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 876,980 shares, which have been reported (via 13F filing form) to have a value of $2.55 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Aug 14, 2025 Q2 2025 |
358,471
shares
|
$1.04 Million
0.38% of portfolio
|
Q2 2025
Added 69.57%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
256,538
shares
|
$746,525
0.0% of portfolio
|
Q2 2025
Added 11.78%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
73,179
shares
|
$212,950
0.0% of portfolio
|
Q2 2025
Added 137.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,492
shares
|
$114,921
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
33,681
shares
|
$98,011
0.0% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
31,000
shares
|
$90,210
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
16,938
shares
|
$49,289
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
|
$43,824
0.0% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
14,850
shares
|
$43,213
0.0% of portfolio
|
Q2 2025
Reduced 46.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
12,010
shares
|
$34,949
0.0% of portfolio
|
Q2 2025
Reduced 48.5%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
11,840
shares
|
$34,454
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
8,383
shares
|
$24,394
0.0% of portfolio
|
Q1 2024
Added 15424.07%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
2,500
shares
|
$7,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
2,500
shares
|
$7,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
500
shares
|
$1,455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
38
shares
|
$110
0.0% of portfolio
|
Q2 2024
Reduced 90.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|