Latest Institutional Transactions on Carlyle Secured Lending, Inc. (CGBD)
This table provides information on the latest institutional transactions involving Carlyle Secured Lending, Inc. (CGBD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
10.1K+ 4.46% |
$137K - $164K
|
236K
$3.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.9KNew |
$201K - $242K
|
14.9K
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.2MNew |
$29.9M - $35.8M
|
2.2M
$30.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
750New |
$10.2K - $12.2K
|
750
$10.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
19.2KNew |
$261K - $313K
|
19.2K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
25.1KNew |
$340K - $408K
|
25.1K
$351K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-281- 0.78% |
$3.81K - $4.57K
|
35.8K
$501K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-14.9K- 57.17% |
$202K - $242K
|
11.2K
$156K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.54K+ 34.34% |
$48K - $57.5K
|
13.9K
$194K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05KNew |
$14.2K - $17.1K
|
1.05K
$14.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
410KNew |
$5.56M - $6.67M
|
410K
$5.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$208K - $249K
|
15.3K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
8.21K+ 19.73% |
$111K - $133K
|
49.8K
$697K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
123KNew |
$1.66M - $1.99M
|
123K
$1.71M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.76K- 89.31% |
$50.9K - $61.1K
|
450
$6.3K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-94Closed |
$1.52K - $1.74K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.65K- 7.62% |
$42.9K - $49.3K
|
32.2K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.05K+ 1.87% |
$81.8K - $93.8K
|
276K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
72K+ 3.16% |
$1.16M - $1.34M
|
2.35M
$32.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-131K- 10.97% |
$2.12M - $2.43M
|
1.06M
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-925- 85.17% |
$15K - $17.2K
|
161
$2.25K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.62K+ 17.77% |
$107K - $123K
|
43.9K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-93.4K- 7.2% |
$1.51M - $1.73M
|
1.2M
$16.8M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.34K+ 1.83% |
$21.6K - $24.8K
|
74.4K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.2K+ 69.69% |
$213K - $244K
|
32K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.94K- 91.04% |
$63.8K - $73.2K
|
388
$5.43K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
23.1K+ 901.48% |
$374K - $429K
|
25.7K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.01KNew |
$32.5K - $37.2K
|
2.01K
$28.1K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
8.38K+ 3.49% |
$136K - $155K
|
248K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
29.4KNew |
$476K - $546K
|
29.4K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
46KNew |
$745K - $854K
|
46K
$644K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.86M+ 36290.12% |
$78.6M - $90.2M
|
4.87M
$68.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
500+ 3.85% |
$8.09K - $9.28K
|
13.5K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
176KNew |
$2.84M - $3.26M
|
176K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
10.3KNew |
$167K - $191K
|
10.3K
$144K
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
67.7K+ 15.07% |
$1.1M - $1.26M
|
517K
$7.23M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
57.7K+ 20.04% |
$934K - $1.07M
|
346K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-78- 0.09% |
$1.26K - $1.45K
|
88.4K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
36.2KNew |
$585K - $671K
|
36.2K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$183K - $210K
|
11.3K
$158K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
19.2K+ 79.01% |
$311K - $356K
|
43.5K
$609K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17- 0.04% |
$275 - $316
|
48K
$671K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.47K+ 4.18% |
$121K - $139K
|
186K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1+ 0.0% |
$16.2 - $18.6
|
22.3K
$311K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-804- 62.28% |
$13K - $14.9K
|
487
$6.81K
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
52KNew |
$841K - $965K
|
52K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-45.9K- 65.77% |
$743K - $853K
|
23.9K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
57.1KNew |
$924K - $1.06M
|
57.1K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
716New |
$11.6K - $13.3K
|
716
$10K
|
|