Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Kayne Anderson BDC, Inc. includono 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, e Skopos Labs, Inc. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
