Purchases and Sales Made in Q1 2024 in Carlyle Secured Lending, Inc. (CGBD)
This table provides information about the institutional ownership of Carlyle Secured Lending, Inc. (CGBD) during Q1 2024. The information is specifically focused on institutions that hold shares of Carlyle Secured Lending, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
270KNew |
$4M - $4.47M
|
270K
$4.97M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
182K+ 23.25% |
$2.69M - $3M
|
962K
$17.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
71.7K+ 7.7% |
$1.06M - $1.19M
|
1M
$18.5M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
53.6KNew |
$793K - $887K
|
53.6K
$986K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
53.1K+ 24.48% |
$786K - $879K
|
270K
$4.97M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
51.2K+ 166.63% |
$758K - $847K
|
81.9K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
41KNew |
$607K - $679K
|
41K
$755K
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
33KNew |
$488K - $546K
|
33K
$607K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
32.8K+ 193.22% |
$485K - $542K
|
49.7K
$914K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.2KNew |
$447K - $499K
|
30.2K
$555K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.2K+ 13.69% |
$446K - $499K
|
250K
$4.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.3KNew |
$345K - $386K
|
23.3K
$429K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
18.2K+ 10.97% |
$269K - $301K
|
184K
$3.38M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
17.7K+ 7.2% |
$262K - $293K
|
264K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.1K+ 12.45% |
$253K - $283K
|
154K
$2.84M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
16.7K+ 7.94% |
$247K - $277K
|
227K
$4.18M
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
16.1KNew |
$239K - $267K
|
16.1K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
14.8KNew |
$219K - $244K
|
14.8K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.2KNew |
$210K - $235K
|
14.2K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.7K+ 67.96% |
$203K - $227K
|
33.9K
$624K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.1K+ 60.93% |
$194K - $217K
|
34.6K
$637K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.6K+ 23.99% |
$186K - $208K
|
65K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
11.6K+ 4.56% |
$171K - $192K
|
265K
$4.88M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.3KNew |
$168K - $188K
|
11.3K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
11.3K+ 2.84% |
$167K - $186K
|
408K
$7.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 39.68% |
$161K - $180K
|
38.2K
$703K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.5KNew |
$156K - $174K
|
10.5K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
10.5K+ 36.01% |
$156K - $174K
|
39.7K
$731K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
10.1KNew |
$150K - $167K
|
10.1K
$186K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
9.93K+ 4.92% |
$147K - $164K
|
212K
$3.9M
|
|
|
May 15, 2024
Q1 2024
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
9.73K+ 8.63% |
$144K - $161K
|
122K
$2.25M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.43K+ 48.39% |
$125K - $140K
|
25.9K
$476K
|
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
7.28K+ 126.81% |
$108K - $120K
|
13K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.22K+ 20.82% |
$107K - $119K
|
41.9K
$771K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.95K+ 15.73% |
$103K - $115K
|
51.1K
$941K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
6.53K+ 2.59% |
$96.6K - $108K
|
259K
$4.76M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.17K+ 3.91% |
$91.2K - $102K
|
164K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
5.5K+ 13.39% |
$81.4K - $91K
|
46.6K
$857K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.5K+ 10.96% |
$81.4K - $91K
|
55.7K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.91K+ 2.61% |
$72.6K - $81.2K
|
193K
$3.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.94K+ 9.22% |
$58.4K - $65.3K
|
46.7K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.59K+ 2378.81% |
$53.2K - $59.4K
|
3.74K
$68.9K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.49K+ 39.39% |
$51.6K - $57.7K
|
12.3K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.41K+ 6.24% |
$50.4K - $56.4K
|
58K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.43K+ 9.78% |
$35.9K - $40.1K
|
27.2K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.1K+ 7.76% |
$31K - $34.7K
|
29.1K
$536K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.48K+ 4.22% |
$21.9K - $24.5K
|
36.6K
$673K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.29K+ 1.9% |
$19.1K - $21.3K
|
69.3K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
1.16K+ 84.87% |
$17.2K - $19.2K
|
2.53K
$46.5K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$14.8K - $16.6K
|
1K
$18.4K
|