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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.34K- 22.57% |
$135K - $152K
|
28.6K
$490K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
40KNew |
$648K - $731K
|
40K
$685K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 1.86% |
$22.3K - $25.1K
|
75.1K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29+ 0.04% |
$470 - $530
|
75K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
304+ 30.8% |
$4.93K - $5.56K
|
1.29K
$22.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
180KNew |
$2.92M - $3.29M
|
180K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.15K+ 10.81% |
$51.1K - $57.6K
|
32.3K
$553K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
466+ 2.65% |
$7.56K - $8.52K
|
18.1K
$309K
|
|
|
Feb 05, 2025
Q4 2024
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-14.3K- 6.59% |
$232K - $261K
|
202K
$3.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-500Closed |
$8.11K - $9.14K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.5KNew |
$105K - $119K
|
6.5K
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
53.2K+ 470.25% |
$863K - $973K
|
64.5K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
2.64KNew |
$42.8K - $48.3K
|
2.64K
$45.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-10.5K- 6.95% |
$170K - $192K
|
140K
$2.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.31K- 22.7% |
$119K - $134K
|
24.9K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.68K+ 3.47% |
$27.2K - $30.7K
|
50.1K
$858K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-758- 1.22% |
$12.3K - $13.9K
|
61.3K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-8.17K- 27.74% |
$133K - $149K
|
21.3K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
45.5K+ 3.63% |
$737K - $831K
|
1.3M
$22.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-16.9K- 48.68% |
$275K - $310K
|
17.9K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.5K+ 53.09% |
$171K - $193K
|
30.4K
$521K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.3K- 6.75% |
$232K - $261K
|
197K
$3.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
64New |
$1.04K - $1.17K
|
64
$1.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
228KNew |
$3.7M - $4.17M
|
228K
$3.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
18.6KNew |
$301K - $339K
|
18.6K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.5K- 22.54% |
$171K - $193K
|
36.2K
$620K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
49.7KNew |
$806K - $909K
|
49.7K
$851K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
4.72K+ 56.9% |
$76.6K - $86.3K
|
13K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
900+ 0.51% |
$14.6K - $16.5K
|
179K
$3.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6.69K+ 28.57% |
$109K - $122K
|
30.1K
$516K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.35K- 5.25% |
$38.2K - $43K
|
42.5K
$728K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.7K- 10.25% |
$60K - $67.6K
|
32.4K
$555K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.08KNew |
$17.5K - $19.7K
|
1.08K
$18.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
5.12K+ 4.19% |
$83K - $93.6K
|
127K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.91K- 3.23% |
$63.4K - $71.4K
|
117K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.14K+ 5.74% |
$34.7K - $39.1K
|
39.4K
$675K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 3.23% |
$16.2 - $18.3
|
32
$548
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-289K- 94.11% |
$4.69M - $5.29M
|
18.1K
$310K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
27K+ 8.01% |
$434K - $495K
|
364K
$6.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
29KNew |
$468K - $533K
|
29K
$497K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.54K- 16.02% |
$57K - $64.9K
|
18.5K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-142K- 68.08% |
$2.28M - $2.6M
|
66.4K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
24.4K+ 65.65% |
$394K - $449K
|
61.7K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
17.1KNew |
$275K - $313K
|
17.1K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
23KNew |
$371K - $422K
|
23K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.4K- 46.01% |
$249K - $283K
|
18.1K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.25K+ 30.87% |
$52.4K - $59.7K
|
13.8K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
55.9KNew |
$902K - $1.03M
|
55.9K
$958K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-89.9K- 53.26% |
$1.45M - $1.65M
|
78.9K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1K- 2.79% |
$16.1K - $18.4K
|
34.8K
$597K
|
|