Summit Trail Advisors, LLC Carlyle Secured Lending, Inc. Transaction History
Summit Trail Advisors, LLC
- $5.73 Billion
- Q2 2025
A detailed history of Summit Trail Advisors, LLC transactions in Carlyle Secured Lending, Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 146,027 shares of CGBD stock, worth $1.83 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
146,027Holding current value
$1.83 Million% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding CGBD
# of Institutions
164Shares Held
26.7MCall Options Held
61.5KPut Options Held
24.3K-
Creative Planning Overland Park, KS4.92MShares$61.7 Million0.06% of portfolio
-
Morgan Stanley New York, NY2.3MShares$28.8 Million0.0% of portfolio
-
Prime Capital Investment Advisors, LLC Overland Park, KS2.2MShares$27.7 Million0.41% of portfolio
-
Van Eck Associates Corp1.79MShares$22.4 Million0.03% of portfolio
-
Choreo, LLC Minneapolis, MN1.46MShares$18.3 Million0.28% of portfolio
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...