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 |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
11,314
shares
|
$160,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,314
shares
|
$160,206
0.02% of portfolio
|
Q2 2021
Reduced 59.53%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
11,163
shares
|
$158,068
0.01% of portfolio
|
Q2 2025
Reduced 57.17%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,505
shares
|
$148,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
10,297
shares
|
$145,805
0.02% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
9,795
shares
|
$138,697
0.03% of portfolio
|
Q1 2025
Added 271.02%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
7,307
shares
|
$103,467
0.0% of portfolio
|
Q1 2025
Added 156.3%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,802
shares
|
$96,316
0.0% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,528
shares
|
$35,796
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
2,339
shares
|
$33,120
0.0% of portfolio
|
Q4 2024
Reduced 94.87%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,100
shares
|
$29,736
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
2,007
shares
|
$28,419
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,530
shares
|
$21,664
0.0% of portfolio
|
Q4 2024
Reduced 28.24%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,400
shares
|
$19,824
0.01% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,191
shares
|
$16,864
0.0% of portfolio
|
Q4 2022
Reduced 12.81%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,080
shares
|
$15,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,050
shares
|
$14,868
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
716
shares
|
$10,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$7,179
0.0% of portfolio
|
Q4 2023
Added 3.26%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
502
shares
|
$7,108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
500
shares
|
$7,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
498
shares
|
$7,051
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
487
shares
|
$6,895
0.0% of portfolio
|
Q1 2025
Reduced 62.28%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
482
shares
|
$6,825
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
450
shares
|
$6,372
0.0% of portfolio
|
Q2 2025
Reduced 89.31%
|