, 2023 |
NEW VERNON CAPITAL HOLDINGS II LLC | 0.10% | 1.32% | 162,540 | - | - | 2,454,354 | Dec 31, 2023 |
MCKINLEY CAPITAL MANAGEMENT LLC | 0.28% | 0.92% | 475,849 | -1,239 | -0.26% | 7,185,313 | Dec 31, 2023 |
0.04% | 0.87% | 60,100 | 60,100 | 100.00% | 907,510 | Dec 31, 2023 | |
INDEPENDENT FAMILY OFFICE, LLC | 0.06% | 0.82% | 95,500 | - | - | 1,442,050 | Dec 31, 2023 |
EAGLE BAY ADVISORS LLC | 0.05% | 0.80% | 83,573 | -181,117 | -68.43% | 1,261,949 | Dec 31, 2023 |
PARTNERS GROUP HOLDING AG | 0.35% | 0.77% | 599,143 | -17,961 | -2.91% | 9,047,059 | Dec 31, 2023 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CERITY PARTNERS LLC | 1.02% | 0.09% | 1,740,391 | 1,704,855 | 4797.54% | 26,279,891 | Dec 31, 2023 |
BANK OF AMERICA CORP /DE/ | 0.57% | 0.00% | 964,153 | 400,798 | 71.14% | 14,558,710 | Dec 31, 2023 |
CITIGROUP INC | 0.19% | 0.00% | 331,177 | 331,177 | 100.00% | 5,000,773 | Dec 31, 2023 |
ALLEN INVESTMENT MANAGEMENT LLC | 0.95% | 0.33% | 1,621,693 | 250,675 | 18.28% | 24,487,562 | Dec 31, 2023 |
0.14% | 0.02% | 244,616 | 244,616 | 100.00% | 3,693,704 | Dec 31, 2023 | |
FIRST TRUST ADVISORS LP | 0.21% | 0.01% | 350,697 | 236,729 | 207.72% | 5,295,524 | Dec 31, 2023 |
HIGHTOWER ADVISORS, LLC | 0.40% | 0.02% | 678,691 | 235,299 | 53.07% | 10,270,000 | Dec 31, 2023 |
SHIKIAR ASSET MANAGEMENT INC | 0.20% | 1.60% | 342,380 | 223,300 | 187.52% | 5,170,000 | Dec 31, 2023 |
VAN ECK ASSOCIATES CORP | 1.45% | 0.07% | 2,472,926 | 197,681 | 8.69% | 37,341,000 | Dec 31, 2023 |
TUDOR INVESTMENT CORP ET AL | 0.19% | 0.04% | 328,361 | 159,063 | 93.95% | 4,958,251 | Dec 31, 2023 |
CITADEL ADVISORS LLC | 0.17% | 0.00% | 292,096 | 122,974 | 72.71% | 4,410,650 | Dec 31, 2023 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.07% | 0.24% | 116,164 | 116,164 | 100.00% | 7,693,000 | Dec 31, 2023 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.10% | 0.01% | 169,202 | 113,082 | 201.50% | 2,554,950 | Dec 31, 2023 |
SAGE MOUNTAIN ADVISORS LLC | 1.28% | 3.81% | 2,172,722 | 106,411 | 5.15% | 32,808,102 | Dec 31, 2023 |
VICTORY CAPITAL MANAGEMENT INC | 0.06% | 0.00% | 104,351 | 104,351 | 100.00% | 1,575,700 | Dec 31, 2023 |
CARTESIAN GROWTH CORP | 0.06% | 0.04% | 97,500 | 97,500 | 100.00% | 1,472,250 | Dec 31, 2023 |
CALLODINE CAPITAL MANAGEMENT, LP | 0.20% | 1.36% | 341,628 | 91,628 | 36.65% | 5,158,583 | Dec 31, 2023 |
LEGAL & GENERAL GROUP PLC | 0.78% | 0.01% | 1,331,892 | 91,443 | 7.37% | 20,118,230 | Dec 31, 2023 |
JUMP FINANCIAL, LLC | 0.06% | 0.05% | 104,100 | 91,400 | 719.68% | 1,571,910 | Dec 31, 2023 |
WATERLOO CAPITAL, L.P. | 0.05% | 0.21% | 86,383 | 86,383 | 100.00% | 1,304,389 | Dec 31, 2023 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
STRS OHIO | 5.46% | 0.58% | 9,302,722 | -1,850,801 | -16.59% | 140,471,000 | Dec 31, 2023 |
MILLENNIUM MANAGEMENT LLC | 0.70% | 0.01% | 1,198,715 | -347,731 | -22.49% | 18,100,597 | Dec 31, 2023 |
NEXT CAPITAL MANAGEMENT LLC | 0.36% | 3.98% | 619,238 | -343,938 | -35.71% | 9,350,497 | Dec 31, 2023 |
NATIONAL BANK OF CANADA /FI/ | - | - | - | -331,177 | -100.00% | - | Dec 31, 2023 |
LINDBROOK CAPITAL, LLC | 2.76% | 7.08% | 4,693,547 | -301,558 | -6.04% | 70,872,563 | Dec 31, 2023 |
MERIT FINANCIAL GROUP, LLC | - | - | - | -295,706 | -100.00% | - | Dec 31, 2023 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 0.87% | 0.16% | 1,485,380 | -255,765 | -14.69% | 22,429,238,000 | Dec 31, 2023 |
ARNHOLD LLC | 0.77% | 2.22% | 1,318,200 | -192,611 | -12.75% | 19,904,820 | Dec 31, 2023 |
EAGLE BAY ADVISORS LLC | 0.05% | 0.80% | 83,573 | -181,117 | -68.43% | 1,261,949 | Dec 31, 2023 |
TWO SIGMA ADVISERS, LP | 0.33% | 0.02% | 561,300 | -173,200 | -23.58% | 8,475,630 | Dec 31, 2023 |
OMERS ADMINISTRATION CORP | 1.86% | 0.60% | 3,161,011 | -171,506 | -5.15% | 47,731,266 | Dec 31, 2023 |
TRANQUILITY PARTNERS, LLC | 0.20% | 2.15% | 339,325 | -159,488 | -31.97% | 5,123,801 | Dec 31, 2023 |
UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.04% | 0.01% | 66,170 | -147,285 | -69.00% | 999,167 | Dec 31, 2023 |
CLIFFWATER LLC | 0.44% | 3.27% | 757,082 | -124,985 | -14.17% | 11,431,938 | Dec 31, 2023 |
COASTAL BRIDGE ADVISORS, LLC | 0.26% | 1.74% | 448,530 | -123,769 | -21.63% | 6,772,810 | Dec 31, 2023 |
ATRIA INVESTMENTS, INC | 0.04% | 0.02% | 71,118 | -116,112 | -62.02% | 1,073,878 | Dec 31, 2023 |
CIBC PRIVATE WEALTH GROUP, LLC | 0.20% | 0.01% | 338,288 | -106,619 | -23.96% | 5,108,154 | Dec 31, 2023 |
FJ CAPITAL MANAGEMENT LLC | - | - | - | -100,141 | -100.00% | - | Dec 31, 2023 |
TREXQUANT INVESTMENT LP | 0.02% | 0.01% | 35,399 | -98,759 | -73.61% | 534,525 | Dec 31, 2023 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -87,053 | -100.00% | - | Dec 31, 2023 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CITIGROUP INC | 0.19% | 0.00% | 331,177 | 331,177 | 100.00% | 5,000,773 | Dec 31, 2023 |
0.14% | 0.02% | 244,616 | 244,616 | 100.00% | 3,693,704 | Dec 31, 2023 | |
VICTORY CAPITAL MANAGEMENT INC | 0.06% | 0.00% | 104,351 | 104,351 | 100.00% | 1,575,700 | Dec 31, 2023 |
CARTESIAN GROWTH CORP | 0.06% | 0.04% | 97,500 | 97,500 | 100.00% | 1,472,250 | Dec 31, 2023 |
WATERLOO CAPITAL, L.P. | 0.05% | 0.21% | 86,383 | 86,383 | 100.00% | 1,304,389 | Dec 31, 2023 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.05% | 0.01% | 81,347 | 81,347 | 100.00% | 1,228,340 | Dec 31, 2023 |
0.04% | 0.22% | 68,130 | 68,130 | 100.00% | 1,028,763 | Dec 31, 2023 | |
0.04% | 0.87% | 60,100 | 60,100 | 100.00% | 907,510 | Dec 31, 2023 | |
MARSHALL WACE, LLP | 0.02% | 0.00% | 37,619 | 37,619 | 100.00% | 568,046 | Dec 31, 2023 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 0.02% | 0.00% | 32,107 | 32,107 | 100.00% | 484,816 | Dec 31, 2023 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 0.02% | 0.01% | 27,000 | 27,000 | 100.00% | 407,700 | Dec 31, 2023 |
0.01% | 0.17% | 23,712 | 23,712 | 100.00% | 358,051 | Dec 31, 2023 | |
TRUVESTMENTS CAPITAL LLC | 0.01% | 0.14% | 20,952 | 20,952 | 100.00% | 316,375 | Dec 31, 2023 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.01% | 0.00% | 20,833 | 20,833 | 100.00% | 314,578 | Dec 31, 2023 |
CAXTON ASSOCIATES LP | 0.01% | 0.01% | 18,000 | 18,000 | 100.00% | 271,800 | Dec 31, 2023 |
CHILTON INVESTMENT CO INC. | 0.01% | 0.01% | 16,166 | 16,166 | 100.00% | 244,107 | Dec 31, 2023 |
AIGEN INVESTMENT MANAGEMENT, LP | 0.01% | 0.04% | 15,869 | 15,869 | 100.00% | 239,622 | Dec 31, 2023 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.01% | 0.00% | 13,955 | 13,955 | 100.00% | 210,721 | Dec 31, 2023 |
SQUAREPOINT OPS LLC | 0.01% | 0.00% | 12,575 | 12,575 | 100.00% | 189,883 | Dec 31, 2023 |
CIPHER CAPITAL LP | 0.01% | 0.06% | 11,879 | 11,879 | 100.00% | 179,373 | Dec 31, 2023 |
MANDATUM LIFE INSURANCE CO LTD | 0.01% | 0.06% | 11,276 | 11,276 | 100.00% | 170,268 | Dec 31, 2023 |
PERIGON WEALTH MANAGEMENT, LLC | 0.01% | 0.01% | 10,307 | 10,307 | 100.00% | 155,636 | Dec 31, 2023 |
LATITUDE ADVISORS, LLC | 0.01% | 0.11% | 10,056 | 10,056 | 100.00% | 151,842 | Dec 31, 2023 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0.01% | 0.01% | 10,000 | 10,000 | 100.00% | 151,000 | Dec 31, 2023 |
MATTERN WEALTH MANAGEMENT LLC | 0.01% | 0.04% | 10,000 | 10,000 | 100.00% | 151,000 | Dec 31, 2023 |
LAZARD ASSET MANAGEMENT LLC | 0.00% | 0.00% | 8,199 | 8,199 | 100.00% | 123,000 | Dec 31, 2023 |
0.00% | 0.08% | 5,589 | 5,589 | 100.00% | 84,394 | Dec 31, 2023 | |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.00% | 0.00% | 4,030 | 4,030 | 100.00% | 60,853,000 | Dec 31, 2023 |
ADVISORY SERVICES NETWORK, LLC | 0.00% | 0.00% | 1,906 | 1,906 | 100.00% | 28,773 | Dec 31, 2023 |
0.00% | 0.01% | 740 | 740 | 100.00% | 11,174 | Dec 31, 2023 | |
BAYSTATE WEALTH MANAGEMENT LLC | 0.00% | 0.00% | 602 | 602 | 100.00% | 9,102 | Dec 31, 2023 |
0.00% | 0.00% | 323 | 323 | 100.00% | 4,877,000 | Dec 31, 2023 | |
RONALD BLUE TRUST, INC. | 0.00% | - | 145 | 145 | 100.00% | 2,000 | Dec 31, 2023 |
- | 0.00% | 49 | 49 | 100.00% | 748 | Dec 31, 2023 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NATIONAL BANK OF CANADA /FI/ | - | - | - | -331,177 | -100.00% | - | Dec 31, 2023 |
MERIT FINANCIAL GROUP, LLC | - | - | - | -295,706 | -100.00% | - | Dec 31, 2023 |
FJ CAPITAL MANAGEMENT LLC | - | - | - | -100,141 | -100.00% | - | Dec 31, 2023 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -87,053 | -100.00% | - | Dec 31, 2023 |
SG AMERICAS SECURITIES, LLC | - | - | - | -81,853 | -100.00% | - | Dec 31, 2023 |
BARCLAYS PLC | - | - | - | -62,072 | -100.00% | - | Dec 31, 2023 |
MACKENZIE FINANCIAL CORP | - | - | - | -42,171 | -100.00% | - | Dec 31, 2023 |
ATOM INVESTORS LP | - | - | - | -38,545 | -100.00% | - | Dec 31, 2023 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -23,843 | -100.00% | - | Dec 31, 2023 |
OVERBROOK MANAGEMENT CORP | - | - | - | -21,223 | -100.00% | - | Dec 31, 2023 |
NOVARE CAPITAL MANAGEMENT LLC | - | - | - | -16,675 | -100.00% | - | Dec 31, 2023 |
SOWELL FINANCIAL SERVICES LLC | - | - | - | -15,504 | -100.00% | - | Dec 31, 2023 |
IPG INVESTMENT ADVISORS LLC | - | - | - | -15,381 | -100.00% | - | Dec 31, 2023 |
JANE STREET GROUP, LLC | - | - | - | -14,909 | -100.00% | - | Dec 31, 2023 |
AYRSHIRE CAPITAL MANAGEMENT LLC | - | - | - | -14,634 | -100.00% | - | Dec 31, 2023 |
KELLEHER FINANCIAL ADVISORS | - | - | - | -11,786 | -100.00% | - | Dec 31, 2023 |
CETERA ADVISOR NETWORKS LLC | - | - | - | -11,459 | -100.00% | - | Dec 31, 2023 |
INTEGRATED WEALTH CONCEPTS LLC | - | - | - | -11,191 | -100.00% | - | Dec 31, 2023 |
WETHERBY ASSET MANAGEMENT INC | - | - | - | -10,717 | -100.00% | - | Dec 31, 2023 |
STONEBRIDGE CAPITAL ADVISORS LLC | - | - | - | -789 | -100.00% | - | Dec 31, 2023 |
FIRST HORIZON ADVISORS, INC. | - | - | - | -500 | -100.00% | - | Dec 31, 2023 |
PEAK6 INVESTMENTS LLC | - | - | - | -363 | -100.00% | - | Dec 31, 2023 |
CULLEN/FROST BANKERS, INC. | - | - | - | -114 | -100.00% | - | Dec 31, 2023 |
FMR LLC | - | - | - | -1 | -100.00% | - | Dec 31, 2023 |
Golub Capital BDC Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND | 6.70% | 280,000 | - | - | Nov 30, 2023 |
Clough Global Equity Fund | 2.23% | 128,561 | - | - | Oct 31, 2023 |
LORD ABBETT RESEARCH FUND INC | 0.82% | 632,755 | - | - | Nov 30, 2023 |
VIRTUS ALTERNATIVE SOLUTIONS TRUST | 0.67% | 15,336 | - | - | Oct 31, 2023 |
LMP CAPITAL & INCOME FUND INC. | 0.53% | 116,200 | - | - | Nov 30, 2023 |
Touchstone ETF Trust | 0.40% | 898,000 | - | - | Sep 30, 2023 |
Clough Global Opportunities Fund | 0.31% | 124,896 | - | - | Oct 31, 2023 |
RIVERNORTH OPPORTUNITIES FUND, INC. | 0.29% | 375,596 | - | - | Oct 31, 2023 |
Clough Funds Trust | 0.28% | 11,600 | -11,700 | -50.21% | Jan 31, 2023 |
Clough Global Dividend & Income Fund | 0.19% | 26,100 | - | - | Oct 31, 2023 |
Primark Private Equity Investments Fund | 0.14% | 40,836 | -30,954 | -43.12% | Sep 30, 2023 |
GraniteShares ETF Trust | 0.13% | 110,920 | 4,255 | 3.99% | Sep 30, 2023 |
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.11% | 125,102 | - | - | Sep 30, 2023 |
ALLSPRING MASTER TRUST | 0.10% | 7,889,000 | - | - | Nov 30, 2023 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.08% | 200,000 | - | - | Sep 30, 2023 |
AMERICAN CENTURY INVESTMENT TRUST | 0.06% | 9,588,000 | - | - | Sep 30, 2023 |
ANCORA TRUST | 0.06% | 12,500 | - | - | Sep 30, 2023 |
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.05% | 465,000 | - | - | Sep 30, 2023 |
ALLSPRING MASTER TRUST | 0.05% | 3,851,000 | - | - | Nov 30, 2023 |
AMERICAN CENTURY INVESTMENT TRUST | 0.05% | 6,920,000 | - | - | Sep 30, 2023 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.04% | 99,000 | - | - | Sep 30, 2023 |
TOUCHSTONE STRATEGIC TRUST | 0.03% | 1,930,000 | - | - | Sep 30, 2023 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.03% | 133,420 | 20,201 | 17.84% | Oct 31, 2023 |
AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.03% | 277,000 | - | - | Sep 30, 2023 |
LORD ABBETT SECURITIES TRUST | 0.03% | 140,375 | - | - | Oct 31, 2023 |
ADVISORS' INNER CIRCLE FUND | 0.03% | 325,142 | -171,200 | -34.49% | Oct 31, 2023 |
ROYCE FUND | 0.02% | 166,577 | - | - | Sep 30, 2023 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.02% | 59,000 | - | - | Sep 30, 2023 |
ETFis Series Trust I | 0.02% | 29,019 | -10,680 | -26.90% | Oct 31, 2023 |
AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.02% | 168,000 | - | - | Oct 31, 2023 |
AMERICAN CENTURY INVESTMENT TRUST | 0.01% | 2,100,000 | - | - | Sep 30, 2023 |
Principal Exchange-Traded Funds | 0.01% | 99,291 | - | - | Sep 30, 2023 |
Tidal ETF Trust | 0.01% | 60,278 | 1,772 | 3.03% | Nov 30, 2023 |
ALPS Series Trust | 0.00% | 42,000 | - | - | Sep 30, 2023 |
SCM Trust | 0.00% | 11,350 | - | - | Sep 30, 2023 |
BMC FUND INC | 0.00% | 918 | - | - | Oct 31, 2023 |
Partners Group Private Equity (Master Fund), LLC | 0.00% | 189,765 | - | - | Sep 30, 2023 |
ROYCE VALUE TRUST, INC. | 0.00% | 2,354 | - | - | Sep 30, 2023 |
Natixis Funds Trust II | 0.00% | 15,691 | - | - | Nov 30, 2023 |
HENNESSY FUNDS TRUST | 0.00% | 2,775 | - | - | Oct 31, 2023 |
SEASONS SERIES TRUST | 0.00% | 33,245 | - | - | Sep 30, 2023 |
FIRST TRUST ALTERNATIVE OPPORTUNITIES FUND | 0.00% | 6,115 | - | - | Sep 30, 2023 |
AMERICAN CENTURY ETF TRUST | 0.00% | 100,000 | - | - | Nov 30, 2023 |
Virtus Investment Trust | 0.00% | 31,186 | - | - | Sep 29, 2023 |
Victory Portfolios II | 0.00% | 47,757 | - | - | Sep 30, 2023 |
LITMAN GREGORY FUNDS TRUST | 0.00% | 69,820 | - | - | Sep 30, 2023 |
AMERICAN CENTURY ETF TRUST | 0.00% | 85,000 | - | - | Nov 30, 2023 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 55,800 | -21,293 | -27.62% | Oct 31, 2023 |
HARTFORD MUTUAL FUNDS II INC | 0.00% | 116,407 | - | - | Oct 31, 2023 |
RBB FUND, INC. | 0.00% | 57,576 | - | - | Nov 30, 2023 |
RiverNorth Funds | 0.00% | 12,745 | - | - | Sep 30, 2023 |
BAILLIE GIFFORD FUNDS | 0.00% | 4,585 | - | - | Sep 29, 2023 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 588,000 | - | - | Sep 30, 2023 |
AMERICAN CENTURY INTERNATIONAL BOND FUNDS | 0.00% | 2,105,000 | - | - | Oct 31, 2023 |
EMPOWER FUNDS, INC. | 0.00% | 175,000 | - | - | Sep 30, 2023 |
John Hancock Funds II | 0.00% | 2,502,000 | - | - | Nov 30, 2023 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 324,000 | - | - | Sep 30, 2023 |
Virtus Strategy Trust | 0.00% | 3,645 | - | - | Sep 29, 2023 |
FINANCIAL INVESTORS TRUST | 0.00% | 11,447 | - | - | Oct 31, 2023 |
PROSHARES TRUST | 0.00% | 21,659 | -2,578 | -10.64% | Nov 30, 2023 |
John Hancock Funds II | 0.00% | 1,245,000 | - | - | Nov 30, 2023 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 807 | - | - | Sep 29, 2023 |
AMERICAN CENTURY INTERNATIONAL BOND FUNDS | 0.00% | 576,000 | - | - | Oct 31, 2023 |
Brinker Capital Destinations Trust | 0.00% | 4,528 | - | - | Nov 30, 2023 |
Blackstone Alternative Investment Funds | 0.00% | 9,100 | 9,100 | - | Sep 30, 2023 |
AMERICAN CENTURY INTERNATIONAL BOND FUNDS | 0.00% | 409,000 | 25,000 | 6.51% | Oct 31, 2023 |
VanEck ETF Trust | 0.00% | 2,320,860 | 179,622 | 8.39% | Oct 31, 2023 |
NORTHERN FUNDS | 0.00% | 22,900 | - | - | Sep 29, 2023 |
VANGUARD QUANTITATIVE FUNDS | 0.00% | 100 | - | - | Sep 30, 2023 |
SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 45,732 | -768 | -1.65% | Sep 30, 2023 |
THRIVENT SERIES FUND INC | 0.00% | 1,645 | -1,647 | -50.03% | Sep 29, 2023 |
THRIVENT MUTUAL FUNDS | 0.00% | 1,181 | -310 | -20.79% | Oct 31, 2023 |
WisdomTree Trust | 0.00% | 26,626 | 2,199 | 9.00% | Nov 30, 2023 |
SEI INSTITUTIONAL INVESTMENTS TRUST | 0.00% | 92,718 | - | - | Nov 30, 2023 |
GuideStone Funds | 0.00% | 575,000 | - | - | Sep 29, 2023 |
WILSHIRE MUTUAL FUNDS INC | 0.00% | 703 | - | - | Sep 30, 2023 |
Golub Capital BDC Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
31 Dec, 23 | 245 | - |
30 Sep, 23 | 245 | 2.51% |
30 Jun, 23 | 239 | 6.22% |
31 Mar, 23 | 225 | -8.54% |
31 Dec, 22 | 246 | 9.82% |
30 Sep, 22 | 224 | -6.28% |
30 Jun, 22 | 239 | 2.14% |
31 Mar, 22 | 234 | 4.93% |
31 Dec, 21 | 223 | 8.78% |
30 Sep, 21 | 205 | 3.02% |
30 Jun, 21 | 199 | -1.00% |
31 Mar, 21 | 201 | 11.05% |
31 Dec, 20 | 181 | 7.10% |
30 Sep, 20 | 169 | -7.65% |
30 Jun, 20 | 183 | -4.69% |
31 Mar, 20 | 192 | 4.35% |
31 Dec, 19 | 184 | 10.18% |
30 Sep, 19 | 167 | 5.03% |
30 Jun, 19 | 159 | 5.30% |
31 Mar, 19 | 151 | 0.67% |
31 Dec, 18 | 150 | -1.32% |
30 Sep, 18 | 152 | - |
30 Jun, 18 | 152 | 0.66% |
31 Mar, 18 | 151 | 11.03% |
31 Dec, 17 | 136 | - |
30 Sep, 17 | 136 | - |
30 Jun, 17 | 136 | 2.26% |
31 Mar, 17 | 133 | 1.53% |
31 Dec, 16 | 131 | 8.26% |
30 Sep, 16 | 121 | -5.47% |
30 Jun, 16 | 128 | 8.47% |
31 Mar, 16 | 118 | 3.51% |
31 Dec, 15 | 114 | -4.20% |
30 Sep, 15 | 119 | 11.21% |
30 Jun, 15 | 107 | -3.60% |
31 Mar, 15 | 111 | -5.13% |
31 Dec, 14 | 117 | 17.00% |
30 Sep, 14 | 100 | -11.50% |
30 Jun, 14 | 113 | -3.42% |
31 Mar, 14 | 117 | 6.36% |
31 Dec, 13 | 110 | - |
30 Sep, 13 | 110 | -1.79% |
30 Jun, 13 | 112 | 194.74% |
31 Mar, 13 | 38 | -5.00% |
31 Dec, 12 | 40 | 5.26% |
30 Sep, 12 | 38 | -2.56% |
30 Jun, 12 | 39 | 8.33% |
31 Mar, 12 | 36 | 9.09% |
31 Dec, 11 | 33 | 37.50% |
30 Sep, 11 | 24 | -7.69% |
30 Jun, 11 | 26 | 13.04% |
31 Mar, 11 | 23 | 15.00% |
31 Dec, 10 | 20 | 11.11% |
30 Sep, 10 | 18 | 12.50% |
30 Jun, 10 | 16 | 1500.00% |
31 Mar, 10 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Dec, 23 | 67,642,865 | -1.07% |
30 Sep, 23 | 68,371,989 | -1.28% |
30 Jun, 23 | 69,258,620 | -0.51% |
31 Mar, 23 | 69,610,961 | -5.42% |
31 Dec, 22 | 73,597,276 | 0.60% |
30 Sep, 22 | 73,156,882 | -0.01% |
30 Jun, 22 | 73,164,091 | -3.31% |
31 Mar, 22 | 75,670,501 | -0.35% |
31 Dec, 21 | 75,934,677 | 1.62% |
30 Sep, 21 | 74,723,430 | 2.55% |
30 Jun, 21 | 72,861,916 | 0.87% |
31 Mar, 21 | 72,235,689 | -0.22% |
31 Dec, 20 | 72,397,015 | 17.03% |
30 Sep, 20 | 61,860,172 | -7.48% |
30 Jun, 20 | 66,859,493 | 21.03% |
31 Mar, 20 | 55,240,134 | -1.05% |
31 Dec, 19 | 55,826,650 | 32.11% |
30 Sep, 19 | 42,256,310 | 91.84% |
30 Jun, 19 | 22,026,486 | -5.40% |
31 Mar, 19 | 23,285,034 | -4.49% |
31 Dec, 18 | 24,378,897 | 10.86% |
30 Sep, 18 | 21,990,207 | -0.43% |
30 Jun, 18 | 22,085,382 | -4.71% |
31 Mar, 18 | 23,176,596 | -0.61% |
31 Dec, 17 | 23,318,205 | -3.49% |
30 Sep, 17 | 24,162,157 | -2.27% |
30 Jun, 17 | 24,722,894 | -0.43% |
31 Mar, 17 | 24,830,613 | 5.27% |
31 Dec, 16 | 23,586,595 | 1.50% |
30 Sep, 16 | 23,237,119 | 0.22% |
30 Jun, 16 | 23,186,673 | 23.67% |
31 Mar, 16 | 18,749,571 | -16.12% |
31 Dec, 15 | 22,352,177 | -2.10% |
30 Sep, 15 | 22,831,032 | -0.48% |
30 Jun, 15 | 22,940,888 | 2.53% |
31 Mar, 15 | 22,375,677 | -1.38% |
31 Dec, 14 | 22,689,402 | 4.46% |
30 Sep, 14 | 21,719,657 | -4.05% |
30 Jun, 14 | 22,635,931 | -0.49% |
31 Mar, 14 | 22,748,179 | 22.67% |
31 Dec, 13 | 18,543,759 | 4.74% |
30 Sep, 13 | 17,704,589 | 15.99% |
30 Jun, 13 | 15,264,550 | 131.45% |
31 Mar, 13 | 6,595,222 | 1.98% |
31 Dec, 12 | 6,466,887 | 9.99% |
30 Sep, 12 | 5,879,610 | 15.21% |
30 Jun, 12 | 5,103,529 | -9.50% |
31 Mar, 12 | 5,639,490 | 9.60% |
31 Dec, 11 | 5,145,342 | 71.82% |
30 Sep, 11 | 2,994,575 | -10.72% |
30 Jun, 11 | 3,354,062 | 55.65% |
31 Mar, 11 | 2,154,816 | 20.32% |
31 Dec, 10 | 1,790,947 | -1.32% |
30 Sep, 10 | 1,814,900 | 32.01% |
30 Jun, 10 | 1,374,805 | 5625.97% |
31 Mar, 10 | 24,010 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Dec, 23 | 39.71% | 2.45% |
30 Sep, 23 | 40.22% | 2.45% |
30 Jun, 23 | 40.54% | 2.44% |
31 Mar, 23 | 40.75% | 2.20% |
31 Dec, 22 | 43.07% | 2.34% |
30 Sep, 22 | 42.86% | 2.34% |
30 Jun, 22 | 42.81% | 2.18% |
31 Mar, 22 | 44.29% | 2.23% |
31 Dec, 21 | 44.54% | 2.28% |
30 Sep, 21 | 44.17% | 2.36% |
30 Jun, 21 | 43.31% | 2.32% |
31 Mar, 21 | 43.18% | 2.30% |
31 Dec, 20 | 43.28% | 3.16% |
30 Sep, 20 | 36.98% | 1.94% |
30 Jun, 20 | 43.65% | 2.85% |
31 Mar, 20 | 39.14% | 2.46% |
31 Dec, 19 | 39.89% | 1.30% |
30 Sep, 19 | 55.31% | 4.66% |
30 Jun, 19 | 34.46% | 2.58% |
31 Mar, 19 | 36.53% | 2.48% |
31 Dec, 18 | 38.41% | 3.17% |
30 Sep, 18 | 34.82% | 2.85% |
30 Jun, 18 | 34.97% | 2.59% |
31 Mar, 18 | 36.78% | 2.67% |
31 Dec, 17 | 37.10% | 2.36% |
30 Sep, 17 | 39.69% | 2.41% |
30 Jun, 17 | 40.61% | 2.25% |
31 Mar, 17 | 42.49% | 2.58% |
31 Dec, 16 | 40.61% | 2.22% |
30 Sep, 16 | 42.76% | 2.35% |
30 Jun, 16 | 42.67% | 3.57% |
31 Mar, 16 | 34.59% | 2.03% |
31 Dec, 15 | 41.30% | 2.25% |
30 Sep, 15 | 42.87% | 2.31% |
30 Jun, 15 | 43.07% | 2.13% |
31 Mar, 15 | 44.97% | 2.16% |
31 Dec, 14 | 45.65% | 2.21% |
30 Sep, 14 | 45.48% | 2.18% |
30 Jun, 14 | 45.67% | 1.88% |
31 Mar, 14 | 49.29% | 2.99% |
31 Dec, 13 | 40.61% | 1.99% |
30 Sep, 13 | 45.22% | 2.98% |
30 Jun, 13 | 38.99% | 10.56% |
31 Mar, 13 | 19.22% | 3.99% |
31 Dec, 12 | 21.95% | 4.16% |
30 Sep, 12 | 22.97% | 6.45% |
30 Jun, 12 | 18.87% | 3.82% |
31 Mar, 12 | 22.22% | 4.41% |
31 Dec, 11 | 22.44% | 10.73% |
30 Sep, 11 | 14.46% | 6.50% |
30 Jun, 11 | 14.91% | 11.25% |
31 Mar, 11 | 11.52% | 12.53% |
31 Dec, 10 | 9.59% | 10.16% |
30 Sep, 10 | 9.71% | 15.11% |
30 Jun, 10 | 8.02% | 46877.91% |
31 Mar, 10 | 0.13% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Dec, 23 | 127 | 2.42% |
30 Sep, 23 | 124 | 2.48% |
30 Jun, 23 | 121 | 17.48% |
31 Mar, 23 | 103 | -27.46% |
31 Dec, 22 | 142 | 21.37% |
30 Sep, 22 | 117 | -12.69% |
30 Jun, 22 | 134 | 18.58% |
31 Mar, 22 | 113 | -11.72% |
31 Dec, 21 | 128 | 25.49% |
30 Sep, 21 | 102 | 2.00% |
30 Jun, 21 | 100 | 4.17% |
31 Mar, 21 | 96 | -6.80% |
31 Dec, 20 | 103 | 39.19% |
30 Sep, 20 | 74 | -36.21% |
30 Jun, 20 | 116 | 24.73% |
31 Mar, 20 | 93 | -19.83% |
31 Dec, 19 | 116 | 38.10% |
30 Sep, 19 | 84 | 5.00% |
30 Jun, 19 | 80 | 8.11% |
31 Mar, 19 | 74 | -2.63% |
31 Dec, 18 | 76 | 7.04% |
30 Sep, 18 | 71 | 5.97% |
30 Jun, 18 | 67 | -6.94% |
31 Mar, 18 | 72 | 5.88% |
31 Dec, 17 | 68 | - |
30 Sep, 17 | 68 | -2.86% |
30 Jun, 17 | 70 | 1.45% |
31 Mar, 17 | 69 | 4.55% |
31 Dec, 16 | 66 | 22.22% |
30 Sep, 16 | 54 | -8.47% |
30 Jun, 16 | 59 | 7.27% |
31 Mar, 16 | 55 | 10.00% |
31 Dec, 15 | 50 | -3.85% |
30 Sep, 15 | 52 | -5.45% |
30 Jun, 15 | 55 | 19.57% |
31 Mar, 15 | 46 | -19.30% |
31 Dec, 14 | 57 | 16.33% |
30 Sep, 14 | 49 | -25.76% |
30 Jun, 14 | 66 | -1.49% |
31 Mar, 14 | 67 | 6.35% |
31 Dec, 13 | 63 | -16.00% |
30 Sep, 13 | 75 | -21.88% |
30 Jun, 13 | 96 | 269.23% |
31 Mar, 13 | 26 | -3.70% |
31 Dec, 12 | 27 | 3.85% |
30 Sep, 12 | 26 | - |
30 Jun, 12 | 26 | - |
31 Mar, 12 | 26 | 30.00% |
31 Dec, 11 | 20 | 53.85% |
30 Sep, 11 | 13 | -31.58% |
30 Jun, 11 | 19 | 72.73% |
31 Mar, 11 | 11 | - |
31 Dec, 10 | 11 | 22.22% |
30 Sep, 10 | 9 | -43.75% |
30 Jun, 10 | 16 | 1500.00% |
31 Mar, 10 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Dec, 23 | 73 | 12.31% |
30 Sep, 23 | 65 | 8.33% |
30 Jun, 23 | 60 | -23.08% |
31 Mar, 23 | 78 | 11.43% |
31 Dec, 22 | 70 | 11.11% |
30 Sep, 22 | 63 | 3.28% |
30 Jun, 22 | 61 | -8.96% |
31 Mar, 22 | 67 | 13.56% |
31 Dec, 21 | 59 | 1.72% |
30 Sep, 21 | 58 | - |
30 Jun, 21 | 58 | -7.94% |
31 Mar, 21 | 63 | 28.57% |
31 Dec, 20 | 49 | -28.99% |
30 Sep, 20 | 69 | 53.33% |
30 Jun, 20 | 45 | -35.71% |
31 Mar, 20 | 70 | 118.75% |
31 Dec, 19 | 32 | -33.33% |
30 Sep, 19 | 48 | 9.09% |
30 Jun, 19 | 44 | -10.20% |
31 Mar, 19 | 49 | -7.55% |
31 Dec, 18 | 53 | 26.19% |
30 Sep, 18 | 42 | -23.64% |
30 Jun, 18 | 55 | 3.77% |
31 Mar, 18 | 53 | 20.45% |
31 Dec, 17 | 44 | 2.33% |
30 Sep, 17 | 43 | 34.38% |
30 Jun, 17 | 32 | -20.00% |
31 Mar, 17 | 40 | -9.09% |
31 Dec, 16 | 44 | 12.82% |
30 Sep, 16 | 39 | 2.63% |
30 Jun, 16 | 38 | - |
31 Mar, 16 | 38 | 2.70% |
31 Dec, 15 | 37 | -19.57% |
30 Sep, 15 | 46 | 48.39% |
30 Jun, 15 | 31 | -31.11% |
31 Mar, 15 | 45 | 21.62% |
31 Dec, 14 | 37 | 32.14% |
30 Sep, 14 | 28 | -17.65% |
30 Jun, 14 | 34 | 9.68% |
31 Mar, 14 | 31 | 19.23% |
31 Dec, 13 | 26 | 62.50% |
30 Sep, 13 | 16 | 23.08% |
30 Jun, 13 | 13 | 44.44% |
31 Mar, 13 | 9 | - |
31 Dec, 12 | 9 | 28.57% |
30 Sep, 12 | 7 | -22.22% |
30 Jun, 12 | 9 | 80.00% |
31 Mar, 12 | 5 | -44.44% |
31 Dec, 11 | 9 | - |
30 Sep, 11 | 9 | 125.00% |
30 Jun, 11 | 4 | -42.86% |
31 Mar, 11 | 7 | 75.00% |
31 Dec, 10 | 4 | 33.33% |
30 Sep, 10 | 3 | - |
30 Jun, 10 | - | - |
31 Mar, 10 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Dec, 23 | 245 | - | 67,642,865 | -1.07% | 39.71% | 2.45% | 127 | 2.42% | 73 | 12.31% |
30 Sep, 23 | 245 | 2.51% | 68,371,989 | -1.28% | 40.22% | 2.45% | 124 | 2.48% | 65 | 8.33% |
30 Jun, 23 | 239 | 6.22% | 69,258,620 | -0.51% | 40.54% | 2.44% | 121 | 17.48% | 60 | -23.08% |
31 Mar, 23 | 225 | -8.54% | 69,610,961 | -5.42% | 40.75% | 2.20% | 103 | -27.46% | 78 | 11.43% |
31 Dec, 22 | 246 | 9.82% | 73,597,276 | 0.60% | 43.07% | 2.34% | 142 | 21.37% | 70 | 11.11% |
30 Sep, 22 | 224 | -6.28% | 73,156,882 | -0.01% | 42.86% | 2.34% | 117 | -12.69% | 63 | 3.28% |
30 Jun, 22 | 239 | 2.14% | 73,164,091 | -3.31% | 42.81% | 2.18% | 134 | 18.58% | 61 | -8.96% |
31 Mar, 22 | 234 | 4.93% | 75,670,501 | -0.35% | 44.29% | 2.23% | 113 | -11.72% | 67 | 13.56% |
31 Dec, 21 | 223 | 8.78% | 75,934,677 | 1.62% | 44.54% | 2.28% | 128 | 25.49% | 59 | 1.72% |
30 Sep, 21 | 205 | 3.02% | 74,723,430 | 2.55% | 44.17% | 2.36% | 102 | 2.00% | 58 | - |
30 Jun, 21 | 199 | -1.00% | 72,861,916 | 0.87% | 43.31% | 2.32% | 100 | 4.17% | 58 | -7.94% |
31 Mar, 21 | 201 | 11.05% | 72,235,689 | -0.22% | 43.18% | 2.30% | 96 | -6.80% | 63 | 28.57% |
31 Dec, 20 | 181 | 7.10% | 72,397,015 | 17.03% | 43.28% | 3.16% | 103 | 39.19% | 49 | -28.99% |
30 Sep, 20 | 169 | -7.65% | 61,860,172 | -7.48% | 36.98% | 1.94% | 74 | -36.21% | 69 | 53.33% |
30 Jun, 20 | 183 | -4.69% | 66,859,493 | 21.03% | 43.65% | 2.85% | 116 | 24.73% | 45 | -35.71% |
31 Mar, 20 | 192 | 4.35% | 55,240,134 | -1.05% | 39.14% | 2.46% | 93 | -19.83% | 70 | 118.75% |
31 Dec, 19 | 184 | 10.18% | 55,826,650 | 32.11% | 39.89% | 1.30% | 116 | 38.10% | 32 | -33.33% |
30 Sep, 19 | 167 | 5.03% | 42,256,310 | 91.84% | 55.31% | 4.66% | 84 | 5.00% | 48 | 9.09% |
30 Jun, 19 | 159 | 5.30% | 22,026,486 | -5.40% | 34.46% | 2.58% | 80 | 8.11% | 44 | -10.20% |
31 Mar, 19 | 151 | 0.67% | 23,285,034 | -4.49% | 36.53% | 2.48% | 74 | -2.63% | 49 | -7.55% |
31 Dec, 18 | 150 | -1.32% | 24,378,897 | 10.86% | 38.41% | 3.17% | 76 | 7.04% | 53 | 26.19% |
30 Sep, 18 | 152 | - | 21,990,207 | -0.43% | 34.82% | 2.85% | 71 | 5.97% | 42 | -23.64% |
30 Jun, 18 | 152 | 0.66% | 22,085,382 | -4.71% | 34.97% | 2.59% | 67 | -6.94% | 55 | 3.77% |
31 Mar, 18 | 151 | 11.03% | 23,176,596 | -0.61% | 36.78% | 2.67% | 72 | 5.88% | 53 | 20.45% |
31 Dec, 17 | 136 | - | 23,318,205 | -3.49% | 37.10% | 2.36% | 68 | - | 44 | 2.33% |
30 Sep, 17 | 136 | - | 24,162,157 | -2.27% | 39.69% | 2.41% | 68 | -2.86% | 43 | 34.38% |
30 Jun, 17 | 136 | 2.26% | 24,722,894 | -0.43% | 40.61% | 2.25% | 70 | 1.45% | 32 | -20.00% |
31 Mar, 17 | 133 | 1.53% | 24,830,613 | 5.27% | 42.49% | 2.58% | 69 | 4.55% | 40 | -9.09% |
31 Dec, 16 | 131 | 8.26% | 23,586,595 | 1.50% | 40.61% | 2.22% | 66 | 22.22% | 44 | 12.82% |
30 Sep, 16 | 121 | -5.47% | 23,237,119 | 0.22% | 42.76% | 2.35% | 54 | -8.47% | 39 | 2.63% |
30 Jun, 16 | 128 | 8.47% | 23,186,673 | 23.67% | 42.67% | 3.57% | 59 | 7.27% | 38 | - |
31 Mar, 16 | 118 | 3.51% | 18,749,571 | -16.12% | 34.59% | 2.03% | 55 | 10.00% | 38 | 2.70% |
31 Dec, 15 | 114 | -4.20% | 22,352,177 | -2.10% | 41.30% | 2.25% | 50 | -3.85% | 37 | -19.57% |
30 Sep, 15 | 119 | 11.21% | 22,831,032 | -0.48% | 42.87% | 2.31% | 52 | -5.45% | 46 | 48.39% |
30 Jun, 15 | 107 | -3.60% | 22,940,888 | 2.53% | 43.07% | 2.13% | 55 | 19.57% | 31 | -31.11% |
31 Mar, 15 | 111 | -5.13% | 22,375,677 | -1.38% | 44.97% | 2.16% | 46 | -19.30% | 45 | 21.62% |
31 Dec, 14 | 117 | 17.00% | 22,689,402 | 4.46% | 45.65% | 2.21% | 57 | 16.33% | 37 | 32.14% |
30 Sep, 14 | 100 | -11.50% | 21,719,657 | -4.05% | 45.48% | 2.18% | 49 | -25.76% | 28 | -17.65% |
30 Jun, 14 | 113 | -3.42% | 22,635,931 | -0.49% | 45.67% | 1.88% | 66 | -1.49% | 34 | 9.68% |
31 Mar, 14 | 117 | 6.36% | 22,748,179 | 22.67% | 49.29% | 2.99% | 67 | 6.35% | 31 | 19.23% |
31 Dec, 13 | 110 | - | 18,543,759 | 4.74% | 40.61% | 1.99% | 63 | -16.00% | 26 | 62.50% |
30 Sep, 13 | 110 | -1.79% | 17,704,589 | 15.99% | 45.22% | 2.98% | 75 | -21.88% | 16 | 23.08% |
30 Jun, 13 | 112 | 194.74% | 15,264,550 | 131.45% | 38.99% | 10.56% | 96 | 269.23% | 13 | 44.44% |
31 Mar, 13 | 38 | -5.00% | 6,595,222 | 1.98% | 19.22% | 3.99% | 26 | -3.70% | 9 | - |
31 Dec, 12 | 40 | 5.26% | 6,466,887 | 9.99% | 21.95% | 4.16% | 27 | 3.85% | 9 | 28.57% |
30 Sep, 12 | 38 | -2.56% | 5,879,610 | 15.21% | 22.97% | 6.45% | 26 | - | 7 | -22.22% |
30 Jun, 12 | 39 | 8.33% | 5,103,529 | -9.50% | 18.87% | 3.82% | 26 | - | 9 | 80.00% |
31 Mar, 12 | 36 | 9.09% | 5,639,490 | 9.60% | 22.22% | 4.41% | 26 | 30.00% | 5 | -44.44% |
31 Dec, 11 | 33 | 37.50% | 5,145,342 | 71.82% | 22.44% | 10.73% | 20 | 53.85% | 9 | - |
30 Sep, 11 | 24 | -7.69% | 2,994,575 | -10.72% | 14.46% | 6.50% | 13 | -31.58% | 9 | 125.00% |
30 Jun, 11 | 26 | 13.04% | 3,354,062 | 55.65% | 14.91% | 11.25% | 19 | 72.73% | 4 | -42.86% |
31 Mar, 11 | 23 | 15.00% | 2,154,816 | 20.32% | 11.52% | 12.53% | 11 | - | 7 | 75.00% |
31 Dec, 10 | 20 | 11.11% | 1,790,947 | -1.32% | 9.59% | 10.16% | 11 | 22.22% | 4 | 33.33% |
30 Sep, 10 | 18 | 12.50% | 1,814,900 | 32.01% | 9.71% | 15.11% | 9 | -43.75% | 3 | - |
30 Jun, 10 | 16 | 1500.00% | 1,374,805 | 5625.97% | 8.02% | 46877.91% | 16 | 1500.00% | - | - |
31 Mar, 10 | 1 | - | 24,010 | - | 0.13% | - | 1 | - | - | - |
Golub Capital BDC Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
Golub Capital BDC Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2022 | 1 | - | - |
Q1 2022 | 2 | 4 | 50.00% |
Q4 2021 | 5 | - | - |
Q3 2021 | 60 | 1 | 6000.00% |
Q2 2021 | 76 | - | - |
Q1 2021 | 43 | 1 | 4300.00% |
Q4 2020 | 128 | - | - |
Q3 2020 | 66 | - | - |
Q2 2020 | 36 | 9 | 400.00% |
Q1 2020 | 5 | 1 | 500.00% |
Q3 2019 | 9 | 1 | 900.00% |
Q1 2018 | 6 | - | - |
Q3 2017 | 1 | - | - |
Q1 2017 | 2 | 2 | 100.00% |
Q4 2016 | 2 | - | - |
Q3 2016 | 1 | 1 | 100.00% |
Q1 2016 | 2 | - | - |
Q3 2015 | 2 | - | - |
Q2 2015 | 6 | - | - |
Q1 2015 | 4 | - | - |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2022 | 1 | - | - |
Q1 2022 | - | 2 | - |
Q4 2021 | 5 | - | - |
Q3 2021 | 60 | - | - |
Q2 2021 | 76 | - | - |
Q1 2021 | 42 | - | - |
Q4 2020 | 128 | - | - |
Q3 2020 | 66 | - | - |
Q2 2020 | 10 | - | - |
Q1 2020 | 6 | - | - |
Q3 2019 | - | - | - |
Q1 2018 | 5 | - | - |
Q3 2017 | 1 | - | - |
Q1 2017 | - | 2 | - |
Q4 2016 | 1 | - | - |
Q3 2016 | 1 | 1 | 100.00% |
Q1 2016 | - | - | - |
Q3 2015 | 2 | - | - |
Q2 2015 | 6 | - | - |
Q1 2015 | - | - | - |
Golub Capital BDC Peer Ownership
GBDC Ownership FAQ
Who Owns Golub Capital BDC?
Golub Capital BDC is owned by institutional shareholders (39.71%), insiders (2.71%), and public (57.58%). The largest institutional shareholder of Golub Capital BDC is STRS OHIO (5.46% of total shares) and the top mutual fund owner is FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND (6.70% of total shares).
Who are the major institutional shareholders of Golub Capital BDC?
Golub Capital BDC's major institutional shareholders are STRS OHIO, LINDBROOK CAPITAL, LLC, OMERS ADMINISTRATION CORP, JPMORGAN CHASE & CO, and SOUND INCOME STRATEGIES, LLC. The top five shareholders own together 13.38% of the company's share outstanding.
How many Golub Capital BDC shareholders are there?
As of Dec 2023, there are 245 institutional shareholders of Golub Capital BDC.
What percentage of Golub Capital BDC is owned by STRS OHIO?
STRS OHIO owns 9.3M shares of Golub Capital BDC, representing 5.46% of the company's total shares outstanding, valued at $140.47M (as of Dec 2023).
What percentage of Golub Capital BDC is owned by LINDBROOK CAPITAL, LLC?
As of Dec 2023, LINDBROOK CAPITAL, LLC holds 4.69M shares of Golub Capital BDC (GBDC), compromising 2.76% of the company, valued at $70.87M.
What percentage of Golub Capital BDC is owned by OMERS ADMINISTRATION CORP?
OMERS ADMINISTRATION CORP is the third largest holder of Golub Capital BDC. The company owns 3.16M of the company's shares outstanding (worth $47.73M).