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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Top investors of Vertical Cap Income Fund shs ben int stock
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 |
|---|---|---|---|---|---|
| Thomas J. Herzfeld Advisors | 374k | $3.0M | -52% | Dec 2023 |
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| Cambridge Investment Research Advisors | 166k | $1.3M | 228% | Dec 2023 |
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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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| Riverbrige Partners | 71k | $561k | 1% | Dec 2023 |
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| Access Financial Services | 70k | $554k | 0% | Dec 2023 |
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| Almitas Capital | 35k | $281k | -67% | Dec 2023 |
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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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| Centaurus Financial | 23k | $181k | 100% | Dec 2023 |
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| Melfa Wealth Management | 23k | $180k | 2% | 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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| 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 |