Institutional shares held 144,554
0 calls
0 puts
Total value of holdings $2.55M
$0 calls
$0 puts
# of Institutions 12


Latest Institutional Activity in BDCZ

Top Purchases

Q1 2025
Imc Chicago, LLC Shares Held: 27.6K ($487K)
Q4 2024
Creative One Wealth, LLC Shares Held: 26.3K ($464K)
Q4 2024
Wells Fargo & Company Shares Held: 0 ($0)
Q4 2024
Creekmur Asset Management LLC Shares Held: 0 ($0)
Q3 2024
Kingswood Wealth Advisors, LLC Shares Held: 23.9K ($421K)

Top Sells

Q3 2024
Concourse Financial Group Securities, Inc. Shares Held: 2.23K ($39.3K)
Q2 2024
Advisor Group Holdings, Inc. Shares Held: 1.3K ($22.9K)
Q1 2024
Hilltop Holdings Inc. Shares Held: 15.9K ($280K)
Q1 2024
Eudaimonia Advisors LLC Shares Held: 34.7K ($611K)
Q4 2023
Morgan Stanley Shares Held: 537 ($9.46K)

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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