Purchases and Sales Made in Q1 2024 in Golub Capital Bdc, Inc. (GBDC)
This table provides information about the institutional ownership of Golub Capital Bdc, Inc. (GBDC) during Q1 2024. 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 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
3K+ 30.0% |
$45.2K - $49.9K
|
13K
$202K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.96KNew |
$44.6K - $49.2K
|
2.96K
$45.9K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.92K+ 8.54% |
$43.9K - $48.5K
|
37.1K
$575K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
2.87K+ 13.6% |
$43.2K - $47.7K
|
23.9K
$372K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.3KNew |
$34.6K - $38.2K
|
2.3K
$35.7K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.07KNew |
$31.2K - $34.4K
|
2.07K
$32.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.03K+ 4.51% |
$30.6K - $33.8K
|
47K
$730K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.91K+ 8.44% |
$28.7K - $31.7K
|
24.5K
$380K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.78K+ 4.42% |
$26.7K - $29.5K
|
42K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.75K+ 16.81% |
$26.3K - $29.1K
|
12.1K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 2.27% |
$26K - $28.8K
|
77.8K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.55K+ 13.58% |
$23.3K - $25.7K
|
12.9K
$201K
|
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
1.39K+ 3.84% |
$20.9K - $23.1K
|
37.5K
$583K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.29K+ 8.31% |
$19.5K - $21.5K
|
16.9K
$262K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
1.21K+ 1.08% |
$18.1K - $20K
|
112K
$1.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.14K+ 114.0% |
$17.2K - $19K
|
2.14K
$33.2K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
970+ 3.02% |
$14.6K - $16.1K
|
33.1K
$513K
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
724+ 2.97% |
$10.9K - $12K
|
25.1K
$390K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
672+ 2.61% |
$10.1K - $11.2K
|
26.5K
$411K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
622+ 1.17% |
$9.37K - $10.3K
|
53.8K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
555+ 4.1% |
$8.36K - $9.23K
|
14.1K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
548+ 1.34% |
$8.25K - $9.11K
|
41.5K
$644K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
434+ 1.11% |
$6.54K - $7.22K
|
39.5K
$614K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
375+ 0.35% |
$5.65K - $6.24K
|
108K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
350+ 2.72% |
$5.27K - $5.82K
|
13.2K
$205K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
347+ 0.22% |
$5.23K - $5.77K
|
160K
$2.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
335+ 2.93% |
$5.05K - $5.57K
|
11.8K
$182K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
305+ 2.93% |
$4.59K - $5.07K
|
10.7K
$167K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
283+ 0.08% |
$4.26K - $4.71K
|
339K
$5.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
251+ 2.5% |
$3.78K - $4.17K
|
10.3K
$160K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
241+ 1.92% |
$3.63K - $4.01K
|
12.8K
$198K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
236+ 0.12% |
$3.55K - $3.92K
|
197K
$3.06M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
216+ 2.01% |
$3.25K - $3.59K
|
11K
$170K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 1.43% |
$3.01K - $3.33K
|
14.2K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
182New |
$2.74K - $3.03K
|
182
$2.82K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
177New |
$2.67K - $2.94K
|
177
$2.75K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
163New |
$2.45K - $2.71K
|
163
$2.53K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
125+ 0.1% |
$1.88K - $2.08K
|
131K
$2.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.97% |
$1.51K - $1.66K
|
10.4K
$162K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
100+ 0.38% |
$1.51K - $1.66K
|
26.2K
$406K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
99+ 26.26% |
$1.49K - $1.65K
|
476
$7.39K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
92New |
$1.39K - $1.53K
|
92
$1.43K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
39+ 0.02% |
$587 - $649
|
185K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22+ 1.3% |
$331 - $366
|
1.72K
$26.7K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
12+ 0.06% |
$181 - $200
|
21.4K
$332K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 33.33% |
$15.1 - $16.6
|
4
$62.1
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 1.92% |
$60.2 - $66.5
|
204
$3.17K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-27- 0.04% |
$407 - $449
|
71.1K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-66- 6.02% |
$994 - $1.1K
|
1.03K
$16K
|