SLR Investment Ownership 2024 | Who Owns SLR Investment Now?
Institutional Ownership
31.86%
Insider Ownership
2.72%
Retail Ownership
65.41%
Institutional Holders
92.00
SLR Investment Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| THORNBURG INVESTMENT MANAGEMENT INC | 8.39% | 1.08% | 4,338,599 | - | - | 65,253,000 | Mar 31, 2023 |
| JPMORGAN CHASE & CO | 4.46% | 0.00% | 2,306,233 | 25,304 | 1.11% | 34,686,000,000 | Mar 31, 2023 |
| ARISTOTLE CAPITAL BOSTON, LLC | 3.09% | 0.74% | 1,596,723 | 58,811 | 3.82% | 24,014,725,000 | Mar 31, 2023 |
| ARES MANAGEMENT LLC | 2.68% | 1.16% | 1,386,455 | -171,949 | -11.03% | 20,852,283,000 | Mar 31, 2023 |
| INVESCO LTD. | 1.46% | 0.00% | 755,943 | 24,241 | 3.31% | 11,369,383,000 | Mar 31, 2023 |
| VAN ECK ASSOCIATES CORP | 1.32% | 0.02% | 682,048 | 34,222 | 5.28% | 10,258,000 | Mar 31, 2023 |
| LEGAL & GENERAL GROUP PLC | 0.72% | 0.00% | 374,225 | 9,900 | 2.72% | 5,632,086,000 | Mar 31, 2023 |
| SEI INVESTMENTS CO | 0.69% | 0.01% | 357,726 | 34,886 | 10.81% | 5,380,199,000 | Mar 31, 2023 |
| UBS GROUP AG | 0.57% | 0.00% | 293,633 | 17,680 | 6.41% | 4,416,240,000 | Mar 31, 2023 |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 0.56% | 0.01% | 290,274 | -20,557 | -6.61% | 4,365,721,000 | Mar 31, 2023 |
| BLACKROCK INC. | 0.55% | 0.00% | 285,320 | -194,096 | -40.49% | 4,291,213,000 | Mar 31, 2023 |
| INTREPID FAMILY OFFICE LLC | 0.54% | 9.23% | 280,000 | 65,000 | 30.23% | 4,211,200,000 | Mar 31, 2023 |
| ROYAL BANK OF CANADA | 0.44% | 0.00% | 226,177 | 622 | 0.28% | 3,402,000,000 | Mar 31, 2023 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.39% | 0.04% | 201,209 | -34,242 | -14.54% | 3,026,179,000 | Mar 31, 2023 |
| ADVISOR GROUP HOLDINGS, INC. | 0.39% | 0.01% | 200,458 | 7,366 | 3.81% | 3,014,884,000 | Mar 31, 2023 |
| MUZINICH & CO., INC. | 0.35% | 1.98% | 181,413 | -18,569 | -9.29% | 2,728,452,000 | Mar 31, 2023 |
| MORGAN STANLEY | 0.35% | 0.00% | 180,020 | -107,961 | -37.49% | 2,707,501,000 | Mar 31, 2023 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.35% | 0.00% | 178,541 | -18,569 | -9.42% | 2,685,257,000 | Mar 31, 2023 |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 0.33% | 0.26% | 169,365 | -46,920 | -21.69% | 2,547,250,000 | Mar 31, 2023 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.32% | 0.01% | 163,950 | 17,970 | 12.31% | 2,465,808,000 | Mar 31, 2023 |
SLR Investment's largest institutional shareholder is THORNBURG INVESTMENT MANAGEMENT INC, holding 8.39% of the company's total share outstanding, currently valued at $65.25M. The top 10 institutional shareholders own together 23.96% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INTREPID FAMILY OFFICE LLC | 0.54% | 9.23% | 280,000 | 65,000 | 30.23% | 4,211,200,000 | Mar 31, 2023 |
| MUZINICH & CO., INC. | 0.35% | 1.98% | 181,413 | -18,569 | -9.29% | 2,728,452,000 | Mar 31, 2023 |
| GRANITESHARES ADVISORS LLC | 0.20% | 1.34% | 100,928 | 57,166 | 130.63% | 1,517,957,000 | Mar 31, 2023 |
| ARES MANAGEMENT LLC | 2.68% | 1.16% | 1,386,455 | -171,949 | -11.03% | 20,852,283,000 | Mar 31, 2023 |
| THORNBURG INVESTMENT MANAGEMENT INC | 8.39% | 1.08% | 4,338,599 | - | - | 65,253,000 | Mar 31, 2023 |
| SMH CAPITAL ADVISORS INC | 0.02% | 0.93% | 10,834 | -316 | -2.83% | 157,000,000 | Mar 31, 2023 |
| ARISTOTLE CAPITAL BOSTON, LLC | 3.09% | 0.74% | 1,596,723 | 58,811 | 3.82% | 24,014,725,000 | Mar 31, 2023 |
| CLIFFWATER LLC | 0.27% | 0.67% | 139,755 | -314,589 | -69.24% | 2,101,915,000 | Mar 31, 2023 |
| GARNER ASSET MANAGEMENT CORP | 0.11% | 0.40% | 58,565 | 4,709 | 8.74% | 881,000 | Mar 31, 2023 |
| CLAYBROOK CAPITAL, LLC | 0.08% | 0.35% | 41,393 | - | - | 622,551,000 | Mar 31, 2023 |
| MCKINLEY CAPITAL MANAGEMENT LLC | 0.27% | 0.28% | 139,825 | -647 | -0.46% | 2,102,968,000 | Mar 31, 2023 |
| VIRTUS ETF ADVISERS LLC | 0.06% | 0.27% | 32,503 | -1,341 | -3.96% | 488,845,000 | Mar 31, 2023 |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 0.33% | 0.26% | 169,365 | -46,920 | -21.69% | 2,547,250,000 | Mar 31, 2023 |
| NEXT CAPITAL MANAGEMENT LLC | 0.05% | 0.20% | 27,520 | - | - | 413,901,000 | Mar 31, 2023 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.05% | 0.20% | 27,535 | - | - | 414,126,000 | Mar 31, 2023 |
| SUNBELT SECURITIES, INC. | 0.15% | 0.19% | 77,785 | 1,806 | 2.38% | 1,164,445,000 | Mar 31, 2023 |
| MKT ADVISORS LLC | 0.02% | 0.11% | 10,450 | - | - | 152,727,000 | Mar 31, 2023 |
| BARD ASSOCIATES INC | 0.03% | 0.09% | 14,475 | -1,200 | -7.66% | 219,735,000 | Mar 31, 2023 |
| MONTAG A & ASSOCIATES INC | 0.15% | 0.08% | 76,245 | - | - | 1,157,145,000 | Mar 31, 2023 |
| WAMBOLT & ASSOCIATES, LLC | 0.03% | 0.07% | 13,990 | - | - | 209,151,000 | Mar 31, 2023 |
The largest SLR Investment shareholder by % of total assets is INTREPID FAMILY OFFICE LLC. The company owns 280.00K shares of SLR Investment (SLRC), representing 9.23% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INTREPID FAMILY OFFICE LLC | 0.54% | 9.23% | 280,000 | 65,000 | 30.23% | 4,211,200,000 | Mar 31, 2023 |
| ARISTOTLE CAPITAL BOSTON, LLC | 3.09% | 0.74% | 1,596,723 | 58,811 | 3.82% | 24,014,725,000 | Mar 31, 2023 |
| GRANITESHARES ADVISORS LLC | 0.20% | 1.34% | 100,928 | 57,166 | 130.63% | 1,517,957,000 | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.16% | 0.00% | 82,800 | 54,000 | 187.50% | 1,245,312,000 | Mar 31, 2023 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.10% | 0.04% | 49,350 | 49,350 | 100.00% | 742,224,000 | Mar 31, 2023 |
| BANK OF AMERICA CORP /DE/ | 0.14% | 0.00% | 69,923 | 39,190 | 127.52% | 1,051,648,000 | Mar 31, 2023 |
| SEI INVESTMENTS CO | 0.69% | 0.01% | 357,726 | 34,886 | 10.81% | 5,380,199,000 | Mar 31, 2023 |
| VAN ECK ASSOCIATES CORP | 1.32% | 0.02% | 682,048 | 34,222 | 5.28% | 10,258,000 | Mar 31, 2023 |
| MACKENZIE FINANCIAL CORP | 0.21% | 0.00% | 106,207 | 26,812 | 33.77% | 1,597,353,000 | Mar 31, 2023 |
| JPMORGAN CHASE & CO | 4.46% | 0.00% | 2,306,233 | 25,304 | 1.11% | 34,686,000,000 | Mar 31, 2023 |
| TWO SIGMA INVESTMENTS, LP | 0.05% | 0.00% | 24,388 | 24,388 | 100.00% | 366,796,000 | Mar 31, 2023 |
| INVESCO LTD. | 1.46% | 0.00% | 755,943 | 24,241 | 3.31% | 11,369,383,000 | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.08% | 0.00% | 41,000 | 19,700 | 92.49% | 616,640,000 | Mar 31, 2023 |
| JANNEY MONTGOMERY SCOTT LLC | 0.06% | 0.00% | 32,043 | 19,191 | 149.32% | 482,000 | Mar 31, 2023 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 0.32% | 0.01% | 163,950 | 17,970 | 12.31% | 2,465,808,000 | Mar 31, 2023 |
| UBS GROUP AG | 0.57% | 0.00% | 293,633 | 17,680 | 6.41% | 4,416,240,000 | Mar 31, 2023 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.03% | 0.02% | 15,130 | 15,130 | 100.00% | 228,000 | Mar 31, 2023 |
| XTX TOPCO LTD | 0.02% | 0.03% | 10,360 | 10,360 | 100.00% | 155,814,000 | Mar 31, 2023 |
| SFMG, LLC | 0.02% | 0.02% | 10,087 | 10,087 | 100.00% | 151,708,000 | Mar 31, 2023 |
| LEGAL & GENERAL GROUP PLC | 0.72% | 0.00% | 374,225 | 9,900 | 2.72% | 5,632,086,000 | Mar 31, 2023 |
As of Mar 31 2023, SLR Investment's largest institutional buyer is INTREPID FAMILY OFFICE LLC. The company purchased 65.00K stocks of SLRC, valued at $4.21B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | - | - | - | -433,569 | -100.00% | - | Mar 31, 2023 |
| CLIFFWATER LLC | 0.27% | 0.67% | 139,755 | -314,589 | -69.24% | 2,101,915,000 | Mar 31, 2023 |
| BLACKROCK INC. | 0.55% | 0.00% | 285,320 | -194,096 | -40.49% | 4,291,213,000 | Mar 31, 2023 |
| ARES MANAGEMENT LLC | 2.68% | 1.16% | 1,386,455 | -171,949 | -11.03% | 20,852,283,000 | Mar 31, 2023 |
| PEKIN HARDY STRAUSS, INC. | - | - | - | -129,450 | -100.00% | - | Mar 31, 2023 |
| MORGAN STANLEY | 0.35% | 0.00% | 180,020 | -107,961 | -37.49% | 2,707,501,000 | Mar 31, 2023 |
| TWO SIGMA ADVISERS, LP | 0.03% | 0.00% | 14,440 | -86,059 | -85.63% | 217,178,000 | Mar 31, 2023 |
| CITADEL ADVISORS LLC | - | - | - | -47,192 | -100.00% | - | Mar 31, 2023 |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 0.33% | 0.26% | 169,365 | -46,920 | -21.69% | 2,547,250,000 | Mar 31, 2023 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -46,130 | -100.00% | - | Mar 31, 2023 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.39% | 0.04% | 201,209 | -34,242 | -14.54% | 3,026,179,000 | Mar 31, 2023 |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.10% | 0.00% | 49,252 | -28,602 | -36.74% | 743,000 | Mar 31, 2023 |
| ACRISURE CAPITAL MANAGEMENT, LLC | - | - | - | -22,256 | -100.00% | - | Mar 31, 2023 |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 0.56% | 0.01% | 290,274 | -20,557 | -6.61% | 4,365,721,000 | Mar 31, 2023 |
| PEAK6 INVESTMENTS LLC | - | - | - | -19,900 | -100.00% | - | Mar 31, 2023 |
| MUZINICH & CO., INC. | 0.35% | 1.98% | 181,413 | -18,569 | -9.29% | 2,728,452,000 | Mar 31, 2023 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.35% | 0.00% | 178,541 | -18,569 | -9.42% | 2,685,257,000 | Mar 31, 2023 |
| M&T BANK CORP | - | - | - | -15,457 | -100.00% | - | Mar 31, 2023 |
| JANE STREET GROUP, LLC | - | - | - | -13,478 | -100.00% | - | Mar 31, 2023 |
| APOLLON WEALTH MANAGEMENT, LLC | - | - | - | -13,045 | -100.00% | - | Mar 31, 2023 |
As of Mar 31 2023, SLR Investment's biggest institutional seller is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.. The company sold -0.43M shares of SLRC, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EMERALD MUTUAL FUND ADVISERS TRUST | 0.10% | 0.04% | 49,350 | 49,350 | 100.00% | 742,224,000 | Mar 31, 2023 |
| TWO SIGMA INVESTMENTS, LP | 0.05% | 0.00% | 24,388 | 24,388 | 100.00% | 366,796,000 | Mar 31, 2023 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.03% | 0.02% | 15,130 | 15,130 | 100.00% | 228,000 | Mar 31, 2023 |
| XTX TOPCO LTD | 0.02% | 0.03% | 10,360 | 10,360 | 100.00% | 155,814,000 | Mar 31, 2023 |
| SFMG, LLC | 0.02% | 0.02% | 10,087 | 10,087 | 100.00% | 151,708,000 | Mar 31, 2023 |
| ARMSTRONG ADVISORY GROUP, INC | 0.00% | 0.00% | 272 | 272 | 100.00% | 4,091,000 | Mar 31, 2023 |
| AMERITAS ADVISORY SERVICES, LLC | 0.00% | 0.00% | 70 | 70 | 100.00% | 1,014,000 | Mar 31, 2023 |
| WEALTHPLAN PARTNERS, LLC | 0.00% | 0.00% | 69 | 69 | 100.00% | 1,038,000 | Mar 31, 2023 |
| FMR LLC | - | - | 1 | 1 | 100.00% | 15,000 | Mar 31, 2023 |
SLR Investment's largest new institutional shareholder by number of shares is EMERALD MUTUAL FUND ADVISERS TRUST, purchased 49.35K shares, valued at $742.22M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | - | - | - | -433,569 | -100.00% | - | Mar 31, 2023 |
| PEKIN HARDY STRAUSS, INC. | - | - | - | -129,450 | -100.00% | - | Mar 31, 2023 |
| CITADEL ADVISORS LLC | - | - | - | -47,192 | -100.00% | - | Mar 31, 2023 |
| ACADIAN ASSET MANAGEMENT LLC | - | - | - | -46,130 | -100.00% | - | Mar 31, 2023 |
| ACRISURE CAPITAL MANAGEMENT, LLC | - | - | - | -22,256 | -100.00% | - | Mar 31, 2023 |
| PEAK6 INVESTMENTS LLC | - | - | - | -19,900 | -100.00% | - | Mar 31, 2023 |
| M&T BANK CORP | - | - | - | -15,457 | -100.00% | - | Mar 31, 2023 |
| JANE STREET GROUP, LLC | - | - | - | -13,478 | -100.00% | - | Mar 31, 2023 |
| APOLLON WEALTH MANAGEMENT, LLC | - | - | - | -13,045 | -100.00% | - | Mar 31, 2023 |
| VIRTU FINANCIAL LLC | - | - | - | -11,163 | -100.00% | - | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | - | - | - | -10,701 | -100.00% | - | Mar 31, 2023 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -10,528 | -100.00% | - | Mar 31, 2023 |
| NEWEDGE ADVISORS, LLC | - | - | - | -7,230 | -100.00% | - | Mar 31, 2023 |
| PEAK6 INVESTMENTS LLC | - | - | - | -6,202 | -100.00% | - | Mar 31, 2023 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | - | - | - | -5,511 | -100.00% | - | Mar 31, 2023 |
| SIMPLEX TRADING, LLC | - | - | - | -2,500 | -100.00% | - | Mar 31, 2023 |
| BNP PARIBAS ARBITRAGE, SNC | - | - | - | -2,000 | -100.00% | - | Mar 31, 2023 |
| ALLWORTH FINANCIAL LP | - | - | - | -1,788 | -100.00% | - | Mar 31, 2023 |
| BESSEMER GROUP INC | - | - | - | -1,500 | -100.00% | - | Mar 31, 2023 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -1,212 | -100.00% | - | Mar 31, 2023 |
| IFP ADVISORS, INC | - | - | - | -1,200 | -100.00% | - | Mar 31, 2023 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -775 | -100.00% | - | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | - | - | - | -600 | -100.00% | - | Mar 31, 2023 |
| GROUP ONE TRADING, L.P. | - | - | - | -400 | -100.00% | - | Mar 31, 2023 |
| SIMPLEX TRADING, LLC | - | - | - | -136 | -100.00% | - | Mar 31, 2023 |
| OLD MISSION CAPITAL LLC | - | - | - | -21 | -100.00% | - | Mar 31, 2023 |
SLR Investment's largest sold out institutional shareholder by shares sold is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., sold -0.43M shares, valued at -, as of undefined.
SLR Investment Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND | 3.79% | 161,000 | - | - | Feb 29, 2024 |
| GraniteShares ETF Trust | 1.82% | 97,854 | -5,994 | -5.77% | Dec 31, 2023 |
| Alternative Credit Income Fund | 0.04% | 115,211 | - | - | Dec 31, 2023 |
| ETFis Series Trust I | 0.03% | 39,364 | -12 | -0.03% | Jan 31, 2024 |
| THORNBURG INVESTMENT TRUST | 0.00% | 4,307,900 | - | - | Dec 31, 2023 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 32,755 | -32,361 | -49.70% | Jan 31, 2024 |
| MORGAN STANLEY PATHWAY FUNDS | 0.00% | 28,645 | 726 | 2.60% | Feb 29, 2024 |
| Blackstone Alternative Investment Funds | 0.00% | 4,100 | 4,100 | - | Dec 31, 2023 |
| PROSHARES TRUST | 0.00% | 6,309 | 574 | 10.01% | Feb 29, 2024 |
| VanEck ETF Trust | 0.00% | 925,180 | 140,485 | 17.90% | Jan 31, 2024 |
| JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 420 | - | - | Dec 31, 2023 |
SLR Investment's largest mutual fund holder by % of total assets is "FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND", owning 161.00K shares, compromising 3.79% of its total assets.
SLR Investment Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 23 | 92 | -14.02% |
| 31 Dec, 22 | 107 | -3.60% |
| 30 Sep, 22 | 111 | -0.89% |
| 30 Jun, 22 | 112 | 4.67% |
| 31 Mar, 22 | 107 | 0.94% |
| 31 Dec, 21 | 106 | 4.95% |
| 30 Sep, 21 | 101 | -5.61% |
| 30 Jun, 21 | 107 | -1.83% |
| 31 Mar, 21 | 109 | -4.39% |
| 31 Dec, 20 | 114 | 6.54% |
| 30 Sep, 20 | 107 | - |
| 30 Jun, 20 | 107 | -1.83% |
| 31 Mar, 20 | 109 | -6.03% |
| 31 Dec, 19 | 116 | 10.48% |
| 30 Sep, 19 | 105 | -0.94% |
| 30 Jun, 19 | 106 | - |
| 31 Mar, 19 | 106 | 3.92% |
| 31 Dec, 18 | 102 | -3.77% |
| 30 Sep, 18 | 106 | 0.95% |
| 30 Jun, 18 | 105 | 1.94% |
| 31 Mar, 18 | 103 | -5.50% |
| 31 Dec, 17 | 109 | 7.92% |
| 30 Sep, 17 | 101 | -4.72% |
| 30 Jun, 17 | 106 | 7.07% |
| 31 Mar, 17 | 99 | -1.98% |
| 31 Dec, 16 | 101 | -1.94% |
| 30 Sep, 16 | 103 | -4.63% |
| 30 Jun, 16 | 108 | 11.34% |
| 31 Mar, 16 | 97 | -6.73% |
| 31 Dec, 15 | 104 | 4.00% |
| 30 Sep, 15 | 100 | 1.01% |
| 30 Jun, 15 | 99 | -2.94% |
| 31 Mar, 15 | 102 | -7.27% |
| 31 Dec, 14 | 110 | - |
| 30 Sep, 14 | 110 | -9.09% |
| 30 Jun, 14 | 121 | - |
| 31 Mar, 14 | 121 | -0.82% |
| 31 Dec, 13 | 122 | 3966.67% |
As of 31 Mar 23, 92 institutions are holding SLR Investment's shares, representing a decrease of -14.02% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 23 | 16,467,419 | -7.44% |
| 31 Dec, 22 | 17,791,559 | -4.80% |
| 30 Sep, 22 | 18,687,644 | -5.46% |
| 30 Jun, 22 | 19,767,205 | 3.68% |
| 31 Mar, 22 | 19,065,887 | -4.04% |
| 31 Dec, 21 | 19,868,107 | -0.96% |
| 30 Sep, 21 | 20,060,992 | -3.33% |
| 30 Jun, 21 | 20,752,650 | -3.66% |
| 31 Mar, 21 | 21,540,737 | -5.53% |
| 31 Dec, 20 | 22,802,308 | -1.91% |
| 30 Sep, 20 | 23,246,124 | -1.16% |
| 30 Jun, 20 | 23,517,922 | -3.27% |
| 31 Mar, 20 | 24,313,260 | -2.27% |
| 31 Dec, 19 | 24,878,270 | 0.02% |
| 30 Sep, 19 | 24,872,054 | -0.74% |
| 30 Jun, 19 | 25,057,717 | -0.52% |
| 31 Mar, 19 | 25,189,172 | 2.70% |
| 31 Dec, 18 | 24,526,725 | -1.87% |
| 30 Sep, 18 | 24,993,121 | -0.53% |
| 30 Jun, 18 | 25,125,401 | -1.44% |
| 31 Mar, 18 | 25,491,296 | -2.93% |
| 31 Dec, 17 | 26,261,745 | -0.91% |
| 30 Sep, 17 | 26,503,460 | 0.96% |
| 30 Jun, 17 | 26,252,474 | 1.48% |
| 31 Mar, 17 | 25,869,699 | 4.74% |
| 31 Dec, 16 | 24,698,674 | 1.14% |
| 30 Sep, 16 | 24,419,914 | 0.79% |
| 30 Jun, 16 | 24,229,453 | 2.33% |
| 31 Mar, 16 | 23,678,711 | -1.46% |
| 31 Dec, 15 | 24,029,131 | -1.46% |
| 30 Sep, 15 | 24,384,007 | -3.04% |
| 30 Jun, 15 | 25,149,338 | -3.61% |
| 31 Mar, 15 | 26,091,584 | 1.54% |
| 31 Dec, 14 | 25,695,622 | 3.03% |
| 30 Sep, 14 | 24,939,632 | -3.22% |
| 30 Jun, 14 | 25,768,992 | -5.53% |
| 31 Mar, 14 | 27,277,436 | -1.59% |
| 31 Dec, 13 | 27,717,847 | 71282.56% |
SLR Investment (SLRC) has 16.47M shares outstanding as of 31 Mar 23, down -7.44% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 23 | 31.86% | -1.90% |
| 31 Dec, 22 | 32.48% | -4.80% |
| 30 Sep, 22 | 34.12% | -27.06% |
| 30 Jun, 22 | 46.77% | 3.68% |
| 31 Mar, 22 | 45.11% | -4.04% |
| 31 Dec, 21 | 47.01% | -0.96% |
| 30 Sep, 21 | 47.47% | -3.33% |
| 30 Jun, 21 | 49.11% | -3.66% |
| 31 Mar, 21 | 50.97% | - |
| 31 Dec, 20 | - | - |
| 30 Sep, 20 | - | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
| 31 Dec, 18 | - | - |
| 30 Sep, 18 | - | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 18 | - | - |
| 31 Dec, 17 | - | - |
| 30 Sep, 17 | - | - |
| 30 Jun, 17 | - | - |
| 31 Mar, 17 | - | - |
| 31 Dec, 16 | - | - |
| 30 Sep, 16 | - | - |
| 30 Jun, 16 | - | - |
| 31 Mar, 16 | - | - |
| 31 Dec, 15 | - | - |
| 30 Sep, 15 | - | - |
| 30 Jun, 15 | - | - |
| 31 Mar, 15 | - | - |
| 31 Dec, 14 | - | - |
| 30 Sep, 14 | - | - |
| 30 Jun, 14 | - | - |
| 31 Mar, 14 | - | - |
| 31 Dec, 13 | - | - |
As of 31 Mar 23, SLR Investment is held by 31.86% institutional shareholders, representing a -1.90% negative growth compared to 31 Dec 22.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 23 | 34 | 13.33% |
| 31 Dec, 22 | 30 | -3.23% |
| 30 Sep, 22 | 31 | -46.55% |
| 30 Jun, 22 | 58 | 48.72% |
| 31 Mar, 22 | 39 | 21.88% |
| 31 Dec, 21 | 32 | -17.95% |
| 30 Sep, 21 | 39 | -11.36% |
| 30 Jun, 21 | 44 | 10.00% |
| 31 Mar, 21 | 40 | 11.11% |
| 31 Dec, 20 | 36 | 5.88% |
| 30 Sep, 20 | 34 | -12.82% |
| 30 Jun, 20 | 39 | 2.63% |
| 31 Mar, 20 | 38 | -22.45% |
| 31 Dec, 19 | 49 | 40.00% |
| 30 Sep, 19 | 35 | -12.50% |
| 30 Jun, 19 | 40 | 11.11% |
| 31 Mar, 19 | 36 | -2.70% |
| 31 Dec, 18 | 37 | 15.63% |
| 30 Sep, 18 | 32 | -8.57% |
| 30 Jun, 18 | 35 | -5.41% |
| 31 Mar, 18 | 37 | -7.50% |
| 31 Dec, 17 | 40 | -13.04% |
| 30 Sep, 17 | 46 | 43.75% |
| 30 Jun, 17 | 32 | -17.95% |
| 31 Mar, 17 | 39 | -15.22% |
| 31 Dec, 16 | 46 | 12.20% |
| 30 Sep, 16 | 41 | 13.89% |
| 30 Jun, 16 | 36 | 12.50% |
| 31 Mar, 16 | 32 | -11.11% |
| 31 Dec, 15 | 36 | -18.18% |
| 30 Sep, 15 | 44 | 29.41% |
| 30 Jun, 15 | 34 | - |
| 31 Mar, 15 | 34 | -15.00% |
| 31 Dec, 14 | 40 | 5.26% |
| 30 Sep, 14 | 38 | -13.64% |
| 30 Jun, 14 | 44 | -2.22% |
| 31 Mar, 14 | 45 | 4400.00% |
| 31 Dec, 13 | 1 | - |
34 institutional shareholders have increased their position in SLRC stock as of 31 Mar 23 compared to 30 in the previous quarter (a 13.33% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 23 | 27 | -35.71% |
| 31 Dec, 22 | 42 | 5.00% |
| 30 Sep, 22 | 40 | 60.00% |
| 30 Jun, 22 | 25 | -28.57% |
| 31 Mar, 22 | 35 | -10.26% |
| 31 Dec, 21 | 39 | 11.43% |
| 30 Sep, 21 | 35 | - |
| 30 Jun, 21 | 35 | -10.26% |
| 31 Mar, 21 | 39 | -7.14% |
| 31 Dec, 20 | 42 | 10.53% |
| 30 Sep, 20 | 38 | 26.67% |
| 30 Jun, 20 | 30 | -18.92% |
| 31 Mar, 20 | 37 | 23.33% |
| 31 Dec, 19 | 30 | -11.76% |
| 30 Sep, 19 | 34 | 17.24% |
| 30 Jun, 19 | 29 | - |
| 31 Mar, 19 | 29 | -9.38% |
| 31 Dec, 18 | 32 | -8.57% |
| 30 Sep, 18 | 35 | -2.78% |
| 30 Jun, 18 | 36 | -5.26% |
| 31 Mar, 18 | 38 | 5.56% |
| 31 Dec, 17 | 36 | 20.00% |
| 30 Sep, 17 | 30 | -18.92% |
| 30 Jun, 17 | 37 | 19.35% |
| 31 Mar, 17 | 31 | 14.81% |
| 31 Dec, 16 | 27 | -18.18% |
| 30 Sep, 16 | 33 | - |
| 30 Jun, 16 | 33 | -10.81% |
| 31 Mar, 16 | 37 | 12.12% |
| 31 Dec, 15 | 33 | 22.22% |
| 30 Sep, 15 | 27 | -25.00% |
| 30 Jun, 15 | 36 | 9.09% |
| 31 Mar, 15 | 33 | 10.00% |
| 31 Dec, 14 | 30 | -16.67% |
| 30 Sep, 14 | 36 | 44.00% |
| 30 Jun, 14 | 25 | -24.24% |
| 31 Mar, 14 | 33 | - |
| 31 Dec, 13 | - | - |
27 institutional shareholders have reduced their position in SLRC stock as of 31 Mar 23 compared to 42 in the previous quarter (a -35.71% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 23 | 92 | -14.02% | 16,467,419 | -7.44% | 31.86% | -1.90% | 34 | 13.33% | 27 | -35.71% |
| 31 Dec, 22 | 107 | -3.60% | 17,791,559 | -4.80% | 32.48% | -4.80% | 30 | -3.23% | 42 | 5.00% |
| 30 Sep, 22 | 111 | -0.89% | 18,687,644 | -5.46% | 34.12% | -27.06% | 31 | -46.55% | 40 | 60.00% |
| 30 Jun, 22 | 112 | 4.67% | 19,767,205 | 3.68% | 46.77% | 3.68% | 58 | 48.72% | 25 | -28.57% |
| 31 Mar, 22 | 107 | 0.94% | 19,065,887 | -4.04% | 45.11% | -4.04% | 39 | 21.88% | 35 | -10.26% |
| 31 Dec, 21 | 106 | 4.95% | 19,868,107 | -0.96% | 47.01% | -0.96% | 32 | -17.95% | 39 | 11.43% |
| 30 Sep, 21 | 101 | -5.61% | 20,060,992 | -3.33% | 47.47% | -3.33% | 39 | -11.36% | 35 | - |
| 30 Jun, 21 | 107 | -1.83% | 20,752,650 | -3.66% | 49.11% | -3.66% | 44 | 10.00% | 35 | -10.26% |
| 31 Mar, 21 | 109 | -4.39% | 21,540,737 | -5.53% | 50.97% | - | 40 | 11.11% | 39 | -7.14% |
| 31 Dec, 20 | 114 | 6.54% | 22,802,308 | -1.91% | - | - | 36 | 5.88% | 42 | 10.53% |
| 30 Sep, 20 | 107 | - | 23,246,124 | -1.16% | - | - | 34 | -12.82% | 38 | 26.67% |
| 30 Jun, 20 | 107 | -1.83% | 23,517,922 | -3.27% | - | - | 39 | 2.63% | 30 | -18.92% |
| 31 Mar, 20 | 109 | -6.03% | 24,313,260 | -2.27% | - | - | 38 | -22.45% | 37 | 23.33% |
| 31 Dec, 19 | 116 | 10.48% | 24,878,270 | 0.02% | - | - | 49 | 40.00% | 30 | -11.76% |
| 30 Sep, 19 | 105 | -0.94% | 24,872,054 | -0.74% | - | - | 35 | -12.50% | 34 | 17.24% |
| 30 Jun, 19 | 106 | - | 25,057,717 | -0.52% | - | - | 40 | 11.11% | 29 | - |
| 31 Mar, 19 | 106 | 3.92% | 25,189,172 | 2.70% | - | - | 36 | -2.70% | 29 | -9.38% |
| 31 Dec, 18 | 102 | -3.77% | 24,526,725 | -1.87% | - | - | 37 | 15.63% | 32 | -8.57% |
| 30 Sep, 18 | 106 | 0.95% | 24,993,121 | -0.53% | - | - | 32 | -8.57% | 35 | -2.78% |
| 30 Jun, 18 | 105 | 1.94% | 25,125,401 | -1.44% | - | - | 35 | -5.41% | 36 | -5.26% |
| 31 Mar, 18 | 103 | -5.50% | 25,491,296 | -2.93% | - | - | 37 | -7.50% | 38 | 5.56% |
| 31 Dec, 17 | 109 | 7.92% | 26,261,745 | -0.91% | - | - | 40 | -13.04% | 36 | 20.00% |
| 30 Sep, 17 | 101 | -4.72% | 26,503,460 | 0.96% | - | - | 46 | 43.75% | 30 | -18.92% |
| 30 Jun, 17 | 106 | 7.07% | 26,252,474 | 1.48% | - | - | 32 | -17.95% | 37 | 19.35% |
| 31 Mar, 17 | 99 | -1.98% | 25,869,699 | 4.74% | - | - | 39 | -15.22% | 31 | 14.81% |
| 31 Dec, 16 | 101 | -1.94% | 24,698,674 | 1.14% | - | - | 46 | 12.20% | 27 | -18.18% |
| 30 Sep, 16 | 103 | -4.63% | 24,419,914 | 0.79% | - | - | 41 | 13.89% | 33 | - |
| 30 Jun, 16 | 108 | 11.34% | 24,229,453 | 2.33% | - | - | 36 | 12.50% | 33 | -10.81% |
| 31 Mar, 16 | 97 | -6.73% | 23,678,711 | -1.46% | - | - | 32 | -11.11% | 37 | 12.12% |
| 31 Dec, 15 | 104 | 4.00% | 24,029,131 | -1.46% | - | - | 36 | -18.18% | 33 | 22.22% |
| 30 Sep, 15 | 100 | 1.01% | 24,384,007 | -3.04% | - | - | 44 | 29.41% | 27 | -25.00% |
| 30 Jun, 15 | 99 | -2.94% | 25,149,338 | -3.61% | - | - | 34 | - | 36 | 9.09% |
| 31 Mar, 15 | 102 | -7.27% | 26,091,584 | 1.54% | - | - | 34 | -15.00% | 33 | 10.00% |
| 31 Dec, 14 | 110 | - | 25,695,622 | 3.03% | - | - | 40 | 5.26% | 30 | -16.67% |
| 30 Sep, 14 | 110 | -9.09% | 24,939,632 | -3.22% | - | - | 38 | -13.64% | 36 | 44.00% |
| 30 Jun, 14 | 121 | - | 25,768,992 | -5.53% | - | - | 44 | -2.22% | 25 | -24.24% |
| 31 Mar, 14 | 121 | -0.82% | 27,277,436 | -1.59% | - | - | 45 | 4400.00% | 33 | - |
| 31 Dec, 13 | 122 | 3966.67% | 27,717,847 | 71282.56% | - | - | 1 | - | - | - |
SLR Investment Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of SLR Investment's stock was made by SPOHLER BRUCE J on Mar 15 2024, selling 202,577 shares at - per share (valued at -). The last insider buy of SLRC was made by GROSS MICHAEL S on Mar 08 2024, buying 22,636 shares at $15.74 per share (worth $356.29K).
SLR Investment Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 13 | 6 | 216.67% |
| Q3 2023 | 8 | 1 | 800.00% |
| Q2 2023 | 1 | 1 | 100.00% |
| Q1 2023 | 10 | 6 | 166.67% |
| Q4 2022 | 12 | 11 | 109.09% |
| Q2 2022 | 8 | 2 | 400.00% |
| Q4 2021 | - | 2 | - |
| Q1 2021 | 6 | 6 | 100.00% |
| Q1 2020 | 21 | 8 | 262.50% |
| Q4 2019 | 2 | 1 | 200.00% |
| Q1 2019 | 4 | 8 | 50.00% |
| Q4 2018 | 1 | - | - |
| Q3 2018 | 2 | 8 | 25.00% |
| Q1 2017 | 4 | 6 | 66.67% |
| Q2 2016 | 2 | - | - |
| Q1 2016 | 7 | 8 | 87.50% |
| Q4 2015 | 12 | - | - |
| Q2 2015 | 2 | - | - |
| Q1 2015 | 4 | 2 | 200.00% |
| Q4 2014 | 7 | 4 | 175.00% |
13 total buy trades, and 6 total sell trades (buy/sell ratio of 2.17%) were made by SLR Investment's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 10 | - | - |
| Q3 2023 | 8 | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | 8 | - | - |
| Q4 2022 | 10 | 3 | 333.33% |
| Q2 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q1 2021 | 4 | - | - |
| Q1 2020 | 19 | - | - |
| Q4 2019 | 2 | 1 | 200.00% |
| Q1 2019 | 2 | - | - |
| Q4 2018 | 1 | - | - |
| Q3 2018 | - | - | - |
| Q1 2017 | 2 | - | - |
| Q2 2016 | 2 | - | - |
| Q1 2016 | 5 | - | - |
| Q4 2015 | 12 | - | - |
| Q2 2015 | 2 | - | - |
| Q1 2015 | 4 | - | - |
| Q4 2014 | 7 | - | - |
As of Q1 2024, Insider owners conducted 10 open market buy trades and 0 open market sell trades of SLR Investment's stocks.
SLR Investment Peer Ownership
| Ticker | Company |
|---|---|
| PFLT | PennantPark Floating Rate Capital Ltd. |
| TRIN | Trinity Capital Inc. |
| GLAD | Gladstone Capital Corporation |
| SCM | Stellus Capital Investment Corporation |
| NMFC | New Mountain Finance Corporation |
| FDUS | Fidus Investment Corporation |
| PSEC | Prospect Capital Corporation |
| GAIN | Gladstone Investment Corporation |
| TSLX | Sixth Street Specialty Lending, Inc. |
| GBDC | Golub Capital BDC, Inc. |
| BKCC | BlackRock Capital Investment Corporation |
| WHF | WhiteHorse Finance, Inc. |
| CGBD | Carlyle Secured Lending, Inc. |
| HTGC | Hercules Capital, Inc. |
| HRZN | Horizon Technology Finance Corporation |
| TCPC | BlackRock TCP Capital Corp. |
| MRCC | Monroe Capital Corporation |
SLRC Ownership FAQ
Who Owns SLR Investment?
SLR Investment is owned by institutional shareholders (31.86%), insiders (2.72%), and public (65.41%). The largest institutional shareholder of SLR Investment is THORNBURG INVESTMENT MANAGEMENT INC (8.39% of total shares) and the top mutual fund owner is FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND (3.79% of total shares).
Who are the major institutional shareholders of SLR Investment?
SLR Investment's major institutional shareholders are THORNBURG INVESTMENT MANAGEMENT INC, JPMORGAN CHASE & CO, ARISTOTLE CAPITAL BOSTON, LLC, ARES MANAGEMENT LLC, and INVESCO LTD.. The top five shareholders own together 20.09% of the company's share outstanding.
How many SLR Investment shareholders are there?
As of Mar 2023, there are 92 institutional shareholders of SLR Investment.
What percentage of SLR Investment is owned by THORNBURG INVESTMENT MANAGEMENT INC?
THORNBURG INVESTMENT MANAGEMENT INC owns 4.34M shares of SLR Investment, representing 8.39% of the company's total shares outstanding, valued at $65.25M (as of Mar 2023).
What percentage of SLR Investment is owned by JPMORGAN CHASE & CO?
As of Mar 2023, JPMORGAN CHASE & CO holds 2.31M shares of SLR Investment (SLRC), compromising 4.46% of the company, valued at $34.69B.
What percentage of SLR Investment is owned by ARISTOTLE CAPITAL BOSTON, LLC?
ARISTOTLE CAPITAL BOSTON, LLC is the third largest holder of SLR Investment. The company owns 1.6M of the company's shares outstanding (worth $24.01B).