MWM
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Moran Wealth Management’s Blue Owl Capital OBDC Stock Holding History

Moran Wealth Management’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-178,022
Closed -$2.73M – 418
2024
Q2 		$2.73M Buy
+178,022
New +$2.85M 0.09% 230

Other funds holding OBDC

SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $77.7M AUM 25.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $125M AUM 15.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Moran Wealth Management's OBDC Position: Q3 2024 in Review

Moran Wealth Management sold out of Blue Owl Capital (OBDC) in Q3 2024, closing a stake of 178,022 shares — an estimated $2.73M sold.

Moran Wealth Management first reported a position in OBDC in Q2 2024 and held it in 1 quarter. The position peaked at $2.73M in Q2 2024. 377 funds tracked by Wall St. Rank hold OBDC as of Q3 2024.

  • Moran Wealth Management reported no remaining Blue Owl Capital position as of Q3 2024 after selling out during the quarter.
  • Moran Wealth Management sold 178,022 Blue Owl Capital shares in Q3 2024, an estimated $2.73M.
  • Moran Wealth Management first reported a position in Blue Owl Capital in Q2 2024 and held it in 1 quarter.
  • Moran Wealth Management's Blue Owl Capital position peaked at $2.73M in Q2 2024.
  • 377 funds tracked by Wall St. Rank held Blue Owl Capital as of Q3 2024.

Based on Moran Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.