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Get Institutions for : 
TCG BDC Inc (CGBD)  
$17.91 0.24 (1.36%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    9
Total shares held : 
12,504,920  
% of shares held : 
22.21%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  29  
Amount of shares held : 
1,372,942  
% of shares held change : 
  2.44%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$13.99  
Last Quarter's Ending Price : 
$14.96  
Last Quarter's Average Price
$14.54  
Change from last quarter's     
avg. price to the last closing  : 
3.37 (23.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 231,122
 1.85%
 
Increased Positions :
47
 1,631,474
 13.05%
 
Unchanged Positions :
23
 575,542
 4.6%
 
Decreased Positions :
27
-326,742
-2.61%
 
Closed Positions :
8
-162,912
-1.3%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MULTIFINANCIAL SECURITIES CORP 1776 *New 2024-03-31 23,294 $379,000 23,294
   Jenkins Wealth 60 *New 2022-12-31 24,148 $346,000 24,148
   Cambria Investment Management L.P. 321 *New 2024-03-31 16,121 $262,000 16,121
   Centiva Capital LP 1011 *New 2024-03-31 14,767 $240,000 14,767
   Kingsview Wealth Management LLC 974 *New 2024-03-31 10,527 $171,000 10,527
   Connor Clark & Lunn Investment Management Ltd. 1418 *New 2024-03-31 10,102 $164,000 10,102
   TUCKER ASSET MANAGEMENT LLC 186 *New 2023-12-31 5,357 $80,000 5,357
   Cape Investment Advisory Inc. 278 *New 2023-12-31 5,096 $76,000 5,096
   Atlantic Trust Group LLC 2114 *New 2024-03-31 1,000 $16,000 1,000
   Goss Wealth Management LLC 3239 *New 2024-03-31 161 $3,000 161

  10 Records found
  1    
  Page 1 of 1
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