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Get Institutions for : 
TCG BDC Inc (CGBD)  
$17.86 0.03 (0.17%) as of 4:30 Mon 5/13


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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  : 
3.32 (22.83%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PARK CIRCLE Co 26 - 2024-03-31 71,225 $1,160,000 0
   PNC FINANCIAL SERVICES GROUP INC 1138 - 2024-03-31 63,888 $1,040,000 0
   MACQUARIE GROUP LTD 1342 - 2023-12-31 64,600 $966,000 0
   US BANCORP 1210 - 2024-03-31 50,000 $814,000 0
   U.S. Capital Wealth Advisors LLC 399 - 2024-03-31 45,331 $738,000 0
   Northeast Financial Consultants Inc 168 - 2023-12-31 42,770 $640,000 0
   Arkadios Wealth Advisors 347 - 2024-03-31 36,110 $588,000 0
   Clarus Group Inc. 53 - 2024-03-31 29,464 $480,000 0
   YorkBridge Wealth Partners LLC 133 - 2022-12-31 32,025 $458,000 0
   Verdence Capital Advisors LLC 366 - 2024-03-31 27,752 $452,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 538 - 2024-03-31 18,125 $292,000 0
   HB Wealth Management LLC 797 - 2024-03-31 11,790 $192,000 0
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1635 - 2023-09-30 13,100 $190,000 0
   Aurum Wealth Management Group LLC 351 - 2024-03-31 11,314 $184,000 0
   GREAT VALLEY ADVISOR GROUP INC. 718 - 2024-03-31 11,100 $181,000 0
   Edge Capital Group LLC 296 - 2023-12-31 11,314 $169,000 0
   Sunbelt Securities Inc. 620 - 2024-03-31 8,797 $143,000 0
   EMC Capital Management 230 - 2023-12-31 5,741 $86,000 0
   HARBOR INVESTMENT ADVISORY LLC 518 - 2024-03-31 4,210 $69,000 0
   HANSON MCCLAIN, INC. 1371 - 2024-03-31 2,528 $41,000 0
   Heritage Wealth Advisors 366 - 2024-03-31 1,800 $29,000 0
   AllSquare Wealth Management LLC 259 - 2024-03-31 1,700 $28,000 0
   Sound Income Strategies LLC 606 - 2024-03-31 1,191 $19,000 0
   WealthCollab LLC 490 - 2024-03-31 482 $8,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1503 - 2023-12-31 403 $6,000 0
   NBC SECURITIES INC. 1797 - 2024-03-31 400 $6,000 0
   PROEQUITIES INC. 8159 - 2024-03-31 0 $0 0
  27 Records found
  1    
  Page 1 of 1
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