HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing GSBD Share Count | ||||
| Citigroup Inc. | 92 | 396 | +304 | +330.43% |
| Cerity Partners LLC | 21,806 | 68,050 | +46,244 | +212.07% |
| Lido Advisors LLC | 23,106 | 64,416 | +41,310 | +178.78% |
| Proequities Inc. | 531 | 1,331 | +800 | +150.66% |
| Aquatic Capital Management LLC | 12,700 | 29,600 | +16,900 | +133.07% |
| Evoke Wealth LLC | 28,000 | 61,000 | +33,000 | +117.86% |
| Nomura Asset Management Co. Ltd. | 413 | 855 | +442 | +107.02% |
| Jump Financial LLC | 46,338 | 91,400 | +45,062 | +97.25% |
| Sage Rhino Capital LLC | 87,398 | 168,570 | +81,172 | +92.88% |
| Texas Yale Capital Corp. | 51,050 | 98,150 | +47,100 | +92.26% |
| CWM LLC | 2,000 | 3,500 | +1,500 | +75.00% |
| Wealth Alliance | 12,345 | 21,030 | +8,685 | +70.35% |
| Qube Research & Technologies Ltd | 112,006 | 181,530 | +69,524 | +62.07% |
| Y Intercept Hong Kong Ltd | 23,333 | 37,698 | +14,365 | +61.57% |
| JPMorgan Chase & Co. | 57,151 | 91,786 | +34,635 | +60.60% |
| Schonfeld Strategic Advisors LLC | 20,100 | 29,300 | +9,200 | +45.77% |
| Callodine Capital Management LP | 450,000 | 650,000 | +200,000 | +44.44% |
| Advisors Asset Management Inc. | 83,225 | 120,009 | +36,784 | +44.20% |
| SeaCrest Wealth Management LLC | 18,175 | 25,249 | +7,074 | +38.92% |
| WINTON GROUP Ltd | 25,627 | 34,934 | +9,307 | +36.32% |
| Bank of America Corp DE | 412,605 | 542,331 | +129,726 | +31.44% |
| National Asset Management Inc. | 10,354 | 13,321 | +2,967 | +28.66% |
| Cetera Advisors LLC | 12,293 | 15,766 | +3,473 | +28.25% |
| Millennium Management LLC | 109,357 | 132,396 | +23,039 | +21.07% |
| Royal Bank of Canada | 596,555 | 720,508 | +123,953 | +20.78% |
| Arkadios Wealth Advisors | 96,640 | 115,121 | +18,481 | +19.12% |
| Acadian Asset Management LLC | 983 | 1,129 | +146 | +14.85% |
| Cambridge Investment Research Advisors Inc. | 30,484 | 34,898 | +4,414 | +14.48% |
| Cetera Advisor Networks LLC | 65,288 | 73,885 | +8,597 | +13.17% |
| Comerica Bank | 47,630 | 53,824 | +6,194 | +13.00% |
| LPL Financial LLC | 67,974 | 76,784 | +8,810 | +12.96% |
| HB Wealth Management LLC | 252,648 | 283,878 | +31,230 | +12.36% |
| Envestnet Asset Management Inc. | 294,287 | 327,788 | +33,501 | +11.38% |
| Van ECK Associates Corp | 1,707,323 | 1,888,203 | +180,880 | +10.59% |
| Shikiar Asset Management Inc. | 332,550 | 366,600 | +34,050 | +10.24% |
| AE Wealth Management LLC | 22,441 | 24,449 | +2,008 | +8.95% |
| Cetera Investment Advisers | 245,374 | 265,614 | +20,240 | +8.25% |
| Cascade Investment Group Inc. | 90,482 | 97,882 | +7,400 | +8.18% |
| Herbst Group LLC | 47,200 | 50,900 | +3,700 | +7.84% |
| Raymond James Financial Services Advisors Inc. | 1,040,099 | 1,107,581 | +67,482 | +6.49% |
| Legal & General Group Plc | 799,312 | 847,834 | +48,522 | +6.07% |
| Rockefeller Capital Management L.P. | 355,385 | 374,760 | +19,375 | +5.45% |
| Guggenheim Capital LLC | 26,540 | 27,908 | +1,368 | +5.15% |
| Wellington Shields & Co. LLC | 15,930 | 16,730 | +800 | +5.02% |
| Mariner LLC | 35,561 | 37,299 | +1,738 | +4.89% |
| Kestra Advisory Services LLC | 15,275 | 15,993 | +718 | +4.70% |
| Founders Financial Alliance LLC | 23,325 | 24,315 | +990 | +4.24% |
| Janney Montgomery Scott LLC | 57,917 | 60,317 | +2,400 | +4.14% |
| J.W. Cole Advisors Inc. | 11,710 | 12,184 | +474 | +4.05% |
| Quadrant Private Wealth Management LLC | 218,759 | 226,703 | +7,944 | +3.63% |
| GWM Advisors LLC | 178 | 184 | +6 | +3.37% |
| Snowden Capital Advisors LLC | 30,570 | 31,582 | +1,012 | +3.31% |
| UMA Financial Services Inc. | 11,448 | 11,821 | +373 | +3.26% |
| CFO4Life Group LLC | 11,091 | 11,416 | +325 | +2.93% |
| Capital Market Strategies LLC | 65,827 | 67,727 | +1,900 | +2.89% |
| Hibernia Wealth Partners LLC | 52,018 | 53,438 | +1,420 | +2.73% |
| Cresset Asset Management LLC | 14,415 | 14,778 | +363 | +2.52% |
| Integrated Wealth Concepts LLC | 10,963 | 11,234 | +271 | +2.47% |
| UBS Group AG | 228,101 | 232,921 | +4,820 | +2.11% |
| Hennion & Walsh Asset Management Inc. | 194,413 | 196,974 | +2,561 | +1.32% |
| Morgan Stanley | 3,834,370 | 3,873,149 | +38,779 | +1.01% |
| Steward Partners Investment Advisory LLC | 143,114 | 143,996 | +882 | +0.62% |
| BlackRock Inc. | 388,006 | 390,256 | +2,250 | +0.58% |
| Focused Wealth Management Inc | 1,081 | 1,086 | +5 | +0.46% |
| Muzinich & Co. Inc. | 382,090 | 382,207 | +117 | +0.03% |
| 13F Filers Reporting New Positions In GSBD | ||||
| Barclays PLC | 0 | 2,001 | +2,001 | +100% |
| Tudor Investment Corp Et Al | 0 | 135,990 | +135,990 | +100% |
| Icon Advisers Inc. Co. | 0 | 247,225 | +247,225 | +100% |
| Investment Partners Asset Management Inc. | 0 | 82,651 | +82,651 | +100% |
| Signaturefd LLC | 0 | 2,700 | +2,700 | +100% |
| HRT Financial LP | 0 | 86,939 | +86,939 | +100% |
| Quantbot Technologies LP | 0 | 34,156 | +34,156 | +100% |
| Virtu Financial LLC | 0 | 12,327 | +12,327 | +100% |
| Dynamic Technology Lab Private Ltd | 0 | 82,054 | +82,054 | +100% |
| Redhawk Wealth Advisors Inc. | 0 | 35,216 | +35,216 | +100% |
| Colony Group LLC | 0 | 20,439 | +20,439 | +100% |
| Baystate Wealth Management LLC | 0 | 1,500 | +1,500 | +100% |
| First Horizon Advisors Inc. | 0 | 988 | +988 | +100% |
| Jane Street Group LLC | 0 | 67,213 | +67,213 | +100% |
| Quadrature Capital Ltd | 0 | 28,605 | +28,605 | +100% |
| Mandatum Life Insurance Co Ltd | 0 | 11,294 | +11,294 | +100% |
| Sugarloaf Wealth Management LLC | 0 | 792 | +792 | +100% |
| Mutual Advisors LLC | 0 | 13,873 | +13,873 | +100% |
| Princeton Global Asset Management LLC | 0 | 1,000 | +1,000 | +100% |
| Tucker Asset Management LLC | 0 | 4,418 | +4,418 | +100% |
| Cape Investment Advisory Inc. | 0 | 3,979 | +3,979 | +100% |
| Impact Partnership Wealth LLC | 0 | 53 | +53 | +100% |
| EntryPoint Capital LLC | 0 | 6,231 | +6,231 | +100% |
| TD Waterhouse Canada Inc. | 0 | 102 | +102 | +100% |
| LM Advisors LLC | 0 | 2,500 | +2,500 | +100% |
| Creekmur Asset Management LLC | 0 | 3,066 | +3,066 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Virtus Investment Advisers Inc. | 15,506 | 15,506 | UNCH | 0.00% |
| Huntington National Bank | 1 | 1 | UNCH | 0.00% |
| FMR LLC | 1 | 1 | UNCH | 0.00% |
| The PNC Financial Services Group Inc. | 16,617 | 16,617 | UNCH | 0.00% |
| Gamco Investors INC. ET AL | 25,700 | 25,700 | UNCH | 0.00% |
| 1832 Asset Management L.P. | 15,225 | 15,225 | UNCH | 0.00% |
| Baldwin Brothers Inc. MA | 40,153 | 40,153 | UNCH | 0.00% |
| Optimum Investment Advisors | 3,847 | 3,847 | UNCH | 0.00% |
| LSV Asset Management | 7,100 | 7,100 | UNCH | 0.00% |
| Chilton Capital Management LLC | 3,500 | 3,500 | UNCH | 0.00% |
| Great Lakes Advisors LLC | 237,224 | 237,224 | UNCH | 0.00% |
| First Foundation Advisors | 12,590 | 12,590 | UNCH | 0.00% |
| Logan Capital Management Inc. | 1,500 | 1,500 | UNCH | 0.00% |
| Sheets Smith Wealth Management | 10,100 | 10,100 | UNCH | 0.00% |
| Greenleaf Trust | 23,664 | 23,664 | UNCH | 0.00% |
| Ares Management LLC | 167,080 | 167,080 | UNCH | 0.00% |
| Natixis | 15,625 | 15,625 | UNCH | 0.00% |
| Private Trust Co. NA | 321 | 321 | UNCH | 0.00% |
| CIBC Private Wealth Group LLC | 13,566 | 13,566 | UNCH | 0.00% |
| Equitable Holdings Inc. | 27,744 | 27,744 | UNCH | 0.00% |
| Adams Asset Advisors LLC | 122,927 | 122,927 | UNCH | 0.00% |
| Ancora Advisors LLC | 23,587 | 23,587 | UNCH | 0.00% |
| Cohen Capital Management Inc. | 89,688 | 89,688 | UNCH | 0.00% |
| Highlander Capital Management LLC | 7,000 | 7,000 | UNCH | 0.00% |
| Day & Ennis LLC | 17,747 | 17,747 | UNCH | 0.00% |
| Westside Investment Management Inc. | 4,700 | 4,700 | UNCH | 0.00% |
| Blume Capital Management Inc. | 350 | 350 | UNCH | 0.00% |
| Fort Point Capital Partners LLC | 74,072 | 74,072 | UNCH | 0.00% |
| Wealth Architects LLC | 20,615 | 20,615 | UNCH | 0.00% |
| Anchor Investment Management LLC | 1,500 | 1,500 | UNCH | 0.00% |
| Parallel Advisors LLC | 64,771 | 64,771 | UNCH | 0.00% |
| Crewe Advisors LLC | 9,943 | 9,943 | UNCH | 0.00% |
| Carmichael Hill & Associates Inc. | 1,670 | 1,670 | UNCH | 0.00% |
| Sound Income Strategies LLC | 1,292 | 1,292 | UNCH | 0.00% |
| Versant Capital Management Inc | 5,477 | 5,477 | UNCH | 0.00% |
| Global Retirement Partners LLC | 7,997 | 7,997 | UNCH | 0.00% |
| Apollon Wealth Management LLC | 47,162 | 47,162 | UNCH | 0.00% |
| Concentrum Wealth Management | 11,802 | 11,802 | UNCH | 0.00% |
| Americana Partners LLC | 14,625 | 14,625 | UNCH | 0.00% |
| Camden Capital LLC | 34,358 | 34,358 | UNCH | 0.00% |
| Bellevue Asset Management LLC | 3,000 | 3,000 | UNCH | 0.00% |
| Key Financial Inc | 4,083 | 4,083 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 8,835 | 8,835 | UNCH | 0.00% |
| JTC Employer Solutions Trusteee Ltd | 6,262 | 6,262 | UNCH | 0.00% |
| Byrne Asset Management LLC | 100 | 100 | UNCH | 0.00% |
| Autumn Glory Partners LLC | 91,443 | 91,443 | UNCH | 0.00% |
| Tyler Stone Wealth Management | 584 | 584 | UNCH | 0.00% |
| Beacon Capital Management LLC | 879 | 879 | UNCH | 0.00% |
| Stephens Consulting LLC | 100 | 100 | UNCH | 0.00% |
| 13F Filers Decreasing GSBD Share Count | ||||
| EverSource Wealth Advisors LLC | 1,300 | 250 | -1,050 | -80.77% |
| BNP Paribas Arbitrage SA | 10,712 | 2,689 | -8,023 | -74.90% |
| IHT Wealth Management LLC | 28,011 | 10,622 | -17,389 | -62.08% |
| Northern Trust Corp | 47,088 | 18,464 | -28,624 | -60.79% |
| International Assets Investment Management LLC | 32,820 | 14,820 | -18,000 | -54.84% |
| Paul Damon & Associates Inc. | 32,637 | 15,441 | -17,196 | -52.69% |
| Nicholas Hoffman & Company LLC. | 28,498 | 15,364 | -13,134 | -46.09% |
| BI Asset Management Fondsmaeglerselskab A S | 69,563 | 41,014 | -28,549 | -41.04% |
| Benjamin F. Edwards & Company Inc. | 4,000 | 2,400 | -1,600 | -40.00% |
| Doliver Advisors LP | 36,039 | 22,154 | -13,885 | -38.53% |
| Advisory Services Network LLC | 15,772 | 10,183 | -5,589 | -35.44% |
| MML Investors Services LLC | 50,483 | 32,855 | -17,628 | -34.92% |
| Virtus ETF Advisers LLC | 60,287 | 39,426 | -20,861 | -34.60% |
| Raymond James Trust N.A. | 43,224 | 28,644 | -14,580 | -33.73% |
| Advisor Group Holdings Inc. | 306,338 | 203,614 | -102,724 | -33.53% |
| Captrust Financial Advisors | 79,828 | 53,195 | -26,633 | -33.36% |
| Tower Research Capital LLC TRC | 4,728 | 3,180 | -1,548 | -32.74% |
| Stephens Inc. AR | 42,857 | 29,381 | -13,476 | -31.44% |
| Dynamic Advisor Solutions LLC | 18,665 | 12,806 | -5,859 | -31.39% |
| Trexquant Investment LP | 59,706 | 41,025 | -18,681 | -31.29% |
| Ameriprise Financial Inc. | 145,033 | 101,411 | -43,622 | -30.08% |
| Private Advisor Group LLC | 45,278 | 33,769 | -11,509 | -25.42% |
| Wells Fargo & Company MN | 362,953 | 275,206 | -87,747 | -24.18% |
| HighTower Advisors LLC | 431,675 | 331,911 | -99,764 | -23.11% |
| Invesco Ltd. | 862,743 | 670,181 | -192,562 | -22.32% |
| Citadel Advisors LLC | 99,479 | 78,872 | -20,607 | -20.71% |
| Centaurus Financial Inc. | 10,760 | 8,637 | -2,123 | -19.73% |
| Commonwealth Equity Services LLC | 262,905 | 214,100 | -48,805 | -18.56% |
| SG Americas Securities LLC | 26,277 | 21,617 | -4,660 | -17.73% |
| Financial Alternatives Inc | 81,022 | 67,526 | -13,496 | -16.66% |
| Meridian Wealth Management LLC | 232,541 | 194,620 | -37,921 | -16.31% |
| Kraematon Investment Advisors Inc. | 109,820 | 93,968 | -15,852 | -14.43% |
| Fort Washington Investment Advisors Inc. OH | 242,669 | 208,259 | -34,410 | -14.18% |
| Creative Planning | 698,823 | 608,079 | -90,744 | -12.99% |
| Raymond James & Associates | 756,104 | 669,460 | -86,644 | -11.46% |
| Mercer Global Advisors Inc. ADV | 19,242 | 17,057 | -2,185 | -11.36% |
| Oppenheimer & Co. Inc. | 34,098 | 30,291 | -3,807 | -11.16% |
| ProShare Advisors LLC | 14,784 | 13,343 | -1,441 | -9.75% |
| Great West Life Assurance Co. Can | 107,124 | 97,663 | -9,461 | -8.83% |
| Regal Investment Advisors LLC | 14,000 | 12,823 | -1,177 | -8.41% |
| Neuberger Berman Group LLC | 43,083 | 39,565 | -3,518 | -8.17% |
| Harbour Investments Inc. | 6,140 | 5,640 | -500 | -8.14% |
| Icapital Wealth LLC | 592,622 | 548,630 | -43,992 | -7.42% |
| CI Private Wealth LLC | 100,560 | 93,431 | -7,129 | -7.09% |
| Stratos Wealth Partners LTD. | 296,395 | 275,367 | -21,028 | -7.09% |
| Greenwich Investment Management Inc. | 412,046 | 385,703 | -26,343 | -6.39% |
| Axxcess Wealth Management LLC | 50,195 | 47,245 | -2,950 | -5.88% |
| Hexagon Capital Partners LLC | 22,024 | 20,824 | -1,200 | -5.45% |
| Prossimo Advisors LLC | 14,958 | 14,198 | -760 | -5.08% |
| M Holdings Securities Inc. | 26,457 | 25,187 | -1,270 | -4.80% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 18,592 | 17,829 | -763 | -4.10% |
| IFP Advisors Inc | 13,497 | 12,985 | -512 | -3.79% |
| Townsquare Capital LLC | 42,509 | 41,163 | -1,346 | -3.17% |
| BEAM Asset Management LLC | 14,944 | 14,524 | -420 | -2.81% |
| Rainsberger Wealth Advisors Inc. | 29,382 | 28,699 | -683 | -2.32% |
| Cynosure Management LLC | 220,350 | 216,969 | -3,381 | -1.53% |
| Norden Group LLC | 10,986 | 10,841 | -145 | -1.32% |
| GraniteShares Advisors LLC | 101,808 | 100,726 | -1,082 | -1.06% |
| Advisors Capital Management LLC | 651,264 | 645,946 | -5,318 | -0.82% |
| Mckinley Capital Management LLC Delaware | 194,758 | 193,726 | -1,032 | -0.53% |
| Arcus Capital Partners LLC | 403,412 | 401,369 | -2,043 | -0.51% |
| Sumitomo Mitsui Trust Holdings Inc. | 373,312 | 373,256 | -56 | -0.02% |
| Goldman Sachs Group Inc. | 6,511,984 | 6,511,355 | -629 | -0.01% |
| 13F Filers Exiting GSBD | ||||
| Olympus Wealth Management LLC | 29,585 | 0 | -29,585 | -100.00% |
| Farther Finance Advisors LLC | 400 | 0 | -400 | -100.00% |
| Register Financial Advisors LLC | 2,756 | 0 | -2,756 | -100.00% |
| Schechter Investment Advisors LLC | 22,020 | 0 | -22,020 | -100.00% |
| Ronald Blue Trust Inc. | 6,155 | 0 | -6,155 | -100.00% |
| Privium Fund Management UK Ltd | 56,974 | 0 | -56,974 | -100.00% |
| Clarus Group Inc. | 11,832 | 0 | -11,832 | -100.00% |
| Kavar Capital Partners Group LLC | 29,489 | 0 | -29,489 | -100.00% |
| Lloyd Advisory Services LLC. | 10,986 | 0 | -10,986 | -100.00% |
| HHM Wealth Advisors LLC | 1,100 | 0 | -1,100 | -100.00% |
| Change Path LLC | 23,734 | 0 | -23,734 | -100.00% |
| Cliffwater LLC | 67,905 | 0 | -67,905 | -100.00% |
| Connor Clark & Lunn Investment Management Ltd. | 27,858 | 0 | -27,858 | -100.00% |
| PARK CIRCLE Co | 5,213 | 0 | -5,213 | -100.00% |
| Susquehanna International Group LLP | 22,381 | 0 | -22,381 | -100.00% |
| Balyasny Asset Management LLC | 21,016 | 0 | -21,016 | -100.00% |
| Toronto Dominion Bank | 1,500 | 0 | -1,500 | -100.00% |
| Credit Suisse AG | 56,974 | 0 | -56,974 | -100.00% |
| Truist Financial Corp | 38,285 | 0 | -38,285 | -100.00% |
| CENTRAL TRUST Co | 1,180 | 0 | -1,180 | -100.00% |
| Fifth Third Bancorp | 8,835 | 0 | -8,835 | -100.00% |
See Summary: Institutional Holders of GSBD
See Details: Top 10 Hedge Funds Holding GSBD
Also See: GSBD Insider Buying
