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 132 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
74,937
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
73,692
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
71,809
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
71,225
shares
|
$1.18 Million
1.1% of portfolio
|
Q4 2022
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
66,623
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.84%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
66,423
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 68.08%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
64,959
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
64,600
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
63,888
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2022
Added 3.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
62,525
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 17.23%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
62,066
shares
|
$1.03 Million
0.53% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
61,666
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Added 65.65%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
58,273
shares
|
$967,914
0.66% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,942
shares
|
$945,806
0.0% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
55,936
shares
|
$929,096
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
55,730
shares
|
$925,675
0.01% of portfolio
|
Q3 2024
Added 39.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
51,505
shares
|
$855,498
0.0% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
50,000
shares
|
$830,500
0.0% of portfolio
|
Q3 2021
Reduced 47.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
48,592
shares
|
$807,113
0.0% of portfolio
|
Q3 2024
Added 31.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
48,414
shares
|
$804,156
0.03% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
47,410
shares
|
$787,480
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
46,731
shares
|
$776,201
0.03% of portfolio
|
Q2 2024
Added 3.09%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
45,564
shares
|
$756,818
0.01% of portfolio
|
Q3 2024
Reduced 22.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
44,843
shares
|
$744,842
0.0% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
42,770
shares
|
$710,409
0.03% of portfolio
|
Q4 2021
New holding
|