Beam Wealth Advisors, Inc. Goldman Sachs Bdc, Inc. Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$14.56 - $15.57 $6,202 - $6,632	426 Added 2.93%	14,950 $223,000
Q4 2023 Jan 30, 2024	SELL	$13.46 - $15.44 $5,653 - $6,484	-420 Reduced 2.81%	14,524 $212,000
Q3 2023 Oct 26, 2023	BUY	$13.64 - $15.13 $6,097 - $6,763	447 Added 3.08%	14,944 $217,000
Q2 2023 Jul 26, 2023	BUY	$12.79 - $14.33 $5,793 - $6,491	453 Added 3.23%	14,497 $200,000
Q1 2023 Apr 26, 2023	BUY	$13.55 - $16.4 $5,311 - $6,428	392 Added 2.87%	14,044 $191,000
Q4 2022 Jan 20, 2023	SELL	$13.72 - $16.22 $9,082 - $10,737	-662 Reduced 4.62%	13,652 $0
Q3 2022 Oct 20, 2022	BUY	$14.45 - $18.05 $5,187 - $6,479	359 Added 2.57%	14,314 $207,000
Q2 2022 Aug 01, 2022	SELL	$16.53 - $20.33 $7,091 - $8,721	-429 Reduced 2.98%	13,955 $234,000
Q1 2022 Apr 26, 2022	BUY	$19.06 - $20.59 $274,159 - $296,166	14,384 New	14,384 $282,000

Others Institutions Holding GSBD

# of Institutions

233

Shares Held

33.9M

Call Options Held

56.5K

Put Options Held

7.7K

Goldman Sachs Group Inc New York, NY

6.51M
Shares

$82.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.99M
Shares

$50.3 Million
0.0% of portfolio
Van Eck Associates Corp

2.73M
Shares

$34.5 Million
0.04% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.06M
Shares

$13.4 Million
0.02% of portfolio
Invesco Ltd. Atlanta, GA

979K
Shares

$12.3 Million
0.0% of portfolio

About Goldman Sachs BDC, Inc.

Ticker GSBD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Goldman Sachs BDC, Inc. is a business development company specializing in middle market and mezzanine investment in private companies. It seeks to make capital appreciation through direct originations of secured debt, senior secured debt, junior secured debt, including first lien, first lien/last-out unitranche and second lien debt, unsecured de...

More about GSBD

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