Who owns Vertical Cap Income Fund shs ben int?
- Ticker: CCIF
- CUSIP Number: 92535c104
Tip: Access positions for across all investors
Analyze quarterly positions in Vertical Cap Income Fund shs ben int with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Vertical Cap Income Fund shs ben int this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Thomas J. Herzfeld Advisors | 374k | $3.0M | -52% | Dec 2023 |
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Cambridge Investment Research Advisors | 339k | $2.7M | 104% | Mar 2024 |
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Brooklyn Capital Management | 161k | $1.3M | -29% | Dec 2023 |
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Relative Value Partners | 141k | $1.1M | -70% | Dec 2023 |
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Access Financial Services | 70k | $553k | 1% | Mar 2024 |
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Almitas Capital | 35k | $281k | -67% | Dec 2023 |
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Riverbrige Partners | 34k | $268k | -52% | Mar 2024 |
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Townsquare Capital | 32k | $253k | -2% | Dec 2023 |
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Advisor Group Holdings | 31k | $249k | 55% | Dec 2023 |
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Sea Otter Advisors | 25k | $199k | 100% | Dec 2023 |
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Melfa Wealth Management | 23k | $179k | 1% | Mar 2024 |
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Centaurus Financial | 23k | $181k | 100% | Dec 2023 |
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HighTower Advisors | 18k | $142k | 0% | Dec 2023 |
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Koshinski Asset Management | 16k | $131k | -44% | Dec 2023 |
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SageView Advisory Group | 12k | $96k | 100% | Dec 2023 |
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Rsm Us Wealth Management | 11k | $83k | 100% | Mar 2024 |
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D.A. Davidson & Co. | 10k | $80k | 0% | Dec 2023 |
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CWM | 232.00 | $2.0k | 27% | Mar 2024 |
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Who sold out of Vertical Cap Income Fund shs ben int?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
CSS | Sep 2023 | 36k | $291k |
Creative Planning | Sep 2023 | 1.0k | $8.2k |
Efficient Wealth Management | Sep 2023 | 500.00 | $4.0k |
Royal Bank of Canada | Sep 2023 | 358.00 | $3.0k |