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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
617K+ 1449.15% |
$10M - $11.3M
|
660K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
241K+ 169.44% |
$3.91M - $4.41M
|
383K
$6.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
228KNew |
$3.7M - $4.17M
|
228K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
180KNew |
$2.92M - $3.29M
|
180K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
154K+ 7.28% |
$2.51M - $2.82M
|
2.28M
$40.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
79.2K+ 859.48% |
$1.29M - $1.45M
|
88.4K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
53.2K+ 470.25% |
$863K - $973K
|
64.5K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
49.7KNew |
$806K - $909K
|
49.7K
$879K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
45.5K+ 3.63% |
$737K - $831K
|
1.3M
$22.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44K+ 3.83% |
$714K - $805K
|
1.19M
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
40KNew |
$648K - $731K
|
40K
$707K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
39.6KNew |
$642K - $724K
|
39.6K
$700K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.3KNew |
$345K - $389K
|
21.3K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
20.3K+ 8.25% |
$330K - $372K
|
267K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
20.2KNew |
$328K - $369K
|
20.2K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
18.6KNew |
$301K - $339K
|
18.6K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
18.5KNew |
$301K - $339K
|
18.5K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.9K+ 54.51% |
$275K - $309K
|
48K
$848K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.1K+ 9.25% |
$246K - $277K
|
179K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
14.1K+ 25.34% |
$229K - $258K
|
69.9K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.4KNew |
$217K - $245K
|
13.4K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.6K+ 35.13% |
$172K - $194K
|
40.9K
$723K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.5K+ 53.09% |
$171K - $193K
|
30.4K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
8.83K+ 22.67% |
$143K - $161K
|
47.8K
$844K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.13K+ 37.81% |
$132K - $149K
|
29.6K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6.69K+ 28.57% |
$109K - $122K
|
30.1K
$532K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
6.5KNew |
$105K - $119K
|
6.5K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
6.4K+ 35.75% |
$104K - $117K
|
24.3K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
5.12K+ 4.19% |
$83K - $93.6K
|
127K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.93K+ 1.86% |
$80K - $90.1K
|
271K
$4.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
4.72K+ 56.9% |
$76.6K - $86.3K
|
13K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
3.71K+ 10.32% |
$60.1K - $67.7K
|
39.6K
$700K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.15K+ 10.81% |
$51.1K - $57.6K
|
32.3K
$571K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.89K+ 10.02% |
$46.9K - $52.9K
|
31.8K
$562K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
2.64KNew |
$42.8K - $48.3K
|
2.64K
$46.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.2K+ 20.37% |
$35.7K - $40.2K
|
13K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.17K+ 541.75% |
$35.1K - $39.6K
|
2.57K
$45.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.14K+ 5.74% |
$34.7K - $39.1K
|
39.4K
$697K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.68K+ 3.47% |
$27.2K - $30.7K
|
50.1K
$886K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 1.86% |
$22.3K - $25.1K
|
75.1K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.29K+ 1.8% |
$20.9K - $23.6K
|
73.1K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.25K+ 12.26% |
$20.2K - $22.8K
|
11.4K
$202K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.08KNew |
$17.5K - $19.7K
|
1.08K
$19.1K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.03KNew |
$16.8K - $18.9K
|
1.03K
$18.3K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
925+ 574.53% |
$15K - $16.9K
|
1.09K
$19.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
900+ 0.51% |
$14.6K - $16.5K
|
179K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
660+ 30.12% |
$10.7K - $12.1K
|
2.85K
$50.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
466+ 2.65% |
$7.56K - $8.52K
|
18.1K
$319K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
391+ 0.67% |
$6.34K - $7.15K
|
58.7K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
304+ 30.8% |
$4.93K - $5.56K
|
1.29K
$22.8K
|