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 133 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $233 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
23,006
shares
|
$411,117
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
22,261
shares
|
$397,804
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
21,500
shares
|
$384,205
0.0% of portfolio
|
Q3 2024
Reduced 71.18%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
21,039
shares
|
$375,966
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
19,991
shares
|
$357,239
0.24% of portfolio
|
Q1 2024
Reduced 4.63%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
19,848
shares
|
$354,683
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
19,150
shares
|
$342,210
0.0% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,535
shares
|
$331,220
0.01% of portfolio
|
Q3 2024
Reduced 16.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,102
shares
|
$323,482
0.0% of portfolio
|
Q3 2024
Reduced 46.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
17,598
shares
|
$314,476
0.0% of portfolio
|
Q3 2024
Added 33.86%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
17,065
shares
|
$304,951
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,937
shares
|
$284,794
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
15,105
shares
|
$269,926
0.06% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,892
shares
|
$266,120
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,850
shares
|
$247,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,775
shares
|
$246,159
0.0% of portfolio
|
Q3 2024
Added 30.87%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
13,725
shares
|
$245,265
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
13,165
shares
|
$235,258
0.01% of portfolio
|
Q3 2024
Added 12.86%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,100
shares
|
$234,097
0.0% of portfolio
|
Q4 2022
Reduced 1.26%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
12,376
shares
|
$221,159
0.01% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
11,790
shares
|
$210,687
0.0% of portfolio
|
Q2 2023
Reduced 79.57%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
11,314
shares
|
$202,181
0.02% of portfolio
|
Q2 2021
Reduced 59.53%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
11,314
shares
|
$202,181
0.01% of portfolio
|
Q3 2022
Added 1110.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,169
shares
|
$181,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,218
shares
|
$164,725
0.0% of portfolio
|
Q3 2024
Added 1.23%
|