SPMC · Company research
Sound Point Meridian Capital, Inc. (SPMC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
15records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 33 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21700 | 214830 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15243 | 150906 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KIM, LLC | 1888968 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10790928 | 106830186 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111 | 1099 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12484 | 123592 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Everest Private Wealth | 2056683 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100437 | 994326 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7734 | 76567 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Advisory Solutions Group, LLC | 2147643 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31935 | 316157 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Virtus Investment Advisers, LLC | 19481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52537 | 520116 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Allied Private Wealth LLC | 2132253 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94982 | 984013 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Prosperity Financial Group, Inc. | 1991334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10199 | 100971 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Strategic Wealth Partners, Ltd. | 1720777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3500 | 34650 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 474329 | 4695857 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500000 | 4950000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.