Latest Institutional Transactions on Vertical Capital Income Fund (VCIF)
This table provides information on the latest institutional transactions involving Vertical Capital Income Fund (VCIF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
390New |
N/A
|
390
$3.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 54.16% |
N/A
|
508K
$4.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
PUT |
35.7KNew |
N/A
|
35.7K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
974New |
N/A
|
974
$7.99K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
217KNew |
N/A
|
217K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
480+ 36.23% |
N/A
|
1.81K
$14.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
615+ 0.34% |
N/A
|
182K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.86K- 14.59% |
N/A
|
10.9K
$89.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
19.1KNew |
N/A
|
19.1K
$157K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$106K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30.8K+ 16.33% |
N/A
|
219K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
164New |
N/A
|
164
$1.34K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.6K- 19.93% |
N/A
|
82.8K
$679K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
181+ 1.46% |
N/A
|
12.5K
$103K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
515+ 4.9% |
N/A
|
11K
$90.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$87.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37K+ 7.49% |
N/A
|
532K
$4.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
529+ 5.11% |
N/A
|
10.9K
$89.3K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
18.2KNew |
N/A
|
18.2K
$149K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$16.4
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
N/A
|
12.5K
$103K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
20.5KNew |
N/A
|
20.5K
$168K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-95- 0.36% |
N/A
|
26.2K
$215K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.1KNew |
N/A
|
24.1K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
26.2K+ 26.46% |
N/A
|
125K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
30.1KNew |
N/A
|
30.1K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
500New |
N/A
|
500
$4.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
217KNew |
N/A
|
217K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-50- 21.55% |
N/A
|
182
$1.49K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.42K- 8.15% |
N/A
|
49.8K
$409K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 65.2% |
N/A
|
29.6K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-909- 3.3% |
N/A
|
26.7K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-909- 3.3% |
N/A
|
26.7K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.11K+ 5.6% |
N/A
|
77.5K
$635K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3KNew |
N/A
|
3K
$24.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.81KNew |
N/A
|
2.81K
$23K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.3KNew |
N/A
|
2.3K
$18.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
16.7KNew |
N/A
|
16.7K
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.66KNew |
N/A
|
2.66K
$21.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15New |
N/A
|
15
$123
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$111K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$118K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
406New |
N/A
|
406
$3.33K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$82.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
404+ 0.39% |
N/A
|
105K
$858K
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-151K- 40.27% |
N/A
|
224K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-125K- 88.96% |
N/A
|
15.5K
$127K
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-57.8K- 35.9% |
N/A
|
103K
$846K
|
|