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 698,433 shares, which have been reported (via 13F filing form) to have a value of $1.97 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
229,499
shares
|
$647,187
0.0% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 15, 2025 Q1 2025 |
211,397
shares
|
$596,139
0.29% of portfolio
|
Q1 2025
Added 175.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,492
shares
|
$111,367
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
31,000
shares
|
$87,420
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
30,844
shares
|
$86,980
0.0% of portfolio
|
Q1 2025
Reduced 41.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
28,416
shares
|
$80,133
0.0% of portfolio
|
Q1 2025
Reduced 43.88%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
27,750
shares
|
$78,255
0.01% of portfolio
|
Q4 2024
Reduced 72.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
23,320
shares
|
$65,762
0.0% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
16,938
shares
|
$47,765
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
|
$42,469
0.0% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,983
shares
|
$36,612
0.0% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
11,840
shares
|
$33,388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
8,383
shares
|
$23,640
0.0% of portfolio
|
Q1 2024
Added 15424.07%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,472
shares
|
$18,251
0.0% of portfolio
|
Q1 2025
Reduced 70.85%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
2,500
shares
|
$7,050
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
2,500
shares
|
$7,050
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
38
shares
|
$107
0.0% of portfolio
|
Q2 2024
Reduced 90.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$2
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|