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Bnym Alcentra Glbl Crdt 2024 (XDCFX)

Q2 2024 vs Q3 2024

Comparing institutional holders between quarters

Quarters

Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
SIT Investment Associates Inc
INCREASED
Shares1,639,141 from 1,341,137
Change+298,004 (+22%)
Value$15.0K (+$3.2K)
Filed 2024-11-13
Heron Bay Capital Management
INCREASED
Shares1,401,361 from 749,245
Change+652,116 (+87%)
Value$12.9M (+$6.2M)
Filed 2024-11-08
Morgan Stanley
DECREASED
Shares586,097 from 867,704
Change-281,607 (-32%)
Value$5.4M (-$2.3M)
Filed 2025-05-14
Jane Street Group, LLC
INCREASED
Shares467,326 from 300,136
Change+167,190 (+56%)
Value$4.3M (+$1.6M)
Filed 2024-11-15
Janney Montgomery Scott LLC
NEW
Shares358,318
Change+358,318
Value$3.3K
Filed 2024-10-29
Beverly Hills Private Wealth, LLC
INCREASED
Shares219,353 from 90,273
Change+129,080 (+143%)
Value$2.0M (+$1.2M)
Filed 2024-11-12
Wells Fargo & Company
DECREASED
Shares189,262 from 201,840
Change-12,578 (-6%)
Value$1.7M (-$48.9K)
Filed 2024-11-13
Greenleaf Trust
NEW
Shares189,176
Change+189,176
Value$1.7M
Filed 2024-10-22
Cerity Partners LLC
INCREASED
Shares140,105 from 78,414
Change+61,691 (+79%)
Value$1.3M (+$592.2K)
Filed 2024-11-12
UBS Group AG
INCREASED
Shares130,782 from 47,997
Change+82,785 (+172%)
Value$1.2M (+$775.8K)
Filed 2024-11-14
Almitas Capital LLC
INCREASED
Shares123,756 from 107,409
Change+16,347 (+15%)
Value$1.1M (+$185.5K)
Filed 2024-11-14
Raymond James & Associates
DECREASED
Shares63,800 from 79,128
Change-15,328 (-19%)
Value$585.7K (-$114.6K)
Filed 2024-10-18
Stifel Financial Corp
DECREASED
Shares54,972 from 73,767
Change-18,795 (-25%)
Value$504.6K (-$148.2K)
Filed 2024-11-14
Kingswood Wealth Advisors, LLC
INCREASED
Shares50,825 from 42,825
Change+8,000 (+19%)
Value$466.6K (+$87.6K)
Filed 2024-10-21
Virtus Advisers, LLC
DECREASED
Shares46,906 from 67,209
Change-20,303 (-30%)
Value$430.6K (-$164.2K)
Filed 2024-11-14
Royal Bank of Canada
INCREASED
Shares37,291 from 37,245
Change+46 (+0%)
Value$342.0K (+$12.0K)
Filed 2024-11-14
CSS LLC
DECREASED
Shares30,872 from 41,574
Change-10,702 (-26%)
Value$283.4K (-$84.5K)
Filed 2024-11-14
Cypress Wealth Services, LLC
INCREASED
Shares27,100 from 27,019
Change+81 (+0%)
Value$248.8K (+$9.7K)
Filed 2024-10-09
Susquehanna International Group, LLP
NEW
Shares24,382
Change+24,382
Value$223.8K
Filed 2024-11-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares21,875 from 19,860
Change+2,015 (+10%)
Value$201 (+$25)
Filed 2024-10-28
LPL Financial LLC
DECREASED
Shares19,400 from 24,400
Change-5,000 (-20%)
Value$178.1K (-$37.8K)
Filed 2024-11-08
Absolute Investment Advisers, LLC
NEW
Shares18,635
Change+18,635
Value$171.1K
Filed 2025-01-30
Quarry LP
NEW
Shares18,635
Change+18,635
Value$171.1K
Filed 2024-11-14
B. Riley Wealth Advisors, Inc.
DECREASED
Shares14,395 from 14,895
Change-500 (-3%)
Value$132.2K (+$368)
Filed 2024-12-13
Comerica Bank
DECREASED
Shares14,166 from 87,164
Change-72,998 (-84%)
Value$130.0K (-$641.4K)
Filed 2024-11-14
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares329 from 329
Change0 (0%)
Value$3.0K (+$108)
Filed 2024-11-14
Thomas J. Herzfeld Advisors, Inc.
CLOSED
Shares0 from 222,344
Change-222,344 (-100%)
Value$0 (-$2.0M)
Filed 2024-11-12
Envestnet Asset Management Inc
CLOSED
Shares0 from 199,559
Change-199,559 (-100%)
Value$0 (-$1.8M)
Filed 2024-11-07
Cetera Investment Advisers
CLOSED
Shares0 from 119,597
Change-119,597 (-100%)
Value$0 (-$1.1M)
Filed 2024-11-13
Bulldog Investors, LLPA
CLOSED
Shares0 from 68,172
Change-68,172 (-100%)
Value$0 (-$603.3K)
Filed 2024-11-14
Shaker Financial Services, LLC
CLOSED
Shares0 from 64,369
Change-64,369 (-100%)
Value$0 (-$569.7K)
Filed 2024-10-31
Choreo, LLC
CLOSED
Shares0 from 41,689
Change-41,689 (-100%)
Value$0 (-$366.0K)
Filed 2024-11-07
City of London Investment Management Co LTD
CLOSED
Shares0 from 28,456
Change-28,456 (-100%)
Value$0 (-$251.8K)
Filed 2024-11-14
Landscape Capital Management, L.L.C.
CLOSED
Shares0 from 11,568
Change-11,568 (-100%)
Value$0 (-$102.4K)
Filed 2024-11-08
Citadel Advisors LLC
CLOSED
Shares0 from 10,543
Change-10,543 (-100%)
Value$0 (-$93.3K)
Filed 2024-11-14
Bank of America Corp
CLOSED
Shares0 from 2,158
Change-2,158 (-100%)
Value$0 (-$19.1K)
Filed 2025-03-18
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-10-10
Status
SIT Investment Associates Inc
INCREASED1,639,1411,341,137+298,004+22%$11.9K$15.0K+$3.2K2024-11-13
Heron Bay Capital Management
INCREASED1,401,361749,245+652,116+87%$6.6M$12.9M+$6.2M2024-11-08
Morgan Stanley
DECREASED586,097867,704-281,607-32%$7.7M$5.4M-$2.3M2025-05-14
Jane Street Group, LLC
INCREASED467,326300,136+167,190+56%$2.7M$4.3M+$1.6M2024-11-15
Janney Montgomery Scott LLC
NEW358,318—+358,318——$3.3K—2024-10-29
Beverly Hills Private Wealth, LLC
INCREASED219,35390,273+129,080+143%$798.9K$2.0M+$1.2M2024-11-12
Wells Fargo & Company
DECREASED189,262201,840-12,578-6%$1.8M$1.7M-$48.9K2024-11-13
Greenleaf Trust
NEW189,176—+189,176——$1.7M—2024-10-22
Cerity Partners LLC
INCREASED140,10578,414+61,691+79%$694.0K$1.3M+$592.2K2024-11-12
UBS Group AG
INCREASED130,78247,997+82,785+172%$424.8K$1.2M+$775.8K2024-11-14
Almitas Capital LLC
INCREASED123,756107,409+16,347+15%$950.6K$1.1M+$185.5K2024-11-14
Raymond James & Associates
DECREASED63,80079,128-15,328-19%$700.3K$585.7K-$114.6K2024-10-18
Stifel Financial Corp
DECREASED54,97273,767-18,795-25%$652.8K$504.6K-$148.2K2024-11-14
Kingswood Wealth Advisors, LLC
INCREASED50,82542,825+8,000+19%$379.0K$466.6K+$87.6K2024-10-21
Virtus Advisers, LLC
DECREASED46,90667,209-20,303-30%$594.8K$430.6K-$164.2K2024-11-14
Royal Bank of Canada
INCREASED37,29137,245+46+0%$330.0K$342.0K+$12.0K2024-11-14
CSS LLC
DECREASED30,87241,574-10,702-26%$367.9K$283.4K-$84.5K2024-11-14
Cypress Wealth Services, LLC
INCREASED27,10027,019+81+0%$239.1K$248.8K+$9.7K2024-10-09
Susquehanna International Group, LLP
NEW24,382—+24,382——$223.8K—2024-11-14
Cambridge Investment Research Advisors, Inc.
INCREASED21,87519,860+2,015+10%$176$201+$252024-10-28
LPL Financial LLC
DECREASED19,40024,400-5,000-20%$215.9K$178.1K-$37.8K2024-11-08
Absolute Investment Advisers, LLC
NEW18,635—+18,635——$171.1K—2025-01-30
Quarry LP
NEW18,635—+18,635——$171.1K—2024-11-14
B. Riley Wealth Advisors, Inc.
DECREASED14,39514,895-500-3%$131.8K$132.2K+$3682024-12-13
Comerica Bank
DECREASED14,16687,164-72,998-84%$771.4K$130.0K-$641.4K2024-11-14
Steward Partners Investment Advisory, LLC
UNCHANGED32932900%$2.9K$3.0K+$1082024-11-14
Thomas J. Herzfeld Advisors, Inc.
CLOSED0222,344-222,344-100%$2.0M$0-$2.0M2024-11-12
Envestnet Asset Management Inc
CLOSED0199,559-199,559-100%$1.8M$0-$1.8M2024-11-07
Cetera Investment Advisers
CLOSED0119,597-119,597-100%$1.1M$0-$1.1M2024-11-13
Bulldog Investors, LLPA
CLOSED068,172-68,172-100%$603.3K$0-$603.3K2024-11-14
Shaker Financial Services, LLC
CLOSED064,369-64,369-100%$569.7K$0-$569.7K2024-10-31
Choreo, LLC
CLOSED041,689-41,689-100%$366.0K$0-$366.0K2024-11-07
City of London Investment Management Co LTD
CLOSED028,456-28,456-100%$251.8K$0-$251.8K2024-11-14
Landscape Capital Management, L.L.C.
CLOSED011,568-11,568-100%$102.4K$0-$102.4K2024-11-08
Citadel Advisors LLC
CLOSED010,543-10,543-100%$93.3K$0-$93.3K2024-11-14
Bank of America Corp
CLOSED02,158-2,158-100%$19.1K$0-$19.1K2025-03-18
Proequities, Inc.
UNCHANGED000—$0$0$02024-10-10
Showing 37 of 37 institutions