Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Kayne Anderson BDC, Inc. termasuk Koch, Inc., Merit Financial Group, LLC, Inscription Capital, LLC, Truist Financial Corp, Jane Street Group, Llc, Marex Group plc, TCTC Holdings, LLC, Evoke Wealth, Llc, Avenue 1 Advisors, LLC, BKD Wealth Advisors, LLC, Stifel Financial Corp, Advisory Services Network, LLC, Arcus Capital Partners, LLC, Valeo Financial Advisors, LLC, Balentine LLC, Susquehanna International Group, Llp, GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C, SVYAX - SIIT U.S. Managed Volatility Fund - Class A, Allworth Financial LP, dan Skopos Labs, Inc. .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 12,375 | 189 | ||||||
| 2025-06-26 | NP | ISCV - iShares Morningstar Small-Cap Value ETF | 8,087 | 7.65 | 128 | -0.78 | ||||
| 2025-07-18 | 13F | Requisite Capital Management, LLC | 842,721 | 130.39 | 13,197 | 116.95 | ||||
| 2025-08-04 | 13F | Balentine LLC | 11,922 | 182 | ||||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 24,881 | 100.01 | 380 | 88.56 | ||||
| 2025-07-18 | 13F | Generali Investments CEE, investicni spolecnost, a.s. | 18,184 | 5.54 | 277 | -0.72 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 45,063 | 15.11 | 688 | 8.36 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 10,268 | 70.93 | 157 | 60.82 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17,755 | 7.08 | 271 | 0.75 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 15,468 | 50.00 | 236 | 41.32 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 30,000 | 50.00 | 458 | 41.05 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 30,424 | 50.00 | 464 | 41.46 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 153,024 | 48.49 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 21,067 | 50.01 | 321 | 41.41 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 21,126 | 50.00 | 331 | 41.03 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 71,847 | 69.37 | 1 | |||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 14,901 | 227 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 15,062 | 230 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10,193 | 156 | ||||||
| 2025-07-10 | 13F | Security National Bank | 1,656 | 20.35 | 25 | 13.64 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12,090 | 184 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19,301 | 294.30 | 295 | 272.15 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12,407 | 192 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 22,252 | 52.53 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 700 | 11 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 930,426 | 71.95 | 14,198 | 61.78 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 15,181 | 238 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1,738,174 | 26,525 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 18,447 | 50.00 | 289 | 41.18 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar US Market Factor Tilt Index Fund | 2,512 | 97.48 | 40 | 77.27 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 34,363 | 64.23 | 524 | 54.57 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 40,756 | 119.38 | 622 | 106.31 | ||||
| 2025-08-19 | 13F | Marex Group plc | 18,700 | 285 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22,062 | 337 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 71,502 | 283.41 | 1,091 | 261.26 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 223,657 | 186.67 | 3,413 | 169.80 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 40,861 | 4.08 | 624 | -2.04 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 81,132 | 1,238 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 165,415 | 60.80 | 2,524 | 51.32 | ||||
| 2025-08-14 | 13F | Koch, Inc. | 12,181,352 | 185,887 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 7,400 | 34.55 | 113 | 26.97 | ||||
| 2025-07-29 | NP | SVYAX - SIIT U.S. Managed Volatility Fund - Class A | 2,142 | 34 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 24,400 | 372 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 43,915 | 45.01 | 670 | 36.46 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 15,799 | 50.01 | 248 | 50.61 | ||||
| 2025-06-25 | NP | ISCB - iShares Morningstar Small-Cap ETF | 2,083 | 3.74 | 33 | -2.94 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 402,400 | 76.09 | 6,302 | 70.02 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 14,750 | 225 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 27 | 0 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 17,884 | 273 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 236,127 | 66.66 | 3,603 | 56.79 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36,354 | 20.63 | 555 | 13.52 | ||||
| 2025-08-06 | 13F | Equitec Proprietary Markets, Llc | 121,998 | 50.00 | 1,862 | 41.09 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9,550 | 2.85 | 146 | -3.33 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 93,542 | 50.00 | 1,465 | 41.31 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 143,100 | 95.83 | 2,184 | 84.22 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 161,669 | 17.47 | 2,474 | 10.80 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 14,901 | 227 | ||||||
| 2025-08-14 | 13F | Millennium Management Llc | 134,419 | 166.34 | 2,051 | 150.73 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 62,743 | 50.00 | 957 | 41.15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,596,731 | 180.11 | 70,146 | 163.53 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 196,671 | 14.05 | 3,001 | 7.29 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C | 2,511 | 38 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 87,880 | 0.14 | 1,341 | -5.76 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 8,346 | 50.00 | 127 | 56.79 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 202,873 | 98.03 | 3,096 | 86.33 |
