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Chicago Atlantic BDC (LIEN) Institutional Ownership

Chicago Atlantic BDC logo
$10.27 +0.15 (+1.48%)
As of 08/8/2025 03:57 PM Eastern

Institutional Ownership Changes (13F Filings) for Chicago Atlantic BDC (NASDAQ:LIEN)

Current
Institutional Ownership
Percentage
4.36%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$4.45M
Number of
Institutional Sellers
(last 12 months)
0
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LIEN Institutional Buying and Selling by Quarter

Chicago Atlantic BDC Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Westwood Holdings Group Inc.10,737$111K0.0%N/A0.047%
8/8/2025Condor Capital Management178,138$1.84M0.2%N/A0.781%
8/4/2025 Mesirow Financial Investment Management Inc.12,433$129K0.0%N/A0.054%
7/31/2025 Sage Mountain Advisors LLC10,251$106K0.0%N/A0.045%
7/28/2025 Ritholtz Wealth Management34,911$361K0.0%N/A0.153%
7/25/2025 Apollon Wealth Management LLC102,368$1.06M0.0%N/A0.449%
7/22/2025 Firethorn Wealth Partners LLC19,415$201K0.1%N/A0.085%
7/16/2025 Twelve Points Wealth Management LLC26,233$272K0.1%N/A0.115%
7/9/2025 Seneca House Advisors35,491$367K0.2%N/A0.156%
(Data available from 1/1/2016 forward)

LIEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LIEN shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Chicago Atlantic BDC. The most heavily invested institutionals were Condor Capital Management ($1.84M), Apollon Wealth Management LLC ($1.06M), Seneca House Advisors ($367K), Ritholtz Wealth Management ($361K), Rockefeller Capital Management L.P. ($315K), Twelve Points Wealth Management LLC ($272K), and Firethorn Wealth Partners LLC ($201K).Learn more on Chicago Atlantic BDC's institutional investors.

What percentage of Chicago Atlantic BDC's stock is owned by institutional investors?

4.36% of Chicago Atlantic BDC's stock is owned by institutional investors. Learn more on LIEN's institutional investor holdings.

Which institutional investors have been buying Chicago Atlantic BDC's stock?

Of the 10 institutional investors that purchased Chicago Atlantic BDC's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Condor Capital Management ($178.14K), Apollon Wealth Management LLC ($102.37K), Seneca House Advisors ($35.49K), Ritholtz Wealth Management ($34.91K), Rockefeller Capital Management L.P. ($30.42K), Twelve Points Wealth Management LLC ($26.23K), and Firethorn Wealth Partners LLC ($19.42K).

How much institutional buying is happening at Chicago Atlantic BDC?

Institutional investors have bought a total of 460,401 shares in the last 24 months. This purchase volume represents approximately $4.77M in transactions.



This page (NASDAQ:LIEN) was last updated on 8/9/2025 by MarketBeat.com Staff
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