Purchases and Sales Made in Q1 2025 in Carlyle Secured Lending, Inc. (CGBD)
This table provides information about the institutional ownership of Carlyle Secured Lending, Inc. (CGBD) during Q1 2025. 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 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.86M+ 36290.12% |
$78.6M - $90.2M
|
4.87M
$67.1M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
176KNew |
$2.84M - $3.26M
|
176K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
172KNew |
$2.78M - $3.19M
|
172K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
72K+ 3.16% |
$1.16M - $1.34M
|
2.35M
$32.4M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
67.7K+ 15.07% |
$1.1M - $1.26M
|
517K
$7.12M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
57.7K+ 20.04% |
$934K - $1.07M
|
346K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
57.1KNew |
$924K - $1.06M
|
57.1K
$787K
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
52KNew |
$841K - $965K
|
52K
$716K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
46KNew |
$745K - $854K
|
46K
$634K
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
37.5K+ 115.38% |
$607K - $696K
|
70K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
36.2KNew |
$585K - $671K
|
36.2K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
29.4KNew |
$476K - $546K
|
29.4K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
28.3K+ 7.37% |
$457K - $524K
|
412K
$5.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
27.2K+ 146.63% |
$441K - $505K
|
45.8K
$631K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
26K+ 81343.75% |
$421K - $483K
|
26.1K
$359K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
25.1KNew |
$406K - $466K
|
25.1K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
23.1K+ 901.48% |
$374K - $429K
|
25.7K
$354K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.5K+ 33.19% |
$332K - $381K
|
82.5K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19KNew |
$307K - $352K
|
19K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
17.2KNew |
$278K - $319K
|
17.2K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.4K+ 36.5% |
$233K - $267K
|
53.8K
$741K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.2K+ 69.69% |
$213K - $244K
|
32K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.8K+ 28.32% |
$208K - $238K
|
58.2K
$802K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.8KNew |
$207K - $237K
|
12.8K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$183K - $210K
|
11.3K
$156K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.5KNew |
$170K - $195K
|
10.5K
$145K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.2K+ 19.79% |
$165K - $189K
|
61.7K
$850K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.66K+ 26.82% |
$140K - $161K
|
41K
$564K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
8.57K+ 3.21% |
$139K - $159K
|
275K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
8.38K+ 3.49% |
$136K - $155K
|
248K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.47K+ 4.18% |
$121K - $139K
|
186K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
7.16K+ 271.02% |
$116K - $133K
|
9.8K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.62K+ 17.77% |
$107K - $123K
|
43.9K
$605K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.05K+ 1.87% |
$81.8K - $93.8K
|
276K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.66K+ 11.39% |
$75.4K - $86.5K
|
45.6K
$628K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
4.46K+ 156.3% |
$72.1K - $82.7K
|
7.31K
$101K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.39K+ 2.44% |
$70.9K - $81.4K
|
184K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.9K+ 9.78% |
$46.9K - $53.8K
|
32.5K
$448K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.85K+ 4.86% |
$46.2K - $53K
|
61.5K
$848K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.51K+ 7.9% |
$40.6K - $46.6K
|
34.3K
$473K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.5K+ 8.72% |
$40.4K - $46.3K
|
31.1K
$429K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.48K+ 13.36% |
$40.1K - $46K
|
21K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
2.04K+ 5.15% |
$33K - $37.8K
|
41.6K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.01KNew |
$32.5K - $37.2K
|
2.01K
$27.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.5K+ 17.05% |
$24.3K - $27.8K
|
10.3K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.34K+ 1.83% |
$21.6K - $24.8K
|
74.4K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
716New |
$11.6K - $13.3K
|
716
$9.87K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
687+ 3.8% |
$11.1K - $12.8K
|
18.8K
$258K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
502New |
$8.12K - $9.32K
|
502
$6.92K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
498New |
$8.06K - $9.24K
|
498
$6.86K
|