Chicago Atlantic BDC, Inc.

NasdaqGM:LIEN Stock Report

Market Cap: US$215.4m

Chicago Atlantic BDC Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:LIEN Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
19 Sep 25BuyUS$5,054Peter SackIndividual450US$11.23
17 Jul 25BuyUS$10,470Peter SackIndividual1,000US$10.47
06 Jun 25BuyUS$21,681Umesh MahajanIndividual2,112US$10.30
29 May 25BuyUS$10,213Bernardino ColonnaIndividual1,000US$10.21
28 May 25BuyUS$5,145Peter SackIndividual500US$10.29
19 May 25BuyUS$5,210Peter SackIndividual500US$10.42
17 Apr 25BuyUS$525Peter SackIndividual50US$10.50

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of LIEN?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders107,4460.471%
Institutions6,316,65727.7%
General Public16,396,48771.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 27.36% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12.7%
Chicago Atlantic BDC Advisers, LLC
2,887,204US$27.3m0%100.0%
3.33%
Intrepid Capital Management, Inc. (Florida)
759,303US$7.2m0%3.21%
2.1%
Sowell Financial Services, LLC
478,208US$4.5m0%0.16%
1.68%
Corient Private Wealth LLC
382,865US$3.6m9.88%no data
1.17%
Sage Mountain Advisors, LLC
268,088US$2.5m29.9%0.13%
0.84%
Mirae Asset Global Investments Co., Ltd.
190,655US$1.8m-2.67%no data
0.73%
Condor Capital Management
166,274US$1.6m-9.49%0.12%
0.71%
LVM Capital Management, Ltd.
161,326US$1.5m0%0.14%
0.61%
BlackRock, Inc.
138,482US$1.3m0%no data
0.6%
Black Maple Capital Management LP
135,920US$1.3m-13.2%0.92%
0.56%
La Caisse de dépôt et placement du Québec
127,118US$1.2m0%no data
0.34%
Apollon Wealth Management, LLC
77,818US$734.6k0%0.01%
0.23%
Wick Capital Partners, LLC
53,324US$503.4k-9.9%0.09%
0.23%
Brown Advisory Incorporated
51,544US$486.6k-48.9%no data
0.2%
Millennium Management LLC
46,410US$438.1k-4.4%no data
0.17%
Tidal Investments LLC
39,001US$368.2k-3.9%no data
0.17%
Gladstone Institutional Advisory LLC
38,600US$364.4k197%0.01%
0.16%
Firethorn Wealth Partners, LLC
35,674US$336.8k12%0.12%
0.15%
Scott Gordon
35,024US$330.6k0%no data
0.15%
Ritholtz Wealth Management
34,749US$328.0k0%0.01%
0.14%
Citadel Advisors LLC
32,784US$309.5k106%no data
0.12%
Anthony Cappell
28,067US$265.0k0%no data
0.11%
Twelve Points Wealth Management LLC
26,233US$247.6k0%0.06%
0.11%
Andreas Bodmeier
25,000US$236.0k0%no data
0.11%
Stony Point Wealth Management Inc.
24,788US$234.0k0.27%0.09%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/15 17:58
End of Day Share Price 2026/04/15 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Chicago Atlantic BDC, Inc. is covered by 4 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Mitchel PennOppenheimer & Co. Inc.
Michael LaveryPiper Sandler Companies
William CarterStifel, Equities Research