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 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
21New |
$243 - $310
|
21
$289
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.5KNew |
$166K - $212K
|
14.5K
$200K
|
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14K+ 793.38% |
$160K - $205K
|
15.8K
$218K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.89K+ 3.05% |
$21.6K - $27.6K
|
63.9K
$880K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
15.9KNew |
$195K - $237K
|
15.9K
$220K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
2.53KNew |
$30.9K - $37.5K
|
2.53K
$34.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
2.51KNew |
$30.7K - $37.3K
|
2.51K
$34.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
393New |
$4.8K - $5.83K
|
393
$5.42K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25KNew |
$342K - $371K
|
25K
$345K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
22.3KNew |
$305K - $330K
|
22.3K
$307K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
42.8KNew |
$571K - $609K
|
42.8K
$589K
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
5.2K+ 3.24% |
$69.4K - $74K
|
166K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
397+ 2.08% |
$5.3K - $5.66K
|
19.5K
$269K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$260K - $286K
|
20K
$276K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
34.7KNew |
$447K - $485K
|
34.7K
$479K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
7.81KNew |
$34.2K - $78.9K
|
7.81K
$108K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
19.2KNew |
$238K - $323K
|
19.2K
$265K
|
|
| Q2 2018 | |||||||
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1K+ 86.96% |
$17K - $18.3K
|
2.15K
$29.6K
|
|