Sound Point Meridian CapitalSPMC

13F holders, Q2 2024 (June 30)
9holders
$20.04avg. 13F price*

At the end of Q2 2024, 9 institutions reported holding Sound Point Meridian Capital (SPMC) in their 13F filings. The largest holders were Bank of America Corp. ($10.0M), Thomas J. Herzfeld Advisors, Inc. ($8.8M) and Envestnet Asset Management Inc. ($2.9M).

Company
Sound Point Meridian Capital
CUSIP
83617A108
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q2 2024: 9Q2 2024Q3 2024: 12Q3 2024Q4 2024: 14Q4 2024Q1 2025: 17Q1 2025Q2 2025: 14Q2 2025Q3 2025: 15Q3 2025Q4 2025: 16Q4 2025Q1 2026: 11Q1 2026Q2 2026: 15Q2 2026

Total Exit/New Position Q2 2024

InstitutionsTotal Value
New Positions10$24.2M
Exits0$0

Ownership 9 holders

Bank of America Corp. 0.00% New 500,000 $10.0M
Thomas J. Herzfeld Advisors, Inc. 3.09% New 440,094 $8.8M
Envestnet Asset Management Inc. 0.00% New 142,691 $2.9M
Rivernorth Capital Management, LLC 0.05% New 50,000 $1.0M
Choreo, LLC 0.01% New 41,234 $827K
Black Swift Group, LLC 0.10% New 22,500 $451K
Frank, Rimerman Advisors LLC 0.01% New 10,000 $200K
UBS Group AG 0.00% New 2,793 $56K
Royal Bank of Canada 0.00% New 377 $8K

"% of holder's portfolio" is SPMC's weight in each manager's 13F, not the share of Sound Point Meridian Capital the manager owns.