Latest Institutional Transactions on Bain Capital Specialty Finance, Inc. (BCSF)
This table provides information on the latest institutional transactions involving Bain Capital Specialty Finance, Inc. (BCSF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2K- 55.82% |
$23.3K - $27.6K
|
1.58K
$24.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.5KNew |
$146K - $173K
|
12.5K
$194K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.1KNew |
$141K - $167K
|
12.1K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11KNew |
$128K - $152K
|
11K
$170K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
20New |
$233 - $276
|
20
$310
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
46.1KNew |
$537K - $635K
|
46.1K
$713K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.94K- 14.29% |
$57.6K - $68.1K
|
29.6K
$459K
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
50New |
$583 - $689
|
50
$774
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
48New |
$559 - $661
|
48
$743
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
17.2KNew |
$207K - $259K
|
17.2K
$267K
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
5New |
$60 - $75.1
|
5
$77.4
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-25.6K- 20.01% |
$307K - $384K
|
102K
$1.58M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.92KClosed |
$26K - $31.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.61KNew |
$35.4K - $42.4K
|
2.61K
$40.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.89KNew |
$39.1K - $46.8K
|
2.89K
$44.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
346New |
$4.68K - $5.61K
|
346
$5.36K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.5KNew |
$251K - $301K
|
18.5K
$287K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-13.5KClosed |
$183K - $219K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.68K+ 6.16% |
$36.3K - $43.5K
|
46.2K
$715K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-149- 49.67% |
$2.02K - $2.42K
|
151
$2.34K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5KNew |
$67.7K - $81.1K
|
5K
$77.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
15.2K+ 142.75% |
$206K - $246K
|
25.8K
$400K
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100Closed |
$1.53K - $1.62K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.2KNew |
$431K - $456K
|
28.2K
$436K
|
|
|
May 16, 2022
Q1 2022
|
Benefit Street Partners LLC
|
SELL
|
- |
-90.5KClosed |
$1.38M - $1.46M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.92KNew |
$29.4K - $31K
|
1.92K
$29.7K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-40.4KClosed |
$618K - $652K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.98KClosed |
$45.6K - $48.2K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.17KClosed |
$79.1K - $83.5K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.55KClosed |
$54.3K - $57.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
Triad Investment Management
|
SELL
|
- |
-24.9KClosed |
$367K - $397K
|
0
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-12.7KClosed |
$187K - $203K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27.7KClosed |
$409K - $442K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.4KClosed |
$168K - $182K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-58.9KClosed |
$870K - $940K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-144KClosed |
$2.12M - $2.29M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-13.9KClosed |
$205K - $222K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4.86KClosed |
$71.7K - $77.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-311Closed |
$4.59K - $4.96K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17.2KClosed |
$254K - $275K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
32.9KNew |
$486K - $525K
|
32.9K
$509K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-108KClosed |
$1.58M - $1.68M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-146KClosed |
$2.14M - $2.28M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-657KClosed |
$9.63M - $10.3M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-22.2KClosed |
$326K - $347K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-17KClosed |
$250K - $266K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-450Closed |
$6.6K - $7.02K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.1KClosed |
$206K - $220K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
28.3KNew |
$424K - $457K
|
28.3K
$439K
|
|
|
Aug 13, 2021
Q2 2021
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-37.4KClosed |
$559K - $603K
|
0
$0
|
|