Legacy Wealth Planning, LLC Prospect Capital Corp Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 06, 2021	SELL	$5.51 - $7.98 $56,202 - $81,396	-10,200 Closed	0 $0
Q2 2020 Aug 17, 2020	BUY	$3.78 - $5.74 $38,393 - $58,301	10,157 Added 23620.93%	10,200 $52,000
Q1 2020 May 18, 2020	SELL	$4.04 - $6.61 $41,034 - $67,137	-10,157 Reduced 99.58%	43 $43,000
Q1 2020 May 18, 2020	SELL	$4.04 - $6.61 $18,180 - $29,745	-4,500 Reduced 30.61%	10,200 $43,000
Q4 2019 Feb 12, 2020	BUY	$6.37 - $6.7 $93,639 - $98,490	14,700 New	14,700 $95,000

Others Institutions Holding PSEC

# of Institutions

258

Shares Held

81.3M

Call Options Held

445K

Put Options Held

2.05M

Kingstone Capital Partners Texas, LLC Frisco, TX

23.8M
Shares

$66.6 Million
0.03% of portfolio
Van Eck Associates Corp

8.66M
Shares

$24.2 Million
0.05% of portfolio
David A. Siegel Two Sigma Advisers, LP | New York, Ny

5.93M
Shares

$16.6 Million
0.06% of portfolio
Two Sigma Investments, LP New York, NY

3.46M
Shares

$9.69 Million
0.03% of portfolio
Balyasny Asset Management LLC Chicago, IL

3.26M
Shares

$9.12 Million
0.02% of portfolio

About PROSPECT CAPITAL CORP

Ticker PSEC
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Prospect Capital Corporation is a business development company. It specializes in middle market, mature, mezzanine finance, later stage, emerging growth, leveraged buyouts, refinancing, acquisitions, recapitalizations, turnaround, growth capital, development, capital expenditures and subordinated debt tranches of collateralized loan obligations,...

More about PSEC

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