Vertical Capital Income Fund VCIF
We take great care to ensure that the data presented and summarized in this overview for Vertical Capital Income Fund is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding VCIF
View all-
Terrapin Asset Management, LLC Miami, FL531KShares$4.35 Million4.95% of portfolio
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Cambridge Investment Research Advisors, Inc.339KShares$2.78 Million0.01% of portfolio
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Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL224KShares$1.83 Million0.62% of portfolio
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Cetera Investment Advisers Schaumburg, IL115KShares$940,9580.0% of portfolio
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Bulldog Investors, LLP Saddle Brook, NJ103KShares$845,7060.36% of portfolio
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Sfi Advisors, LLC Montclair, NJ71.6KShares$587,2590.46% of portfolio
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Access Financial Services, Inc.70.3KShares$576,2140.26% of portfolio
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Morgan Stanley New York, NY61.1KShares$500,8060.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ39.8KShares$326,6140.0% of portfolio
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Riverbridge Partners LLC34.1KShares$279,6030.0% of portfolio
Latest Institutional Activity in VCIF
Top Purchases
Top Sells
About VCIF
Vertical Capital Income Fund is a close ended fixed income mutual fund launched and managed by Vertical Capital Asset Management, LLC. The fund is co - managed by Behringer Advisors, LLC. The Fund invests mainly in fixed-income securities. The fund invests in stocks of companies operating across diversified sectors. It seeks to benchmark the performance of its portfolio against the Barclays Capital U.S. Mortgage Backed Securities Index. Vertical Capital Income Fund was formed on December 30, 2011 and is domiciled in the United States.
Insider Transactions at VCIF
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jun 21
2024
|
Joan Y Mccabe Director |
BUY
Open market or private purchase
|
Direct |
5,950
+32.64%
|
$47,600
$8.4 P/Share
|
|
Dec 21
2023
|
Joshua Lefkowitz CCO, CLO & Secretary |
BUY
Open market or private purchase
|
Direct |
650
+36.76%
|
$4,550
$7.81 P/Share
|
|
Dec 21
2023
|
Nelson Joseph PFO, PAO & Treasurer |
BUY
Open market or private purchase
|
Direct |
2,500
+50.0%
|
$17,500
$7.8 P/Share
|
|
Dec 20
2023
|
Joshua Lefkowitz CCO, CLO & Secretary |
BUY
Open market or private purchase
|
Direct |
468
+50.0%
|
$3,276
$7.87 P/Share
|
|
Dec 19
2023
|
Lauren Michelle Basmadjian Principal Executive Officer |
BUY
Open market or private purchase
|
Direct |
4,000
+22.79%
|
$28,000
$7.79 P/Share
|
|
Dec 18
2023
|
Lauren Michelle Basmadjian Principal Executive Officer |
BUY
Open market or private purchase
|
Direct |
9,550
+50.0%
|
$66,850
$7.85 P/Share
|
|
Oct 30
2023
|
Nishil Mehta |
BUY
Open market or private purchase
|
Direct |
13,300
+50.0%
|
$93,100
$7.62 P/Share
|
|
Oct 25
2023
|
Joan Y Mccabe Director |
BUY
Open market or private purchase
|
Direct |
6,329
+50.0%
|
$44,303
$7.87 P/Share
|
|
Oct 17
2023
|
Sanjeev Handa Director |
BUY
Open market or private purchase
|
Direct |
6,000
+50.0%
|
$48,000
$8.08 P/Share
|
|
Sep 12
2023
|
Cg Subsidiary Holdings L.L.C. |
BUY
Open market or private purchase
|
Direct |
1,269,537
+20.97%
|
$10,156,296
$8.52 P/Share
|
|
Aug 28
2023
|
Cg Subsidiary Holdings L.L.C. |
BUY
Open market or private purchase
|
Indirect |
504,042
+50.0%
|
$4,032,336
$8.3 P/Share
|
|
Aug 28
2023
|
Cg Subsidiary Holdings L.L.C. |
BUY
Open market or private purchase
|
Direct |
3,012,049
+50.0%
|
$24,096,392
$8.3 P/Share
|
Last 12 Months Summary
| Open market or private purchase | 4.83M shares |
|---|