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 |
|---|---|---|---|---|---|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
20,213
shares
|
$240,130
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20,115
shares
|
$238,966
0.0% of portfolio
|
Q3 2025
Reduced 37.63%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
19,412
shares
|
$230,614
0.0% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
19,117
shares
|
$227,109
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
19,100
shares
|
$226,908
0.0% of portfolio
|
Q3 2025
Added 1719.05%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
18,125
shares
|
$215,325
0.02% of portfolio
|
Q4 2024
Reduced 94.11%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 30, 2025 Q3 2025 |
18,113
shares
|
$215,182
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
17,899
shares
|
$212,640
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
17,573
shares
|
$208,767
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
17,289
shares
|
$205,393
0.0% of portfolio
|
Q3 2025
Reduced 23.26%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
15,937
shares
|
$189,331
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
14,894
shares
|
$176,940
0.0% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
14,863
shares
|
$176,572
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
13,940
shares
|
$165,607
0.0% of portfolio
|
Q3 2025
Added 18.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
13,100
shares
|
$155,628
0.0% of portfolio
|
Q4 2022
Reduced 1.26%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
12,698
shares
|
$150,852
0.1% of portfolio
|
Q3 2025
Reduced 34.0%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
12,376
shares
|
$147,026
0.01% of portfolio
|
Q3 2022
Reduced 2.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
12,111
shares
|
$143,878
0.0% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
11,930
shares
|
$141,728
0.09% of portfolio
|
Q3 2025
Reduced 32.18%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
11,340
shares
|
$134,719
0.02% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
11,314
shares
|
$134,410
0.02% of portfolio
|
Q2 2021
Reduced 59.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
11,314
shares
|
$134,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
11,146
shares
|
$132,414
0.0% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
11,100
shares
|
$131,868
0.0% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,713
shares
|
$127,270
0.0% of portfolio
|
Q3 2025
New holding
|
|