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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
14.1KNew |
$219K - $248K
|
14.1K
$211K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
500New |
$7.75K - $8.79K
|
500
$7.48K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
244KNew |
$3.78M - $4.29M
|
244K
$3.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
67.1KNew |
$1.04M - $1.18M
|
67.1K
$1M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6New |
$93 - $105
|
6
$89.7
|
|
|
Jul 22, 2024
Q2 2024
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
308KNew |
$4.77M - $5.41M
|
308K
$4.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
48.3K+ 14339.17% |
$749K - $850K
|
48.7K
$727K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-904- 30.55% |
$14K - $15.9K
|
2.06K
$30.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.2KNew |
$189K - $215K
|
12.2K
$183K
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
541+ 0.44% |
$8.39K - $9.51K
|
123K
$1.84M
|
|
| Q1 2024 | |||||||
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
18.3KNew |
$276K - $304K
|
18.3K
$274K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 33.33% |
$15.1 - $16.6
|
4
$59.8
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 2.72% |
$27.1K - $29.9K
|
64.4K
$962K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-330K- 73.54% |
$4.97M - $5.49M
|
119K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59.8KNew |
$901K - $995K
|
59.8K
$894K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
16.2K+ 68.45% |
$244K - $270K
|
39.9K
$597K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
296KNew |
$4.45M - $4.92M
|
296K
$4.42M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
52.8KNew |
$795K - $878K
|
52.8K
$790K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
13.4KNew |
$203K - $224K
|
13.4K
$201K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
251+ 2.5% |
$3.78K - $4.17K
|
10.3K
$154K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
6.3KNew |
$94.9K - $105K
|
6.3K
$94.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
19.7K+ 59.27% |
$297K - $327K
|
52.9K
$791K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
305+ 2.93% |
$4.59K - $5.07K
|
10.7K
$160K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-529K- 28.43% |
$7.44M - $8.1M
|
1.33M
$19.9M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
85+ 10.63% |
$1.2K - $1.3K
|
885
$13.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
5.59KNew |
$78.6K - $85.6K
|
5.59K
$83.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-126- 0.26% |
$1.77K - $1.93K
|
49K
$733K
|
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
18KNew |
$253K - $276K
|
18K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
37.6KNew |
$529K - $576K
|
37.6K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
16.2KNew |
$227K - $248K
|
16.2K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-3.22K- 4.32% |
$45.2K - $49.3K
|
71.3K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
97.5KNew |
$1.37M - $1.49M
|
97.5K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
11.9KNew |
$167K - $182K
|
11.9K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
48.7K+ 27.43% |
$685K - $746K
|
226K
$3.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
740New |
$10.4K - $11.3K
|
740
$11.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
8.7K+ 33.3% |
$122K - $133K
|
34.8K
$521K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.95K+ 1.34% |
$27.4K - $29.8K
|
148K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
15.9KNew |
$223K - $243K
|
15.9K
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-18K- 5.24% |
$253K - $275K
|
325K
$4.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.94K- 13.45% |
$27.2K - $29.6K
|
12.5K
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.82K- 36.77% |
$81.8K - $89K
|
10K
$150K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
27KNew |
$380K - $413K
|
27K
$404K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.8KNew |
$293K - $319K
|
20.8K
$311K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
602New |
$8.46K - $9.22K
|
602
$9K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
283+ 2.55% |
$3.98K - $4.33K
|
11.4K
$170K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
323New |
$4.54K - $4.95K
|
323
$4.83K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
194+ 1.76% |
$2.59K - $2.91K
|
11.2K
$167K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
789New |
$10.5K - $11.9K
|
789
$11.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
38.5KNew |
$515K - $579K
|
38.5K
$576K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
10.7KNew |
$143K - $161K
|
10.7K
$160K
|
|