Bdo Wealth Advisors, LLC Gladstone Capital Corp Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 14, 2021	SELL	$8.71 - $10.35 $27,872 - $33,120	-3,200 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$4.74 - $8.18 $3,152 - $5,439	-665 Reduced 17.21%	3,200 $23,000
Q2 2019 Aug 09, 2019	BUY	$9.0 - $9.5 $34,785 - $36,717	3,865 New	3,865 $36,000

Others Institutions Holding GLAD

# of Institutions

77

Shares Held

3.5M

Call Options Held

35.8K

Put Options Held

82.6K

Legal & General Group PLC London, X0

355K
Shares

$8.26 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

353K
Shares

$8.22 Million
0.0% of portfolio
David A. Siegel Two Sigma Advisers, LP | New York, Ny

314K
Shares

$7.3 Million
0.01% of portfolio
Advisors Asset Management, Inc. Monument, CO

268K
Shares

$6.24 Million
0.06% of portfolio
Two Sigma Investments, LP New York, NY

264K
Shares

$6.15 Million
0.01% of portfolio

About GLADSTONE CAPITAL CORP

Ticker GLAD
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Description
Gladstone Capital Corporation is a business development company specializing in lower middle market, growth capital, add on acquisitions, change of control, buy & build strategies, debt refinancing, debt investments in senior term loans, revolving loans, secured first and second lien term loans, senior subordinated loans, unitranche loans, j...

More about GLAD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.