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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
50.9KNew |
$683K - $798K
|
50.9K
$932K
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
13.7KNew |
$184K - $215K
|
13.7K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.4KNew |
$139K - $163K
|
10.4K
$190K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10KNew |
$134K - $157K
|
10K
$183K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.8KNew |
$118K - $138K
|
8.8K
$161K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6KNew |
$80.5K - $94K
|
6K
$110K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
403New |
$5.4K - $6.32K
|
403
$7.38K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
271New |
$3.63K - $4.25K
|
271
$4.96K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
101+ 54.89% |
$1.35K - $1.58K
|
285
$5.22K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7+ 0.04% |
$93.9 - $110
|
19.8K
$362K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Park Circle CO
|
BUY
|
- |
71.2KNew |
$825K - $1.05M
|
71.2K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
31.5KNew |
$365K - $465K
|
31.5K
$577K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
24.1KNew |
$280K - $356K
|
24.1K
$442K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.3KNew |
$247K - $314K
|
21.3K
$390K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
20.8KNew |
$241K - $306K
|
20.8K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.5KNew |
$156K - $199K
|
13.5K
$247K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$30.3K - $38.6K
|
2.62K
$47.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
925New |
$10.7K - $13.6K
|
925
$16.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21New |
$243 - $310
|
21
$385
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.5KNew |
$166K - $212K
|
14.5K
$266K
|
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14K+ 793.38% |
$160K - $205K
|
15.8K
$289K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
10.4K+ 1110.05% |
$119K - $152K
|
11.3K
$207K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.89K+ 3.05% |
$21.6K - $27.6K
|
63.9K
$1.17M
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
15.9KNew |
$195K - $237K
|
15.9K
$292K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2.53KNew |
$30.9K - $37.5K
|
2.53K
$46.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.51KNew |
$30.7K - $37.3K
|
2.51K
$46K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
393New |
$4.8K - $5.83K
|
393
$7.2K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25KNew |
$342K - $371K
|
25K
$458K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
22.3KNew |
$305K - $330K
|
22.3K
$408K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
42.8KNew |
$571K - $609K
|
42.8K
$783K
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
5.2K+ 3.24% |
$69.4K - $74K
|
166K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
397+ 2.08% |
$5.3K - $5.66K
|
19.5K
$357K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$260K - $286K
|
20K
$366K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
34.7KNew |
$447K - $485K
|
34.7K
$636K
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
500+ 41.67% |
$5.12K - $6.9K
|
1.7K
$31.1K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
7.81KNew |
$34.2K - $78.9K
|
7.81K
$143K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
19.2KNew |
$238K - $323K
|
19.2K
$352K
|
|
| Q2 2018 | |||||||
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1K+ 86.96% |
$17K - $18.3K
|
2.15K
$39.4K
|
|