Latest Institutional Sells of Carlyle Secured Lending, Inc. (CGBD)
This list provides information on the latest institutional transactions involving Carlyle Secured Lending, Inc. (CGBD) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2- -0.0% |
$32.4 - $37.1
|
65K
$772K
|
|
| Q4 2024 | |||||||
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-289K- 94.11% |
$4.69M - $5.29M
|
18.1K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-8.17K- 27.74% |
$133K - $149K
|
21.3K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.31K- 22.7% |
$119K - $134K
|
24.9K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.7K- 10.25% |
$60K - $67.6K
|
32.4K
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-500Closed |
$8.11K - $9.14K
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-24.7KClosed |
$398K - $453K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.12K- 4.28% |
$34.2K - $38.9K
|
47.4K
$563K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.96K- 3.32% |
$31.5K - $35.9K
|
56.9K
$676K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-113- 45.38% |
$1.82K - $2.07K
|
136
$1.62K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-18.1K- 14.76% |
$291K - $330K
|
104K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.39KClosed |
$54.6K - $61.8K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-274- 2.6% |
$4.41K - $5K
|
10.3K
$122K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-6.62K- 29.7% |
$98K - $110K
|
15.7K
$186K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-4.71K- 92.41% |
$69.7K - $77.9K
|
387
$4.6K
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-138- 92.62% |
$2.04K - $2.28K
|
11
$131
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 0.32% |
$1.48K - $1.66K
|
31K
$368K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.4K- 63.54% |
$273K - $317K
|
11.7K
$139K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6K- 25.45% |
$80.4K - $93.4K
|
17.6K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.29K- 22.05% |
$30.7K - $35.7K
|
8.1K
$96.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-640- 4.17% |
$8.58K - $9.96K
|
14.7K
$175K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-109K- 74.68% |
$1.58M - $1.73M
|
37K
$440K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.99K- 34.21% |
$91.8K - $104K
|
13.4K
$160K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.23K- 1.84% |
$16.1K - $18.2K
|
65.4K
$777K
|
|
| Q4 2022 | |||||||
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-12.8K- 23.06% |
$149K - $189K
|
42.8K
$509K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.97K- 3.32% |
$22.8K - $29K
|
57.2K
$680K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-167- 1.26% |
$1.94K - $2.46K
|
13.1K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-164- 1.55% |
$1.9K - $2.42K
|
10.4K
$124K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Callodine Capital Management, LP
Boston, MA |
SELL
|
- |
-164K- 65.71% |
$1.88M - $2.4M
|
85.7K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-18.9K- 63.03% |
$217K - $276K
|
11.1K
$132K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-341- 2.68% |
$3.9K - $4.98K
|
12.4K
$147K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-100KClosed |
$1.22M - $1.48M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13.4KClosed |
$164K - $199K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-12.1KClosed |
$148K - $179K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-12.1KClosed |
$147K - $179K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-11K- 44.0% |
$134K - $163K
|
14K
$166K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10KClosed |
$122K - $148K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-10KClosed |
$122K - $148K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4KClosed |
$48.8K - $59.4K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.53K- 22.65% |
$43.2K - $52.4K
|
12.1K
$143K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.38K- 4.12% |
$16.8K - $20.4K
|
32K
$380K
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300Closed |
$3.66K - $4.45K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-250Closed |
$3.05K - $3.71K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-5Closed |
$61.1 - $74.2
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-156KClosed |
$2.14M - $2.32M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Benefit Street Partners LLC
|
SELL
|
- |
-102KClosed |
$1.4M - $1.52M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-21.8KClosed |
$298K - $323K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-14.1KClosed |
$193K - $209K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-900Closed |
$12.3K - $13.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-702KClosed |
$9.38M - $10M
|
0
$0
|
|