SOUND POINT MERIDIAN CAP INC (SPMC)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
15
Reporting holders
$120.1M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| KIM, LLC | $106.8M | 10,790,928 | 10.65% | 5q | HELD |
| BANK OF AMERICA CORP /DE/ | $5.0M | 500,000 | 0.00% | 9q | HELD |
| GOLDMAN SACHS GROUP INC | $4.7M | 474,329 | 0.00% | 8q | HELD |
| Everest Private Wealth | $994.3K | 100,437 | 0.37% | 5q | +3.7%+$35.8K |
| Allied Private Wealth LLC | $984.0K | 94,982 | 0.63% | new | FIRST |
| Virtus Investment Advisers, LLC | $520.1K | 52,537 | 0.12% | 4q | -21.8%-$144.6K |
| Advisory Solutions Group, LLC | $316.2K | 31,935 | 0.11% | new | FIRST |
| OPPENHEIMER & CO INC | $214.8K | 21,700 | 0.00% | 8q | +58.4%+$79.2K |
| Cerity Partners LLC | $150.9K | 15,243 | 0.00% | 2q | -24.8%-$49.8K |
| RAYMOND JAMES FINANCIAL INC | $123.6K | 12,484 | 0.00% | new | NEW |
| Prosperity Financial Group, Inc. | $101.0K | 10,199 | 0.03% | new | NEW |
| UBS Group AG | $89.7K | 9,059 | 0.00% | 5q | +109.7%+$46.9K |
| MORGAN STANLEY | $50.8K | 5,127 | 0.00% | 8q | -36.0%-$28.6K |
| Strategic Wealth Partners, Ltd. | $34.6K | 3,500 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.1K | 111 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $120.1M | 12,122,571 | 4 | 3 | 3 | 0.0% |
| Q1 2026 | 11 | $107.3M | 11,992,529 | 2 | 3 | 1 | 0.0% |
| Q4 2025 | 16 | $165.8M | 12,054,571 | 3 | 6 | 3 | 0.0% |
| Q3 2025 | 15 | $209.0M | 12,086,728 | 4 | 2 | 5 | 0.0% |
| Q2 2025 | 14 | $217.7M | 12,178,106 | 3 | 4 | 5 | 0.0% |
| Q1 2025 | 16 | $31.2M | 1,563,077 | 3 | 7 | 3 | 0.0% |
| Q4 2024 | 14 | $33.8M | 1,619,424 | 3 | 2 | 6 | 0.0% |
| Q3 2024 | 12 | $33.5M | 1,692,902 | 4 | 3 | 3 | 0.0% |
| Q2 2024 | 9 | $24.2M | 1,209,689 | 9 | 0 | 0 | 0.0% |