Institutional shares held 575,528
54.5K calls
5K puts
Total value of holdings $1.73M
$163K calls
$15K puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 20


Latest Institutional Activity in ICMB

Top Purchases

Q4 2024
Bulldog Investors, LLP Shares Held: 76.8K ($230K)
Q4 2024
Morgan Stanley Shares Held: 224K ($671K)
Q4 2024
Raymond James Financial Inc Shares Held: 22.6K ($67.7K)
Q4 2024
Citadel Advisors LLC Shares Held: 52.5K ($158K)
Q4 2024
Ubs Group Ag Shares Held: 22.2K ($66.6K)

Top Sells

Q4 2024
International Assets Investment Management, LLC Shares Held: 27.8K ($83.3K)
Q4 2024
Lpl Financial LLC Shares Held: 50.6K ($152K)
Q4 2024
New Edge Advisors, LLC Shares Held: 14.5K ($43.4K)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 15.1K ($45.2K)
Q2 2024
Advisor Group Holdings, Inc. Shares Held: 38 ($114)

About ICMB

Investcorp Credit Management BDC, Inc. is a business development company specializing in loan, mezzanine, middle market, growth capital, acquisitions, market/product expansion, organic growth, refinancings and recapitalization investments. It also selectively invests in mezzanine loans/structured equity and in the equity of portfolio companies through warrants and other instruments, in most cases taking such upside participation interests as part of a broader investment relationship. The fund typically invests in United States and Europe. Within United States, the fund seeks to invest in Midatlantic, Midwest, Northeast, Southeast, and West Coast regions. The fund primarily invests in cable and satellites; consumer services; healthcare equipment and services; industrials; information technology; telecommunication services; and utilities sectors. The fund seeks to invest between $5 million to $25 million in companies that have annual revenues of at least $50 million with EBITDA at least $15 million.


Insider Transactions at ICMB

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
7K Shares
From 1 Insiders
Open market or private purchase 7K shares
Sell / Disposition
0 Shares
From 0 Insiders

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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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