Latest Institutional Sells of Vertical Capital Income Fund (VCIF)
This list provides information on the latest institutional transactions involving Vertical Capital Income Fund (VCIF) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-26.9K- 33.14% |
N/A
|
54.2K
$445K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.4K- 11.83% |
N/A
|
100K
$820K
|
|
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
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-862- 3.17% |
N/A
|
26.3K
$216K
|
|
Q1 2024 | |||||||
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
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-36.5K- 51.71% |
N/A
|
34.1K
$280K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-71K- 66.8% |
N/A
|
35.3K
$289K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.09K- 2.76% |
N/A
|
250K
$2.05M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-162K- 82.02% |
$1.25M - $1.62M
|
35.6K
$292K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.64K- 91.05% |
$28.1K - $36.2K
|
358
$2.94K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.78K- 15.06% |
$13.7K - $17.7K
|
10K
$82.2K
|
|
Q2 2023 | |||||||
Jul 27, 2023
Q2 2023
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-89.6K- 21.36% |
$869K - $899K
|
330K
$2.7M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-19.3K- 48.79% |
$187K - $193K
|
20.2K
$166K
|
|
Q1 2023 | |||||||
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-37.3K- 77.75% |
$322K - $377K
|
10.7K
$87.6K
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.12K- 8.89% |
$9.63K - $11.3K
|
11.5K
$94K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.95K- 8.52% |
$16.7K - $18.6K
|
21K
$172K
|
|
Q3 2022 | |||||||
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-183Closed |
$1.7K - $1.78K
|
0
$0
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.72K- 27.01% |
$33.8K - $37.2K
|
10.1K
$82.5K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.32KClosed |
$21K - $23.2K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.1KClosed |
$108K - $114K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.86K- 17.61% |
$28K - $29.6K
|
13.4K
$110K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-80Closed |
$782 - $826
|
0
$0
|
|
Q4 2021 | |||||||
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.5KClosed |
$205K - $220K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.8KClosed |
$107K - $115K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-10.6KClosed |
$106K - $113K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.2KClosed |
$101K - $109K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.51KClosed |
$25K - $26.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-18Closed |
$180 - $192
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-130K- 43.63% |
$1.34M - $1.41M
|
168K
$1.38M
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.3KClosed |
$176K - $189K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.82KClosed |
$18.6K - $19.9K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 20, 2021
Q1 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-116Closed |
$1.14K - $1.22K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 30, 2020
Q3 2020
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-10.3KClosed |
$98.3K - $104K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.18KClosed |
$77.8K - $82.2K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Ewg Elevate Inc.
|
SELL
|
- |
-2.42K- 17.4% |
$23K - $24.3K
|
11.5K
$94.2K
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-19.4KClosed |
$161K - $192K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-17KClosed |
$141K - $168K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-14.3KClosed |
$118K - $141K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-13.5KClosed |
$112K - $133K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-10.1KClosed |
$83.3K - $99.5K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-4.81KClosed |
$39.8K - $47.6K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-179Closed |
$1.48K - $1.77K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-165KClosed |
$1.28M - $1.81M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-67.2KClosed |
$521K - $735K
|
0
$0
|
|
Apr 22, 2020
Q1 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-442Closed |
$3.43K - $4.84K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-11.8KClosed |
$117K - $124K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 07, 2019
Q3 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.9KClosed |
$122K - $138K
|
0
$0
|