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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
51K+ 43.81% |
$637K - $724K
|
167K
$1.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
448+ 4.19% |
$5.6K - $6.36K
|
11.1K
$132K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.46K+ 9.15% |
$93.2K - $106K
|
88.9K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
5.09KNew |
$63.6K - $72.3K
|
5.09K
$60.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
147K+ 41.77% |
$1.84M - $2.09M
|
500K
$5.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$23.8K - $27K
|
1.9K
$22.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.93K+ 42.92% |
$36.7K - $41.7K
|
9.77K
$116K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.1K+ 1719.05% |
$226K - $256K
|
19.1K
$227K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
246+ 20.65% |
$3.08K - $3.49K
|
1.44K
$17.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.06K- 18.41% |
$25.7K - $29.2K
|
9.11K
$108K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
11K+ 28.43% |
$149K - $179K
|
49.8K
$592K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.4K- 3.41% |
$127K - $153K
|
266K
$3.16M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$13.6 - $16.3
|
1
$11.9
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
59.4K+ 139.0% |
$806K - $966K
|
102K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-51.7K- 80.03% |
$701K - $840K
|
12.9K
$153K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-565- 4.84% |
$7.66K - $9.18K
|
11.1K
$132K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.4KNew |
$683K - $819K
|
50.4K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-32.8K- 75.4% |
$444K - $533K
|
10.7K
$127K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.63K+ 130.99% |
$35.6K - $42.7K
|
4.64K
$55.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
146KNew |
$1.98M - $2.37M
|
146K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-135K- 76.64% |
$1.82M - $2.19M
|
41K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
173K+ 376.09% |
$2.35M - $2.81M
|
219K
$2.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
180New |
$2.44K - $2.93K
|
180
$2.14K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
199+ 0.89% |
$2.7K - $3.23K
|
22.5K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
14KNew |
$190K - $228K
|
14K
$167K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$178K - $213K
|
13.1K
$156K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
34.5KNew |
$467K - $560K
|
34.5K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.1K+ 74.11% |
$190K - $228K
|
33K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-6.73K- 92.1% |
$91.2K - $109K
|
577
$6.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-6.5K- 49.92% |
$88.1K - $106K
|
6.52K
$77.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.24K- 2.99% |
$16.8K - $20.2K
|
40.4K
$480K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
43.8KNew |
$594K - $712K
|
43.8K
$521K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
762+ 1.66% |
$10.3K - $12.4K
|
46.6K
$553K
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
21.9KNew |
$297K - $356K
|
21.9K
$260K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
7.09KNew |
$96K - $115K
|
7.09K
$84.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
500New |
$6.78K - $8.13K
|
500
$5.94K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-5.6K- 40.8% |
$75.9K - $91K
|
8.13K
$96.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
17.6KNew |
$238K - $286K
|
17.6K
$209K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
49.7KNew |
$673K - $808K
|
49.7K
$590K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.71K+ 36.46% |
$118K - $141K
|
32.6K
$387K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.9KNew |
$201K - $242K
|
14.9K
$177K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.2MNew |
$29.9M - $35.8M
|
2.2M
$26.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
750New |
$10.2K - $12.2K
|
750
$8.91K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
25.1KNew |
$340K - $408K
|
25.1K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.54K+ 34.34% |
$48K - $57.5K
|
13.9K
$165K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
410KNew |
$5.56M - $6.67M
|
410K
$4.88M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
123KNew |
$1.66M - $1.99M
|
123K
$1.46M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.76K- 89.31% |
$50.9K - $61.1K
|
450
$5.35K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-94Closed |
$1.52K - $1.74K
|
0
$0
|
|