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 167 institutions that hold shares in the stock, with a total of 26.2 Million shares, which have been reported (via 13F filing form) to have a value of $311 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
90,430
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
88,908
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
88,352
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 92.35%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
85,266
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 63.24%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
81,483
shares
|
$968,018
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
80,689
shares
|
$958,585
0.0% of portfolio
|
Q3 2025
Added 20.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
79,895
shares
|
$949,152
0.0% of portfolio
|
Q3 2025
Added 18.7%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
77,947
shares
|
$926,010
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
77,695
shares
|
$923,016
0.0% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
71,575
shares
|
$850,311
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
69,053
shares
|
$820,349
0.26% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
66,623
shares
|
$791,481
0.01% of portfolio
|
Q2 2023
Reduced 1.84%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
64,957
shares
|
$771,689
0.0% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
64,518
shares
|
$766,473
0.06% of portfolio
|
Q4 2024
Added 470.25%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
61,517
shares
|
$730,821
0.39% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
58,996
shares
|
$700,872
0.0% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,942
shares
|
$676,470
0.0% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
51,610
shares
|
$613,126
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
50,000
shares
|
$594,000
0.0% of portfolio
|
Q3 2021
Reduced 47.37%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
49,700
shares
|
$590,436
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
48,026
shares
|
$570,548
0.01% of portfolio
|
Q3 2025
Added 63.1%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
47,963
shares
|
$569,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
44,945
shares
|
$533,946
0.0% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
44,253
shares
|
$525,725
0.03% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
40,381
shares
|
$479,726
0.02% of portfolio
|
Q2 2025
Reduced 2.99%
|
|