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KBDC

Kayne Anderson BDC

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$16.4M +$15.9M +966,016 +4,202%
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$7.84M
CCM
3
Callodine Capital Management
Massachusetts
$5.63M
RCM
4
Requisite Capital Management
Texas
$5.59M +$5.42M +329,940 New
Corient Private Wealth
5
Corient Private Wealth
Florida
$4.21M +$4.35M +264,549 New
SMA
6
Sage Mountain Advisors
Georgia
$3.36M +$3.34M +203,066 New
Renaissance Technologies
7
Renaissance Technologies
New York
$2.4M +$2.04M +123,900 +584%
UBS Group
8
UBS Group
Switzerland
$2.38M +$1.04M +63,309 +78%
CIM
9
Confluence Investment Management
Missouri
$1.82M +$101K +6,169 +6%
KWM
10
Keebeck Wealth Management
Illinois
$1.6M +$1.55M +94,388 New
HWM
11
HB Wealth Management
Georgia
$1.59M +$1.58M +96,195 New
CWM
12
Centric Wealth Management
Illinois
$1.18M +$1.17M +71,270 New
Morgan Stanley
13
Morgan Stanley
New York
$1.13M +$598K +36,376 +114%
Millennium Management
14
Millennium Management
New York
$1.03M +$406K +24,701 +65%
Franklin Resources
15
Franklin Resources
California
$949K -$120K -7,325 -11%
Citadel Advisors
16
Citadel Advisors
Florida
$928K +$160K +9,753 +21%
SW
17
SlateStone Wealth
Florida
$927K +$921K +56,055 New
STA
18
Summit Trail Advisors
New York
$900K +$873K +53,155 New
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$847K +$842K +51,223 New
Invesco
20
Invesco
Georgia
$712K +$708K +43,068 New
Brown Advisory
21
Brown Advisory
Maryland
$594K
Janus Henderson Group
22
Janus Henderson Group
$545K +$541K +32,949 New
MFG
23
Magnus Financial Group
New York
$489K +$486K +29,577 New
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$488K +$485K +29,511 New
HF
25
HRT Financial
New York
$452K +$449K +27,360 New