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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
50,000
shares
|
$708,000
0.0% of portfolio
|
Q3 2021
Reduced 47.37%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
49,845
shares
|
$705,805
0.23% of portfolio
|
Q2 2025
Added 19.73%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
47,971
shares
|
$679,269
0.0% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
46,030
shares
|
$651,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
45,800
shares
|
$648,528
0.14% of portfolio
|
Q1 2025
Added 146.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
45,568
shares
|
$645,242
0.0% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
43,892
shares
|
$621,510
0.0% of portfolio
|
Q1 2025
Added 17.77%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
42,770
shares
|
$605,623
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
41,624
shares
|
$589,395
0.03% of portfolio
|
Q4 2023
Added 3.08%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
40,965
shares
|
$580,064
0.05% of portfolio
|
Q1 2025
Added 26.82%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
36,151
shares
|
$511,898
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
35,804
shares
|
$506,984
0.0% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
34,289
shares
|
$485,532
0.0% of portfolio
|
Q1 2025
Added 7.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
32,526
shares
|
$460,568
0.0% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
32,410
shares
|
$458,925
0.02% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
32,175
shares
|
$455,598
0.0% of portfolio
|
Q1 2025
Reduced 7.62%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
32,049
shares
|
$453,813
0.0% of portfolio
|
Q1 2025
Added 69.69%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
32,025
shares
|
$453,474
0.12% of portfolio
|
Q2 2022
Reduced 4.12%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
31,107
shares
|
$440,475
0.0% of portfolio
|
Q1 2025
Added 8.72%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
31,000
shares
|
$438,960
0.08% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
29,445
shares
|
$416,941
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
25,708
shares
|
$364,025
0.01% of portfolio
|
Q1 2025
Added 901.48%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
25,114
shares
|
$355,614
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
25,090
shares
|
$355,274
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
24,148
shares
|
$341,935
0.14% of portfolio
|
Q4 2022
New holding
|