GSBD Institutional Ownership
Goldman Sachs BDC, Inc.
1W: -1.6%
1M: -8.7%
3M: -1.2%
YTD: -2.3%
1Y: -8.8%
3Y: -15.1%
5Y: -16.8%
$9.07
-0.10 (-1.09%)
Weekly Expected Move ±2.8%
$9
$9
$9
$9
$10
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Institutional Ownership — GSBD
238
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
$495M
Total Invested
41
New Positions
63
Increased
86
Reduced
29
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (278 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 6,535,509 | $$59M | — | +0.0% | 15Q | SEC ↗ |
| 2 | PRIVATE MANAGEMENT GROUP INC | 5,178,638 | $$47M | +175,284 | +3.5% | 2Q | SEC ↗ |
| 3 | MORGAN STANLEY | 4,713,836 | $$43M | +1,083,863 | +29.9% | 46Q | SEC ↗ |
| 4 | Generali Asset Management SPA SGR | 3,294,022 | $$30M | — | +0.0% | 7Q | SEC ↗ |
| 5 | ARES MANAGEMENT LLC | 3,147,251 | $$29M | +976,078 | +45.0% | 6Q | SEC ↗ |
| 6 | VAN ECK ASSOCIATES CORP | 2,676,020 | $$24M | +607,997 | +29.4% | 15Q | SEC ↗ |
| 7 | UBS Group AG | 2,577,113 | $$23M | +49,217 | +1.9% | 45Q | SEC ↗ |
| 8 | Lunate Capital Ltd NEW | 2,192,392 | $$20M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Invesco Ltd. | 1,689,253 | $$15M | +42,317 | +2.6% | 45Q | SEC ↗ |
| 10 | Lalia Capital, LLC NEW | 1,193,406 | $$11M | — | +0.0% | 1Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 1,147,167 | $$10M | +149,597 | +15.0% | 15Q | SEC ↗ |
| 12 | Legal & General Group Plc | 939,770 | $$9M | +57,072 | +6.5% | 27Q | SEC ↗ |
| 13 | Muzinich & Co., Inc. | 853,942 | $$8M | +52,409 | +6.5% | 46Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 706,549 | $$6M | +12,742 | +1.8% | 7Q | SEC ↗ |
| 15 | Sumitomo Mitsui Trust Group, Inc. | 701,783 | $$6M | +5,000 | +0.7% | 26Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 696,308 | $$6M | +610,891 | +715.2% | 12Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC NEW | 624,970 | $$6M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Columbus Macro, LLC NEW | 619,851 | $$6M | — | +0.0% | 1Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 561,573 | $$5M | +311,348 | +124.4% | 26Q | SEC ↗ |
| 20 | AMERICAN FINANCIAL GROUP INC | 506,562 | $$5M | — | +0.0% | 3Q | SEC ↗ |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 497,443 | $$5M | +227,469 | +84.3% | 2Q | SEC ↗ |
| 22 | BlackRock, Inc. | 432,573 | $$4M | -10,298 | -2.3% | 8Q | SEC ↗ |
| 23 | TRANSCEND CAPITAL ADVISORS, LLC | 356,959 | $$3M | -36,209 | -9.2% | 6Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC NEW | 356,070 | $$3M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Janney Montgomery Scott LLC | 328,196 | $$3M | +311,196 | +1830.6% | 4Q | SEC ↗ |
| 26 | GraniteShares Advisors LLC | 290,788 | $$3M | +38,931 | +15.5% | 19Q | SEC ↗ |
| 27 | Hennion & Walsh Asset Management, Inc. | 290,170 | $$3M | -18,982 | -6.1% | 22Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 278,702 | $$3M | +39,405 | +16.5% | 44Q | SEC ↗ |
| 29 | WELLS FARGO & COMPANY/MN | 270,627 | $$2M | +33,282 | +14.0% | 46Q | SEC ↗ |
| 30 | Naviter Wealth, LLC | 253,413 | $$2M | +69,978 | +38.1% | 10Q | SEC ↗ |
| 31 | Callodine Capital Management, LP NEW | 250,000 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 235,692 | $$2M | -84,968 | -26.5% | 2Q | SEC ↗ |
| 33 | Adams Asset Advisors, LLC | 227,546 | $$2M | -147,063 | -39.3% | 15Q | SEC ↗ |
| 34 | Privium Fund Management (UK) Ltd NEW | 216,000 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 35 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 202,760 | $$2M | +11,116 | +5.8% | 3Q | SEC ↗ |
| 36 | Significant Wealth Partners LLC | 197,283 | $$2M | +3,190 | +1.6% | 2Q | SEC ↗ |
| 37 | AMERIPRISE FINANCIAL INC | 173,144 | $$2M | +10,514 | +6.5% | 16Q | SEC ↗ |
| 38 | PENSION & WEALTH MANAGEMENT ADVISORS, | 171,030 | $$2M | -90,693 | -34.7% | 7Q | SEC ↗ |
| 39 | Lido Advisors, LLC | 164,679 | $$1M | -39,405 | -19.3% | 22Q | SEC ↗ |
| 40 | STATE STREET CORP | 164,155 | $$1M | +24,853 | +17.8% | 6Q | SEC ↗ |
| 41 | Quadrant Private Wealth Management, LL | 160,233 | $$1M | -250 | -0.2% | 15Q | SEC ↗ |
| 42 | LPL Financial LLC | 151,254 | $$1M | -64,939 | -30.0% | 26Q | SEC ↗ |
| 43 | Stiles Financial Services Inc | 147,845 | $$1M | -2,884 | -1.9% | 7Q | SEC ↗ |
| 44 | Thrivent Financial for Lutherans | 147,564 | $$1M | +8,914 | +6.4% | 3Q | SEC ↗ |
| 45 | CANADA LIFE ASSURANCE Co | 145,449 | $$1M | +21,018 | +16.9% | 27Q | SEC ↗ |
| 46 | SAXON INTERESTS, INC. | 142,135 | $$1M | +19,223 | +15.6% | 3Q | SEC ↗ |
| 47 | LOOMIS SAYLES & CO L P | 140,000 | $$1M | — | +0.0% | 6Q | SEC ↗ |
| 48 | NORDEN GROUP LLC | 134,698 | $$1M | +42,506 | +46.1% | 12Q | SEC ↗ |
| 49 | J.W. COLE ADVISORS, INC. | 120,656 | $$1M | -213 | -0.2% | 8Q | SEC ↗ |
| 50 | Ethos Financial Group, LLC | 120,283 | $$1M | +5,489 | +4.8% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Lunate Capital Ltd | 2,192,392 | $$20M |
| Lalia Capital, LLC | 1,193,406 | $$11M |
| ENVESTNET ASSET MANAGEMENT INC | 624,970 | $$6M |
| Columbus Macro, LLC | 619,851 | $$6M |
| CITADEL ADVISORS LLC | 356,070 | $$3M |
| Callodine Capital Management, LP | 250,000 | $$2M |
| Privium Fund Management (UK) Ltd | 216,000 | $$2M |
| Global Wealth Management Investment | 112,297 | $$1M |
| XTX Topco Ltd | 88,320 | $$801K |
| FreeGulliver LLC | 72,662 | $$659K |
| BLAIR WILLIAM & CO/IL | 64,280 | $$583K |
| All Terrain Financial Advisors, LLC | 63,494 | $$576K |
| CIDEL ASSET MANAGEMENT INC | 60,200 | $$546K |
| COMPASS FINANCIAL MANAGEMENT LLC | 58,285 | $$529K |
| Crestwood Advisors Group, LLC | 32,975 | $$299K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 32,380 | $$294K |
| XML Financial, LLC | 24,600 | $$223K |
| Foundations Investment Advisors, LL | 20,531 | $$186K |
| Walser Wealth Management Company, A | 20,144 | $$183K |
| Cornerstone Select Advisors, LLC | 17,050 | $$155K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ICON ADVISERS INC/CO | 336,000 | $$3M |
| Qube Research & Technologies Ltd | 322,324 | $$3M |
| First National Trust Co | 311,196 | $$3M |
| Trexquant Investment LP | 182,895 | $$2M |
| JANE STREET GROUP, LLC | 108,810 | $$987K |
| VARCOV Co. | 104,714 | $$950K |
| TrueMark Investments, LLC | 97,151 | $$881K |
| Maia Wealth LLC | 95,500 | $$866K |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 85,826 | $$778K |
| One William Street Capital Manageme | 80,000 | $$726K |
| CONFLUENCE INVESTMENT MANAGEMENT LL | 75,821 | $$688K |
| OXFORD ASSET MANAGEMENT LLP | 61,297 | $$556K |
| MARSHALL WACE, LLP | 59,580 | $$540K |
| Y-Intercept (Hong Kong) Ltd | 52,620 | $$477K |
| Arcus Capital Partners, LLC | 49,422 | $$448K |
| Quadrature Capital Ltd | 47,155 | $$428K |
| Financial Alternatives, Inc | 46,982 | $$426K |
| ExodusPoint Capital Management, LP | 45,508 | $$413K |
| SAGE RHINO CAPITAL LLC | 43,485 | $$394K |
| BALDWIN WEALTH PARTNERS LLC/MA | 40,954 | $$371K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +1,083,863 | +29.9% | 4,713,836 |
| ARES MANAGEMENT LLC | +976,078 | +45.0% | 3,147,251 |
| Cetera Investment Advisers | +610,891 | +715.2% | 696,308 |
| VAN ECK ASSOCIATES CORP | +607,997 | +29.4% | 2,676,020 |
| OSAIC HOLDINGS, INC. | +311,348 | +124.4% | 561,573 |
| Janney Montgomery Scott LLC | +311,196 | +1830.6% | 328,196 |
| VICTORY CAPITAL MANAGEMENT INC | +227,469 | +84.3% | 497,443 |
| PRIVATE MANAGEMENT GROUP INC | +175,284 | +3.5% | 5,178,638 |
| BANK OF AMERICA CORP /DE | +149,597 | +15.0% | 1,147,167 |
| Naviter Wealth, LLC | +69,978 | +38.1% | 253,413 |
| Arax Advisory Partners | +68,758 | +687.6% | 78,758 |
| Legal & General Group Plc | +57,072 | +6.5% | 939,770 |
| Muzinich & Co., Inc. | +52,409 | +6.5% | 853,942 |
| UBS Group AG | +49,217 | +1.9% | 2,577,113 |
| NORDEN GROUP LLC | +42,506 | +46.1% | 134,698 |
| Invesco Ltd. | +42,317 | +2.6% | 1,689,253 |
| ROYAL BANK OF CANADA | +39,405 | +16.5% | 278,702 |
| GraniteShares Advisors LLC | +38,931 | +15.5% | 290,788 |
| HB Wealth Management, LLC | +36,850 | +61.4% | 96,865 |
| SHIKIAR ASSET MANAGEMENT INC | +33,950 | +49.2% | 102,900 |