Institutional Ownership Vertical Capital Income Fund (VCIF)
This table provides information about the institutional ownership of Vertical Capital Income Fund (VCIF). We have compiled data on the 22 institutions that hold shares in the stock, with a total of 1.76 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
530,867
shares
|
$4.35 Million
4.95% of portfolio
|
Q3 2023
Added 12.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
470,378
shares
|
$3.86 Million
0.01% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
258,553
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 280.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
100,020
shares
|
$820,163
0.0% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
99,099
shares
|
$812,611
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
77,496
shares
|
$635,467
0.45% of portfolio
|
Q3 2024
Added 5.6%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
54,243
shares
|
$444,792
0.24% of portfolio
|
Q3 2024
Reduced 33.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,598
shares
|
$242,703
0.0% of portfolio
|
Q3 2024
Added 65.2%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
26,660
shares
|
$218,611
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
26,660
shares
|
$218,611
0.18% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
26,298
shares
|
$215,643
0.02% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
22,724
shares
|
$186,336
0.12% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
17,801
shares
|
$145,968
0.0% of portfolio
|
Q3 2024
Added 32.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,001
shares
|
$24,608
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$24,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,810
shares
|
$23,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
2,300
shares
|
$18,860
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,600
shares
|
$13,119
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$8,200
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
860
shares
|
$7,051
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
232
shares
|
$1,902
0.0% of portfolio
|
Q1 2024
Added 27.47%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|