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This page summarizes the GSBD holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether GSBD is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing GSBD Share Count |
|---|
| Norden Group LLC |
10,841 |
119,304 |
+108,463 |
+1000.49% |
| First Horizon Advisors Inc. |
988 |
1,531 |
+543 |
+54.96% |
| Nicholas Hoffman & Company LLC. |
15,364 |
22,816 |
+7,452 |
+48.50% |
| Capital Market Strategies LLC |
67,727 |
90,340 |
+22,613 |
+33.39% |
| Shikiar Asset Management Inc. |
366,600 |
477,575 |
+110,975 |
+30.27% |
| Hennion & Walsh Asset Management Inc. |
196,974 |
227,994 |
+31,020 |
+15.75% |
| Cambridge Investment Research Advisors Inc. |
34,898 |
40,145 |
+5,247 |
+15.04% |
| GraniteShares Advisors LLC |
100,726 |
115,412 |
+14,686 |
+14.58% |
| Sumitomo Mitsui Trust Holdings Inc. |
373,256 |
405,552 |
+32,296 |
+8.65% |
| Optimum Investment Advisors |
3,847 |
3,997 |
+150 |
+3.90% |
| Sage Rhino Capital LLC |
168,570 |
173,823 |
+5,253 |
+3.12% |
| SeaCrest Wealth Management LLC |
25,249 |
26,016 |
+767 |
+3.04% |
| UMA Financial Services Inc. |
11,821 |
12,166 |
+345 |
+2.92% |
| Raymond James Financial Services Advisors Inc. |
1,107,581 |
1,138,467 |
+30,886 |
+2.79% |
| Hexagon Capital Partners LLC |
20,824 |
21,300 |
+476 |
+2.29% |
| Dynamic Advisor Solutions LLC |
12,806 |
12,835 |
+29 |
+0.23% |
| 13F Filers Reporting New Positions In GSBD |
|---|
| Essex Financial Services Inc. |
0 |
10,000 |
+10,000 |
+100% |
| Confluence Investment Management LLC |
0 |
185,987 |
+185,987 |
+100% |
| Perigon Wealth Management LLC |
0 |
31,525 |
+31,525 |
+100% |
| Naviter Wealth LLC |
0 |
84,481 |
+84,481 |
+100% |
| Register Financial Advisors LLC |
0 |
2,756 |
+2,756 |
+100% |
| PFG Investments LLC |
0 |
24,955 |
+24,955 |
+100% |
| WFA Asset Management Corp |
0 |
1,965 |
+1,965 |
+100% |
| Olympus Wealth Management LLC |
0 |
32,099 |
+32,099 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Fort Washington Investment Advisors Inc. OH |
208,259 |
208,259 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
40,153 |
40,153 |
UNCH |
0.00% |
| Greenleaf Trust |
23,664 |
23,664 |
UNCH |
0.00% |
| Private Trust Co. NA |
321 |
321 |
UNCH |
0.00% |
| Adams Asset Advisors LLC |
122,927 |
122,927 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
4,700 |
4,700 |
UNCH |
0.00% |
| Arcus Capital Partners LLC |
401,369 |
401,369 |
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% |
| Princeton Global Asset Management LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| International Assets Investment Management LLC |
14,820 |
14,820 |
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% |
| Stephens Consulting LLC |
100 |
100 |
UNCH |
0.00% |
| 13F Filers Decreasing GSBD Share Count |
|---|
| Global Retirement Partners LLC |
7,997 |
4,730 |
-3,267 |
-40.85% |
| Raymond James Trust N.A. |
28,644 |
24,113 |
-4,531 |
-15.82% |
| Commonwealth Equity Services LLC |
214,100 |
180,905 |
-33,195 |
-15.50% |
| Herbst Group LLC |
50,900 |
45,850 |
-5,050 |
-9.92% |
| Benjamin F. Edwards & Company Inc. |
2,400 |
2,200 |
-200 |
-8.33% |
| Doliver Advisors LP |
22,154 |
20,626 |
-1,528 |
-6.90% |
| Paul Damon & Associates Inc. |
15,441 |
14,714 |
-727 |
-4.71% |
| waypoint wealth counsel |
33,089 |
31,559 |
-1,530 |
-4.62% |
| Investment Partners Asset Management Inc. |
82,651 |
80,928 |
-1,723 |
-2.08% |
| CWM LLC |
3,500 |
3,443 |
-57 |
-1.63% |
| Stratos Wealth Partners LTD. |
275,367 |
274,782 |
-585 |
-0.21% |
| Raymond James & Associates |
669,460 |
669,389 |
-71 |
-0.01% |
| 13F Filers Exiting GSBD |
|---|
| Bellevue Asset Management LLC |
3,000 |
0 |
-3,000 |
-100.00% |
| Meridian Wealth Management LLC |
194,620 |
0 |
-194,620 |
-100.00% |
| Sugarloaf Wealth Management LLC |
792 |
0 |
-792 |
-100.00% |
See Summary: Institutional Holders of GSBD
See Details: Top 10 Hedge Funds Holding GSBD
Also See: GSBD Insider Buying
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