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 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-925- 85.17% |
$15K - $17.2K
|
161
$1.91K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.65K- 7.62% |
$42.9K - $49.3K
|
32.2K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
10.3KNew |
$167K - $191K
|
10.3K
$122K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
716New |
$11.6K - $13.3K
|
716
$8.51K
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
57.1KNew |
$924K - $1.06M
|
57.1K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-45.9K- 65.77% |
$743K - $853K
|
23.9K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-294Closed |
$4.76K - $5.46K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$183K - $210K
|
11.3K
$134K
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
37.5K+ 115.38% |
$607K - $696K
|
70K
$832K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
17.2KNew |
$278K - $319K
|
17.2K
$204K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.48K+ 13.36% |
$40.1K - $46K
|
21K
$250K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
502New |
$8.12K - $9.32K
|
502
$5.96K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-300- 17.65% |
$4.85K - $5.57K
|
1.4K
$16.6K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.85K+ 4.86% |
$46.2K - $53K
|
61.5K
$731K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2- -0.0% |
$32.4 - $37.1
|
65K
$772K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
7.16K+ 271.02% |
$116K - $133K
|
9.8K
$116K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
498New |
$8.06K - $9.24K
|
498
$5.92K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.4K+ 36.5% |
$233K - $267K
|
53.8K
$639K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$6.47K - $7.42K
|
400
$4.75K
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.2KNew |
$19.5K - $21.9K
|
1.2K
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.83K+ 22.67% |
$143K - $161K
|
47.8K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.3KNew |
$345K - $389K
|
21.3K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
20.2KNew |
$328K - $369K
|
20.2K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50New |
$811 - $914
|
50
$594
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
39.6KNew |
$642K - $724K
|
39.6K
$470K
|
|
|
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
$766K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.31K- 22.7% |
$119K - $134K
|
24.9K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-8.17K- 27.74% |
$133K - $149K
|
21.3K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
64New |
$1.04K - $1.17K
|
64
$760
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6.69K+ 28.57% |
$109K - $122K
|
30.1K
$358K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.7K- 10.25% |
$60K - $67.6K
|
32.4K
$385K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.08KNew |
$17.5K - $19.7K
|
1.08K
$12.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
5.12K+ 4.19% |
$83K - $93.6K
|
127K
$1.51M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-289K- 94.11% |
$4.69M - $5.29M
|
18.1K
$215K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
24.4K+ 65.65% |
$394K - $449K
|
61.7K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
17.1KNew |
$275K - $313K
|
17.1K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
23KNew |
$371K - $422K
|
23K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.25K+ 30.87% |
$52.4K - $59.7K
|
13.8K
$164K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.36KNew |
$21.8K - $24.9K
|
1.36K
$16.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.12K- 4.28% |
$34.2K - $38.9K
|
47.4K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33.9KNew |
$546K - $622K
|
33.9K
$403K
|
|
|
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
$1.62K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.11KNew |
$17.9K - $20.4K
|
1.11K
$13.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
100New |
$1.61K - $1.84K
|
100
$1.19K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9KNew |
$223K - $254K
|
13.9K
$165K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80+ 15.38% |
$1.29K - $1.47K
|
600
$7.13K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.87K+ 4.63% |
$94.7K - $108K
|
133K
$1.58M
|
|
|
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
$676K
|
|