Purchases and Sales Made in Q1 2024 in Vertical Capital Income Fund (VCIF)
This table provides information about the institutional ownership of Vertical Capital Income Fund (VCIF) during Q1 2024. The information is specifically focused on institutions that hold shares of Vertical Capital Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
173K+ 104.43% |
N/A
|
339K
$2.78M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
115KNew |
N/A
|
115K
$941K
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
71.6KNew |
N/A
|
71.6K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$118K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$89.3K
|
|
|
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
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.56K+ 27.38% |
N/A
|
39.8K
$327K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.62K+ 10.14% |
N/A
|
61.1K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.62K+ 10.14% |
N/A
|
61.1K
$501K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
650+ 0.93% |
N/A
|
70.3K
$576K
|
|
|
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
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.68K- 8.44% |
N/A
|
29.1K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.73K- 8.58% |
N/A
|
29.1K
$238K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.86K- 10.1% |
N/A
|
61.1K
$501K
|
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-36.5K- 51.71% |
N/A
|
34.1K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-57.8K- 35.9% |
N/A
|
103K
$846K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-125K- 88.96% |
N/A
|
15.5K
$127K
|
|
|
May 13, 2024
Q1 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-151K- 40.27% |
N/A
|
224K
$1.83M
|