PDCC
Pearl Diver Credit Company Inc.
1W: -3.7%
1M: -3.9%
3M: -14.9%
YTD: -38.8%
1Y: -47.4%
$8.38
-0.14 (-1.65%)
Weekly Expected Move ±3.3%
$8
$8
$8
$9
$9
Institutional Ownership — PDCC
10
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
0
New Positions
4
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | University of Wisconsin Foundation | 1,459,021 | 12M | — | +0.0% | 8Q | SEC ↗ |
| 2 | Jefferies Financial Group Inc. | 249,796 | 2M | — | +0.0% | 8Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 249,368 | 2M | — | +0.0% | 8Q | SEC ↗ |
| 4 | PRUDENTIAL FINANCIAL INC | 161,386 | 1M | — | +0.0% | 8Q | SEC ↗ |
| 5 | KINGSWOOD WEALTH ADVISORS, LLC | 84,215 | 706K | -750 | -0.9% | 8Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 4,108 | 34K | +858 | +26.4% | 7Q | SEC ↗ |
| 7 | MORGAN STANLEY | 1,000 | 8K | — | +0.0% | 4Q | SEC ↗ |
| 8 | N.E.W. Advisory Services LLC | 710 | 6K | +200 | +39.2% | 4Q | SEC ↗ |
| 9 | UBS Group AG | 474 | 4K | +239 | +101.7% | 8Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 2 | 0K | +1 | +100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +858 | +26.4% | 4,108 |
| UBS Group AG | +239 | +101.7% | 474 |
| N.E.W. Advisory Services LLC | +200 | +39.2% | 710 |
| WELLS FARGO & COMPANY/MN | +1 | +100.0% | 2 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | -750 | -0.9% | 84,215 |