Purchases and Sales Made in Q3 2025 in Carlyle Secured Lending, Inc. (CGBD)
This table provides information about the institutional ownership of Carlyle Secured Lending, Inc. (CGBD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Muzinich & Co., Inc.
New York, NY |
BUY
|
- |
147K+ 41.77% |
$1.84M - $2.09M
|
500K
$6.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.1K+ 1719.05% |
$226K - $256K
|
19.1K
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.46K+ 9.15% |
$93.2K - $106K
|
88.9K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
5.09KNew |
$63.6K - $72.3K
|
5.09K
$63.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.93K+ 42.92% |
$36.7K - $41.7K
|
9.77K
$121K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1.9KNew |
$23.8K - $27K
|
1.9K
$23.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
246+ 20.65% |
$3.08K - $3.49K
|
1.44K
$17.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.06K- 18.41% |
$25.7K - $29.2K
|
9.11K
$113K
|