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 19 institutions that hold shares in the stock, with a total of 429,127 shares, which have been reported (via 13F filing form) to have a value of $1.33 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
187,015
shares
|
$579,746
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
52,235
shares
|
$161,928
0.0% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
41,769
shares
|
$129,483
0.0% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,492
shares
|
$122,425
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
27,750
shares
|
$86,025
0.01% of portfolio
|
Q4 2024
Reduced 72.68%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
16,938
shares
|
$52,507
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
|
$46,686
0.0% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
14,983
shares
|
$46,447
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
13,444
shares
|
$41,676
0.0% of portfolio
|
Q3 2024
Added 99.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
8,383
shares
|
$25,987
0.0% of portfolio
|
Q1 2024
Added 15424.07%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
7,000
shares
|
$21,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
2,500
shares
|
$7,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
2,500
shares
|
$7,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
38
shares
|
$117
0.0% of portfolio
|
Q2 2024
Reduced 90.4%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
19
shares
|
$58
0.0% of portfolio
|
Q4 2023
Reduced 66.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$3
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|