Purchases and Sales Made in Q4 2023 in Barings Bdc, Inc. (BBDC)
This table provides information about the institutional ownership of Barings Bdc, Inc. (BBDC) during Q4 2023. The information is specifically focused on institutions that hold shares of Barings BDC, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6.15KNew |
$52.7K - $57.7K
|
6.15K
$58.8K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$42.9K - $47K
|
5K
$47.9K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5KNew |
$42.9K - $47K
|
5K
$47.9K
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.86K+ 31.44% |
$41.7K - $45.6K
|
20.3K
$194K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.53K+ 5.26% |
$38.8K - $42.5K
|
90.5K
$866K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.48KNew |
$38.5K - $42.1K
|
4.48K
$42.9K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4.14KNew |
$35.5K - $38.8K
|
4.14K
$39.6K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4.08K+ 13.03% |
$35K - $38.3K
|
35.4K
$339K
|
|
Feb 12, 2024
Q4 2023
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
3.24K+ 2.94% |
$27.8K - $30.4K
|
113K
$1.08M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.99K+ 57.67% |
$25.6K - $28.1K
|
8.17K
$78.2K
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.62K+ 7.51% |
$22.5K - $24.6K
|
37.5K
$359K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.21K+ 3.92% |
$19K - $20.8K
|
58.7K
$562K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.63K+ 7.27% |
$14K - $15.3K
|
24K
$230K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.22K+ 9.44% |
$10.4K - $11.4K
|
14.1K
$135K
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.15K+ 4.89% |
$9.87K - $10.8K
|
24.7K
$236K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
823New |
$7.06K - $7.73K
|
823
$7.88K
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
778+ 1.11% |
$6.68K - $7.31K
|
71.1K
$680K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
759+ 3.14% |
$6.51K - $7.13K
|
25K
$239K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
722+ 100.0% |
$6.19K - $6.78K
|
1.44K
$13.8K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
585+ 2.01% |
$5.02K - $5.49K
|
29.6K
$284K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
523New |
$4.49K - $4.91K
|
523
$5.01K
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
406+ 1.68% |
$3.48K - $3.81K
|
24.6K
$236K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
402+ 2.96% |
$3.45K - $3.77K
|
14K
$134K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
327+ 0.8% |
$2.81K - $3.07K
|
41K
$392K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
311+ 1.57% |
$2.67K - $2.92K
|
20.1K
$193K
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
284+ 2.43% |
$2.44K - $2.67K
|
12K
$114K
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
246+ 1.48% |
$2.11K - $2.31K
|
16.9K
$161K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
243+ 1.43% |
$2.08K - $2.28K
|
17.3K
$165K
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
231+ 2.95% |
$1.98K - $2.17K
|
8.05K
$77.1K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
192+ 2.04% |
$1.65K - $1.8K
|
9.61K
$91.9K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
177New |
$1.52K - $1.66K
|
177
$1.69K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
111+ 12.1% |
$952 - $1.04K
|
1.03K
$9.84K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
101+ 1.48% |
$867 - $948
|
6.93K
$66.3K
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
100+ 0.5% |
$858 - $939
|
20K
$191K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
100+ 0.48% |
$858 - $939
|
21K
$201K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
87+ 0.64% |
$746 - $817
|
13.7K
$131K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
64+ 2.96% |
$549 - $601
|
2.22K
$21.3K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
38+ 0.29% |
$326 - $357
|
13K
$124K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33+ 1.0% |
$283 - $310
|
3.35K
$32K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
31+ 1.11% |
$266 - $291
|
2.84K
$27.1K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2- 0.01% |
$17.2 - $18.8
|
18.6K
$178K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-41- 0.24% |
$352 - $385
|
16.9K
$162K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-45- 0.38% |
$386 - $423
|
11.8K
$113K
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-110- 0.55% |
$944 - $1.03K
|
19.8K
$190K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-120- 3.14% |
$1.03K - $1.13K
|
3.7K
$35.4K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-211- 2.01% |
$1.81K - $1.98K
|
10.3K
$98.4K
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-359- 0.06% |
$3.08K - $3.37K
|
592K
$5.66M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-400- 0.72% |
$3.43K - $3.76K
|
55.5K
$531K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-519- 1.89% |
$4.45K - $4.87K
|
26.9K
$257K
|