Purchases and Sales Made in Q2 2025 in Carlyle Secured Lending, Inc. (CGBD)
This table provides information about the institutional ownership of Carlyle Secured Lending, Inc. (CGBD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.2MNew |
$29.9M - $35.8M
|
2.2M
$30.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.46MNew |
$19.8M - $23.7M
|
1.46M
$20.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
582K+ 48.36% |
$7.89M - $9.46M
|
1.79M
$24.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cliffwater LLC
Marina Del Rey, CA |
BUY
|
- |
549KNew |
$7.43M - $8.92M
|
549K
$7.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
543KNew |
$7.36M - $8.83M
|
543K
$7.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
410KNew |
$5.56M - $6.67M
|
410K
$5.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
357KNew |
$4.84M - $5.8M
|
357K
$4.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
217K+ 9270.5% |
$2.94M - $3.52M
|
219K
$3.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
180KNew |
$2.45M - $2.93M
|
180K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
173K+ 376.09% |
$2.35M - $2.81M
|
219K
$3.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
167KNew |
$2.27M - $2.72M
|
167K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
158K+ 81.09% |
$2.14M - $2.57M
|
353K
$4.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
156K+ 37.89% |
$2.11M - $2.53M
|
568K
$7.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
146KNew |
$1.98M - $2.37M
|
146K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
128K+ 38.44% |
$1.73M - $2.07M
|
460K
$6.38M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
123KNew |
$1.66M - $1.99M
|
123K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
122K+ 18.5% |
$1.65M - $1.98M
|
780K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
121K+ 376.17% |
$1.63M - $1.96M
|
153K
$2.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
91KNew |
$1.23M - $1.48M
|
91K
$1.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
80.7K+ 44.02% |
$1.09M - $1.31M
|
264K
$3.67M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
59.4K+ 139.0% |
$806K - $966K
|
102K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
52.2KNew |
$708K - $849K
|
52.2K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.4KNew |
$683K - $819K
|
50.4K
$699K
|
|
|
Jul 25, 2025
Q2 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
49.7KNew |
$673K - $808K
|
49.7K
$690K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44.1K+ 0.9% |
$597K - $716K
|
4.92M
$68.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
43.8KNew |
$594K - $712K
|
43.8K
$608K
|
|
|
Jul 25, 2025
Q2 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
41.3KNew |
$560K - $672K
|
41.3K
$574K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
38.9KNew |
$527K - $632K
|
38.9K
$540K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
34.8KNew |
$472K - $566K
|
34.8K
$483K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
34.5KNew |
$467K - $560K
|
34.5K
$479K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
32.2KNew |
$436K - $523K
|
32.2K
$447K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
31.4K+ 62.6% |
$425K - $510K
|
81.5K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
25.1KNew |
$340K - $408K
|
25.1K
$349K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
25KNew |
$339K - $406K
|
25K
$347K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.5KNew |
$305K - $366K
|
22.5K
$313K
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
21.9KNew |
$297K - $356K
|
21.9K
$304K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.7K+ 43.17% |
$281K - $337K
|
68.7K
$953K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
19.4KNew |
$263K - $315K
|
19.4K
$269K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
19.2KNew |
$261K - $313K
|
19.2K
$267K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
18.7K+ 10.64% |
$254K - $304K
|
195K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.9KNew |
$242K - $291K
|
17.9K
$248K
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
17.6KNew |
$238K - $286K
|
17.6K
$244K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$208K - $249K
|
15.3K
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.9KNew |
$201K - $242K
|
14.9K
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.1K+ 74.11% |
$190K - $228K
|
33K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
14KNew |
$190K - $228K
|
14K
$195K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.5K+ 71.99% |
$183K - $219K
|
32.2K
$448K
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$178K - $213K
|
13.1K
$182K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
12.1K+ 3608.66% |
$164K - $196K
|
12.4K
$172K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.5K+ 18.77% |
$155K - $186K
|
72.6K
$1.01M
|