Cerity Partners LLC - BNY MELLON ALCENTRA GLOBAL C ownership

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of BNY MELLON ALCENTRA GLOBAL C
ValueSharesWeighting
Q3 2023$596,279
+1.3%
76,840
-1.5%
0.00%
+50.0%
Q2 2023$588,681
-0.4%
77,9710.0%0.00%
+100.0%
Q1 2023$591,021
+8.9%
77,971
+1.5%
0.00%
-66.7%
Q4 2022$542,49076,8400.00%
Other shareholders
BNY MELLON ALCENTRA GLOBAL C shareholders Q4 2023
NameSharesValueWeighting ↓
Heron Bay Capital Management 343,675$2,666,9180.72%
Thomas J. Herzfeld Advisors, Inc. 212,500$1,649,0000.64%
Virtus ETF Advisers LLC 65,093$505,1220.31%
Atlas Wealth LLC 210,760$1,635,4980.31%
SIT INVESTMENT ASSOCIATES INC 759,391$5,8930.16%
Shaker Financial Services, LLC 33,936$263,3440.12%
Cypress Wealth Services, LLC 26,759$207,6480.06%
Janney Montgomery Scott LLC 579,868$4,5000.02%
Cetera Investment Advisers 115,163$893,6650.01%
B. Riley Wealth Advisors, Inc. 17,383$134,8920.00%
View complete list of BNY MELLON ALCENTRA GLOBAL C shareholders