Purchases and Sales Made in Q2 2023 in Goldman Sachs Bdc, Inc. (GSBD)
This table provides information about the institutional ownership of Goldman Sachs Bdc, Inc. (GSBD) during Q2 2023. The information is specifically focused on institutions that hold shares of Goldman Sachs BDC, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.27K+ 2.52% |
$41.8K - $46.8K
|
133K
$1.71M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.25K+ 7.4% |
$41.6K - $46.6K
|
47.2K
$607K
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.38K+ 10.4% |
$30.4K - $34K
|
25.2K
$324K
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.71K+ 4.32% |
$21.8K - $24.5K
|
41.2K
$530K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.5KNew |
$19.2K - $21.5K
|
1.5K
$19.3K
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.4KNew |
$17.9K - $20.1K
|
1.4K
$18K
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.36K+ 8.3% |
$17.3K - $19.4K
|
17.7K
$228K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 7.0% |
$16K - $17.9K
|
19.1K
$245K
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.15K+ 7.78% |
$14.7K - $16.5K
|
15.9K
$205K
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
919+ 6.42% |
$11.8K - $13.2K
|
15.2K
$196K
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
899+ 3.0% |
$11.5K - $12.9K
|
30.8K
$396K
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
837+ 0.76% |
$10.7K - $12K
|
111K
$1.43M
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
800New |
$10.2K - $11.5K
|
800
$10.3K
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
719+ 1.85% |
$9.2K - $10.3K
|
39.6K
$510K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
475+ 3.92% |
$6.08K - $6.81K
|
12.6K
$162K
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
453+ 3.23% |
$5.79K - $6.49K
|
14.5K
$186K
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
400+ 0.62% |
$5.12K - $5.73K
|
65.3K
$840K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
360+ 0.82% |
$4.6K - $5.16K
|
44.3K
$569K
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
346+ 3.21% |
$4.43K - $4.96K
|
11.1K
$143K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
173+ 0.2% |
$2.21K - $2.48K
|
85.4K
$1.1M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
169+ 2.92% |
$2.16K - $2.42K
|
5.96K
$76.6K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
115+ 0.31% |
$1.47K - $1.65K
|
36.8K
$473K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$1.28K - $1.43K
|
100
$1.29K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$1.28K - $1.43K
|
100
$1.29K
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
72+ 0.25% |
$921 - $1.03K
|
29.4K
$378K
|
|
Aug 14, 2023
Q2 2023
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
54+ 0.08% |
$691 - $774
|
67.9K
$873K
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
42+ 0.13% |
$537 - $602
|
32.6K
$419K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
40New |
$512 - $573
|
40
$514
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 1.25% |
$63.9 - $71.7
|
405
$5.21K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5+ 1.25% |
$63.9 - $71.7
|
405
$5.21K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.37% |
$51.2 - $57.3
|
1.08K
$13.8K
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-153- 2.8% |
$1.96K - $2.19K
|
5.31K
$68.3K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-200- 1.14% |
$2.56K - $2.87K
|
17.3K
$223K
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-444- 21.48% |
$5.68K - $6.36K
|
1.62K
$20.9K
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-446- 1.56% |
$5.7K - $6.39K
|
28.1K
$362K
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-507- 2.12% |
$6.48K - $7.27K
|
23.4K
$302K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-965- 4.87% |
$12.3K - $13.8K
|
18.8K
$242K
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1K- 40.0% |
$12.8K - $14.3K
|
1.5K
$19.3K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1K- 5.49% |
$12.8K - $14.3K
|
17.2K
$221K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.03K- 2.25% |
$13.1K - $14.7K
|
44.6K
$574K
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.04K- 1.05% |
$13.3K - $14.9K
|
97.9K
$1.26M
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-1.13K- 3.61% |
$14.4K - $16.2K
|
30.2K
$388K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.35K- 5.17% |
$17.3K - $19.3K
|
24.8K
$318K
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-1.37K- 0.67% |
$17.5K - $19.6K
|
202K
$2.6M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.39K- 5.43% |
$17.8K - $19.9K
|
24.2K
$311K
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 11.62% |
$19K - $21.3K
|
11.3K
$145K
|
|
Oct 21, 2024
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.48K- 11.62% |
$19K - $21.3K
|
11.3K
$145K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.6K- 9.33% |
$20.4K - $22.9K
|
15.5K
$200K
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.84K- 1.58% |
$23.5K - $26.4K
|
115K
$1.48M
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.27K- 18.29% |
$29K - $32.5K
|
10.1K
$130K
|