Sound Point Meridian Capital, Inc. - Preferred (SPMA)

CUSIP: 83617A207

Q2 2025 13F Holders as of 30 Jun 2025

Holder snapshot 5 signals
Share change
+3,100
SEC-reported price per share
$24.84
Number of holders
1
Value change
+$77,000
Number of buys
1
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
4,598,774

Security key

83617A207

Report period

Q2 2025

Institutions

1

Top holders

1

Ownership snapshot

Top reported holders of SPMA - Sound Point Meridian Capital, Inc. - Preferred (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
GOLDMAN SACHS GROUP INC
Disclosed value leader
GOLDMAN SACHS GROUP INC
Comparable rows
0/15
Latest evidence
31 Mar 2025
13F 3/4/5 Highest disclosed value: $9,985,254 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

GOLDMAN SACHS GROUP INC has the largest disclosed position value at $9.99M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens GOLDMAN SACHS GROUP INC's linked filing trail.
Disclosed position value Top 5
GOLDMAN SACHS GROUP INC $9.99M
BANK OF AMERICA CORP /DE/ $9.98M
Thomas J. Herzfeld Advisors, Inc. $4.49M
ENVESTNET ASSET MANAGEMENT INC $2.91M
MARSHALL WACE, LLP $1.14M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
GOLDMAN SACHS GROUP INC
13F
Company
13F
class O/S missing
$9,985,254
500,765 shares
31 Mar 2025
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$9,975,264
500,264 shares
31 Mar 2025
Thomas J. Herzfeld Advisors, Inc.
13F
Company
13F
class O/S missing
$4,489,232
225,137 shares
31 Mar 2025
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
class O/S missing
$2,908,271
145,851 shares
31 Mar 2025
MARSHALL WACE, LLP
13F
Company
13F
class O/S missing
$1,136,360
56,989 shares
31 Mar 2025
Running Point Capital Advisors, LLC
13F
Company
13F
class O/S missing
$580,271
29,101 shares
31 Mar 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
1
Shares
3,100
Rows available
1
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2025 vs Q4 2025 Across Filers

Q4 2025 holders
1
Q2 2025 holders
1
Holder diff
0
Investor Q4 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q4 2025 value Q2 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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