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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
450
shares
|
$5,346
0.0% of portfolio
|
Q2 2025
Reduced 89.31%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
403
shares
|
$4,787
0.0% of portfolio
|
Q3 2025
Reduced 90.66%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
400
shares
|
$4,752
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
386
shares
|
$4,585
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
340
shares
|
$4,039
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
301
shares
|
$3,575
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
289
shares
|
$3,433
0.0% of portfolio
|
Q3 2025
Reduced 40.66%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
219
shares
|
$2,601
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
203
shares
|
$2,411
0.0% of portfolio
|
Q3 2025
Reduced 83.07%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
180
shares
|
$2,138
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
161
shares
|
$1,912
0.0% of portfolio
|
Q1 2025
Reduced 85.17%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
64
shares
|
$760
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
11
shares
|
$130
0.0% of portfolio
|
Q1 2024
Reduced 92.62%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
10
shares
|
$118
0.0% of portfolio
|
Q3 2025
Reduced 95.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|