Purchases and Sales Made in Q4 2023 in Goldman Sachs Bdc, Inc. (GSBD)
This table provides information about the institutional ownership of Goldman Sachs Bdc, Inc. (GSBD) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
6.19K+ 13.0% |
$83.4K - $95.6K
|
53.8K
$735K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.82K+ 2.11% |
$64.9K - $74.4K
|
233K
$3.18M
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.42KNew |
$59.5K - $68.2K
|
4.42K
$60.3K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.41K+ 14.48% |
$59.4K - $68.2K
|
34.9K
$477K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4K+ 53.33% |
$53.8K - $61.8K
|
11.5K
$157K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.98KNew |
$53.6K - $61.4K
|
3.98K
$54.4K
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
3.7K+ 7.84% |
$49.8K - $57.1K
|
50.9K
$695K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.47K+ 28.25% |
$46.7K - $53.6K
|
15.8K
$215K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.07KNew |
$41.3K - $47.3K
|
3.07K
$41.9K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.97K+ 28.66% |
$39.9K - $45.8K
|
13.3K
$182K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.7KNew |
$36.3K - $41.7K
|
2.7K
$36.9K
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.56K+ 1.32% |
$34.5K - $39.5K
|
197K
$2.69M
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.5KNew |
$33.7K - $38.6K
|
2.5K
$34.2K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.4K+ 4.14% |
$32.3K - $37.1K
|
60.3K
$824K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.25K+ 0.58% |
$30.3K - $34.7K
|
390K
$5.33M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.01K+ 8.95% |
$27K - $31K
|
24.4K
$334K
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2KNew |
$26.9K - $30.9K
|
2K
$27.3K
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1.9K+ 2.89% |
$25.6K - $29.3K
|
67.7K
$925K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 4.89% |
$23.4K - $26.8K
|
37.3K
$510K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.5KNew |
$20.2K - $23.2K
|
1.5K
$20.5K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.5KNew |
$20.2K - $23.2K
|
1.5K
$20.5K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.5K+ 75.0% |
$20.2K - $23.2K
|
3.5K
$47.8K
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.42K+ 2.73% |
$19.1K - $21.9K
|
53.4K
$730K
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.37K+ 5.15% |
$18.4K - $21.1K
|
27.9K
$381K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.01K+ 3.31% |
$13.6K - $15.6K
|
31.6K
$431K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1KNew |
$13.5K - $15.4K
|
1K
$13.7K
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
990+ 4.24% |
$13.3K - $15.3K
|
24.3K
$332K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
988New |
$13.3K - $15.3K
|
988
$13.5K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
882+ 0.62% |
$11.9K - $13.6K
|
144K
$1.97M
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
800+ 150.66% |
$10.8K - $12.4K
|
1.33K
$18.2K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
800+ 5.02% |
$10.8K - $12.4K
|
16.7K
$229K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
792New |
$10.7K - $12.2K
|
792
$10.8K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
718+ 4.7% |
$9.66K - $11.1K
|
16K
$218K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
474+ 4.05% |
$6.38K - $7.32K
|
12.2K
$166K
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
442+ 107.02% |
$5.95K - $6.82K
|
855
$11.7K
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
373+ 3.26% |
$5.02K - $5.76K
|
11.8K
$161K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
363+ 2.52% |
$4.89K - $5.6K
|
14.8K
$202K
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
325+ 2.93% |
$4.37K - $5.02K
|
11.4K
$156K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
304+ 330.43% |
$4.09K - $4.69K
|
396
$5.41K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
271+ 2.47% |
$3.65K - $4.18K
|
11.2K
$153K
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
163+ 0.5% |
$2.19K - $2.52K
|
33.1K
$452K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
146New |
$1.97K - $2.25K
|
146
$1.99K
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
146+ 14.85% |
$1.97K - $2.25K
|
1.13K
$15.4K
|
|
Feb 14, 2024
Q4 2023
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
117+ 0.03% |
$1.57K - $1.81K
|
382K
$5.22M
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
102New |
$1.37K - $1.57K
|
102
$1.39K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
53New |
$713 - $818
|
53
$724
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 3.37% |
$80.8 - $92.6
|
184
$2.51K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.46% |
$67.3 - $77.2
|
1.09K
$14.8K
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-56- 0.02% |
$754 - $865
|
373K
$5.1M
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-145- 1.32% |
$1.95K - $2.24K
|
10.8K
$148K
|