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 167 institutions that hold shares in the stock, with a total of 26.2 Million shares, which have been reported (via 13F filing form) to have a value of $311 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
38,812
shares
|
$461,086
0.15% of portfolio
|
Q2 2025
Added 28.43%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
38,343
shares
|
$455,514
0.34% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
38,090
shares
|
$452,509
0.31% of portfolio
|
Q3 2025
Added 9.45%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
35,982
shares
|
$427,466
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
35,962
shares
|
$427,228
0.0% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
34,483
shares
|
$409,658
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
34,366
shares
|
$408,268
0.06% of portfolio
|
Q3 2025
Added 31.59%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
33,082
shares
|
$393,014
0.03% of portfolio
|
Q3 2025
Added 276.06%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
32,175
shares
|
$382,239
0.0% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
32,025
shares
|
$380,457
0.12% of portfolio
|
Q2 2022
Reduced 4.12%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
31,000
shares
|
$368,280
0.05% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
30,243
shares
|
$359,286
0.22% of portfolio
|
Q3 2025
Reduced 22.29%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
28,646
shares
|
$340,314
0.03% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
27,606
shares
|
$327,959
0.01% of portfolio
|
Q3 2025
Reduced 19.77%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
26,609
shares
|
$316,114
0.0% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
25,175
shares
|
$299,079
0.0% of portfolio
|
Q3 2025
Reduced 21.76%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
25,114
shares
|
$298,354
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
24,258
shares
|
$288,185
0.0% of portfolio
|
Q3 2025
Added 25.03%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
24,148
shares
|
$286,878
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
22,461
shares
|
$266,836
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Smh Capital Advisors Inc
|
Nov 12, 2025 Q3 2025 |
21,925
shares
|
$260,469
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
21,500
shares
|
$255,420
0.0% of portfolio
|
Q3 2025
Reduced 33.9%
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
21,291
shares
|
$252,937
0.1% of portfolio
|
Q4 2024
Reduced 27.74%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
20,820
shares
|
$247,341
0.0% of portfolio
|
Q3 2025
Reduced 32.45%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
20,797
shares
|
$247,068
0.0% of portfolio
|
Q3 2025
New holding
|
|