Vault-13

BENEFICIENT

COM CL A · CUSIP 08178Q101

0 institutional holders -1 vs Q2 2024
—reported value*
0 new 0 added 0 reduced 1 sold out net sold ≈ $1.4m (-614.9k 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.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0102030Q2 23: 10Q3 23: 15Q4 23: 20Q1 24: 21Q2 24: 1Q3 24: 00Q2 23Q3 23Q4 23Q1 24Q2 24Q3 24
Numbers
QuarterHolders
Q2 202310
Q3 202315
Q4 202320
Q1 202421
Q2 20241
Q3 20240

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 11 bought or addedQ3 23: 7 cut or sold outQ3 23Q4 23: 11 bought or addedQ4 23: 4 cut or sold outQ4 23Q1 24: 11 bought or addedQ1 24: 7 cut or sold outQ1 24Q2 24: 0 bought or addedQ2 24: 21 cut or sold outQ2 24Q3 24: 0 bought or addedQ3 24: 1 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q3 2023117
Q4 2023114
Q1 2024117
Q2 2024021
Q3 202401

Biggest buyers

None

Biggest sellers

RIVERNORTH CAPITAL MANAGEMENT, LLC Sold out -614,947-614.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Hatteras Investment Partners, LP 13G · institution new · filed 2024-10-08 18.7% new 48.1m 2024-10-08

Fell to 5% or below in the last year: YA II PN, Ltd. (0.0%, 2026-10-05)

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change