Latest Institutional Purchases of Carlyle Secured Lending, Inc. (CGBD)
This list provides information on the latest institutional transactions involving Carlyle Secured Lending, Inc. (CGBD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
289K+ 1597.0% |
$4.67M - $5.31M
|
308K
$5.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
151KNew |
$2.43M - $2.77M
|
151K
$2.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
122KNew |
$1.97M - $2.24M
|
122K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.3K+ 4.91% |
$1.6M - $1.82M
|
2.12M
$35.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
94.3K+ 8.94% |
$1.52M - $1.73M
|
1.15M
$19.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
72.7K+ 6.17% |
$1.17M - $1.34M
|
1.25M
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
55.9KNew |
$902K - $1.03M
|
55.9K
$929K
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
35KNew |
$564K - $643K
|
35K
$581K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
34.8KNew |
$561K - $639K
|
34.8K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33.9KNew |
$546K - $622K
|
33.9K
$563K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
29KNew |
$468K - $533K
|
29K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
24.4K+ 65.65% |
$394K - $449K
|
61.7K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
23KNew |
$371K - $422K
|
23K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
22.3KNew |
$359K - $409K
|
22.3K
$370K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
21KNew |
$339K - $386K
|
21K
$349K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.8KNew |
$320K - $364K
|
19.8K
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17.4K+ 7.01% |
$281K - $320K
|
266K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
17.1KNew |
$275K - $313K
|
17.1K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.9K+ 39.75% |
$256K - $291K
|
55.7K
$926K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 12.11% |
$248K - $282K
|
142K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
14.9KNew |
$240K - $273K
|
14.9K
$247K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9KNew |
$223K - $254K
|
13.9K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6K+ 31.35% |
$187K - $213K
|
48.6K
$807K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7K+ 26.12% |
$172K - $196K
|
51.5K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.2KNew |
$164K - $187K
|
10.2K
$169K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.19K+ 17.23% |
$148K - $169K
|
62.5K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.99K+ 10.68% |
$96.5K - $110K
|
62.1K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.87K+ 4.63% |
$94.7K - $108K
|
133K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.46K+ 17.35% |
$88K - $100K
|
37K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.45K+ 33.86% |
$71.8K - $81.7K
|
17.6K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.44K+ 5103.45% |
$71.6K - $81.5K
|
4.53K
$75.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.33K+ 10.69% |
$69.8K - $79.5K
|
44.8K
$745K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.36K+ 9.89% |
$54.1K - $61.6K
|
37.3K
$619K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.25K+ 30.87% |
$52.4K - $59.7K
|
13.8K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.17K+ 4.42% |
$51.2K - $58.3K
|
74.9K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
2.91K+ 14.2% |
$46.9K - $53.5K
|
23.4K
$389K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.69K+ 4.84% |
$43.4K - $49.4K
|
58.3K
$968K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.57K+ 2.17% |
$41.4K - $47.2K
|
121K
$2.01M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.8K+ 13.55% |
$29.1K - $33.1K
|
15.1K
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.55K+ 8.78% |
$24.9K - $28.4K
|
19.2K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.5K+ 12.86% |
$24.2K - $27.5K
|
13.2K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.49K+ 5.04% |
$24K - $27.4K
|
31.1K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.36KNew |
$21.8K - $24.9K
|
1.36K
$22.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.21K+ 1.72% |
$19.6K - $22.3K
|
71.8K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.11KNew |
$17.9K - $20.4K
|
1.11K
$18.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.04K+ 3.55% |
$16.7K - $19.1K
|
30.3K
$503K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
500New |
$8.06K - $9.18K
|
500
$8.31K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
337+ 18.18% |
$5.43K - $6.19K
|
2.19K
$36.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
200New |
$3.22K - $3.67K
|
200
$3.32K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
112+ 1.23% |
$1.81K - $2.06K
|
9.22K
$153K
|