Institutional Ownership Carlyle Secured Lending, Inc. (CGBD)
This table provides information about the institutional ownership of Carlyle Secured Lending, Inc. (CGBD). We have compiled data on the 139 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
136,036
shares
|
$1.93 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
132,790
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
130,500
shares
|
$1.85 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
122,581
shares
|
$1.74 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
116,635
shares
|
$1.65 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
104,373
shares
|
$1.48 Million
1.75% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
88,367
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
82,458
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 33.19%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
74,437
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
71,225
shares
|
$1.01 Million
1.05% of portfolio
|
Q4 2022
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
70,404
shares
|
$996,920
0.0% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Greenland Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
70,000
shares
|
$991,200
0.13% of portfolio
|
Q1 2025
Added 115.38%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
66,623
shares
|
$943,381
0.01% of portfolio
|
Q2 2023
Reduced 1.84%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
64,957
shares
|
$919,791
0.0% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
64,600
shares
|
$914,736
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
64,518
shares
|
$913,574
0.06% of portfolio
|
Q4 2024
Added 470.25%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
61,709
shares
|
$873,799
0.0% of portfolio
|
Q1 2025
Added 19.79%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
61,517
shares
|
$871,080
0.39% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
61,139
shares
|
$865,728
0.0% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
58,195
shares
|
$824,041
0.0% of portfolio
|
Q1 2025
Added 28.32%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
57,078
shares
|
$808,224
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
57,064
shares
|
$808,026
1.06% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,942
shares
|
$806,298
0.0% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
51,990
shares
|
$736,178
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
50,093
shares
|
$709,316
0.03% of portfolio
|
Q4 2024
Added 3.47%
|