Latest Institutional Purchases of Vertical Capital Income Fund (VCIF)
This list provides information on the latest institutional transactions involving Vertical Capital Income Fund (VCIF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
106K+ 31.14% |
N/A
|
445K
$3.65M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
27.2KNew |
N/A
|
27.2K
$223K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
16.7KNew |
N/A
|
16.7K
$137K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$118K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$111K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$95.2K
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
10.9K+ 15.45% |
N/A
|
81.1K
$665K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3KNew |
N/A
|
3K
$24.6K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.66KNew |
N/A
|
2.66K
$21.8K
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.77K+ 2.47% |
N/A
|
73.4K
$602K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.73K+ 15.9% |
N/A
|
12.6K
$104K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$13.1K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15New |
N/A
|
15
$123
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$118K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.5KNew |
N/A
|
10.5K
$86.1K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$82.7K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.62K+ 10.14% |
N/A
|
61.1K
$501K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
406New |
N/A
|
406
$3.33K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
404+ 0.39% |
N/A
|
105K
$858K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
140+ 0.62% |
N/A
|
22.7K
$186K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
50+ 27.47% |
N/A
|
232
$1.9K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
25KNew |
N/A
|
25K
$205K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
22.7KNew |
N/A
|
22.7K
$186K
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.3KNew |
N/A
|
12.3K
$101K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
57.7K+ 12.2% |
$446K - $574K
|
531K
$4.35M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1KNew |
$7.72K - $9.95K
|
1K
$8.2K
|
|
Q2 2023 | |||||||
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
23.4KNew |
$227K - $235K
|
23.4K
$192K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$185K - $192K
|
19.1K
$157K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
20KNew |
$172K - $202K
|
20K
$164K
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
100+ 0.02% |
$861 - $1.01K
|
574K
$4.7M
|
|
Q4 2022 | |||||||
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
31.9K+ 52.12% |
$272K - $304K
|
93K
$763K
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
16.5KNew |
$141K - $157K
|
16.5K
$135K
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
958+ 13.42% |
$8.19K - $9.13K
|
8.1K
$66.4K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
50+ 0.35% |
$428 - $476
|
14.1K
$116K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
15.2KNew |
$141K - $148K
|
15.2K
$125K
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
11.2KNew |
$104K - $109K
|
11.2K
$91.8K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
114K+ 15.69% |
$1.04M - $1.14M
|
844K
$6.92M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
10.8KNew |
$97.5K - $108K
|
10.8K
$88.2K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7KNew |
$63.5K - $70K
|
7K
$57.4K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.7KNew |
$42.6K - $47K
|
4.7K
$38.5K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
47.8KNew |
$467K - $494K
|
47.8K
$392K
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.4KNew |
$131K - $138K
|
13.4K
$110K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.34KNew |
$13.1K - $13.9K
|
1.34K
$11K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
41KNew |
$421K - $444K
|
41K
$336K
|
|
Q2 2021 | |||||||
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1KNew |
$10.2K - $10.9K
|
1K
$8.2K
|
|
Q4 2020 | |||||||
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
819New |
$7.9K - $8.36K
|
819
$6.72K
|
|
Q3 2020 | |||||||
Oct 30, 2020
Q3 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
500New |
$4.76K - $5.03K
|
500
$4.1K
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
25KNew |
$194K - $274K
|
25K
$205K
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.2KNew |
$83.8K - $106K
|
11.2K
$91.5K
|