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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors | 470k | $3.9M | 6% | Sep 2024 |
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| Cetera Investment Advisers | 113k | $928k | -1% | Jun 2024 |
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| SFI Advisors | 78k | $638k | 6% | Sep 2024 |
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| Morgan Stanley | 68k | $611k | 11% | Jun 2024 |
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| Access Financial Services | 54k | $446k | -33% | Sep 2024 |
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| Financial Network Wealth Advisors | 27k | $219k | -3% | Sep 2024 |
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| Townsquare Capital | 27k | $219k | -8% | Sep 2024 |
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| Koshinski Asset Management | 26k | $216k | -3% | Sep 2024 |
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| Melfa Wealth Management | 23k | $187k | 0% | Sep 2024 |
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| HighTower Advisors | 18k | $147k | 0% | Jun 2024 |
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| Advisor Group Holdings | 18k | $147k | -55% | Sep 2024 |
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| Keel Point | 17k | $136k | 100% | Jun 2024 |
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| Wells Fargo & Company | 3.0k | $25k | 0% | Sep 2024 |
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| Atlantic Trust | 3.0k | $25k | 100% | Sep 2024 |
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| Jaffetilchin Investment Partners | 2.8k | $23k | 100% | Sep 2024 |
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| Ridgewood Investments | 2.3k | $19k | 100% | Sep 2024 |
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| CoreCap Advisors | 1.6k | $13k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 860.00 | $7.1k | 0% | Sep 2024 |
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| CWM | 232.00 | $2.0k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 15.00 | $121.000500 | 100% | Jun 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 |
|---|---|---|---|
| Relative Value Partners | Mar 2024 | 16k | $123k |
| Coastal Investment Advisors | Jun 2024 | 14k | $118k |
| Perigon Wealth Management | Jun 2024 | 14k | $111k |
| LPL Financial | Jun 2024 | 13k | $103k |
| Bank of America Corporation | Jun 2024 | 2.7k | $22k |