SPMC Institutional Ownership
Sound Point Meridian Capital Inc
1W: -7.8%
1M: -31.4%
3M: -43.4%
YTD: -56.7%
1Y: -64.4%
$5.71
+0.13 (+2.33%)
Weekly Expected Move ±5.6%
$5
$5
$6
$6
$6
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 Ownership — SPMC
17
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$120M
Total Invested
6
New Positions
3
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KIM, LLC | 10,790,928 | $62M | — | +0.0% | 5Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 500,000 | $3M | — | +0.0% | 9Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 474,329 | $3M | -763 | -0.2% | 8Q | SEC ↗ |
| 4 | Everest Private Wealth | 100,437 | $573K | +3,618 | +3.7% | 5Q | SEC ↗ |
| 5 | Allied Private Wealth LLC NEW | 94,982 | $542K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Virtus Investment Advisers, LLC | 52,537 | $300K | -14,605 | -21.8% | 4Q | SEC ↗ |
| 7 | Advisory Solutions Group, LLC NEW | 31,935 | $182K | — | +0.0% | 1Q | SEC ↗ |
| 8 | OPPENHEIMER & CO INC | 21,700 | $124K | +8,000 | +58.4% | 8Q | SEC ↗ |
| 9 | Cerity Partners LLC | 15,243 | $87K | -5,027 | -24.8% | 2Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC NEW | 12,484 | $71K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Prosperity Financial Group, Inc. NEW | 10,199 | $58K | — | +0.0% | 1Q | SEC ↗ |
| 12 | UBS Group AG | 9,059 | $52K | +4,739 | +109.7% | 5Q | SEC ↗ |
| 13 | MORGAN STANLEY | 5,127 | $29K | -2,887 | -36.0% | 8Q | SEC ↗ |
| 14 | Strategic Wealth Partners, Ltd. NEW | 3,500 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. NEW | 111 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 16 | MARSHALL WACE, LLP | 0 | $0K | -26,897 | -100.0% | 5Q | SEC ↗ |
| 17 | Black Swift Group, LLC | 0 | $0K | -22,500 | -100.0% | 7Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC | 0 | $0K | -28,227 | -100.0% | 2Q | SEC ↗ |
| 19 | Thomas J. Herzfeld Advisors, Inc. | 0 | $0K | -13,720 | -100.0% | 1Q | SEC ↗ |
| 20 | BNP PARIBAS FINANCIAL MARKETS | 0 | $0K | -200 | -100.0% | 2Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. | 0 | $0K | -252 | -100.0% | 1Q | SEC ↗ |
| 22 | JANE STREET GROUP, LLC | 0 | $0K | -16,044 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Allied Private Wealth LLC | 94,982 | $542K |
| Advisory Solutions Group, LLC | 31,935 | $182K |
| RAYMOND JAMES FINANCIAL INC | 12,484 | $71K |
| Prosperity Financial Group, Inc. | 10,199 | $58K |
| Strategic Wealth Partners, Ltd. | 3,500 | $20K |
| OSAIC HOLDINGS, INC. | 111 | $1K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 28,227 | $161K |
| MARSHALL WACE, LLP | 26,897 | $154K |
| Black Swift Group, LLC | 22,500 | $128K |
| JANE STREET GROUP, LLC | 16,044 | $92K |
| Thomas J. Herzfeld Advisors, Inc. | 13,720 | $78K |
| HARBOUR INVESTMENTS, INC. | 252 | $1K |
| BNP PARIBAS FINANCIAL MARKETS | 200 | $1K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OPPENHEIMER & CO INC | +8,000 | +58.4% | 21,700 |
| UBS Group AG | +4,739 | +109.7% | 9,059 |
| Everest Private Wealth | +3,618 | +3.7% | 100,437 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Virtus Investment Advisers, LLC | -14,605 | -21.8% | 52,537 |
| Cerity Partners LLC | -5,027 | -24.8% | 15,243 |
| MORGAN STANLEY | -2,887 | -36.0% | 5,127 |
| GOLDMAN SACHS GROUP INC | -763 | -0.2% | 474,329 |