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Barings BDC (BBDC) Institutional Ownership

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$9.70 -0.02 (-0.15%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Barings BDC (NYSE:BBDC)

Current
Institutional Ownership
Percentage
44.09%
Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$48.14M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$14.47M
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BBDC Institutional Buying and Selling by Quarter

Barings BDC Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/16/2025 Koshinski Asset Management Inc.47,158$451K0.0%+2.8%0.045%
1/15/2025 Hennion & Walsh Asset Management Inc.483,050$4.62M0.2%-10.2%0.458%
1/10/2025 Harbor Capital Advisors Inc.756,340$7.24M0.3%+2.1%0.717%
1/2/2025 Confluence Investment Management LLC517,753$4.96M0.1%+0.5%0.490%
12/26/2024JPMorgan Chase & Co.2,582$25K0.0%+393.7%0.002%
11/27/2024Franklin Resources Inc.322,954$3.14M0.0%+38.9%0.306%
11/18/2024Arete Wealth Advisors LLC29,493$289K0.0%-12.4%0.028%
11/18/2024Sunbelt Securities Inc.52,883$518K0.1%-19.5%0.050%
11/15/2024Nomura Asset Management Co. Ltd.2,696$26K0.0%N/A0.003%
11/15/2024MML Investors Services LLC10,076$99K0.0%N/A0.010%
11/15/2024Jane Street Group LLC31,298$307K0.0%N/A0.030%
11/15/2024Kovitz Investment Group Partners LLC1,083,119$10.55M0.1%N/A1.026%
11/15/2024Two Sigma Advisers LP1,003,100$9.83M0.0%-22.8%0.950%
11/15/2024Stifel Financial Corp64,110$628K0.0%+1.6%0.061%
11/15/2024Paloma Partners Management Co33,354$327K0.0%N/A0.032%
11/14/2024Cobblestone Capital Advisors LLC NY18,352$180K0.0%-9.7%0.017%
11/14/2024Verition Fund Management LLC11,700$115K0.0%N/A0.011%
11/14/2024De Lisle Partners LLP15,305$150K0.0%N/A0.014%
11/14/2024CreativeOne Wealth LLC37,236$365K0.0%N/A0.035%
11/13/2024Dynamic Technology Lab Private Ltd24,114$236K0.0%N/A0.023%
11/12/2024Centaurus Financial Inc.10,124$99K0.0%N/A0.010%
11/8/2024Advisors Asset Management Inc.350,659$3.44M0.1%+8.1%0.332%
11/6/2024Muzinich & Co. Inc.252,518$2.48M1.7%+38.9%0.239%
11/5/2024Prime Capital Investment Advisors LLC75,767$743K0.0%-1.5%0.072%
11/5/2024Sumitomo Mitsui Trust Group Inc.252,518$2.48M0.0%+38.9%0.239%
11/5/2024WealthPlan Investment Management LLC13,931$137K0.0%-9.7%0.013%
11/5/2024Apollon Wealth Management LLC79,818$782K0.0%+42.6%0.076%
11/4/2024Sigma Planning Corp15,509$152K0.0%+25.3%0.015%
10/31/2024 Confluence Investment Management LLC515,354$5.05M0.1%+1.2%0.488%
10/30/2024Armor Investment Advisors LLC14,600$143K0.1%N/A0.014%
10/29/2024Van ECK Associates Corp2,267,897$22.13M0.0%+6.1%2.148%
10/29/2024 Harbor Capital Advisors Inc.740,559$7.26M0.3%+148.6%0.702%
10/29/2024Private Management Group Inc.3,000,828$29.41M1.0%-0.5%2.843%
10/29/2024Chicago Partners Investment Group LLC14,808$145K0.0%+24.4%0.014%
10/28/2024Focus Financial Network Inc.16,110$158K0.0%-15.8%0.015%
10/24/2024 Wealth Enhancement Advisory Services LLC73,633$722K0.0%-2.0%0.070%
10/24/2024 Arkadios Wealth Advisors26,752$262K0.0%-7.7%0.025%
10/23/2024 Hennion & Walsh Asset Management Inc.538,094$5.27M0.2%-6.6%0.508%
10/22/2024 International Assets Investment Management LLC16,660$1.70M0.0%N/A0.016%
10/21/2024 Raleigh Capital Management Inc.33,536$329K0.1%-11.4%0.032%
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10/16/2024nVerses Capital LLC3,300$32K0.0%+50.0%0.003%
10/16/2024 SeaCrest Wealth Management LLC20,806$204K0.0%+8.5%0.020%
10/11/2024Creative Planning39,552$388K0.0%+6.6%0.037%
10/10/2024Sound Income Strategies LLC12,877$126K0.0%+9.3%0.012%
10/8/2024CWM LLC14,610$143K0.0%-25.1%0.014%
9/11/2024Newbridge Financial Services Group Inc.8,602$84K0.0%-47.5%0.008%
9/5/2024Sanctuary Advisors LLC12,948$121K0.0%N/A0.012%
8/21/2024 Advisory Alpha LLC10,146$99K0.0%N/A0.010%
8/15/2024Deerfield Management Company L.P. Series C16,770$163K0.0%-66.3%0.016%
8/15/2024Dimension Capital Management LLC603,990$5.88M1.2%-20.2%0.571%
8/14/2024Insigneo Advisory Services LLC11,619$108K0.0%N/A0.011%
8/14/2024Steel Grove Capital Advisors LLC126,098$1.23M0.2%+8.6%0.119%
8/14/2024ProShare Advisors LLC14,895$145K0.0%+8.0%0.014%
8/13/2024AE Wealth Management LLC38,113$371K0.0%N/A0.036%
8/12/2024Mercer Global Advisors Inc. ADV10,881$106K0.0%N/A0.010%
8/8/2024Pinkerton Retirement Specialists LLC16,292$159K0.0%-27.8%0.015%
8/7/2024Ashton Thomas Private Wealth LLC8,861$86K0.0%N/A0.008%
8/6/2024Private Management Group Inc.3,015,340$29.34M1.1%-0.5%2.846%
8/6/2024Financial Gravity Asset Management Inc.6,873$67K0.0%-51.1%0.006%
8/6/2024Asset Dedication LLC3,700$36K0.0%N/A0.003%
8/2/2024Founders Financial Securities LLC21,255$207K0.0%+13.4%0.020%
7/31/2024Van ECK Associates Corp2,138,487$20.81M0.0%+17.7%2.018%
7/31/2024Commonwealth Equity Services LLC49,800$485K0.0%+3.0%0.047%
7/29/2024Crewe Advisors LLC4,431$43K0.0%-72.0%0.004%
7/29/2024 Arkadios Wealth Advisors28,985$282K0.0%+41.9%0.027%
7/26/2024Cambridge Investment Research Advisors Inc.275,615$2.68M0.0%-5.1%0.260%
7/26/2024AlphaStar Capital Management LLC14,732$143K0.0%-24.5%0.014%
7/24/2024&PARTNERS36,950$360K0.0%+6.3%0.035%
7/22/2024 SeaCrest Wealth Management LLC19,169$187K0.0%+6.7%0.018%
7/20/2024 Hennion & Walsh Asset Management Inc.576,394$5.61M0.3%-1.9%0.544%
7/19/2024Sumitomo Mitsui Trust Holdings Inc.181,796$1.77M0.0%-5.6%0.172%
7/19/2024 ERTS Wealth Advisors LLC35,726$348K0.1%-3.6%0.034%
7/18/2024 Brookstone Capital Management13,503$138K0.0%+31.3%0.013%
7/16/2024 Wealth Enhancement Advisory Services LLC75,129$731K0.0%N/A0.071%
7/12/2024Sound Income Strategies LLC11,780$115K0.0%-16.1%0.011%
7/9/2024 Harbor Capital Advisors Inc.297,938$2.90M0.2%+273.4%0.281%
7/2/2024Transcend Capital Advisors LLC23,198$226K0.0%-9.0%0.022%
7/1/2024 Confluence Investment Management LLC509,447$4.96M0.1%+1.5%0.481%
6/21/2024Cape Investment Advisory Inc.16,336$152K0.1%-25.9%0.015%
5/29/2024Soltis Investment Advisors LLC11,623$108K0.0%N/A0.011%
5/24/2024Cetera Advisors LLC31,103$289K0.0%+199.8%0.029%
5/20/2024Virtu Financial LLC16,965$158K0.0%N/A0.016%
5/15/2024Steel Grove Capital Advisors LLC116,098$1.08M0.0%N/A0.110%
5/15/2024Quadrature Capital Ltd48,825$454K0.0%+57.2%0.046%
5/14/2024Advisors Asset Management Inc.363,319$3.38M0.1%+6.1%0.343%
5/14/2024CreativeOne Wealth LLC35,406$329K0.0%N/A0.033%
5/14/2024EntryPoint Capital LLC9,141$85K0.1%+121.0%0.009%
5/14/2024Crewe Advisors LLC15,837$147K0.0%N/A0.015%
5/14/2024MQS Management LLC14,206$132K0.1%-59.5%0.013%
5/14/2024CANADA LIFE ASSURANCE Co74,048$689K0.0%-9.5%0.070%
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5/10/2024Prevail Innovative Wealth Advisors LLC303,004$2.82M1.0%+5.6%0.286%
5/9/2024Condor Capital Management258,639$2.41M0.2%+7.0%0.244%
5/9/2024Private Management Group Inc.3,029,304$28.17M1.1%+0.1%2.856%
5/9/2024 Koshinski Asset Management Inc.47,828$445K0.0%-30.2%0.045%
5/8/2024ProShare Advisors LLC13,794$128K0.0%+15.3%0.013%
5/7/2024WNY Asset Management LLC50,494$470K0.1%-28.6%0.048%
5/7/2024 Atomi Financial Group Inc.10,698$97K0.0%-14.3%0.010%
5/7/2024PFG Advisors18,249$170K0.0%+19.1%0.017%
5/7/2024 SG Americas Securities LLC48,774$454K0.0%N/A0.046%
5/6/2024Quantbot Technologies LP39,729$369K0.0%+181.4%0.037%
(Data available from 1/1/2016 forward)

BBDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BBDC shares?

During the previous two years, 190 institutional investors and hedge funds held shares of Barings BDC. The most heavily invested institutionals were Ares Management LLC ($34.78M), Private Management Group Inc. ($29.41M), Rivernorth Capital Management LLC ($28.19M), Van ECK Associates Corp ($22.13M), Callodine Capital Management LP ($21.79M), Punch & Associates Investment Management Inc. ($13.65M), and Relative Value Partners Group LLC ($11.77M).Learn more on BBDC's institutional investors.

What percentage of Barings BDC stock is owned by institutional investors?

44.09% of Barings BDC stock is owned by institutional investors. Learn more on BBDC's institutional investor holdings.

Which institutional investors have been buying Barings BDC stock?

Of the 143 institutional investors that purchased Barings BDC stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Private Management Group Inc. ($1.32M), Kovitz Investment Group Partners LLC ($1.08M), Van ECK Associates Corp ($1.00M), Harbor Capital Advisors Inc. ($676.55K), Confluence Investment Management LLC ($531.99K), Almitas Capital LLC ($504.02K), and Privium Fund Management UK Ltd ($350.00K).

How much institutional buying is happening at Barings BDC?

Institutional investors have bought a total of 10,483,446 shares in the last 24 months. This purchase volume represents approximately $92.14M in transactions.

Which Barings BDC major shareholders have been selling company stock?

Of the 110 institutional investors that sold Barings BDC stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($986.36K), UBS Group AG ($763.07K), Almitas Capital LLC ($595.61K), Cliffwater LLC ($444.14K), Ares Management LLC ($424.44K), Two Sigma Advisers LP ($296.70K), and Clearbridge Investments LLC ($222.45K).

How much institutional selling is happening at Barings BDC?

Institutional investors have sold a total of 5,918,806 shares in the last 24 months. This volume of shares sold represents approximately $50.03M in transactions.


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This page (NYSE:BBDC) was last updated on 1/21/2025 by MarketBeat.com Staff
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