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 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
8.8K+ 34.1% |
$118K - $137K
|
34.6K
$612K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7.7KNew |
$103K - $120K
|
7.7K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.5K+ 12.71% |
$20.1K - $23.4K
|
13.3K
$235K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.31KNew |
$17.6K - $20.4K
|
1.31K
$23.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.31KNew |
$17.6K - $20.4K
|
1.31K
$23.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.24K+ 3.08% |
$16.7K - $19.4K
|
41.6K
$736K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
482New |
$6.46K - $7.5K
|
482
$8.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
448New |
$6K - $6.98K
|
448
$7.92K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
386New |
$5.17K - $6.01K
|
386
$6.82K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
52+ 1.91% |
$697 - $810
|
2.78K
$49.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
19New |
$255 - $296
|
19
$336
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
16+ 3.26% |
$214 - $249
|
507
$8.96K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
64.6KNew |
$933K - $1.02M
|
64.6K
$1.14M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10KNew |
$144K - $158K
|
10K
$177K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$5.78K - $6.33K
|
400
$7.07K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
11.8KNew |
$155K - $176K
|
11.8K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
6.16K+ 9.91% |
$80.9K - $91.7K
|
68.3K
$1.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.92KNew |
$38.4K - $43.5K
|
2.92K
$51.7K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
50.9KNew |
$683K - $798K
|
50.9K
$900K
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
13.7KNew |
$184K - $215K
|
13.7K
$242K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.4KNew |
$139K - $163K
|
10.4K
$184K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10KNew |
$134K - $157K
|
10K
$177K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.8KNew |
$118K - $138K
|
8.8K
$156K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6KNew |
$80.5K - $94K
|
6K
$106K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
403New |
$5.4K - $6.32K
|
403
$7.13K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
271New |
$3.63K - $4.25K
|
271
$4.79K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
101+ 54.89% |
$1.35K - $1.58K
|
285
$5.04K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7+ 0.04% |
$93.9 - $110
|
19.8K
$350K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Park Circle CO
|
BUY
|
- |
71.2KNew |
$825K - $1.05M
|
71.2K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
31.5KNew |
$365K - $465K
|
31.5K
$557K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
24.1KNew |
$280K - $356K
|
24.1K
$427K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.3KNew |
$247K - $314K
|
21.3K
$376K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
20.8KNew |
$241K - $306K
|
20.8K
$367K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
13.5KNew |
$156K - $199K
|
13.5K
$238K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$30.3K - $38.6K
|
2.62K
$46.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
925New |
$10.7K - $13.6K
|
925
$16.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21New |
$243 - $310
|
21
$371
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.5KNew |
$166K - $212K
|
14.5K
$257K
|
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14K+ 793.38% |
$160K - $205K
|
15.8K
$279K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.89K+ 3.05% |
$21.6K - $27.6K
|
63.9K
$1.13M
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
15.9KNew |
$195K - $237K
|
15.9K
$282K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2.53KNew |
$30.9K - $37.5K
|
2.53K
$44.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.51KNew |
$30.7K - $37.3K
|
2.51K
$44.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
393New |
$4.8K - $5.83K
|
393
$6.95K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25KNew |
$342K - $371K
|
25K
$442K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
22.3KNew |
$305K - $330K
|
22.3K
$394K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
42.8KNew |
$571K - $609K
|
42.8K
$756K
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
5.2K+ 3.24% |
$69.4K - $74K
|
166K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
397+ 2.08% |
$5.3K - $5.66K
|
19.5K
$345K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$260K - $286K
|
20K
$354K
|
|