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 123 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $222 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Truvestments Capital LLC
Sarasota, FL |
Aug 14, 2024 Q2 2024 |
19,899
shares
|
$345,844
0.14% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
Gsa Capital Partners LLP
London, X0 |
Aug 15, 2024 Q2 2024 |
19,135
shares
|
$332,566
0.02% of portfolio
|
Q2 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
18,125
shares
|
$315,012
0.03% of portfolio
|
Q4 2023
Reduced 93.32%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
17,604
shares
|
$305,957
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,937
shares
|
$276,985
0.08% of portfolio
|
Q2 2022
New holding
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
13,725
shares
|
$238,540
0.08% of portfolio
|
Q2 2024
New holding
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
13,302
shares
|
$231,188
0.08% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
13,147
shares
|
$228,494
0.0% of portfolio
|
Q2 2024
Added 6.58%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,100
shares
|
$227,678
0.0% of portfolio
|
Q4 2022
Reduced 1.26%
|
|
Emc Capital Management
Houston, TX |
Jul 29, 2024 Q2 2024 |
13,021
shares
|
$226,304
0.13% of portfolio
|
Q1 2024
Added 126.81%
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 09, 2024 Q2 2024 |
12,449
shares
|
$216,363
0.0% of portfolio
|
Q2 2024
Added 23.23%
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
12,376
shares
|
$215,094
0.01% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
11,790
shares
|
$204,910
0.0% of portfolio
|
Q2 2023
Reduced 79.57%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
11,665
shares
|
$202,737
0.01% of portfolio
|
Q2 2024
Added 5.09%
|
|
Marcum Wealth, LLC
|
Jul 02, 2024 Q2 2024 |
11,314
shares
|
$196,637
0.02% of portfolio
|
Q2 2021
Reduced 59.53%
|
|
Edge Capital Group, LLC
|
Aug 13, 2024 Q2 2024 |
11,314
shares
|
$196,637
0.01% of portfolio
|
Q3 2022
Added 1110.05%
|
|
Magnetar Financial LLC
Evanston, IL |
Aug 14, 2024 Q2 2024 |
10,678
shares
|
$185,583
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
10,526
shares
|
$182,941
0.0% of portfolio
|
Q2 2024
Reduced 15.41%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
10,253
shares
|
$178,197
0.0% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
10,007
shares
|
$173,921
0.01% of portfolio
|
Q2 2024
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
9,106
shares
|
$158,262
0.0% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
8,797
shares
|
$152,891
0.02% of portfolio
|
Q1 2023
New holding
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,237
shares
|
$91,019
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
4,210
shares
|
$73,169
0.01% of portfolio
|
Q4 2023
Reduced 28.55%
|
|
N Verses Capital, LLC
Wellington, FL |
Jul 31, 2024 Q2 2024 |
3,000
shares
|
$52,140
0.03% of portfolio
|
Q2 2024
New holding
|