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icono de KBDC

Kayne Anderson BDC
KBDC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Koch Inc
1
Koch Inc
Kansas
USD 186 M +USD 192 M +12,181,352 Nuevas
Bank of America
2
Bank of America
North Carolina
USD 70.1 M +USD 46.7 M +2,955,661 +180%
Merit Financial Group
3
Merit Financial Group
Georgia
USD 26.5 M +USD 27.4 M +1,738,174 Nuevas
Sage Mountain Advisors
4
Sage Mountain Advisors
Georgia
USD 14.2 M +USD 6.15 M +389,317 +72%
Requisite Capital Management
5
Requisite Capital Management
Texas
USD 13.2 M +USD 7.53 M +476,938 +130%
Corient Private Wealth
6
Corient Private Wealth
Florida
USD 8.27 M -USD 994 k -62,954 -10%
Keebeck Wealth Management
7
Keebeck Wealth Management
Illinois
USD 6.3 M +USD 2.75 M +173,882 +76%
Callodine Capital Management
8
Callodine Capital Management
Massachusetts
USD 5.15 M – – –
Renaissance Technologies
9
Renaissance Technologies
New York
USD 4.49 M -USD 1.47 M -93,200 -24%
UBS Group
10
UBS Group
Switzerland
USD 3.6 M +USD 1.49 M +94,447 +67%
Franklin Resources
11
Franklin Resources
California
USD 3.41 M +USD 2.3 M +145,637 +187%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
USD 3.1 M +USD 1.59 M +100,427 +98%
HB Wealth Management
13
HB Wealth Management
Georgia
USD 3 M +USD 383 k +24,226 +14%
Morgan Stanley
14
Morgan Stanley
New York
USD 2.52 M +USD 988 k +62,546 +61%
Centric Wealth Management
15
Centric Wealth Management
Illinois
USD 2.47 M +USD 380 k +24,049 +17%
SlateStone Wealth
16
SlateStone Wealth
Florida
USD 2.34 M +USD 789 k +49,972 +48%
Cerity Partners
17
Cerity Partners
New York
USD 2.18 M +USD 1.11 M +70,027 +96%
Millennium Management
18
Millennium Management
New York
USD 2.05 M +USD 1.33 M +83,950 +166%
Equitec Proprietary Markets
19
Equitec Proprietary Markets
Illinois
USD 1.86 M +USD 642 k +40,666 +50%
Cresset Asset Management
20
Cresset Asset Management
Illinois
USD 1.46 M +USD 492 k +31,182 +50%
MAI Capital Management
21
MAI Capital Management
Ohio
USD 1.34 M +USD 1.97 k +125 +0.1%
Inscription Capital
22
Inscription Capital
Texas
USD 1.24 M +USD 1.28 M +81,132 Nuevas
HRT Financial
23
HRT Financial
New York
USD 1.1 M +USD 465 k +29,426 +69%
Wells Fargo
24
Wells Fargo
California
USD 1.09 M +USD 835 k +52,853 +283%
Accelerate Investment Advisors
25
Accelerate Investment Advisors
California
USD 957 k +USD 330 k +20,915 +50%
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