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 121 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kovack Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
37,411
shares
|
$680,506
0.07% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
36,552
shares
|
$664,880
0.0% of portfolio
|
Q1 2024
Added 4.22%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
36,110
shares
|
$656,840
0.05% of portfolio
|
Q3 2023
Added 3.88%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
35,829
shares
|
$651,729
0.0% of portfolio
|
Q4 2023
Reduced 22.12%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
34,600
shares
|
$629,374
0.0% of portfolio
|
Q1 2024
Reduced 16.37%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
33,890
shares
|
$616,459
0.0% of portfolio
|
Q1 2024
Added 67.96%
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2024 Q1 2024 |
32,980
shares
|
$599,906
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
32,758
shares
|
$595,868
0.0% of portfolio
|
Q1 2024
Reduced 64.29%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
32,025
shares
|
$582,534
0.12% of portfolio
|
Q2 2022
Reduced 4.12%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
31,000
shares
|
$563,890
0.08% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
30,172
shares
|
$548,828
0.0% of portfolio
|
Q1 2024
New holding
|
|
Clarus Group, Inc.
|
Apr 22, 2024 Q1 2024 |
29,464
shares
|
$535,950
0.34% of portfolio
|
Q1 2022
Reduced 34.53%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
29,113
shares
|
$529,565
0.0% of portfolio
|
Q1 2024
Added 7.76%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Apr 25, 2024 Q1 2024 |
27,752
shares
|
$504,808
0.04% of portfolio
|
Q4 2023
Added 17.82%
|
|
Jump Financial, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
27,208
shares
|
$494,913
0.01% of portfolio
|
Q1 2024
Added 9.78%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
26,199
shares
|
$476,559
0.0% of portfolio
|
Q1 2024
Reduced 18.63%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
25,852
shares
|
$470,247
0.0% of portfolio
|
Q1 2024
Added 48.39%
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
24,148
shares
|
$439,252
0.14% of portfolio
|
Q4 2022
New holding
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2024 Q1 2024 |
20,907
shares
|
$380,298
0.13% of portfolio
|
Q1 2024
Added 1.84%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
20,638
shares
|
$375,405
0.0% of portfolio
|
Q1 2024
Added 3.36%
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 10, 2024 Q1 2024 |
19,991
shares
|
$363,636
0.25% of portfolio
|
Q1 2024
Reduced 4.63%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
18,125
shares
|
$329,693
0.03% of portfolio
|
Q4 2023
Reduced 93.32%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
17,573
shares
|
$319,652
0.01% of portfolio
|
Q4 2023
Reduced 25.45%
|
|
Cambria Investment Management, L.P.
|
May 14, 2024 Q1 2024 |
16,121
shares
|
$293,240
0.02% of portfolio
|
Q1 2024
New holding
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,937
shares
|
$289,894
0.08% of portfolio
|
Q2 2022
New holding
|