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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
199+ 0.89% |
$2.7K - $3.23K
|
22.5K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
180New |
$2.44K - $2.93K
|
180
$2.14K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$13.6 - $16.3
|
1
$11.9
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
57.1KNew |
$924K - $1.06M
|
57.1K
$678K
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
37.5K+ 115.38% |
$607K - $696K
|
70K
$832K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
17.2KNew |
$278K - $319K
|
17.2K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.4K+ 36.5% |
$233K - $267K
|
53.8K
$639K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$183K - $210K
|
11.3K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
10.3KNew |
$167K - $191K
|
10.3K
$122K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
7.16K+ 271.02% |
$116K - $133K
|
9.8K
$116K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.85K+ 4.86% |
$46.2K - $53K
|
61.5K
$731K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.48K+ 13.36% |
$40.1K - $46K
|
21K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
716New |
$11.6K - $13.3K
|
716
$8.51K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
502New |
$8.12K - $9.32K
|
502
$5.96K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
498New |
$8.06K - $9.24K
|
498
$5.92K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$6.47K - $7.42K
|
400
$4.75K
|
|
| Q4 2024 | |||||||
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
53.2K+ 470.25% |
$863K - $973K
|
64.5K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
39.6KNew |
$642K - $724K
|
39.6K
$470K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.3KNew |
$345K - $389K
|
21.3K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
20.2KNew |
$328K - $369K
|
20.2K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.83K+ 22.67% |
$143K - $161K
|
47.8K
$567K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6.69K+ 28.57% |
$109K - $122K
|
30.1K
$358K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
5.12K+ 4.19% |
$83K - $93.6K
|
127K
$1.51M
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.2KNew |
$19.5K - $21.9K
|
1.2K
$14.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.08KNew |
$17.5K - $19.7K
|
1.08K
$12.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
64New |
$1.04K - $1.17K
|
64
$760
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50New |
$811 - $914
|
50
$594
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33.9KNew |
$546K - $622K
|
33.9K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
24.4K+ 65.65% |
$394K - $449K
|
61.7K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
23KNew |
$371K - $422K
|
23K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
17.1KNew |
$275K - $313K
|
17.1K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.9KNew |
$240K - $273K
|
14.9K
$177K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9KNew |
$223K - $254K
|
13.9K
$165K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.87K+ 4.63% |
$94.7K - $108K
|
133K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.25K+ 30.87% |
$52.4K - $59.7K
|
13.8K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.36KNew |
$21.8K - $24.9K
|
1.36K
$16.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.11KNew |
$17.9K - $20.4K
|
1.11K
$13.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
200New |
$3.22K - $3.67K
|
200
$2.38K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
100New |
$1.61K - $1.84K
|
100
$1.19K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80+ 15.38% |
$1.29K - $1.47K
|
600
$7.13K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
19.1KNew |
$308K - $349K
|
19.1K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
10.7KNew |
$172K - $195K
|
10.7K
$127K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
6.68K+ 41.44% |
$108K - $122K
|
22.8K
$271K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
3KNew |
$48.3K - $54.7K
|
3K
$35.6K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.95KNew |
$31.4K - $35.6K
|
1.95K
$23.2K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.7KNew |
$27.4K - $31K
|
1.7K
$20.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.4K+ 0.76% |
$22.5K - $25.5K
|
185K
$2.2M
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
340New |
$5.48K - $6.2K
|
340
$4.04K
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
336+ 0.2% |
$5.41K - $6.13K
|
167K
$1.98M
|
|