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 132 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 $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
8,797
shares
|
$146,118
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Emc Capital Management
Houston, TX |
Oct 28, 2024 Q3 2024 |
8,299
shares
|
$137,846
0.07% of portfolio
|
Q3 2024
Reduced 36.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4,527
shares
|
$75,193
0.0% of portfolio
|
Q3 2024
Added 5103.45%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
4,210
shares
|
$69,928
0.01% of portfolio
|
Q4 2023
Reduced 28.55%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,528
shares
|
$41,990
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,191
shares
|
$36,392
0.0% of portfolio
|
Q3 2024
Added 18.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,132
shares
|
$35,412
0.0% of portfolio
|
Q3 2024
Reduced 26.74%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2,100
shares
|
$34,881
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
1,950
shares
|
$32,389
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,700
shares
|
$28,237
0.02% of portfolio
|
Q1 2021
Added 41.67%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,355
shares
|
$22,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
1,191
shares
|
$19,782
0.0% of portfolio
|
Q4 2022
Reduced 12.81%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,111
shares
|
$18,453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
987
shares
|
$16,394
0.0% of portfolio
|
Q3 2024
Reduced 95.04%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
600
shares
|
$9,966
0.0% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
507
shares
|
$8,421
0.0% of portfolio
|
Q4 2023
Added 3.26%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
500
shares
|
$8,305
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
482
shares
|
$8,006
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
400
shares
|
$6,644
0.0% of portfolio
|
Q3 2024
Reduced 98.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
400
shares
|
$6,644
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
200
shares
|
$3,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
161
shares
|
$2,674
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
136
shares
|
$2,258
0.0% of portfolio
|
Q3 2024
Reduced 45.38%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
114
shares
|
$1,893
0.0% of portfolio
|
Q3 2024
Reduced 97.82%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
100
shares
|
$1,661
0.0% of portfolio
|
Q3 2024
New holding
|