Vault-13

BARINGS BDC INC BBDC

COM · Common Stock · CUSIP 06759L103

196 institutional holders -16 vs Q1 2025
45,216,45745.2m shares reported held*
43.0% of all shares outstanding*
$413.3mreported value*
21 new 77 added 56 reduced 37 sold out net bought ≈ $5.2m (+570.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 105.2m as of 2025-08-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $9.14. Options: 5 managers hold calls ($749.3k notional), 4 hold puts ($115.8k).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 204Q4 22: 221Q1 23: 217Q2 23: 210Q3 23: 209Q4 23: 204Q1 24: 199Q2 24: 191Q3 24: 199Q4 24: 198Q1 25: 212Q2 25: 196196Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022204
Q4 2022221
Q1 2023217
Q2 2023210
Q3 2023209
Q4 2023204
Q1 2024199
Q2 2024191
Q3 2024199
Q4 2024198
Q1 2025212
Q2 2025196

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 100 bought or addedQ3 23: 79 cut or sold outQ4 23: 85 bought or addedQ4 23: 100 cut or sold outQ4 23Q1 24: 82 bought or addedQ1 24: 94 cut or sold outQ2 24: 87 bought or addedQ2 24: 86 cut or sold outQ2 24Q3 24: 82 bought or addedQ3 24: 79 cut or sold outQ4 24: 86 bought or addedQ4 24: 79 cut or sold outQ4 24Q1 25: 103 bought or addedQ1 25: 77 cut or sold outQ2 25: 98 bought or addedQ2 25: 93 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202310079
Q4 202385100
Q1 20248294
Q2 20248786
Q3 20248279
Q4 20248679
Q1 202510377
Q2 20259893

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ3 24 calls: $1.2mQ3 24 puts: $196.4kQ3 24P/C 0.16Q4 24 calls: $718.1kQ4 24 puts: $65.7kQ4 24P/C 0.09Q1 25 calls: $1.7mQ1 25 puts: $1.7mQ1 25P/C 0.99Q2 25 calls: $749.3kQ2 25 puts: $115.8kQ2 25P/C 0.15
Numbers
QuarterCallsPutsP/C
Q3 2024$1.2m$196.4k0.16
Q4 2024$718.1k$65.7k0.09
Q1 2025$1.7m$1.7m0.99
Q2 2025$749.3k$115.8k0.15

Biggest buyers

RIVERNORTH CAPITAL MANAGEMENT, LLC New +411,254+411.3k
UBS Group AG Added +330,231+330.2k
STEEL GROVE CAPITAL ADVISORS, LLC Added +298,122+298.1k
Bulldog Investors, LLP New +210,501+210.5k
ARES MANAGEMENT LLC Added +190,016+190.0k
VAN ECK ASSOCIATES CORP Added +169,671+169.7k
Y-Intercept (Hong Kong) Ltd New +142,749+142.7k
Trexquant Investment LP Added +142,721+142.7k
FRANKLIN RESOURCES INC Added +126,688+126.7k
BlackRock, Inc. Added +107,494+107.5k

Biggest sellers

TWO SIGMA ADVISERS, LP Reduced -218,700-218.7k
D. E. Shaw & Co., Inc. Sold out -171,450-171.4k
TWO SIGMA INVESTMENTS, LP Reduced -169,727-169.7k
Hennion & Walsh Asset Management, Inc. Reduced -132,565-132.6k
Cubist Systematic Strategies, LLC Sold out -130,042-130.0k
PRICE T ROWE ASSOCIATES INC /MD/ Sold out -119,339-119.3k
Qube Research & Technologies Ltd Sold out -108,276-108.3k
ICON ADVISERS INC/CO Sold out -102,951-103.0k
MORGAN STANLEY Reduced -100,698-100.7k
CONFLUENCE INVESTMENT MANAGEMENT LLC Reduced -96,887-96.9k

Biggest calls

CITADEL ADVISORS LLC Reduced $372.9k40.8k shares
SIMPLEX TRADING, LLC Reduced $157.0k17.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $155.4k17.0k shares
GROUP ONE TRADING LLC Reduced $64.0k7.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $94.1k10.3k shares
SIMPLEX TRADING, LLC Reduced $18.0k2.0k shares
GROUP ONE TRADING LLC Reduced $3.7k400 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 23: 1 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 1 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 3 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 4 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20231$3.2k0——
Q4 20230—0——
Q1 20241$5.5k0——
Q2 20240—0——
Q3 20240—0——
Q4 20243$284.7k0——
Q1 20250—0——
Q2 20254$452.9k0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-06-06 BYERS STEPHEN R Director Bought 8,700 $8.89 $77.3k8.7k shares +17%
2025-06-06 Murray Elizabeth A. CFO and COO and PAO Bought 3,400 $8.84 $30.1k3.4k shares +16%
2025-05-19 Lloyd Eric J CEO, director Bought 34,375 $9.12 $313.6k34.4k shares +88%
2025-05-19 Freund Matthew President Bought 3,520 $9.07 $31.9k3.5k shares +21%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BARINGS LLC 2.91% of their portfolio CHARLOTTE, NC 13,639,68113.6m $124.7m $124.7m 2.91% Unchanged
2 ARES MANAGEMENT LLC 1.77% of their portfolio LOS ANGELES, CA 3,797,1123.8m $34.7m $34.7m 1.77% Added +190.0k +190,016
3 PRIVATE MANAGEMENT GROUP INC 0.94% of their portfolio IRVINE, CA 3,156,2573.2m $28.8m $28.8m 0.94% Added +59.8k +59,813
4 VAN ECK ASSOCIATES CORP 0.02% of their portfolio NEW YORK, NY 2,343,4012.3m $21.4m $21.4m 0.02% Added +169.7k +169,671
5 Cresset Asset Management, LLC 0.09% of their portfolio Chicago, IL 1,999,4782.0m $18.3m $18.3m 0.09% Added +39.5k +39,548
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,181,0601.2m $10.8m $10.8m 0.00% Added +330.2k +330,231
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,120,0931.1m $10.2m $10.2m 0.00% Added +14.4k +14,377
8 TWO SIGMA ADVISERS, LP 0.02% of their portfolio NEW YORK, NY 1,089,2001.1m $10.0m $10.0m 0.02% Reduced -218.7k -218,700
9 NorthCoast Asset Management LLC 0.04% of their portfolio STAMFORD, CT 1,040,5461.0m $9.5m $9.5m 0.04% Reduced -32.6k -32,594
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 861,363861.4k $7.9m $7.9m 0.00% Reduced -100.7k -100,698
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 838,365838.4k $7.7m $7.7m 0.00% Added +23.3k +23,257
12 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 826,659826.7k $7.6m $7.6m 0.00% Added +126.7k +126,688
13 Legal & General Group Plc 0.00% of their portfolio London, X0 716,611716.6k $6.6m $6.6m 0.00% Added +23.3k +23,331
14 BlackRock, Inc. 0.00% of their portfolio New York, NY 635,048635.0k $5.8m $5.8m 0.00% Added +107.5k +107,494
15 DIMENSION CAPITAL MANAGEMENT LLC 0.84% of their portfolio Coral Gables, FL 584,931584.9k $5.3m $5.3m 0.84% Added +44.8k +44,783
16 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 562,562562.6k $5.1m $5.1m 0.01% Reduced -169.7k -169,727
17 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 476,325476.3k $4.4m $4.4m 0.00% Added +8.4k +8,407
18 BI Asset Management Fondsmaeglerselskab A/S 0.04% of their portfolio KOBENHAVN, G7 439,346439.3k $4.0m $4.0m 0.04% Added +66.7k +66,736
19 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.05% of their portfolio ST. LOUIS, MO 422,892422.9k $3.9m $3.9m 0.05% Reduced -96.9k -96,887
20 Advisors Asset Management, Inc. 0.07% of their portfolio Monument, CO 413,259413.3k $3.8m $3.8m 0.07% Added +14.0k +13,975
21 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.21% of their portfolio WEST PALM BEACH, FL 411,254411.3k $3.8m $3.8m 0.21% New
22 TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio STAMFORD, CT 405,104405.1k $3.7m $3.7m 0.03% Reduced -67.8k -67,763
23 STEEL GROVE CAPITAL ADVISORS, LLC 0.39% of their portfolio MEMPHIS, TN 359,280359.3k $3.3m $3.3m 0.39% Added +298.1k +298,122
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 337,247337.2k $3.1m $3.1m 0.00% Added +13.8k +13,771
25 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 336,307336.3k $3.1m $3.1m 0.01% Reduced -12.9k -12,873
26 Financial Gravity Companies, Inc. 0.55% of their portfolio Lakeway, TX 306,055306.1k $2.8m $2.8m 0.55% First filing
27 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 291,373291.4k $2.7m $2.7m 0.00% Added +28.5k +28,463
28 Muzinich & Co., Inc. 1.22% of their portfolio NEW YORK, NY 291,373291.4k $2.7m $2.7m 1.22% Added +28.5k +28,463
29 Trexquant Investment LP 0.03% of their portfolio STAMFORD, CT 289,844289.8k $2.6m $2.6m 0.03% Added +142.7k +142,721
30 Callodine Capital Management, LP 0.27% of their portfolio BOSTON, MA 284,024284.0k $2.6m $2.6m 0.27% Reduced -16.0k -15,976
31 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 280,711280.7k $2.6m $2.6m 0.00% Reduced -13.7k -13,655
32 Hennion & Walsh Asset Management, Inc. 0.09% of their portfolio Parsippany, NJ 242,327242.3k $2.2m $2.2m 0.09% Reduced -132.6k -132,565
33 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 240,317240.3k $2.2m $2.2m 0.00% Added +23.7k +23,694
34 Skandinaviska Enskilda Banken AB (publ) 0.01% of their portfolio STOCKHOLM, V7 239,440239.4k $2.2m $2.2m 0.01% Unchanged
35 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 217,821217.8k $2.0m $2.0m 0.01% Added +10.7k +10,664
36 Caliber Wealth Management, LLC / KS 0.21% of their portfolio Overland Park, KS 210,592210.6k $1.9m $1.9m 0.21% Reduced -30.5k -30,534
37 Bulldog Investors, LLP 0.49% of their portfolio SADDLE BROOK, NJ 210,501210.5k $1.9m $1.9m 0.49% New
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 156,268156.3k $1.5m $1.5m 0.00% Added +3.9k +3,928
39 Y-Intercept (Hong Kong) Ltd 0.03% of their portfolio HONG KONG, K3 142,749142.7k $1.3m $1.3m 0.03% New
40 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 140,788140.8k $1.3m $1.3m 0.00% Unchanged
41 DENALI ADVISORS LLC 0.13% of their portfolio SAN DIEGO, CA 134,504134.5k $1.2m $1.2m 0.13% Reduced -3.6k -3,649
42 Cliffwater LLC 0.24% of their portfolio MARINA DEL REY, CA 126,753126.8k $1.2m $1.2m 0.24% Unchanged
43 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 121,346121.3k $1.1m $1.1m 0.00% Added +84.2k +84,230
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 116,149116.1k $1.1m $1.1m 0.00% Reduced -35.2k -35,244
45 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 100,086100.1k $914.8k $914.8k 0.01% Added +2.0k +2,025
46 Virtus Investment Advisers, LLC 0.29% of their portfolio HARTFORD, CT 92,25892.3k $843.2k $843.2k 0.29% Added +3.3k +3,324
47 Nilsine Partners, LLC 0.08% of their portfolio GREENWOOD VILLAGE, CO 90,01190.0k $822.7k $822.7k 0.08% New
48 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 89,21089.2k $817.0k $817.0k 0.00% Reduced -1.9k -1,906
49 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 82,17182.2k $751.0k $751.0k 0.00% Added +6.7k +6,681
50 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 74,97075.0k $685.0k $685.0k 0.00% Added +19.6k +19,639
51 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 73,67073.7k $673.3k $673.3k 0.00% Added +14.1k +14,144
52 Ethos Financial Group, LLC 0.06% of their portfolio KING OF PRUSSIA, PA 72,92472.9k $666.5k $666.5k 0.06% Added +8.4k +8,439
53 BARD ASSOCIATES INC 0.20% of their portfolio CHICAGO, IL 67,31967.3k $615.3k $615.3k 0.20% Reduced -550 -550
54 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 63,26263.3k $578.2k $578.2k 0.00% Added +37.3k +37,341
55 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 62,72262.7k $573.3k $573.3k 0.01% Added +11.0k +10,988
56 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 62,16562.2k $568.2k $568.2k 0.01% Reduced -9.0k -8,968
57 Campbell & CO Investment Adviser LLC 0.03% of their portfolio BALTIMORE, MD 58,77658.8k $537.2k $537.2k 0.03% Added +39.6k +39,574
58 HighPoint Advisor Group LLC 0.03% of their portfolio DOWNERS GROVE, IL 58,30358.3k $532.9k $532.9k 0.03% Added +345 +345
59 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 55,84855.8k $510.0k $510.0k 0.00% Reduced -5.9k -5,890
60 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 55,44755.4k $506.8k $506.8k 0.00% Reduced -10.9k -10,878
61 Sunbelt Securities, Inc. 0.04% of their portfolio HOUSTON, TX 52,88352.9k $506.1k $506.1k 0.04% Added +4.0k +4,048
62 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 49,88449.9k $455.9k $455.9k 0.00% Reduced -6.7k -6,666
63 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 44,28344.3k $404.7k $404.7k 0.00% Reduced -1.9k -1,864
64 Koshinski Asset Management, Inc. 0.03% of their portfolio DECATUR, IL 43,97744.0k $401.9k $401.9k 0.03% Added +365 +365
65 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 43,42343.4k $396.9k $396.9k 0.00% Reduced -9.2k -9,150
66 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 42,52942.5k $388.7k $388.7k 0.00% Reduced -56.9k -56,900
67 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 41,64241.6k $380.6k $380.6k 0.00% Added +31.0k +30,995
68 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 38,90838.9k $355.6k $355.6k 0.00% Added +27.2k +27,154
69 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 38,60038.6k $352.8k $352.8k 0.00% Reduced -11.6k -11,614
70 Arete Wealth Advisors, LLC 0.02% of their portfolio CHICAGO, IL 36,72536.7k $336.0k $336.0k 0.02% Added +237 +237
71 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 36,10036.1k $330.0k $330.0k 0.00% Unchanged
72 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 34,69634.7k $317.1k $317.1k 0.01% Added +1.1k +1,129
73 EAGLE GLOBAL ADVISORS LLC 0.01% of their portfolio Houston, TX 34,29534.3k $313.5k $313.5k 0.01% Added +6.3k +6,325
74 Raleigh Capital Management Inc. 0.13% of their portfolio CARY, NC 32,78532.8k $299.7k $299.7k 0.13% Added +106 +106
75 OneDigital Investment Advisors LLC 0.00% of their portfolio OVERLAND PARK, KS 32,56932.6k $297.7k $297.7k 0.00% Added +21.3k +21,294
76 Curi Capital, LLC 0.01% of their portfolio CHICAGO, IL 31,77231.8k $290.4k $290.4k 0.01% Added +2.4k +2,400
77 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 30,82630.8k $281.8k $281.8k 0.00% Reduced -1.8k -1,817
78 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 29,69629.7k $271.4k $271.4k 0.00% Reduced -4.5k -4,450
79 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 29,66929.7k $271.2k $271.2k 0.00% Added +2.1k +2,100
80 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 29,40329.4k $268.7k $268.7k 0.02% Added +1.4k +1,408
81 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,36329.4k $268.4k $268.4k 0.00% Added +2.1k +2,068
82 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 29,15529.2k $266.5k $266.5k 0.01% Added +1.6k +1,597
83 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 27,94327.9k $255.4k $255.4k 0.00% Added +260 +260
84 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 26,74626.7k $244.5k $244.5k 0.01% Added +374 +374
85 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 26,32026.3k $240.6k $240.6k 0.02% Added +28 +28
86 Quantbot Technologies LP 0.01% of their portfolio NEW YORK, NY 25,79225.8k $235.7k $235.7k 0.01% New
87 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 25,00025.0k $228.5k $228.5k 0.00% Unchanged
88 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 24,86624.9k $227.0k $227.0k 0.01% Reduced -5.6k -5,580
89 Triumph Capital Management 0.07% of their portfolio DENVER, CO 24,36624.4k $222.7k $222.7k 0.07% Unchanged
90 Brevan Howard Capital Management LP 0.00% of their portfolio ST. HELIER, Y9 24,26324.3k $221.8k $221.8k 0.00% Added +8.5k +8,467
91 CARY STREET PARTNERS FINANCIAL LLC 0.01% of their portfolio RICHMOND, VA 24,17124.2k $220.9k $220.9k 0.01% Added +6.9k +6,932
92 Virtu Financial LLC 0.01% of their portfolio New York, NY 23,48823.5k $215.0k $215.0k 0.01% Reduced -21.3k -21,342
93 STEPHENS INC /AR/ 0.00% of their portfolio LITTLE ROCK, AR 23,03523.0k $210.5k $210.5k 0.00% Added +178 +178
94 CAXTON ASSOCIATES LLP 0.01% of their portfolio LONDON, X0 22,59622.6k $206.5k $206.5k 0.01% Unchanged
95 Patriot Financial Group Insurance Agency, LLC 0.02% of their portfolio Westborough, MA 21,89521.9k $200.1k $200.1k 0.02% Reduced -24.7k -24,706
96 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 20,67420.7k $198.1k $198.1k 0.01% Reduced -3.2k -3,230
97 Consolidated Portfolio Review Corp 0.03% of their portfolio WOODBURY, NY 20,55620.6k $187.9k $187.9k 0.03% Reduced -805 -805
98 BFSG, LLC 0.02% of their portfolio IRVINE, CA 20,07020.1k $183.4k $183.4k 0.02% Added +190 +190
99 FOUNDERS FINANCIAL SECURITIES LLC 0.01% of their portfolio TOWSON, MD 19,24319.2k $175.9k $175.9k 0.01% Reduced -2.0k -2,012
100 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 19,14219.1k $175.0k $175.0k 0.00% Reduced -29.1k -29,115