Latest Institutional Transactions on Golub Capital Bdc, Inc. (GBDC)
This table provides information on the latest institutional transactions involving Golub Capital Bdc, Inc. (GBDC) 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2020
Q3 2020
|
Trust CO Of Vermont
|
BUY
|
- |
5.25K+ 18.04% |
$59.4K - $70.6K
|
34.4K
$514K
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-10.6KClosed |
$120K - $143K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.4KClosed |
$15.8K - $18.8K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-35.6KClosed |
$403K - $479K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Abrdn PLC
|
SELL
|
- |
-121KClosed |
$1.36M - $1.62M
|
0
$0
|
|
Q2 2020 | |||||||
Nov 18, 2022
Q2 2020
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-32KClosed |
$300K - $405K
|
0
$0
|
|
Sep 11, 2020
Q2 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-90.3KClosed |
$847K - $1.14M
|
0
$0
|
|
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-2.07MClosed |
$19.4M - $26.2M
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.5KClosed |
$98.7K - $133K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Atom Investors LP
Austin, TX |
SELL
|
PUT |
-2.9KClosed |
$27.2K - $36.7K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-805Closed |
$7.55K - $10.2K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-28.1KClosed |
$264K - $355K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-110KClosed |
$1.03M - $1.39M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-271- 2.53% |
$2.54K - $3.43K
|
10.4K
$156K
|
|
Aug 11, 2020
Q2 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-661Closed |
$6.2K - $8.36K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Lyell Wealth Management, LP
|
SELL
|
- |
-249KClosed |
$2.34M - $3.15M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-29.5KClosed |
$277K - $373K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Prism Advisors, Inc.
|
SELL
|
- |
-176KClosed |
$1.65M - $2.22M
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-200Closed |
$1.88K - $2.53K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
171New |
$1.64K - $3.09K
|
171
$2.56K
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
812New |
$7.78K - $14.7K
|
812
$12.1K
|
|
May 15, 2020
Q1 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-500Closed |
$4.79K - $9.05K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-511KClosed |
$4.9M - $9.25M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-179KClosed |
$1.72M - $3.24M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-11.6KClosed |
$111K - $210K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-47.1KClosed |
$451K - $851K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-13KClosed |
$125K - $235K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-29.3KClosed |
$281K - $530K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Capital Management Associates
New York, NY |
SELL
|
- |
-12.6KClosed |
$121K - $228K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30.7KClosed |
$294K - $555K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Wespac Advisors, LLC
|
SELL
|
- |
-41.9KClosed |
$401K - $758K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Avestar Capital, LLC
|
BUY
|
PUT |
28.5KNew |
$494K - $518K
|
28.5K
$426K
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.12KClosed |
$19.3K - $20.3K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-88.9KClosed |
$1.54M - $1.62M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
57.7KNew |
$1M - $1.05M
|
57.7K
$862K
|
|
Feb 11, 2020
Q4 2019
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-15.1KClosed |
$262K - $275K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-21.7KClosed |
$377K - $395K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-10.6KClosed |
$184K - $193K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Private Ocean, LLC
|
SELL
|
- |
-480Closed |
$8.32K - $8.73K
|
0
$0
|
|
Feb 03, 2020
Q4 2019
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.91KClosed |
$33K - $34.6K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-500Closed |
$8.67K - $9.09K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-197Closed |
$3.42K - $3.58K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
10.7KNew |
$186K - $199K
|
10.7K
$160K
|
|
Nov 13, 2019
Q3 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.8KClosed |
$292K - $312K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-390Closed |
$6.77K - $7.25K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-37.8KClosed |
$656K - $702K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-320Closed |
$5.56K - $5.95K
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
Arlington Partners LLC
|
SELL
|
- |
-2.05KClosed |
$35.6K - $38.1K
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Biltmore Family Office, LLC
|
SELL
|
- |
-14.1KClosed |
$245K - $262K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-182KClosed |
$3.08M - $3.28M
|
0
$0
|