Purchases and Sales Made in Q2 2024 in Goldman Sachs Bdc, Inc. (GSBD)
This table provides information about the institutional ownership of Goldman Sachs Bdc, Inc. (GSBD) during Q2 2024. 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, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.61K+ 10.26% |
$98.1K - $105K
|
71K
$913K
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
6.48K+ 6.47% |
$96.1K - $103K
|
106K
$1.37M
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.89K+ 15.51% |
$72.6K - $77.8K
|
36.4K
$468K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.57K+ 18.94% |
$67.8K - $72.7K
|
28.7K
$369K
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
4.25K+ 2.29% |
$63.1K - $67.7K
|
190K
$2.45M
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.18K+ 4.26% |
$62K - $66.5K
|
102K
$1.32M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.17K+ 16.71% |
$61.9K - $66.4K
|
29.1K
$375K
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.9K+ 4.43% |
$57.8K - $62K
|
91.9K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.79K+ 9.27% |
$56.2K - $60.3K
|
44.6K
$574K
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.39K+ 19.82% |
$50.2K - $53.9K
|
20.5K
$263K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.01K+ 63.66% |
$44.7K - $47.9K
|
7.74K
$99.5K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3K+ 30.0% |
$44.5K - $47.7K
|
13K
$167K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.65K+ 21.52% |
$39.3K - $42.1K
|
14.9K
$192K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.54K+ 7.81% |
$37.7K - $40.4K
|
35.1K
$451K
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.25K+ 1.3% |
$33.4K - $35.9K
|
176K
$2.26M
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.2KNew |
$32.6K - $35K
|
2.2K
$28.3K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2K+ 4.24% |
$29.7K - $31.8K
|
49.2K
$632K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2K+ 7.94% |
$29.7K - $31.8K
|
27.2K
$350K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.96K+ 5.22% |
$29.1K - $31.2K
|
39.6K
$509K
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
1.72K+ 11.2% |
$25.6K - $27.4K
|
17.1K
$220K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.69K+ 4.91% |
$25K - $26.8K
|
36K
$463K
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.52K+ 5.27% |
$22.5K - $24.2K
|
30.3K
$390K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.33K+ 23.22% |
$19.7K - $21.1K
|
7.04K
$90.6K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.32K+ 15.92% |
$19.5K - $20.9K
|
9.58K
$123K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.2K+ 4.61% |
$17.8K - $19.1K
|
27.2K
$350K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.15K+ 11.07% |
$17K - $18.2K
|
11.5K
$148K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.05K+ 5.63% |
$15.6K - $16.7K
|
19.7K
$253K
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
687+ 0.36% |
$10.2K - $10.9K
|
190K
$2.44M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
653New |
$9.69K - $10.4K
|
653
$8.4K
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
549New |
$8.15K - $8.73K
|
549
$7.06K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
501New |
$7.43K - $7.97K
|
501
$6.44K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
407+ 11.82% |
$6.04K - $6.48K
|
3.85K
$49.5K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
347+ 2.85% |
$5.15K - $5.52K
|
12.5K
$161K
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
302+ 2.58% |
$4.48K - $4.8K
|
12K
$155K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
300+ 0.75% |
$4.45K - $4.77K
|
40.5K
$520K
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
210+ 0.22% |
$3.12K - $3.34K
|
94.3K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
142+ 0.37% |
$2.11K - $2.26K
|
38.7K
$498K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
61+ 0.51% |
$905 - $971
|
12K
$155K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43New |
$638 - $684
|
43
$553
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35+ 0.09% |
$519 - $557
|
37K
$476K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29+ 0.23% |
$430 - $461
|
12.9K
$165K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 0.09% |
$297 - $318
|
21.3K
$274K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
14+ 0.06% |
$208 - $223
|
22.8K
$294K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 2.48% |
$564 - $605
|
1.49K
$19.2K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 9.42% |
$742 - $796
|
481
$6.19K
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-53- 0.35% |
$787 - $843
|
15.2K
$195K
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-456- 0.51% |
$6.77K - $7.25K
|
89.6K
$1.15M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-630- 2.08% |
$9.35K - $10K
|
29.7K
$382K
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-808- 3.57% |
$12K - $12.9K
|
21.8K
$281K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-847- 21.19% |
$12.6K - $13.5K
|
3.15K
$40.5K
|