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 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
438+ 2.45% |
$7.09K - $8.13K
|
18.3K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
421New |
$6.81K - $7.81K
|
421
$5.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
400New |
$6.47K - $7.42K
|
400
$5.51K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
302+ 4.65% |
$4.89K - $5.61K
|
6.8K
$93.7K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
42New |
$680 - $780
|
42
$579
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1+ 0.0% |
$16.2 - $18.6
|
22.3K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2- -0.0% |
$32.4 - $37.1
|
65K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17- 0.04% |
$275 - $316
|
48K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-78- 0.09% |
$1.26K - $1.45K
|
88.4K
$1.22M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-94Closed |
$1.52K - $1.74K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-104- 0.67% |
$1.68K - $1.93K
|
15.3K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-294Closed |
$4.76K - $5.46K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-300- 17.65% |
$4.85K - $5.57K
|
1.4K
$19.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-368- 0.31% |
$5.95K - $6.83K
|
117K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-698- 67.57% |
$11.3K - $13K
|
335
$4.62K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-750- 0.38% |
$12.1K - $13.9K
|
197K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-804- 62.28% |
$13K - $14.9K
|
487
$6.71K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-925- 85.17% |
$15K - $17.2K
|
161
$2.22K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.66K- 0.25% |
$26.9K - $30.9K
|
658K
$9.07M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-2.1K- 0.92% |
$34K - $39K
|
226K
$3.12M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.4K- 12.01% |
$38.8K - $44.5K
|
17.6K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.65K- 7.62% |
$42.9K - $49.3K
|
32.2K
$443K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-2.75K- 1.54% |
$44.5K - $51K
|
176K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.94K- 91.04% |
$63.8K - $73.2K
|
388
$5.35K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-4.24K- 6.92% |
$68.7K - $78.8K
|
57.1K
$786K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-4.41K- 3.14% |
$71.4K - $81.9K
|
136K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.43K- 1.32% |
$71.6K - $82.2K
|
332K
$4.58M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.66K- 6.21% |
$75.4K - $86.5K
|
70.4K
$970K
|
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-5.6K- 0.44% |
$90.6K - $104K
|
1.26M
$17.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.41K- 15.07% |
$104K - $119K
|
36.1K
$497K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.5K- 21.4% |
$105K - $121K
|
23.9K
$329K
|
|
|
May 05, 2025
Q1 2025
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-7.76K- 3.83% |
$125K - $144K
|
195K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.8K- 18.44% |
$224K - $257K
|
61.1K
$842K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14K- 7.08% |
$226K - $260K
|
183K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-19.6K- 48.94% |
$317K - $363K
|
20.4K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-25.9K- 71.52% |
$419K - $481K
|
10.3K
$142K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-45.9K- 65.77% |
$743K - $853K
|
23.9K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-93.4K- 7.2% |
$1.51M - $1.73M
|
1.2M
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-131K- 10.97% |
$2.12M - $2.43M
|
1.06M
$14.6M
|