Latest Institutional Transactions on Goldman Sachs Bdc, Inc. (GSBD)
This table provides information on the latest institutional transactions involving Goldman Sachs Bdc, Inc. (GSBD) 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
53New |
$713 - $818
|
53
$615
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
136KNew |
$1.83M - $2.1M
|
136K
$1.58M
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-3.38K- 1.53% |
$45.5K - $52.2K
|
217K
$2.52M
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.5KNew |
$33.7K - $38.6K
|
2.5K
$29K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 3.37% |
$80.8 - $92.6
|
184
$2.13K
|
|
Feb 13, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
11.8KNew |
$159K - $182K
|
11.8K
$137K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13.6KNew |
$183K - $209K
|
13.6K
$157K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
271+ 2.47% |
$3.65K - $4.18K
|
11.2K
$130K
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.6KNew |
$385K - $442K
|
28.6K
$332K
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
9.31K+ 36.32% |
$125K - $144K
|
34.9K
$405K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.98KNew |
$53.6K - $61.4K
|
3.98K
$46.2K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.59K- 35.44% |
$75.2K - $86.3K
|
10.2K
$118K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 80.77% |
$14.1K - $16.2K
|
250
$2.9K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.95K- 5.88% |
$39.7K - $45.5K
|
47.2K
$548K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$20.2K - $23.2K
|
1.5K
$17.4K
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-683- 2.32% |
$9.19K - $10.5K
|
28.7K
$333K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1KNew |
$13.5K - $15.4K
|
1K
$11.6K
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.9KNew |
$187K - $214K
|
13.9K
$161K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
792New |
$10.7K - $12.2K
|
792
$9.19K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.46% |
$67.3 - $77.2
|
1.09K
$12.6K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.5KNew |
$20.2K - $23.2K
|
1.5K
$17.4K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.93K- 32.02% |
$80.9K - $89.7K
|
12.6K
$146K
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-497- 3.08% |
$6.78K - $7.52K
|
15.6K
$181K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-725- 2.93% |
$9.89K - $11K
|
24K
$279K
|
|
Nov 13, 2023
Q3 2023
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
55+ 0.08% |
$750 - $832
|
67.9K
$788K
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
27.9KNew |
$380K - $421K
|
27.9K
$323K
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
11KNew |
$150K - $166K
|
11K
$127K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-22.9K- 28.7% |
$313K - $347K
|
57K
$661K
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
14.6KNew |
$199K - $221K
|
14.6K
$170K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.68K+ 6.96% |
$22.9K - $25.4K
|
25.8K
$300K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
22KNew |
$300K - $333K
|
22K
$255K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8.84KNew |
$121K - $134K
|
8.84K
$102K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
180+ 18.0% |
$2.46K - $2.72K
|
1.18K
$13.7K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
646+ 2.8% |
$8.81K - $9.77K
|
23.7K
$275K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
407+ 3.67% |
$5.55K - $6.16K
|
11.5K
$133K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
195+ 3.27% |
$2.66K - $2.95K
|
6.16K
$71.4K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-27.9K- 24.3% |
$381K - $422K
|
87K
$1.01M
|
|
Q2 2023 | |||||||
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.5KNew |
$19.2K - $21.5K
|
1.5K
$17.4K
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.4KNew |
$17.9K - $20.1K
|
1.4K
$16.3K
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1K- 40.0% |
$12.8K - $14.3K
|
1.5K
$17.4K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
14.4KNew |
$185K - $207K
|
14.4K
$168K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$1.28K - $1.43K
|
100
$1.16K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7KNew |
$137K - $153K
|
10.7K
$124K
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
SELL
|
- |
-2.42K- 2.73% |
$31K - $34.7K
|
86.5K
$1M
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-3.04K- 20.84% |
$38.8K - $43.5K
|
11.5K
$134K
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-9.53K- 22.71% |
$122K - $137K
|
32.4K
$376K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
800New |
$10.2K - $11.5K
|
800
$9.28K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
86KNew |
$1.1M - $1.23M
|
86K
$997K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
38.3KNew |
$490K - $549K
|
38.3K
$444K
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
79.9KNew |
$1.02M - $1.15M
|
79.9K
$927K
|