Sheets Smith Wealth Management Goldman Sachs Bdc, Inc. Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 26, 2023	BUY	$13.55 - $16.4 $136,855 - $165,640	10,100 New	10,100 $137,000
Q4 2022 Mar 08, 2023	SELL	$13.72 - $16.22 $22,061 - $26,081	-1,608 Reduced 13.73%	10,100 $138,000
Q1 2022 May 02, 2022	BUY	$19.06 - $20.59 $1,963 - $2,120	103 Added 0.89%	11,708 $230,000
Q4 2021 Jan 20, 2022	BUY	$18.49 - $19.51 $1,941 - $2,048	105 Added 0.91%	11,605 $222,000
Q3 2021 Oct 15, 2021	BUY	$18.35 - $19.88 $211,025 - $228,620	11,500 New	11,500 $211,000

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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