Latest Institutional Purchases of Carlyle Secured Lending, Inc. (CGBD)
This list provides information on the latest institutional transactions involving Carlyle Secured Lending, Inc. (CGBD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.87K+ 9.0% |
$60.9K - $69.2K
|
59K
$701K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.86K+ 25.03% |
$60.7K - $69K
|
24.3K
$288K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.84K+ 9.5% |
$48K - $54.5K
|
44.3K
$526K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.63K+ 14.52% |
$45.4K - $51.6K
|
28.6K
$340K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
3.29K+ 9.45% |
$41.1K - $46.7K
|
38.1K
$453K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.01KNew |
$37.6K - $42.8K
|
3.01K
$35.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.93K+ 42.92% |
$36.7K - $41.7K
|
9.77K
$116K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
2.47K+ 19.88% |
$30.9K - $35.1K
|
14.9K
$177K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.15K+ 18.24% |
$26.9K - $30.5K
|
13.9K
$166K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2KNew |
$25K - $28.4K
|
2K
$23.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.96K+ 5.76% |
$24.5K - $27.8K
|
36K
$427K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$23.8K - $27K
|
1.9K
$22.6K
|
|
|
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
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
953+ 9.17% |
$11.9K - $13.5K
|
11.3K
$135K
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
711+ 2.75% |
$8.89K - $10.1K
|
26.6K
$316K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
680+ 0.05% |
$8.5K - $9.66K
|
1.46M
$17.3M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
630+ 0.89% |
$7.88K - $8.95K
|
71.6K
$850K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
601New |
$7.51K - $8.53K
|
601
$7.14K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
538+ 2.85% |
$6.73K - $7.64K
|
19.4K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
448+ 4.19% |
$5.6K - $6.36K
|
11.1K
$132K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
386New |
$4.83K - $5.48K
|
386
$4.59K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
301New |
$3.76K - $4.27K
|
301
$3.58K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
246+ 20.65% |
$3.08K - $3.49K
|
1.44K
$17.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
219New |
$2.74K - $3.11K
|
219
$2.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
195+ 0.08% |
$2.44K - $2.77K
|
236K
$2.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
178+ 0.5% |
$2.23K - $2.53K
|
36K
$427K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9+ 0.05% |
$113 - $128
|
17.9K
$213K
|
|
| Q2 2025 | |||||||
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.2MNew |
$29.9M - $35.8M
|
2.2M
$26.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
410KNew |
$5.56M - $6.67M
|
410K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
173K+ 376.09% |
$2.35M - $2.81M
|
219K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
146KNew |
$1.98M - $2.37M
|
146K
$1.73M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
123KNew |
$1.66M - $1.99M
|
123K
$1.46M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
59.4K+ 139.0% |
$806K - $966K
|
102K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.4KNew |
$683K - $819K
|
50.4K
$599K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
49.7KNew |
$673K - $808K
|
49.7K
$590K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
43.8KNew |
$594K - $712K
|
43.8K
$521K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
34.5KNew |
$467K - $560K
|
34.5K
$410K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
25.1KNew |
$340K - $408K
|
25.1K
$298K
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
21.9KNew |
$297K - $356K
|
21.9K
$260K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
17.6KNew |
$238K - $286K
|
17.6K
$209K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.9KNew |
$201K - $242K
|
14.9K
$177K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.1K+ 74.11% |
$190K - $228K
|
33K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
14KNew |
$190K - $228K
|
14K
$167K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$178K - $213K
|
13.1K
$156K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
11K+ 28.43% |
$149K - $179K
|
49.8K
$592K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.71K+ 36.46% |
$118K - $141K
|
32.6K
$387K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
7.09KNew |
$96K - $115K
|
7.09K
$84.2K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.54K+ 34.34% |
$48K - $57.5K
|
13.9K
$165K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.63K+ 130.99% |
$35.6K - $42.7K
|
4.64K
$55.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
762+ 1.66% |
$10.3K - $12.4K
|
46.6K
$553K
|
|