Purchases and Sales Made in Q4 2024 in Carlyle Secured Lending, Inc. (CGBD)
This table provides information about the institutional ownership of Carlyle Secured Lending, Inc. (CGBD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
64New |
$1.04K - $1.17K
|
64
$1.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
50New |
$811 - $914
|
50
$889
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29+ 0.04% |
$470 - $530
|
75K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8+ 0.02% |
$130 - $146
|
51.5K
$915K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 3.23% |
$16.2 - $18.3
|
32
$569
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-195- 4.31% |
$3.16K - $3.56K
|
4.33K
$77K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-500Closed |
$8.11K - $9.14K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-602- 28.24% |
$9.76K - $11K
|
1.53K
$27.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-616- 0.99% |
$9.99K - $11.3K
|
61.9K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-758- 1.22% |
$12.3K - $13.9K
|
61.3K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.32K- 6.28% |
$21.4K - $24.1K
|
19.7K
$350K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.5K- 11.39% |
$24.3K - $27.4K
|
11.7K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.34K- 5.91% |
$38K - $42.8K
|
37.3K
$662K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.35K- 5.25% |
$38.2K - $43K
|
42.5K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-2.5K- 7.14% |
$40.6K - $45.7K
|
32.5K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.24K- 6.67% |
$52.6K - $59.2K
|
45.4K
$806K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.7K- 10.25% |
$60K - $67.6K
|
32.4K
$576K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.91K- 3.23% |
$63.4K - $71.4K
|
117K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.31K- 22.7% |
$119K - $134K
|
24.9K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-8.17K- 27.74% |
$133K - $149K
|
21.3K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.31K- 34.97% |
$135K - $152K
|
15.5K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.34K- 22.57% |
$135K - $152K
|
28.6K
$508K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-10.5K- 6.95% |
$170K - $192K
|
140K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.5K- 22.54% |
$171K - $193K
|
36.2K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.4K- 39.58% |
$201K - $226K
|
18.9K
$336K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.3K- 6.75% |
$232K - $261K
|
197K
$3.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-14.3K- 6.59% |
$232K - $261K
|
202K
$3.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-16.9K- 48.68% |
$275K - $310K
|
17.9K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-25K- 5.27% |
$406K - $457K
|
449K
$7.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-26K- 9.78% |
$422K - $475K
|
240K
$4.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-27K- 7.41% |
$437K - $493K
|
337K
$5.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-43.2K- 94.87% |
$701K - $790K
|
2.34K
$41.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-54.1K- 15.81% |
$877K - $989K
|
288K
$5.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-129K- 9.29% |
$2.1M - $2.36M
|
1.26M
$22.4M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-289K- 94.11% |
$4.69M - $5.29M
|
18.1K
$322K
|