Institutional Ownership Carlyle Secured Lending, Inc. (CGBD)
This table provides information about the institutional ownership of Carlyle Secured Lending, Inc. (CGBD). We have compiled data on the 128 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $230 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
117,003
shares
|
$1.95 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
104,373
shares
|
$1.74 Million
1.75% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
88,445
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Added 859.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
75,065
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
74,966
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
73,100
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Park Circle CO
|
Feb 13, 2025 Q4 2024 |
71,225
shares
|
$1.19 Million
1.19% of portfolio
|
Q4 2022
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
69,850
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 25.34%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
66,623
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.84%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
64,959
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
64,600
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
64,518
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2024
Added 470.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
61,909
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
61,308
shares
|
$1.02 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
58,664
shares
|
$978,515
0.62% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,942
shares
|
$949,792
0.0% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
51,513
shares
|
$859,236
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
50,093
shares
|
$835,551
0.03% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
50,000
shares
|
$834,000
0.0% of portfolio
|
Q3 2021
Reduced 47.37%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
49,700
shares
|
$828,996
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
47,988
shares
|
$800,439
0.0% of portfolio
|
Q4 2024
Added 54.51%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
47,761
shares
|
$796,653
0.37% of portfolio
|
Q4 2024
Added 22.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
45,352
shares
|
$756,471
0.0% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
42,770
shares
|
$713,403
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
42,490
shares
|
$708,733
0.0% of portfolio
|
Q4 2024
Reduced 5.25%
|