LIEN Smart Money
Chicago Atlantic BDC, Inc.
1W: +0.0%
1M: -4.9%
3M: -2.7%
YTD: -12.1%
1Y: -11.9%
3Y: +28.2%
$9.10
-0.02 (-0.22%)
Weekly Expected Move ±3.8%
$8
$9
$9
$9
$10
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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🏦 Institutional Activity
Latest: Q2 202656
Institutions Holding
+9 vs prior
16.7%
Ownership
-0.14%
14
New
15
Increased
14
Reduced
8
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-08-31 | Colonna Bernardino | officer: president | P-Purchase | 750 | $10.25 | $8K | Filing |
| 2026-08-31 | Gordon Scott | officer: co-chief investment officer | P-Purchase | 134 | $10.22 | $1K | Filing |
| 2026-08-28 | Colonna Bernardino | officer: president | P-Purchase | 250 | $10.18 | $3K | Filing |
| 2026-08-27 | Colonna Bernardino | officer: president | P-Purchase | 600 | $10.18 | $6K | Filing |
| 2026-08-27 | Gordon Scott | officer: co-chief investment officer | P-Purchase | 5,000 | $10.19 | $51K | Filing |
| 2026-08-26 | Colonna Bernardino | officer: president | P-Purchase | 600 | $10.16 | $6K | Filing |
| 2026-08-26 | Gordon Scott | officer: co-chief investment officer | P-Purchase | 2,483 | $10.15 | $25K | Filing |
| 2026-08-25 | Colonna Bernardino | officer: president | P-Purchase | 400 | $10.18 | $4K | Filing |
| 2026-08-25 | Gordon Scott | officer: co-chief investment officer | P-Purchase | 250 | $10.12 | $3K | Filing |
| 2026-08-24 | Gordon Scott | officer: co-chief investment officer | P-Purchase | 1,520 | $10.11 | $15K | Filing |
| 2026-08-21 | Gordon Scott | officer: co-chief investment officer | P-Purchase | 195 | $9.95 | $2K | Filing |
| 2026-08-20 | Gordon Scott | officer: co-chief investment officer | P-Purchase | 7,500 | $9.70 | $73K | Filing |
| 2026-08-19 | Gordon Scott | officer: co-chief investment officer | P-Purchase | 8,200 | $9.57 | $78K | Filing |
| 2026-08-18 | Gordon Scott | officer: co-chief investment officer | P-Purchase | 17,584 | $9.54 | $168K | Filing |
| 2026-08-17 | Mazarakis John | 10% owner | P-Purchase | 60,000 | $9.44 | $566K | Filing |
| 2026-08-17 | Gordon Scott | officer: co-chief investment officer | P-Purchase | 18,300 | $9.54 | $175K | Filing |
| 2026-08-17 | Mahajan Umesh | officer: secretary; co-cio | P-Purchase | 4,000 | $9.60 | $38K | Filing |
| 2026-08-17 | Fazio Gianni James Lezziere | officer: chief accounting officer | P-Purchase | 200 | $9.55 | $2K | Filing |
| 2025-09-19 | Sack Peter | officer: chief executive officer | P-Purchase | 450 | $11.23 | $5K | Filing |
| 2025-07-17 | Sack Peter | officer: chief executive officer | P-Purchase | 1,000 | $10.47 | $10K | Filing |
| 2025-06-06 | Mahajan Umesh | officer: secretary; co-cio | P-Purchase | 1,000 | $10.30 | $10K | Filing |
| 2025-06-05 | Mahajan Umesh | officer: secretary; co-cio | P-Purchase | 900 | $10.25 | $9K | Filing |
| 2025-06-05 | Mahajan Umesh | officer: secretary; co-cio | P-Purchase | 212 | $10.17 | $2K | Filing |
| 2025-05-29 | Colonna Bernardino | officer: president | P-Purchase | 1,000 | $10.21 | $10K | Filing |
| 2025-05-28 | Sack Peter | officer: chief executive officer | P-Purchase | 500 | $10.29 | $5K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| INTREPID CAPITAL MANAGEMENT INC | 756,185 | $7M | — | 2026-06-30 | Filing |
| Sowell Financial Services LLC | 511,387 | $5M | +17,950 | 2026-06-30 | Filing |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 189,596 | $2M | +7,466 | 2026-06-30 | Filing |
| Corient Private Wealth LP | 188,863 | $2M | -191,885 | 2026-06-30 | Filing |
| CDC Financial, Inc. | 177,391 | $2M | +17,773 | 2026-06-30 | Filing |
| CONDOR CAPITAL MANAGEMENT | 163,673 | $2M | +2,214 | 2026-06-30 | Filing |
| LVM CAPITAL MANAGEMENT LTD/MI | 161,326 | $2M | — | 2026-06-30 | Filing |
| HighTower Advisors, LLC | 155,924 | $2M | -17,700 | 2026-06-30 | Filing |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 145,336 | $1M | +145,336 | 2026-06-30 | Filing |
| Black Maple Capital Management LP | 130,920 | $1M | — | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 96,131 | $939K | +96,131 | 2026-06-30 | Filing |
| CITADEL ADVISORS LLC | 88,149 | $861K | +27,687 | 2026-06-30 | Filing |
| BlackRock, Inc. | 74,480 | $728K | +3,085 | 2026-06-30 | Filing |
| Clayton Partners LLC | 58,666 | $573K | +58,666 | 2026-06-30 | Filing |
| RITHOLTZ WEALTH MANAGEMENT | 54,347 | $531K | +19,650 | 2026-06-30 | Filing |
| Apollon Wealth Management, LLC | 48,809 | $477K | -7,000 | 2026-06-30 | Filing |
| Venturi Wealth Management, LLC | 40,171 | $392K | — | 2026-06-30 | Filing |
| FIRETHORN WEALTH PARTNERS, LLC | 38,654 | $378K | +2,980 | 2026-06-30 | Filing |
| Gladstone Institutional Advisory LLC | 38,600 | $377K | — | 2026-06-30 | Filing |
| Sage Mountain Advisors LLC | 30,797 | $301K | -184,779 | 2026-06-30 | Filing |