Purchases and Sales Made in Q1 2023 in Goldman Sachs Bdc, Inc. (GSBD)
This table provides information about the institutional ownership of Goldman Sachs Bdc, Inc. (GSBD) during Q1 2023. The information is specifically focused on institutions that hold shares of Goldman Sachs BDC, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.1K+ 3.63% |
$123K - $149K
|
260K
$3.15M
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.37K+ 12.86% |
$113K - $137K
|
73.5K
$890K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.31K+ 33.88% |
$113K - $136K
|
32.8K
$397K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.19K+ 2.89% |
$111K - $134K
|
291K
$3.53M
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
7.76K+ 53.92% |
$105K - $127K
|
22.2K
$268K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.92K+ 14.89% |
$93.8K - $114K
|
53.4K
$647K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.86K+ 7.54% |
$79.4K - $96.1K
|
83.6K
$1.01M
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5K+ 40.5% |
$67.8K - $82K
|
17.3K
$210K
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
4.61K+ 18.19% |
$62.4K - $75.5K
|
29.9K
$362K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.28K+ 31.56% |
$58K - $70.2K
|
17.8K
$216K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4K+ 3.19% |
$54.2K - $65.6K
|
129K
$1.57M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.69K+ 16.46% |
$50K - $60.5K
|
26.1K
$316K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.5KNew |
$47.4K - $57.4K
|
3.5K
$42.4K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3KNew |
$40.7K - $49.2K
|
3K
$36.3K
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.66K+ 13.17% |
$36K - $43.6K
|
22.8K
$277K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.63K+ 7.74% |
$35.7K - $43.2K
|
36.7K
$444K
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
2.47K+ 8.57% |
$33.5K - $40.5K
|
31.3K
$379K
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.4K+ 2.22% |
$32.5K - $39.3K
|
110K
$1.33M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.15K+ 7.38% |
$29.1K - $35.2K
|
31.3K
$379K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.06KNew |
$27.9K - $33.7K
|
2.06K
$24.9K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 5.08% |
$23K - $27.9K
|
35.2K
$426K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.5KNew |
$20.3K - $24.6K
|
1.5K
$18.2K
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.49K+ 5.51% |
$20.2K - $24.5K
|
28.6K
$346K
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.4KNew |
$19K - $23K
|
1.4K
$17K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.33K+ 7.03% |
$18K - $21.7K
|
20.2K
$244K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1K+ 5.81% |
$13.6K - $16.4K
|
18.2K
$221K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 2.33% |
$13.6K - $16.4K
|
43.9K
$532K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
930+ 654.93% |
$12.6K - $15.3K
|
1.07K
$13K
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
930+ 8.12% |
$12.6K - $15.3K
|
12.4K
$150K
|
|
May 03, 2023
Q1 2023
|
Cohen Capital Management, Inc.
|
BUY
|
- |
645+ 0.72% |
$8.74K - $10.6K
|
89.7K
$1.09M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
533New |
$7.22K - $8.74K
|
533
$6.45K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
500New |
$6.78K - $8.2K
|
500
$6.06K
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
421+ 1.31% |
$5.7K - $6.9K
|
32.5K
$394K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
400New |
$5.42K - $6.56K
|
400
$4.84K
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
392+ 2.87% |
$5.31K - $6.43K
|
14K
$170K
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
343+ 3.29% |
$4.65K - $5.63K
|
10.8K
$130K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
300+ 5.23% |
$4.07K - $4.92K
|
6.04K
$73.1K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
300+ 2.19% |
$4.07K - $4.92K
|
14K
$170K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
225+ 21.09% |
$3.05K - $3.69K
|
1.29K
$15.6K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
213+ 0.47% |
$2.89K - $3.49K
|
45.7K
$553K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$2.71K - $3.28K
|
200
$2.42K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
167+ 2.97% |
$2.26K - $2.74K
|
5.79K
$70.1K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
143+ 0.82% |
$1.94K - $2.35K
|
17.5K
$212K
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
78+ 2.91% |
$1.06K - $1.28K
|
2.76K
$33.4K
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
54+ 0.23% |
$732 - $886
|
24K
$290K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
49+ 0.12% |
$664 - $804
|
39.5K
$478K
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
14+ 0.07% |
$190 - $230
|
18.8K
$228K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50- 0.26% |
$678 - $820
|
18.8K
$228K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-55- 0.3% |
$745 - $902
|
18.5K
$224K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-66- 0.31% |
$894 - $1.08K
|
20.9K
$253K
|