Position in OBDC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$215,028
-$41,663 QoQ
Shares Held
19,442
-5.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OBDC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $41,298,746 across 37 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
309,862 | $9,348,535 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
449,742 | $8,486,631 | |
| 3 | BX |
Blackstone Inc.
|
32,330 | $3,804,271 | |
| 4 | PCN |
Pimco Corporate & Income Strategy Fund
|
256,359 | $3,063,490 | |
| 5 | PDI |
PIMCO Dynamic Income Fund
|
123,637 | $2,064,737 | |
| 6 | SPPP |
Sprott Physical Platinum & Palladium Trust
|
161,484 | $2,010,475 | |
| 7 | GHY |
PGIM Global High Yield Fund, Inc.
|
133,500 | $1,615,350 | |
| 8 | EMD |
Western Asset Emerging Markets Debt Fund Inc.
|
142,873 | $1,534,455 |
All Filings in OBDC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,028 | 19,442 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $256,691 | 20,651 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $568,150 | 44,491 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $731,784 | 51,031 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $614,884 | 41,943 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $754,896 | 49,927 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $703,905 | 48,312 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,038,151 | 67,588 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,022,523 | 66,484 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,075,723 | 72,881 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||