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Agmit Merger SUB LLC

CUSIP: 95790DAD7 | TRACE | 22 institutional holders

Quarters

Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023
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Institutional Holders — Q2 2024

Angelo Gordon & Co., L.P.7,130,000
2.7% of portfolio›$7.1M
Brigade Capital Management, LP4,000,000
0.9% of portfolio›$4.0M
Westchester Capital Management, LLC2,148,000
0.1% of portfolio›$2.1M
L & S Advisors Inc880,000
0.1% of portfolio›$869.4K
Raymond James Financial Services Advisors, Inc.100,000
0.0% of portfolio›$99.0K
Regal Investment Advisors LLC45,000
0.0% of portfolio›$45.4K
Balboa Wealth Partners25,000
0.0% of portfolio›$24.7K
Northwestern Mutual Wealth Management Co25,000
0.0% of portfolio›$24.7K
Pallas Capital Advisors LLC25,000
0.0% of portfolio›$24.7K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Angelo Gordon & Co., L.P.
7,130,000$7.1M2.7%GARPMediumNew York, NY2024-11-14
Brigade Capital Management, LP
4,000,000$4.0M0.9%Deep ValueHighNew York, NY2024-08-14
Westchester Capital Management, LLC
2,148,000$2.1M0.1%Deep ValueVery HighValhalla, NY2024-08-14
L & S Advisors Inc
880,000$869.4K0.1%CoreHighLos Angeles, CA2024-08-09
Raymond James Financial Services Advisors, Inc.
100,000$99.0K0.0%GrowthVery LowSt. Petersburg, FL2024-07-19
Regal Investment Advisors LLC
45,000$45.4K0.0%ETFLowKentwood, MI2024-08-15
Balboa Wealth Partners
25,000$24.7K0.0%Agg GrowthMediumScottsdale, AZ2024-08-13
Northwestern Mutual Wealth Management Co
25,000$24.7K0.0%IndexVery LowMilwaukee, WI2024-08-16
Pallas Capital Advisors LLC
25,000$24.7K0.0%ValueLowBraintree, MA2024-07-22
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-07-23