Heritage Wealth Advisors Goldman Sachs Bdc, Inc. Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 03, 2020	SELL	$14.99 - $16.35 $17,838 - $19,456	-1,190 Closed	0 $0
Q2 2020 Jul 17, 2020	BUY	$11.4 - $18.09 $11,878 - $18,849	1,042 Added 704.05%	1,190 $19,000
Q2 2020 Jul 17, 2020	SELL	$11.4 - $18.09 $11,878 - $18,849	-1,042 Reduced 87.56%	148 $19,000
Q1 2019 May 06, 2019	BUY	$18.75 - $21.23 $22,312 - $25,263	1,190 New	1,190 $0

Others Institutions Holding GSBD

# of Institutions

227

Shares Held

33.5M

Call Options Held

115K

Put Options Held

1.5K

Goldman Sachs Group Inc New York, NY

6.51M
Shares

$101 Million
0.02% of portfolio
Morgan Stanley New York, NY

4.1M
Shares

$63.3 Million
0.0% of portfolio
Van Eck Associates Corp

2.04M
Shares

$31.5 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.14M
Shares

$17.6 Million
0.03% of portfolio
Legal & General Group PLC London, X0

874K
Shares

$13.5 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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