Darwin Advisors, LLC Carlyle Secured Lending, Inc. Transaction History

Darwin Advisors, LLC

$291 Million
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Aug 15, 2025	BUY	$16.18 - $18.56 $19,416 - $22,272	1,200 New	1,200 $19,000
Q4 2024 Aug 29, 2025	BUY	$16.22 - $18.28 $19,464 - $21,936	1,200 New	1,200 $21,000
Q4 2024 Aug 15, 2025	BUY	$16.22 - $18.28 $19,464 - $21,936	1,200 New	1,200 $21,000

Others Institutions Holding CGBD

# of Institutions

167

Shares Held

26.2M

Call Options Held

47.2K

Put Options Held

23.1K

Creative Planning Overland Park, KS

4.63M
Shares

$55 Million
0.04% of portfolio
Morgan Stanley New York, NY

2.41M
Shares

$28.7 Million
0.0% of portfolio
Van Eck Associates Corp

1.83M
Shares

$21.7 Million
0.02% of portfolio
Choreo, LLC Minneapolis, MN

1.46M
Shares

$17.3 Million
0.24% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.2M
Shares

$14.3 Million
1.32% of portfolio

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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