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 121 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
2,528
shares
|
$45,984
0.0% of portfolio
|
Q2 2022
New holding
|
|
Heritage Wealth Advisors
|
May 08, 2024 Q1 2024 |
1,800
shares
|
$32,742
0.0% of portfolio
|
Q4 2023
Added 20.0%
|
|
All Square Wealth Management LLC
Albany, NY |
May 07, 2024 Q1 2024 |
1,700
shares
|
$30,923
0.02% of portfolio
|
Q1 2021
Added 41.67%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
1,349
shares
|
$24,538
0.0% of portfolio
|
Q1 2024
Added 48.24%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
1,310
shares
|
$23,828
0.01% of portfolio
|
Q4 2023
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
1,191
shares
|
$21,664
0.0% of portfolio
|
Q4 2022
Reduced 12.81%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
1,000
shares
|
$18,190
0.0% of portfolio
|
Q1 2024
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$9,222
0.0% of portfolio
|
Q4 2023
Added 3.26%
|
|
Wealth Collab, LLC
Bellevue, WA |
May 10, 2024 Q1 2024 |
482
shares
|
$8,767
0.01% of portfolio
|
Q4 2023
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
400
shares
|
$7,276
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
387
shares
|
$7,039
0.0% of portfolio
|
Q1 2024
Reduced 92.41%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
161
shares
|
$2,928
0.0% of portfolio
|
Q1 2024
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
30
shares
|
$545
0.0% of portfolio
|
Q1 2024
Added 3.45%
|
|
Acadian Asset Management LLC
Boston, MA |
May 10, 2024 Q1 2024 |
11
shares
|
$200
0.0% of portfolio
|
Q1 2024
Reduced 92.62%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|