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, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.3KNew |
$247K - $314K
|
21.3K
$365K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
20.8KNew |
$241K - $306K
|
20.8K
$355K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-12.8K- 23.06% |
$149K - $189K
|
42.8K
$734K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
24.1KNew |
$280K - $356K
|
24.1K
$414K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-175- 12.81% |
$2.03K - $2.58K
|
1.19K
$20.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$30.3K - $38.6K
|
2.62K
$44.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.97K- 3.32% |
$22.8K - $29K
|
57.2K
$981K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.5KNew |
$166K - $212K
|
14.5K
$249K
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-18.9K- 63.03% |
$217K - $276K
|
11.1K
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
Callodine Capital Management, LP
Boston, MA |
SELL
|
- |
-164K- 65.71% |
$1.88M - $2.4M
|
85.7K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.89K+ 3.05% |
$21.6K - $27.6K
|
63.9K
$1.09M
|
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14K+ 793.38% |
$160K - $205K
|
15.8K
$270K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-341- 2.68% |
$3.9K - $4.98K
|
12.4K
$212K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-13.4KClosed |
$164K - $199K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-100KClosed |
$1.22M - $1.48M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-11K- 44.0% |
$134K - $163K
|
14K
$240K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.51KNew |
$30.7K - $37.3K
|
2.51K
$43K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-160Closed |
$1.95K - $2.37K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300Closed |
$3.66K - $4.45K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
393New |
$4.8K - $5.83K
|
393
$6.73K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10KClosed |
$122K - $148K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.53K- 22.65% |
$43.2K - $52.4K
|
12.1K
$207K
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-12.1KClosed |
$147K - $179K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-12.1KClosed |
$148K - $179K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-5Closed |
$61.1 - $74.2
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-250Closed |
$3.05K - $3.71K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
15.9KNew |
$195K - $237K
|
15.9K
$273K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-1.38K- 4.12% |
$16.8K - $20.4K
|
32K
$549K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2.53KNew |
$30.9K - $37.5K
|
2.53K
$43.3K
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-10KClosed |
$122K - $148K
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-4KClosed |
$48.8K - $59.4K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-21.8KClosed |
$298K - $323K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Benefit Street Partners LLC
|
SELL
|
- |
-102KClosed |
$1.4M - $1.52M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25KNew |
$342K - $371K
|
25K
$428K
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-156KClosed |
$2.14M - $2.32M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
22.3KNew |
$305K - $330K
|
22.3K
$381K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-14.1KClosed |
$193K - $209K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-900Closed |
$12.3K - $13.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.14KClosed |
$15.2K - $16.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
397+ 2.08% |
$5.3K - $5.66K
|
19.5K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-702KClosed |
$9.38M - $10M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
5.2K+ 3.24% |
$69.4K - $74K
|
166K
$2.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-553Closed |
$7.39K - $7.88K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-91KClosed |
$1.22M - $1.3M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
42.8KNew |
$571K - $609K
|
42.8K
$733K
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17.2KClosed |
$230K - $245K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.7KClosed |
$36.1K - $38.5K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-15.4KClosed |
$205K - $219K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2KClosed |
$26.7K - $28.5K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.24KClosed |
$16.1K - $17.7K
|
0
$0
|
|