A detailed history of Great Valley Advisor Group, Inc. transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 11,100 shares of CGBD stock, worth $138,084. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,100
Previous 11,665 4.84%
Holding current value
$138,084
Previous $188,000 19.68%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$13.55 - $16.25 $7,655 - $9,181
-565 Reduced 4.84%
11,100 $151,000
Q4 2024

Feb 24, 2025

SELL
$16.22 - $18.28 $24,330 - $27,420
-1,500 Reduced 11.39%
11,665 $209,000
Q3 2024

Nov 12, 2024

BUY
$16.12 - $18.36 $24,180 - $27,540
1,500 Added 12.86%
13,165 $223,000
Q2 2024

Jul 16, 2024

BUY
$16.11 - $18.24 $9,102 - $10,305
565 Added 5.09%
11,665 $206,000
Q1 2023

May 02, 2023

BUY
$13.41 - $15.67 $148,851 - $173,937
11,100 New
11,100 $151,000

Others Institutions Holding CGBD

About Carlyle Secured Lending, Inc.


  • Ticker CGBD
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • TCG BDC, Inc. is business development company specializing in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt and investments in equities. It specializes in directly investing. It specializes in middle market. It targets healthcare and pharmaceutical, aerospace and defense, high tech industri...
More about CGBD
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