A detailed history of Ci Private Wealth, LLC transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, Ci Private Wealth, LLC holds 292,845 shares of CGBD stock, worth $3.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
292,845
Previous 167,300 75.04%
Holding current value
$3.48 Million
Previous $2.29 Million 59.97%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$12.5 - $14.2 $1.57 Million - $1.78 Million
125,545 Added 75.04%
292,845 $3.66 Million
Q2 2025

Aug 15, 2025

BUY
$13.55 - $16.25 $2.27 Million - $2.72 Million
167,300 New
167,300 $2.29 Million
Q3 2023

Nov 03, 2023

SELL
$14.44 - $15.83 $5,905 - $6,474
-409 Reduced 3.83%
10,264 $148,000
Q2 2023

Aug 10, 2023

SELL
$13.13 - $14.88 $15,624 - $17,707
-1,190 Reduced 10.03%
10,673 $155,000
Q1 2023

May 15, 2023

SELL
$13.41 - $15.67 $6,879 - $8,038
-513 Reduced 4.15%
11,863 $161,000
Q4 2022

Feb 15, 2023

BUY
$11.59 - $14.75 $143,437 - $182,546
12,376 New
12,376 $177,000

Others Institutions Holding CGBD

About Carlyle Secured Lending, Inc.


  • Ticker CGBD
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • TCG BDC, Inc. is business development company specializing in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt and investments in equities. It specializes in directly investing. It specializes in middle market. It targets healthcare and pharmaceutical, aerospace and defense, high tech industri...
More about CGBD
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