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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
10.8K+ 80.0% |
$146K - $176K
|
24.3K
$336K
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
10.7KNew |
$144K - $173K
|
10.7K
$148K
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10.6KNew |
$144K - $172K
|
10.6K
$147K
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
10.4KNew |
$141K - $169K
|
10.4K
$144K
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
10.1K+ 4.46% |
$137K - $164K
|
236K
$3.27M
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9.59K+ 26.54% |
$130K - $156K
|
45.7K
$633K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.93K+ 15.34% |
$121K - $145K
|
67.1K
$929K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.71K+ 36.46% |
$118K - $141K
|
32.6K
$451K
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
8.7K+ 33.84% |
$118K - $141K
|
34.4K
$476K
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
8.21K+ 19.73% |
$111K - $133K
|
49.8K
$690K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.95K+ 9.64% |
$108K - $129K
|
90.4K
$1.25M
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
7.09KNew |
$96K - $115K
|
7.09K
$98.1K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.6K+ 9.07% |
$75.9K - $91K
|
67.3K
$932K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.62K+ 2.48% |
$62.6K - $75K
|
191K
$2.64M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.93K+ 1011.6% |
$53.2K - $63.8K
|
4.31K
$59.7K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.54K+ 34.34% |
$48K - $57.5K
|
13.9K
$192K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.9K+ 9.31% |
$39.2K - $47.1K
|
34K
$471K
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.63K+ 130.99% |
$35.6K - $42.7K
|
4.64K
$64.2K
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.3K+ 1.34% |
$31.2K - $37.4K
|
174K
$2.41M
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.2K+ 9.18% |
$29.8K - $35.7K
|
26.1K
$361K
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.04K+ 4.65% |
$27.6K - $33.2K
|
45.9K
$636K
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.63K+ 2.19% |
$22.1K - $26.5K
|
76.1K
$1.05M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1K+ 71.9% |
$14.9K - $17.9K
|
2.63K
$36.4K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05KNew |
$14.2K - $17.1K
|
1.05K
$14.5K
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
808+ 3.22% |
$10.9K - $13.1K
|
25.9K
$358K
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
778+ 184.8% |
$10.5K - $12.6K
|
1.2K
$16.6K
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
762+ 1.66% |
$10.3K - $12.4K
|
46.6K
$644K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
750New |
$10.2K - $12.2K
|
750
$10.4K
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
576+ 3.15% |
$7.8K - $9.36K
|
18.9K
$261K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
541+ 0.77% |
$7.33K - $8.79K
|
70.9K
$982K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
500New |
$6.78K - $8.13K
|
500
$6.92K
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
199+ 0.89% |
$2.7K - $3.23K
|
22.5K
$311K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
193+ 1.84% |
$2.62K - $3.14K
|
10.7K
$148K
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
185+ 440.48% |
$2.51K - $3.01K
|
227
$3.14K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
180New |
$2.44K - $2.93K
|
180
$2.49K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42+ 0.27% |
$569 - $683
|
15.4K
$213K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
34+ 0.5% |
$461 - $553
|
6.84K
$94.6K
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1New |
$13.6 - $16.3
|
1
$13.8
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
57.1KNew |
$924K - $1.06M
|
57.1K
$790K
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
37.5K+ 115.38% |
$607K - $696K
|
70K
$969K
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
29.4KNew |
$476K - $546K
|
29.4K
$408K
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
17.2KNew |
$278K - $319K
|
17.2K
$238K
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.4K+ 36.5% |
$233K - $267K
|
53.8K
$744K
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.8KNew |
$207K - $237K
|
12.8K
$177K
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$183K - $210K
|
11.3K
$157K
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
10.3KNew |
$167K - $191K
|
10.3K
$143K
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
7.16K+ 271.02% |
$116K - $133K
|
9.8K
$136K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.9K+ 9.78% |
$46.9K - $53.8K
|
32.5K
$450K
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.85K+ 4.86% |
$46.2K - $53K
|
61.5K
$851K
|