Sound Point Meridian Capital, Inc.
SPMC- Exchange
- NYSE
- SEC CIK
- 0001930147
In the last 90 days, Sound Point Meridian Capital, Inc. insiders filed 1 open-market purchase and 1 sale; 15 institutions reported holding it in 13F filings for Q2 2026, worth $120.1M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Sound Point Meridian Capital, Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 14
- +2 vs. Q3 2024
- Shares held
- 1.62M
- −73.5K (−4.3%) vs. Q3 2024
- Total value
- $33.8M
- +$381.9K (+1.1%) vs. Q3 2024
- New holders
- 3
- 2 more added
- Sold out
- 1
- 6 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPMC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 15 | $120.1M |
| Q1 2026 | 11 | $107.3M |
| Q4 2025 | 16 | $165.8M |
| Q3 2025 | 15 | $209.0M |
| Q2 2025 | 14 | $217.7M |
| Q1 2025 | 17 | $31.2M |
| Q4 2024 | 14 | $33.8M |
| Q3 2024 | 12 | $33.5M |
| Q2 2024 | 9 | $24.2M |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Sound Point Meridian Capital, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 500,000 | $10.4M | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 500,000 | $10.4M | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 334,544 | $6.99M | 2.24% | −87,155−20.7% | Reduced |
| Envestnet Asset Management Inc | 134,249 | $2.81M | 0.00% | −20,161−13.1% | Reduced |
| RSM US Wealth Management LLC | 41,869 | $877.6K | 0.01% | −832−1.9% | Reduced |
| Black Swift Group, LLC | 22,500 | $470.3K | 0.10% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 22,194 | $463.9K | 0.16% | +22,194 | New |
| Marshall Wace, LLP | 17,747 | $370.9K | 0.00% | +17,747 | New |
| Oppenheimer & Co Inc | 15,920 | $332.7K | 0.00% | +2,145+15.6% | Added |
| Morgan Stanley | 14,666 | $306.5K | 0.00% | +7,683+110.0% | Added |
| Citadel Advisors LLC | 13,095 | $273.7K | 0.00% | +13,095 | New |
| UBS Group AG | 2,308 | $48.2K | 0.00% | −1,684−42.2% | Reduced |
| Royal Bank of Canada | 248 | $5.00K | 0.00% | −62−20.0% | Reduced |
| Advisor Group Holdings, Inc. | 84 | $1.75K | 0.00% | −616−88.0% | Reduced |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −25,832−100.0% | Sold out |