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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
10.4KNew |
$141K - $169K
|
10.4K
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
12.1K+ 3608.66% |
$164K - $196K
|
12.4K
$172K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.1K+ 74.11% |
$190K - $228K
|
33K
$457K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.5K+ 71.99% |
$183K - $219K
|
32.2K
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
31.4K+ 62.6% |
$425K - $510K
|
81.5K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.46MNew |
$19.8M - $23.7M
|
1.46M
$20.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-24.5K- 9.86% |
$332K - $398K
|
224K
$3.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
34.5KNew |
$467K - $560K
|
34.5K
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.95K+ 9.64% |
$108K - $129K
|
90.4K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
128K+ 38.44% |
$1.73M - $2.07M
|
460K
$6.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.63K+ 2.19% |
$22.1K - $26.5K
|
76.1K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-27.9K- 21.34% |
$377K - $453K
|
103K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-6.73K- 92.1% |
$91.2K - $109K
|
577
$7.99K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
541+ 0.77% |
$7.33K - $8.79K
|
70.9K
$982K
|
|
|
Aug 11, 2025
Q2 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-396K- 31.49% |
$5.36M - $6.43M
|
861K
$11.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-6.5K- 49.92% |
$88.1K - $106K
|
6.52K
$90.3K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.2K+ 9.18% |
$29.8K - $35.7K
|
26.1K
$361K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.24K- 2.99% |
$16.8K - $20.2K
|
40.4K
$559K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-99.9K- 36.27% |
$1.35M - $1.62M
|
176K
$2.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.93K+ 15.34% |
$121K - $145K
|
67.1K
$929K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.7K+ 43.17% |
$281K - $337K
|
68.7K
$951K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44.1K+ 0.9% |
$597K - $716K
|
4.92M
$68M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
43.8KNew |
$594K - $712K
|
43.8K
$607K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-293- 0.25% |
$3.97K - $4.76K
|
116K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.3K+ 1.34% |
$31.2K - $37.4K
|
174K
$2.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.9K+ 9.31% |
$39.2K - $47.1K
|
34K
$471K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
576+ 3.15% |
$7.8K - $9.36K
|
18.9K
$261K
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
21.9KNew |
$297K - $356K
|
21.9K
$303K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
762+ 1.66% |
$10.3K - $12.4K
|
46.6K
$644K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
778+ 184.8% |
$10.5K - $12.6K
|
1.2K
$16.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
158K+ 81.09% |
$2.14M - $2.57M
|
353K
$4.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
25KNew |
$339K - $406K
|
25K
$346K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
180KNew |
$2.45M - $2.93M
|
180K
$2.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
185+ 440.48% |
$2.51K - $3.01K
|
227
$3.14K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42+ 0.27% |
$569 - $683
|
15.4K
$213K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
7.09KNew |
$96K - $115K
|
7.09K
$98.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
80.7K+ 44.02% |
$1.09M - $1.31M
|
264K
$3.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
34.8KNew |
$472K - $566K
|
34.8K
$482K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
38.9KNew |
$527K - $632K
|
38.9K
$539K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.6K+ 9.07% |
$75.9K - $91K
|
67.3K
$932K
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-3.6K- 2.65% |
$48.8K - $58.5K
|
132K
$1.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
500New |
$6.78K - $8.13K
|
500
$6.92K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
18.7K+ 10.64% |
$254K - $304K
|
195K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
17.6KNew |
$238K - $286K
|
17.6K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-5.6K- 40.8% |
$75.9K - $91K
|
8.13K
$112K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
91KNew |
$1.23M - $1.48M
|
91K
$1.26M
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
41.3KNew |
$560K - $672K
|
41.3K
$572K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
34+ 0.5% |
$461 - $553
|
6.84K
$94.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-552- 1.35% |
$7.48K - $8.97K
|
40.4K
$559K
|