Laidlaw Wealth Management LLC Goldman Sachs Bdc, Inc. Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$18.49 - $19.51 $349,183 - $368,446	-18,885 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$18.35 - $19.88 $14,918 - $16,162	813 Added 4.5%	18,885 $347,000
Q2 2021 Aug 13, 2021	BUY	$18.9 - $20.52 $10,546 - $11,450	558 Added 3.19%	18,072 $354,000
Q1 2021 May 17, 2021	BUY	$17.54 - $20.26 $4,332 - $5,004	247 Added 1.43%	17,514 $339,000
Q4 2020 Feb 16, 2021	SELL	$14.95 - $19.57 $16,863 - $22,074	-1,128 Reduced 6.13%	17,267 $330,000
Q3 2020 Nov 16, 2020	SELL	$14.99 - $16.35 $19,951 - $21,761	-1,331 Reduced 6.75%	18,395 $277,000
Q2 2020 Aug 19, 2020	SELL	$11.4 - $18.09 $3.42 Million - $5.43 Million	-300,434 Reduced 93.84%	19,726 $320,000
Q2 2020 Aug 13, 2020	BUY	$11.4 - $18.09 $3.46 Million - $5.5 Million	303,812 Added 1858.4%	320,160 $20,000
Q1 2020 May 15, 2020	SELL	$8.38 - $22.45 $14,681 - $39,332	-1,752 Reduced 9.68%	16,348 $202,000
Q4 2019 Feb 14, 2020	BUY	$19.25 - $22.3 $348,425 - $403,630	18,100 New	18,100 $385,000

Others Institutions Holding GSBD

# of Institutions

224

Shares Held

34.1M

Call Options Held

56.5K

Put Options Held

7.7K

Goldman Sachs Group Inc New York, NY

6.51M
Shares

$83.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

3.99M
Shares

$51.4 Million
0.0% of portfolio
Van Eck Associates Corp

2.71M
Shares

$34.9 Million
0.05% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.06M
Shares

$13.7 Million
0.02% of portfolio
Invesco Ltd. Atlanta, GA

979K
Shares

$12.6 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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