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 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.32K- 6.28% |
$21.4K - $24.1K
|
19.7K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.83K+ 22.67% |
$143K - $161K
|
47.8K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.25K+ 12.26% |
$20.2K - $22.8K
|
11.4K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.3KNew |
$345K - $389K
|
21.3K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
20.2KNew |
$328K - $369K
|
20.2K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50New |
$811 - $914
|
50
$689
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
39.6KNew |
$642K - $724K
|
39.6K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-43.2K- 94.87% |
$701K - $790K
|
2.34K
$32.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-602- 28.24% |
$9.76K - $11K
|
1.53K
$21.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-500Closed |
$8.11K - $9.14K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
53.2K+ 470.25% |
$863K - $973K
|
64.5K
$889K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.31K- 22.7% |
$119K - $134K
|
24.9K
$343K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.68K+ 3.47% |
$27.2K - $30.7K
|
50.1K
$690K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-8.17K- 27.74% |
$133K - $149K
|
21.3K
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
64New |
$1.04K - $1.17K
|
64
$882
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
49.7KNew |
$806K - $909K
|
49.7K
$685K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
4.72K+ 56.9% |
$76.6K - $86.3K
|
13K
$179K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6.69K+ 28.57% |
$109K - $122K
|
30.1K
$415K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.7K- 10.25% |
$60K - $67.6K
|
32.4K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.08KNew |
$17.5K - $19.7K
|
1.08K
$14.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
5.12K+ 4.19% |
$83K - $93.6K
|
127K
$1.75M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-289K- 94.11% |
$4.69M - $5.29M
|
18.1K
$250K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
29KNew |
$468K - $533K
|
29K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-142K- 68.08% |
$2.28M - $2.6M
|
66.4K
$915K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-89.9K- 53.26% |
$1.45M - $1.65M
|
78.9K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
55.9KNew |
$902K - $1.03M
|
55.9K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.25K+ 30.87% |
$52.4K - $59.7K
|
13.8K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
23KNew |
$371K - $422K
|
23K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
17.1KNew |
$275K - $313K
|
17.1K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
24.4K+ 65.65% |
$394K - $449K
|
61.7K
$850K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-3.54K- 16.02% |
$57K - $64.9K
|
18.5K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.36KNew |
$21.8K - $24.9K
|
1.36K
$18.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.12K- 4.28% |
$34.2K - $38.9K
|
47.4K
$653K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33.9KNew |
$546K - $622K
|
33.9K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-24.7KClosed |
$398K - $453K
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-113- 45.38% |
$1.82K - $2.07K
|
136
$1.87K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.11KNew |
$17.9K - $20.4K
|
1.11K
$15.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9KNew |
$223K - $254K
|
13.9K
$191K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
100New |
$1.61K - $1.84K
|
100
$1.38K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80+ 15.38% |
$1.29K - $1.47K
|
600
$8.27K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.87K+ 4.63% |
$94.7K - $108K
|
133K
$1.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
500New |
$8.06K - $9.18K
|
500
$6.89K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.96K- 3.32% |
$31.5K - $35.9K
|
56.9K
$785K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
200New |
$3.22K - $3.67K
|
200
$2.76K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.9KNew |
$240K - $273K
|
14.9K
$205K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
1.7KNew |
$27.4K - $31K
|
1.7K
$23.4K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
300+ 16.67% |
$4.83K - $5.47K
|
2.1K
$28.9K
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
BUY
|
- |
340New |
$5.48K - $6.2K
|
340
$4.69K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.95KNew |
$31.4K - $35.6K
|
1.95K
$26.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
19.1KNew |
$308K - $349K
|
19.1K
$264K
|
|