Latest Institutional Transactions on Carlyle Secured Lending, Inc. (CGBD)
This table provides information on the latest institutional transactions involving Carlyle Secured Lending, Inc. (CGBD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
953+ 9.17% |
$11.9K - $13.5K
|
11.3K
$135K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
141KNew |
$1.76M - $2M
|
141K
$1.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.63K+ 2.14% |
$20.4K - $23.1K
|
77.7K
$923K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
10.6K+ 12.03% |
$133K - $151K
|
99K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
219New |
$2.74K - $3.11K
|
219
$2.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
51.6KNew |
$645K - $733K
|
51.6K
$613K
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-8.09K- 75.85% |
$101K - $115K
|
2.58K
$30.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.1K- 37.63% |
$152K - $172K
|
20.1K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-996- 83.07% |
$12.5K - $14.1K
|
203
$2.41K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
81.5KNew |
$1.02M - $1.16M
|
81.5K
$968K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.7K- 30.54% |
$58.8K - $66.7K
|
10.7K
$127K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
39.4K+ 69.06% |
$493K - $560K
|
96.5K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.2K+ 15.72% |
$178K - $202K
|
105K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.25K+ 31.59% |
$103K - $117K
|
34.4K
$408K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
301New |
$3.76K - $4.27K
|
301
$3.58K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10K- 32.45% |
$125K - $142K
|
20.8K
$247K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
152KNew |
$1.9M - $2.15M
|
152K
$1.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
20.8KNew |
$260K - $295K
|
20.8K
$247K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
680+ 0.05% |
$8.5K - $9.66K
|
1.46M
$17.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
195+ 0.08% |
$2.44K - $2.77K
|
236K
$2.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2KNew |
$25K - $28.4K
|
2K
$23.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.45K+ 4.24% |
$93.1K - $106K
|
183K
$2.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
SELL
|
- |
-21.2K- 16.02% |
$265K - $301K
|
111K
$1.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11K- 33.9% |
$138K - $157K
|
21.5K
$255K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.3K+ 5.5% |
$154K - $175K
|
236K
$2.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
SELL
|
- |
-8.67K- 22.29% |
$108K - $123K
|
30.2K
$359K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-467K- 54.28% |
$5.84M - $6.63M
|
393K
$4.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.29K+ 9.45% |
$41.1K - $46.7K
|
38.1K
$453K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-561- 0.62% |
$7.01K - $7.97K
|
90.4K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
630+ 0.89% |
$7.88K - $8.95K
|
71.6K
$850K
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
48.7K+ 22.22% |
$609K - $692K
|
268K
$3.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-5.66K- 32.18% |
$70.8K - $80.4K
|
11.9K
$142K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.6K+ 18.7% |
$157K - $179K
|
79.9K
$949K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
538+ 2.85% |
$6.73K - $7.64K
|
19.4K
$231K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.63K+ 14.52% |
$45.4K - $51.6K
|
28.6K
$340K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
BUY
|
- |
9.97K+ 5.12% |
$125K - $142K
|
205K
$2.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-53.1K- 29.45% |
$664K - $755K
|
127K
$1.51M
|
|
|
Oct 30, 2025
Q3 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
18.1KNew |
$226K - $257K
|
18.1K
$215K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-2.4K- 2.34% |
$30K - $34.1K
|
100K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.84K+ 9.5% |
$48K - $54.5K
|
44.3K
$526K
|
|
|
Oct 29, 2025
Q3 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
476KNew |
$5.95M - $6.76M
|
476K
$5.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
178+ 0.5% |
$2.23K - $2.53K
|
36K
$427K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
154K+ 58.44% |
$1.93M - $2.19M
|
418K
$4.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-6.54K- 34.0% |
$81.8K - $92.9K
|
12.7K
$151K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.15K+ 18.24% |
$26.9K - $30.5K
|
13.9K
$166K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-8.4K- 4.82% |
$105K - $119K
|
166K
$1.97M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.01KNew |
$37.6K - $42.8K
|
3.01K
$35.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
601New |
$7.51K - $8.53K
|
601
$7.14K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.96K+ 5.76% |
$24.5K - $27.8K
|
36K
$427K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-9.49K- 4.81% |
$119K - $135K
|
188K
$2.23M
|
|