Purchases and Sales Made in Q1 2025 in Vertical Capital Income Fund (VCIF)
This table provides information about the institutional ownership of Vertical Capital Income Fund (VCIF) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
189KNew |
N/A
|
189K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
181KNew |
N/A
|
181K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
85.5K+ 35.08% |
N/A
|
329K
$2.7M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
20.5KNew |
N/A
|
20.5K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
18.2KNew |
N/A
|
18.2K
$149K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.6K+ 3.47% |
N/A
|
495K
$4.06M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.5KNew |
N/A
|
12.5K
$103K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$101K
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$84.9K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.94K+ 9.46% |
N/A
|
103K
$848K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
433+ 4.3% |
N/A
|
10.5K
$86.1K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
N/A
|
2
$16.4
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-95- 0.36% |
N/A
|
26.2K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-157- 10.59% |
N/A
|
1.33K
$10.9K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.05K- 28.39% |
N/A
|
12.7K
$105K
|