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 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10.7KNew |
$143K - $161K
|
10.7K
$160K
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-8.96K- 96.11% |
$120K - $135K
|
363
$5.43K
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
87.1KNew |
$1.16M - $1.31M
|
87.1K
$1.3M
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-50- 13.89% |
$669 - $751
|
310
$4.63K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
250KNew |
$3.35M - $3.76M
|
250K
$3.74M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.52K+ 1.85% |
$20.3K - $22.8K
|
83.8K
$1.25M
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
6.66K+ 30.59% |
$89.1K - $100K
|
28.4K
$425K
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-884- 5.7% |
$11.8K - $13.3K
|
14.6K
$219K
|
|
Q2 2023 | |||||||
Dec 13, 2023
Q2 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-28.6K- 10.07% |
$372K - $387K
|
255K
$3.81M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-469K- 91.43% |
$6.11M - $6.36M
|
44K
$658K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.9K- 25.2% |
$76.8K - $79.9K
|
17.5K
$262K
|
|
Aug 14, 2023
Q2 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-3.18K- 6.52% |
$41.4K - $43.1K
|
45.6K
$682K
|
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-47.6K- 48.85% |
$620K - $645K
|
49.8K
$745K
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
3.3KNew |
$43K - $44.7K
|
3.3K
$49.3K
|
|
Aug 14, 2023
Q2 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
22KNew |
$286K - $298K
|
22K
$329K
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
10+ 2.29% |
$130 - $136
|
446
$6.67K
|
|
Aug 11, 2023
Q2 2023
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
6.12K+ 40.53% |
$79.7K - $82.9K
|
21.2K
$317K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-32.8K- 46.15% |
$428K - $445K
|
38.3K
$573K
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
15.4KNew |
$200K - $208K
|
15.4K
$230K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.75K+ 0.43% |
$22.8K - $23.7K
|
409K
$6.11M
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
121KNew |
$1.58M - $1.64M
|
121K
$1.81M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.07KNew |
$40K - $41.6K
|
3.07K
$45.9K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.27K+ 1213.37% |
$29.5K - $30.7K
|
2.46K
$36.7K
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-346K- 92.81% |
$4.5M - $4.68M
|
26.8K
$400K
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-550- 3.19% |
$7.16K - $7.45K
|
16.7K
$249K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
57+ 0.55% |
$742 - $772
|
10.4K
$156K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-250K- 43.02% |
$3.26M - $3.39M
|
331K
$4.95M
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
10KNew |
$131K - $136K
|
10K
$150K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
300+ 2.43% |
$3.91K - $4.07K
|
12.6K
$189K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
249New |
$3.24K - $3.37K
|
249
$3.72K
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-29.3K- 69.19% |
$381K - $397K
|
13K
$195K
|
|
Q1 2023 | |||||||
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-4.16KClosed |
$51.5K - $58.6K
|
0
$0
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
28.5KNew |
$352K - $401K
|
28.5K
$425K
|
|
May 15, 2023
Q1 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-1.07K- 3.33% |
$13.3K - $15.1K
|
31.2K
$466K
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-33.7K- 50.9% |
$418K - $475K
|
32.5K
$487K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
130+ 0.73% |
$1.61K - $1.83K
|
17.9K
$268K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
104+ 85.95% |
$1.29K - $1.47K
|
225
$3.36K
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-3.31K- 0.57% |
$41K - $46.7K
|
576K
$8.61M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
56.6KNew |
$701K - $798K
|
56.6K
$847K
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
11.4KNew |
$142K - $161K
|
11.4K
$171K
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
SELL
|
- |
-1.2K- 1.99% |
$14.9K - $16.9K
|
59K
$882K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-1.43K- 3.58% |
$17.7K - $20.1K
|
38.5K
$576K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.05KNew |
$25.4K - $28.9K
|
2.05K
$30.6K
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
2.18K+ 0.28% |
$27K - $30.7K
|
788K
$11.8M
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1KNew |
$12.4K - $14.1K
|
1K
$15K
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
200New |
$2.48K - $2.82K
|
200
$2.99K
|
|
Q4 2022 | |||||||
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
45.2KNew |
$564K - $645K
|
45.2K
$676K
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.06K+ 2.45% |
$13.2K - $15.1K
|
44.3K
$662K
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-4.26K- 19.98% |
$53K - $60.6K
|
17K
$255K
|