Purchases and Sales Made in Q4 2023 in Carlyle Secured Lending, Inc. (CGBD)
This table provides information about the institutional ownership of Carlyle Secured Lending, Inc. (CGBD) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.67K+ 9.04% |
$22.4K - $26K
|
20.2K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.5K+ 12.71% |
$20.1K - $23.4K
|
13.3K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.49K+ 3.05% |
$19.9K - $23.1K
|
50.2K
$903K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.41KNew |
$18.8K - $21.9K
|
1.41K
$25.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.31KNew |
$17.6K - $20.4K
|
1.31K
$23.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.31KNew |
$17.6K - $20.4K
|
1.31K
$23.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.24K+ 3.08% |
$16.7K - $19.4K
|
41.6K
$749K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.08K+ 4.1% |
$14.4K - $16.8K
|
27.3K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
958+ 233.66% |
$12.8K - $14.9K
|
1.37K
$24.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
740+ 2.35% |
$9.92K - $11.5K
|
32.2K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
719+ 5.82% |
$9.63K - $11.2K
|
13.1K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
500+ 121.95% |
$6.7K - $7.79K
|
910
$16.4K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
482New |
$6.46K - $7.5K
|
482
$8.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
448New |
$6K - $6.98K
|
448
$8.06K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
386New |
$5.17K - $6.01K
|
386
$6.95K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
300+ 20.0% |
$4.02K - $4.67K
|
1.8K
$32.4K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
300+ 20.0% |
$4.02K - $4.67K
|
1.8K
$32.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
149New |
$2K - $2.32K
|
149
$2.68K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
52+ 1.91% |
$697 - $810
|
2.78K
$50K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
35+ 0.28% |
$469 - $545
|
12.7K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
19New |
$255 - $296
|
19
$342
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
16+ 3.26% |
$214 - $249
|
507
$9.13K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 3.57% |
$13.4 - $15.6
|
29
$522
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-435- 3.74% |
$5.83K - $6.77K
|
11.2K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-640- 4.17% |
$8.58K - $9.96K
|
14.7K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.1K- 2.12% |
$14.7K - $17.1K
|
50.7K
$913K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.41K- 6.61% |
$18.9K - $22K
|
20K
$359K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.68K- 28.55% |
$22.5K - $26.2K
|
4.21K
$75.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-2.14K- 1.22% |
$28.6K - $33.3K
|
173K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2.29K- 22.05% |
$30.7K - $35.7K
|
8.1K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.43K- 8.24% |
$32.5K - $37.8K
|
27K
$486K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.43K- 94.15% |
$32.6K - $37.8K
|
151
$2.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.81K- 8.48% |
$51K - $59.3K
|
41.1K
$739K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.87K- 18.18% |
$51.9K - $60.3K
|
17.4K
$314K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.91K- 6.68% |
$52.4K - $60.9K
|
54.6K
$983K
|
|
|
Feb 14, 2024
Q4 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-4K- 3.43% |
$53.6K - $62.3K
|
113K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.83K- 10.0% |
$78.1K - $90.7K
|
52.4K
$943K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6K- 25.45% |
$80.4K - $93.4K
|
17.6K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-6.12K- 2.94% |
$82K - $95.3K
|
202K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10K- 24.33% |
$134K - $156K
|
31.1K
$560K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.2K- 22.12% |
$136K - $158K
|
35.8K
$645K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-12.3K- 29.64% |
$165K - $192K
|
29.2K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-15.3K- 6.6% |
$205K - $239K
|
217K
$3.9M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-16.5K- 5.97% |
$222K - $257K
|
261K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-18.8K- 6.82% |
$252K - $293K
|
257K
$4.63M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-19.3K- 0.96% |
$259K - $301K
|
2M
$36.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-20.3K- 7.44% |
$272K - $316K
|
252K
$4.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.4K- 63.54% |
$273K - $317K
|
11.7K
$210K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-24.7K- 44.58% |
$331K - $385K
|
30.7K
$553K
|