A detailed history of Wealth Plan Investment Management, LLC transactions in Barings Bdc, Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 13,931 shares of BBDC stock, worth $131,090. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,931
Previous 15,431 9.72%
Holding current value
$131,090
Previous $150,000 9.33%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$9.28 - $10.19 $13,919 - $15,285
-1,500 Reduced 9.72%
13,931 $136,000
Q3 2023

Nov 15, 2023

BUY
$7.65 - $9.34 $118,047 - $144,125
15,431 New
15,431 $137,000
Q2 2023

Aug 14, 2023

BUY
$7.19 - $8.01 $94,548 - $105,331
13,150 Added 576.5%
15,431 $120,000
Q2 2023

Jul 25, 2023

SELL
$7.19 - $8.01 $94,548 - $105,331
-13,150 Reduced 85.22%
2,281 $17,000
Q3 2022

Dec 12, 2022

SELL
$8.27 - $10.41 $235,612 - $296,580
-28,490 Reduced 64.87%
15,431 $133,000
Q1 2022

Sep 07, 2022

BUY
$10.07 - $11.2 $442,284 - $491,915
43,921 New
43,921 $447,000

Others Institutions Holding BBDC

About Barings BDC, Inc.


  • Ticker BBDC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 109,228,000
  • Market Cap $1.03B
  • Description
  • Barings BDC, Inc. (NYSE: BBDC) is a publicly traded, externally managed investment company that has elected to be treated as a business development company under the Investment Company Act of 1940. It seeks to invest primarily in senior secured loans, first lien debt, unitranche, second lien debt, subordinated debt, equity co-investments and sen...
More about BBDC
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