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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.46K+ 156.3% |
$72.1K - $82.7K
|
7.31K
$101K
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
37.5K+ 115.38% |
$607K - $696K
|
70K
$965K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-698- 67.57% |
$11.3K - $13K
|
335
$4.62K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.9K+ 9.78% |
$46.9K - $53.8K
|
32.5K
$448K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
8.57K+ 3.21% |
$139K - $159K
|
275K
$3.8M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
421New |
$6.81K - $7.81K
|
421
$5.8K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19KNew |
$307K - $352K
|
19K
$261K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-19.6K- 48.94% |
$317K - $363K
|
20.4K
$281K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.66K- 6.21% |
$75.4K - $86.5K
|
70.4K
$970K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.66K- 0.25% |
$26.9K - $30.9K
|
658K
$9.07M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
17.2KNew |
$278K - $319K
|
17.2K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.5K+ 8.72% |
$40.4K - $46.3K
|
31.1K
$429K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-5.6K- 0.44% |
$90.6K - $104K
|
1.26M
$17.3M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
438+ 2.45% |
$7.09K - $8.13K
|
18.3K
$252K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 33.19% |
$332K - $381K
|
82.5K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.48K+ 13.36% |
$40.1K - $46K
|
21K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
25.1KNew |
$406K - $466K
|
25.1K
$346K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
502New |
$8.12K - $9.32K
|
502
$6.92K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 28.32% |
$208K - $238K
|
58.2K
$802K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-300- 17.65% |
$4.85K - $5.57K
|
1.4K
$19.3K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-4.41K- 3.14% |
$71.4K - $81.9K
|
136K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-7.76K- 3.83% |
$125K - $144K
|
195K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-750- 0.38% |
$12.1K - $13.9K
|
197K
$2.72M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.85K+ 4.86% |
$46.2K - $53K
|
61.5K
$848K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.66K+ 26.82% |
$140K - $161K
|
41K
$564K
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.4K- 12.01% |
$38.8K - $44.5K
|
17.6K
$242K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-2.1K- 0.92% |
$34K - $39K
|
226K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.5K- 21.4% |
$105K - $121K
|
23.9K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
302+ 4.65% |
$4.89K - $5.61K
|
6.8K
$93.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.5KNew |
$170K - $195K
|
10.5K
$145K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
27.2K+ 146.63% |
$441K - $505K
|
45.8K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2- -0.0% |
$32.4 - $37.1
|
65K
$895K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-2.75K- 1.54% |
$44.5K - $51K
|
176K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2K+ 19.79% |
$165K - $189K
|
61.7K
$850K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-25.9K- 71.52% |
$419K - $481K
|
10.3K
$142K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14K- 7.08% |
$226K - $260K
|
183K
$2.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.5K+ 17.05% |
$24.3K - $27.8K
|
10.3K
$142K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-104- 0.67% |
$1.68K - $1.93K
|
15.3K
$212K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-4.24K- 6.92% |
$68.7K - $78.8K
|
57.1K
$786K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
7.16K+ 271.02% |
$116K - $133K
|
9.8K
$135K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
498New |
$8.06K - $9.24K
|
498
$6.86K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.41K- 15.07% |
$104K - $119K
|
36.1K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.4K+ 36.5% |
$233K - $267K
|
53.8K
$741K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-368- 0.31% |
$5.95K - $6.83K
|
117K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$6.47K - $7.42K
|
400
$5.51K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
26K+ 81343.75% |
$421K - $483K
|
26.1K
$359K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.6K+ 18.93% |
$188K - $212K
|
72.7K
$1M
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
131KNew |
$2.12M - $2.39M
|
131K
$1.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.5K- 11.39% |
$24.3K - $27.4K
|
11.7K
$161K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.81K+ 58.35% |
$143K - $161K
|
23.9K
$330K
|
|