Purchases and Sales Made in Q4 2023 in Golub Capital Bdc, Inc. (GBDC)
This table provides information about the institutional ownership of Golub Capital Bdc, Inc. (GBDC) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.7K+ 12.22% |
$23.8K - $26K
|
15.6K
$238K
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.51K+ 77.14% |
$21.2K - $23.1K
|
3.46K
$53K
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.29K+ 6.04% |
$18.1K - $19.7K
|
22.6K
$345K
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.2K+ 3.89% |
$16.9K - $18.4K
|
32.1K
$491K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.14K+ 6.39% |
$16.1K - $17.5K
|
19K
$291K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
771+ 4.33% |
$10.8K - $11.8K
|
18.6K
$284K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
747+ 5.84% |
$10.5K - $11.4K
|
13.5K
$207K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
740New |
$10.4K - $11.3K
|
740
$11.3K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
713+ 45.04% |
$10K - $10.9K
|
2.3K
$35.1K
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
694+ 144.58% |
$9.76K - $10.6K
|
1.17K
$18K
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
635+ 2.99% |
$8.93K - $9.72K
|
21.9K
$335K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
602New |
$8.46K - $9.22K
|
602
$9.21K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
500+ 100.0% |
$7.03K - $7.66K
|
1K
$15.3K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
410+ 0.26% |
$5.76K - $6.28K
|
159K
$2.44M
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
337New |
$4.74K - $5.16K
|
337
$5.16K
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
325+ 2.93% |
$4.57K - $4.98K
|
11.4K
$175K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
323New |
$4.54K - $4.95K
|
323
$4.94K
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
315+ 0.88% |
$4.43K - $4.82K
|
36.2K
$553K
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
315+ 0.88% |
$4.43K - $4.82K
|
36.2K
$553K
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
303+ 2.99% |
$4.26K - $4.64K
|
10.4K
$160K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
283+ 2.55% |
$3.98K - $4.33K
|
11.4K
$174K
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
240+ 1.44% |
$3.37K - $3.67K
|
16.9K
$258K
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
240+ 1.95% |
$3.37K - $3.67K
|
12.5K
$192K
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
213+ 1.01% |
$2.99K - $3.26K
|
21.4K
$327K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
177+ 0.88% |
$2.49K - $2.71K
|
20.3K
$311K
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
175+ 0.57% |
$2.46K - $2.68K
|
30.7K
$470K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
149+ 0.82% |
$2.09K - $2.28K
|
18.2K
$279K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145New |
$2.04K - $2.22K
|
145
$2.22K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
85+ 10.63% |
$1.2K - $1.3K
|
885
$13.5K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
63+ 0.18% |
$886 - $965
|
34.1K
$522K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52+ 0.01% |
$731 - $796
|
605K
$9.26M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
49New |
$689 - $750
|
49
$750
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38+ 0.02% |
$534 - $582
|
185K
$2.83M
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
22+ 6.2% |
$309 - $337
|
377
$5.77K
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
17+ 0.04% |
$239 - $260
|
40.9K
$626K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
14+ 1.29% |
$197 - $214
|
1.1K
$16.8K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 3.16% |
$70.3 - $76.6
|
163
$2.49K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-25- 0.07% |
$352 - $383
|
36.2K
$554K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-58- 0.13% |
$815 - $888
|
45K
$689K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-67- 5.81% |
$942 - $1.03K
|
1.09K
$16.6K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-77- 27.02% |
$1.08K - $1.18K
|
208
$3.18K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-126- 0.26% |
$1.77K - $1.93K
|
49K
$750K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-144- 9.78% |
$2.02K - $2.2K
|
1.33K
$20.3K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-179- 1.69% |
$2.52K - $2.74K
|
10.4K
$159K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-179- 98.35% |
$2.52K - $2.74K
|
3
$45.9
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-333- 0.35% |
$4.68K - $5.1K
|
94.5K
$1.45M
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-338- 1.95% |
$4.75K - $5.17K
|
17K
$260K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-354- 0.89% |
$4.98K - $5.42K
|
39.6K
$606K
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-379- 1.74% |
$5.33K - $5.8K
|
21.4K
$328K
|