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 18 institutions that hold shares in the stock, with a total of 988,438 shares, which have been reported (via 13F filing form) to have a value of $2.77 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Nov 14, 2025 Q3 2025 |
522,752
shares
|
$1.46 Million
0.53% of portfolio
|
Q3 2025
Added 45.83%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
287,071
shares
|
$803,798
0.0% of portfolio
|
Q3 2025
Added 11.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,492
shares
|
$110,577
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
31,000
shares
|
$86,800
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
24,511
shares
|
$68,630
0.0% of portfolio
|
Q3 2025
Reduced 27.23%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
16,938
shares
|
$47,426
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
|
$42,168
0.0% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
12,000
shares
|
$33,600
0.0% of portfolio
|
Q3 2025
Reduced 19.19%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
11,840
shares
|
$33,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
10,720
shares
|
$30,015
0.0% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
8,383
shares
|
$23,472
0.0% of portfolio
|
Q1 2024
Added 15424.07%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,133
shares
|
$8,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
2,500
shares
|
$7,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
2,500
shares
|
$7,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
500
shares
|
$1,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
38
shares
|
$106
0.0% of portfolio
|
Q2 2024
Reduced 90.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|