Visionary Wealth Advisors Suro Capital Corp. Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	SELL	$3.19 - $3.93 $7,764 - $9,565	-2,434 Reduced 15.94%	12,834 $40,000
Q1 2023 May 15, 2023	BUY	$2.93 - $4.64 $5,274 - $8,352	1,800 Added 13.37%	15,268 $55,000
Q4 2022 Feb 13, 2023	SELL	$3.67 - $4.38 $1,835 - $2,190	-500 Reduced 3.58%	13,468 $51,000
Q3 2022 Nov 14, 2022	SELL	$3.87 - $24.8 $4,001 - $25,643	-1,034 Reduced 6.89%	13,968 $54,000
Q2 2022 Aug 12, 2022	BUY	$6.33 - $8.94 $2,202 - $3,111	348 Added 2.37%	15,002 $96,000
Q1 2022 May 12, 2022	BUY	$8.27 - $13.36 $34,022 - $54,963	4,114 Added 39.03%	14,654 $126,000
Q4 2021 Feb 14, 2022	BUY	$11.41 - $15.6 $120,261 - $164,424	10,540 New	10,540 $136,000

Others Institutions Holding SSSS

# of Institutions

50

Shares Held

4.47M

Call Options Held

10.6K

Put Options Held

57.6K

Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL

1.09M
Shares

$5.34 Million
1.46% of portfolio
Gabelli Funds LLC Rye, NY

953K
Shares

$4.68 Million
0.03% of portfolio
Needham Investment Management LLC New York, NY

382K
Shares

$1.87 Million
0.13% of portfolio
Mgo One Seven LLC Beachwood, OH

284K
Shares

$1.4 Million
0.05% of portfolio
Deuterium Capital Management, LLC

265K
Shares

$1.3 Million
2.25% of portfolio

About SURO CAPITAL CORP.

Ticker SSSS
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 28,333,700
Market Cap $139M
Description
SuRo Capital Corp. is a business development company. The firm seeks to invest in growing, late stage, venture capital-backed private companies. SuRo Capital Corp. was founded in 2010 and is based in San Francisco, California.

More about SSSS

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