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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
23,919
shares
|
$338,693
0.09% of portfolio
|
Q4 2024
Added 58.35%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
23,909
shares
|
$338,551
0.0% of portfolio
|
Q1 2025
Reduced 65.77%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
23,883
shares
|
$338,183
0.01% of portfolio
|
Q1 2025
Reduced 21.4%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
22,262
shares
|
$315,229
0.0% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
21,291
shares
|
$301,480
0.11% of portfolio
|
Q4 2024
Reduced 27.74%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
21,019
shares
|
$297,629
0.02% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
20,413
shares
|
$289,048
0.0% of portfolio
|
Q1 2025
Reduced 48.94%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
20,213
shares
|
$286,216
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
18,967
shares
|
$268,572
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
18,751
shares
|
$265,514
0.0% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
18,298
shares
|
$259,099
0.0% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
18,125
shares
|
$256,650
0.03% of portfolio
|
Q4 2024
Reduced 94.11%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
17,591
shares
|
$249,088
0.2% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
17,199
shares
|
$243,537
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,937
shares
|
$225,667
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,349
shares
|
$217,341
0.0% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
15,341
shares
|
$217,228
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,850
shares
|
$196,116
0.01% of portfolio
|
Q2 2025
Added 34.34%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
13,725
shares
|
$194,346
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,100
shares
|
$185,496
0.0% of portfolio
|
Q4 2022
Reduced 1.26%
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
13,021
shares
|
$184,377
0.13% of portfolio
|
Q4 2024
Added 56.9%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
12,777
shares
|
$180,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
12,376
shares
|
$175,244
0.01% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
11,790
shares
|
$166,946
0.0% of portfolio
|
Q2 2023
Reduced 79.57%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
11,665
shares
|
$165,176
0.0% of portfolio
|
Q4 2024
Reduced 11.39%
|