Institutional Ownership Investcorp Credit Management Bdc, Inc. (ICMB)
This table provides information about the institutional ownership of Investcorp Credit Management Bdc, Inc. (ICMB). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 582,528 shares, which have been reported (via 13F filing form) to have a value of $1.91 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
223,587
shares
|
$724,421
0.0% of portfolio
|
Q4 2024
Added 19.56%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Feb 14, 2025 Q4 2024 |
76,832
shares
|
$248,935
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
52,543
shares
|
$170,239
0.0% of portfolio
|
Q4 2024
Added 25.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
50,632
shares
|
$164,047
0.0% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,492
shares
|
$127,954
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
27,750
shares
|
$89,910
0.01% of portfolio
|
Q4 2024
Reduced 72.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
22,571
shares
|
$73,130
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
22,199
shares
|
$71,924
0.0% of portfolio
|
Q4 2024
Added 65.12%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
16,938
shares
|
$54,879
0.0% of portfolio
|
Q2 2021
Added 19.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,060
shares
|
$48,794
0.0% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
14,483
shares
|
$46,924
0.0% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
8,383
shares
|
$27,160
0.0% of portfolio
|
Q1 2024
Added 15424.07%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
7,000
shares
|
$22,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
2,500
shares
|
$8,100
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
2,500
shares
|
$8,100
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
38
shares
|
$123
0.0% of portfolio
|
Q2 2024
Reduced 90.4%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
19
shares
|
$61
0.0% of portfolio
|
Q4 2023
Reduced 66.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$3
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|