Purchases and Sales Made in Q1 2023 in Golub Capital Bdc, Inc. (GBDC)
This table provides information about the institutional ownership of Golub Capital Bdc, Inc. (GBDC) during Q1 2023. The information is specifically focused on institutions that hold shares of GOLUB CAPITAL BDC, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.6K+ 28.44% |
$131K - $150K
|
48K
$734K
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
10.4K+ 2.77% |
$129K - $146K
|
385K
$5.89M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.34K+ 21.55% |
$116K - $132K
|
52.7K
$806K
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.72K+ 53.94% |
$95.6K - $109K
|
22K
$337K
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.49K+ 7.62% |
$92.7K - $105K
|
106K
$1.62M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.28K+ 59.95% |
$90.1K - $103K
|
19.4K
$297K
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.48K+ 13.32% |
$80.2K - $91.3K
|
55.1K
$844K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.46K+ 16.43% |
$79.9K - $91K
|
45.7K
$700K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.86K+ 25.28% |
$72.6K - $82.6K
|
29K
$444K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.84K+ 6.46% |
$72.3K - $82.3K
|
96.2K
$1.47M
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
5.76K+ 21.5% |
$71.3K - $81.2K
|
32.6K
$498K
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5K+ 12.5% |
$61.9K - $70.5K
|
45K
$689K
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.16K+ 1.06% |
$51.5K - $58.6K
|
397K
$6.08M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.75K+ 1.79% |
$46.4K - $52.8K
|
213K
$3.27M
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.52K+ 19.83% |
$43.6K - $49.6K
|
21.3K
$326K
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
3.3K+ 6.6% |
$40.9K - $46.5K
|
53.3K
$815K
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.21K+ 12.67% |
$39.8K - $45.3K
|
28.6K
$437K
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.15K+ 1054.52% |
$39K - $44.4K
|
3.45K
$52.8K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.09K+ 5.65% |
$38.2K - $43.5K
|
57.8K
$884K
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.26K+ 6.79% |
$28K - $31.8K
|
35.5K
$544K
|
|
Apr 26, 2023
Q1 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
2.18K+ 0.28% |
$27K - $30.7K
|
788K
$12.1M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.17K+ 0.51% |
$26.9K - $30.6K
|
431K
$6.59M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.05KNew |
$25.4K - $28.9K
|
2.05K
$31.4K
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
1.81K+ 16.52% |
$22.4K - $25.5K
|
12.8K
$195K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.8KNew |
$22.2K - $25.3K
|
1.8K
$27.5K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.75K+ 13.91% |
$21.7K - $24.7K
|
14.4K
$220K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.64K+ 14.79% |
$20.3K - $23.1K
|
12.7K
$195K
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.6K+ 4.14% |
$19.8K - $22.6K
|
40.3K
$617K
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.53K+ 5.93% |
$18.9K - $21.5K
|
27.3K
$417K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.34K+ 1.65% |
$16.6K - $18.8K
|
82.4K
$1.26M
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
1.33K+ 3.08% |
$16.5K - $18.8K
|
44.7K
$683K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.03KNew |
$12.7K - $14.4K
|
1.03K
$15.7K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1KNew |
$12.4K - $14.1K
|
1K
$15.3K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
841+ 4.46% |
$10.4K - $11.8K
|
19.7K
$302K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
698+ 1.76% |
$8.64K - $9.83K
|
40.3K
$617K
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
494+ 4.92% |
$6.12K - $6.96K
|
10.5K
$161K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
484+ 1.64% |
$5.99K - $6.82K
|
30K
$459K
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
415+ 0.9% |
$5.14K - $5.85K
|
46.6K
$714K
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
395+ 2.2% |
$4.89K - $5.57K
|
18.3K
$280K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
300+ 0.31% |
$3.71K - $4.23K
|
96.5K
$1.48M
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
297+ 2.47% |
$3.68K - $4.18K
|
12.3K
$189K
|
|
May 12, 2023
Q1 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
266+ 0.37% |
$3.29K - $3.75K
|
72.6K
$1.11M
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
261+ 2.47% |
$3.23K - $3.68K
|
10.8K
$166K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
252+ 2.89% |
$3.12K - $3.55K
|
8.96K
$137K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
250+ 1.99% |
$3.1K - $3.52K
|
12.8K
$196K
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
200New |
$2.48K - $2.82K
|
200
$3.06K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
187New |
$2.32K - $2.63K
|
187
$2.86K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
146+ 1.78% |
$1.81K - $2.06K
|
8.35K
$128K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
130+ 0.73% |
$1.61K - $1.83K
|
17.9K
$274K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
104+ 85.95% |
$1.29K - $1.47K
|
225
$3.44K
|