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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
11.2K+ 21.59% |
$152K - $182K
|
63.2K
$877K
|
|
|
Aug 13, 2025
Q2 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
10.7KNew |
$144K - $173K
|
10.7K
$148K
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10.6KNew |
$144K - $172K
|
10.6K
$147K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
10.4KNew |
$141K - $169K
|
10.4K
$144K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
10.1K+ 4.46% |
$137K - $164K
|
236K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9.59K+ 26.54% |
$130K - $156K
|
45.7K
$635K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.93K+ 15.34% |
$121K - $145K
|
67.1K
$932K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.71K+ 36.46% |
$118K - $141K
|
32.6K
$452K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
8.7K+ 33.84% |
$118K - $141K
|
34.4K
$478K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
8.21K+ 19.73% |
$111K - $133K
|
49.8K
$692K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.95K+ 9.64% |
$108K - $129K
|
90.4K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
7.09KNew |
$96K - $115K
|
7.09K
$98.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.6K+ 9.07% |
$75.9K - $91K
|
67.3K
$934K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.62K+ 2.48% |
$62.6K - $75K
|
191K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.93K+ 1011.6% |
$53.2K - $63.8K
|
4.31K
$59.9K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.54K+ 34.34% |
$48K - $57.5K
|
13.9K
$192K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.9K+ 9.31% |
$39.2K - $47.1K
|
34K
$472K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.63K+ 130.99% |
$35.6K - $42.7K
|
4.64K
$64.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.3K+ 1.34% |
$31.2K - $37.4K
|
174K
$2.42M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.2K+ 9.18% |
$29.8K - $35.7K
|
26.1K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.04K+ 4.65% |
$27.6K - $33.2K
|
45.9K
$638K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.63K+ 2.19% |
$22.1K - $26.5K
|
76.1K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.1K+ 71.9% |
$14.9K - $17.9K
|
2.63K
$36.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.05KNew |
$14.2K - $17.1K
|
1.05K
$14.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
808+ 3.22% |
$10.9K - $13.1K
|
25.9K
$359K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
778+ 184.8% |
$10.5K - $12.6K
|
1.2K
$16.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
762+ 1.66% |
$10.3K - $12.4K
|
46.6K
$646K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
750New |
$10.2K - $12.2K
|
750
$10.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
576+ 3.15% |
$7.8K - $9.36K
|
18.9K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
541+ 0.77% |
$7.33K - $8.79K
|
70.9K
$985K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
500New |
$6.78K - $8.13K
|
500
$6.94K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
199+ 0.89% |
$2.7K - $3.23K
|
22.5K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
193+ 1.84% |
$2.62K - $3.14K
|
10.7K
$148K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
185+ 440.48% |
$2.51K - $3.01K
|
227
$3.15K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
180New |
$2.44K - $2.93K
|
180
$2.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42+ 0.27% |
$569 - $683
|
15.4K
$214K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
34+ 0.5% |
$461 - $553
|
6.84K
$94.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-236- 0.69% |
$3.2K - $3.84K
|
34.1K
$473K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-281- 0.78% |
$3.81K - $4.57K
|
35.8K
$497K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-293- 0.25% |
$3.97K - $4.76K
|
116K
$1.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-552- 1.35% |
$7.48K - $8.97K
|
40.4K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-565- 4.84% |
$7.66K - $9.18K
|
11.1K
$154K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.24K- 2.99% |
$16.8K - $20.2K
|
40.4K
$560K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.5K- 14.57% |
$20.3K - $24.4K
|
8.8K
$122K
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-3.6K- 2.65% |
$48.8K - $58.5K
|
132K
$1.84M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.76K- 89.31% |
$50.9K - $61.1K
|
450
$6.25K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-5.6K- 40.8% |
$75.9K - $91K
|
8.13K
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-6.5K- 49.92% |
$88.1K - $106K
|
6.52K
$90.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.69K- 3.63% |
$90.6K - $109K
|
177K
$2.46M
|