Purchases and Sales Made in Q1 2023 in Carlyle Secured Lending, Inc. (CGBD)
This table provides information about the institutional ownership of Carlyle Secured Lending, Inc. (CGBD) during Q1 2023. The information is specifically focused on institutions that hold shares of Carlyle Secured Lending, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
209+ 2.72% |
$2.8K - $3.28K
|
7.9K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
196+ 1.3% |
$2.63K - $3.07K
|
15.2K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
101+ 54.89% |
$1.35K - $1.58K
|
285
$5.06K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
45+ 1.74% |
$603 - $705
|
2.63K
$46.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
14+ 3.12% |
$188 - $219
|
463
$8.23K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7+ 0.04% |
$93.9 - $110
|
19.8K
$352K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 3.85% |
$13.4 - $15.7
|
27
$480
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-212- 10.97% |
$2.84K - $3.32K
|
1.72K
$30.6K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-269- 6.24% |
$3.61K - $4.22K
|
4.04K
$71.8K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-513- 4.15% |
$6.88K - $8.04K
|
11.9K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-623- 2.47% |
$8.35K - $9.76K
|
24.6K
$437K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.42K- 1.8% |
$19.1K - $22.3K
|
77.5K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-2.28K- 1.2% |
$30.5K - $35.7K
|
187K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-2.45K- 2.4% |
$32.8K - $38.3K
|
99.4K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.45K- 1.63% |
$32.9K - $38.4K
|
148K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.89K- 2.59% |
$52.1K - $60.9K
|
146K
$2.6M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.68K- 10.31% |
$62.7K - $73.3K
|
40.7K
$723K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.19K- 26.03% |
$96.5K - $113K
|
20.4K
$363K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.4K- 4.62% |
$99.2K - $116K
|
153K
$2.71M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-10.7K- 4.92% |
$143K - $167K
|
206K
$3.66M
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-12K- 39.97% |
$161K - $188K
|
18K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.6K- 15.64% |
$196K - $229K
|
78.9K
$1.4M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.6K- 15.64% |
$196K - $229K
|
78.9K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-26.6K- 36.5% |
$356K - $416K
|
46.2K
$821K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-37.7K- 8.39% |
$506K - $591K
|
412K
$7.31M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-40.3K- 71.55% |
$541K - $632K
|
16K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-42.4K- 17.16% |
$568K - $664K
|
204K
$3.63M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-68.2K- 24.61% |
$915K - $1.07M
|
209K
$3.71M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-88.5K- 18.1% |
$1.19M - $1.39M
|
400K
$7.12M
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-101K- 27.0% |
$1.35M - $1.58M
|
273K
$4.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-105K- 64.42% |
$1.4M - $1.64M
|
57.7K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-181K- 40.32% |
$2.42M - $2.83M
|
267K
$4.75M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-736K- 91.66% |
$9.87M - $11.5M
|
67K
$1.19M
|