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Carlyle Secured Lending (CGBD) Institutional Ownership

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(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Carlyle Secured Lending (NASDAQ:CGBD)

Current
Institutional Ownership
Percentage
24.51%
Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$24.79M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$9.92M
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CGBD Institutional Buying and Selling by Quarter

Carlyle Secured Lending Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024GFS Advisors LLC49,700$809K0.1%+193.2%0.098%
4/23/2024 Global Retirement Partners LLC46,708$760K0.0%+9.2%0.092%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.258,774$4.21M0.0%+2.6%0.509%
4/17/2024 Hennion & Walsh Asset Management Inc.81,929$1.33M0.1%+166.6%0.161%
3/25/2024Quadrature Capital Ltd38,506$576K0.0%N/A0.076%
3/4/2024Tucker Asset Management LLC5,357$80K0.0%N/A0.011%
2/26/2024Virtu Financial LLC13,596$203K0.0%N/A0.027%
2/14/2024Greenwich Investment Management Inc.112,718$1.69M1.3%-3.4%0.222%
2/14/2024Muzinich & Co. Inc.257,336$3.85M2.6%-6.8%0.507%
2/12/2024Condor Capital Management210,613$3.15M0.3%+9.2%0.415%
2/12/2024Cape Investment Advisory Inc.5,096$76K0.0%N/A0.010%
2/9/2024FineMark National Bank & Trust41,624$623K0.0%+3.1%0.082%
2/9/2024Mckinley Capital Management LLC172,572$2.58M0.3%-1.2%0.340%
2/9/2024BI Asset Management Fondsmaeglerselskab A S145,631$2.18M0.0%+9.1%0.287%
2/8/2024Beacon Pointe Advisors LLC11,675$175K0.0%-63.5%0.023%
2/8/2024Janney Montgomery Scott LLC44,170$661K0.0%+5.9%0.087%
2/7/2024Jump Financial LLC24,783$371K0.0%+111.8%0.049%
2/6/2024Axxcess Wealth Management LLC17,573$263K0.0%-25.5%0.035%
2/6/2024LSV Asset Management1,598,663$23.92M0.1%-5.0%3.148%
2/2/2024Truist Financial Corp140,610$2.10M0.0%+1.3%0.277%
2/2/2024 Kovack Advisors Inc.37,895$567K0.1%+15.0%0.075%
2/1/2024Verdence Capital Advisors LLC27,752$415K0.0%+17.8%0.055%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.252,247$3.77M0.0%-7.4%0.497%
1/26/2024 Harbor Investment Advisory LLC4,210$63K0.0%-28.5%0.008%
1/24/2024 International Assets Investment Management LLC271,150$40.56M0.0%+327.2%0.534%
1/18/2024 Global Retirement Partners LLC42,764$656K0.0%N/A0.084%
1/16/2024 Raymond James Financial Services Advisors Inc.54,593$817K0.0%-6.7%0.107%
1/16/2024 Raymond James & Associates131,643$1.97M0.0%+80.8%0.259%
1/12/2024SG Americas Securities LLC21,298$319K0.0%N/A0.042%
11/16/2023Greenwich Investment Management Inc.116,718$1.69M1.3%+15.6%0.230%
11/15/2023Alps Advisors Inc.51,800$751K0.0%-8.0%0.102%
11/15/2023Axxcess Wealth Management LLC23,573$342K0.0%N/A0.046%
11/15/2023Advisors Asset Management Inc.206,779$3.00M0.1%+9.2%0.407%
11/14/2023Mckinley Capital Management LLC174,709$2.53M0.4%-5.4%0.344%
11/13/2023Muzinich & Co. Inc.276,163$4.00M2.8%-16.2%0.544%
11/13/2023WINTON GROUP Ltd25,798$374K0.0%N/A0.051%
11/9/2023One Capital Management LLC10,000$145K0.0%N/A0.020%
11/9/2023UBS Group AG172,873$2.51M0.0%-16.2%0.340%
11/8/2023HighTower Advisors LLC155,013$2.25M0.0%+1.3%0.305%
11/8/2023Pathstone Family Office LLC66,623$966K0.0%+1.9%0.131%
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11/8/2023Janney Montgomery Scott LLC41,725$605K0.0%-65.7%0.082%
11/7/2023Virtus ETF Advisers LLC41,521$602K0.4%+72.7%0.082%
11/7/2023Jump Financial LLC11,700$170K0.0%+9.3%0.023%
11/4/2023LSV Asset Management1,683,463$24.41M0.1%+8.6%3.315%
11/2/2023Novare Capital Management LLC243,565$3.53M0.4%-13.9%0.480%
10/30/2023 Sumitomo Mitsui Trust Holdings Inc.272,513$3.95M0.0%-16.4%0.537%
10/27/2023 Hennion & Walsh Asset Management Inc.55,446$804K0.0%-63.4%0.109%
10/25/2023Verdence Capital Advisors LLC23,554$342K0.0%-26.2%0.046%
10/24/2023 Raymond James Financial Services Advisors Inc.58,502$848K0.0%+6.6%0.115%
10/24/2023 Raymond James & Associates72,802$1.06M0.0%+1.4%0.143%
10/24/2023 Cambridge Investment Research Advisors Inc.26,270$381K0.0%+35.7%0.052%
10/23/2023Commonwealth Equity Services LLC21,381$310K0.0%+28.7%0.042%
10/20/2023U.S. Capital Wealth Advisors LLC45,331$657K0.0%+12.6%0.089%
10/13/2023Arkadios Wealth Advisors36,110$524K0.0%+3.9%0.071%
10/10/2023 International Assets Investment Management LLC63,465$934K0.1%+3.2%0.125%
10/4/2023 International Assets Investment Management LLC63,465$934K0.1%+3.2%0.125%
8/14/2023Keebeck Wealth Management LLC41,100$616K0.1%+32.2%0.081%
8/9/2023Mckinley Capital Management LLC184,701$2.69M0.4%-1.2%0.364%
8/3/2023Mackenzie Financial Corp44,246$650K0.0%-22.8%0.087%
8/3/2023BI Asset Management Fondsmaeglerselskab A S104,946$1.53M0.0%+5.6%0.207%
8/2/2023LSV Asset Management1,550,087$22.57M0.0%+6.4%3.052%
8/1/2023Truist Financial Corp142,222$2.07M0.0%-6.9%0.280%
7/31/2023LPL Financial LLC45,398$661K0.0%+11.6%0.089%
7/31/2023 Sumitomo Mitsui Trust Holdings Inc.325,926$4.75M0.0%-8.4%0.642%
7/31/2023Verdence Capital Advisors LLC31,921$465K0.1%+17.7%0.063%
7/27/2023B. Riley Wealth Advisors Inc.13,446$197K0.0%-34.2%0.026%
7/26/2023Janney Montgomery Scott LLC121,785$1.77M0.0%+18.9%0.240%
7/25/2023 Raymond James Financial Services Advisors Inc.54,861$799K0.0%-6.8%0.108%
7/25/2023 Raymond James & Associates71,777$1.05M0.0%-7.4%0.141%
7/20/2023 International Assets Investment Management LLC61,505$896K0.1%+6.1%0.121%
7/14/2023 Harbor Investment Advisory LLC5,892$86K0.0%+1,209.3%0.012%
7/13/2023HB Wealth Management LLC11,790$172K0.0%-79.6%0.023%
7/13/2023 Cambridge Investment Research Advisors Inc.19,358$282K0.0%N/A0.038%
6/22/2023Gries Financial LLC205,939$2.81M0.8%-4.9%0.405%
5/12/2023BI Asset Management Fondsmaeglerselskab A S99,424$1.35M0.0%-2.4%0.196%
5/11/2023Muzinich & Co. Inc.359,598$4.90M3.6%+5.9%0.708%
5/11/2023Tucker Asset Management LLC3,511$48K0.0%N/A0.007%
5/10/2023Condor Capital Management153,401$2.09M0.3%+16.2%0.302%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC6,000$82K0.0%N/A0.012%
5/9/2023Y Intercept Hong Kong Ltd20,835$284K0.0%N/A0.041%
5/5/2023Truist Financial Corp152,717$2.08M0.0%-4.6%0.301%
5/4/2023Emerald Mutual Fund Advisers Trust50,910$693K0.0%N/A0.100%
5/3/2023Great Valley Advisor Group Inc.11,100$151K0.0%N/A0.022%
5/2/2023LSV Asset Management1,457,000$19.84M0.0%+64.4%2.867%
5/1/2023Virtu Financial LLC14,498$197K0.0%N/A0.029%
4/28/2023Janney Montgomery Scott LLC102,432$1.40M0.0%+8.5%0.202%
4/27/2023 Sumitomo Mitsui Trust Holdings Inc.355,948$4.85M0.0%+4.8%0.700%
4/25/2023 Sage Mountain Advisors LLC10,000$136K0.0%N/A0.020%
4/24/2023Mackenzie Financial Corp57,311$781K0.0%+40.4%0.113%
4/21/2023 Kovack Advisors Inc.35,069$478K0.1%N/A0.069%
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4/20/2023 Hennion & Walsh Asset Management Inc.209,052$2.85M0.2%-24.6%0.411%
4/20/2023 Grimes & Company Inc.11,034$150K0.0%N/A0.022%
4/20/2023Novare Capital Management LLC282,440$3.85M0.4%+0.7%0.556%
4/14/2023 Raymond James & Associates77,476$1.06M0.0%-1.8%0.152%
4/13/2023HB Wealth Management LLC57,721$786K0.0%-64.4%0.114%
3/15/2023B. Riley Wealth Advisors Inc.27,631$400K0.0%+60.9%0.054%
3/10/2023Financial Alternatives Inc21,780$312K0.3%N/A0.043%
3/6/2023Rockefeller Capital Management L.P.16,584$237K0.0%+33.8%0.033%
2/13/2023Pathstone Family Office LLC62,889$20.03M0.3%+2.1%0.122%
2/13/2023BI Asset Management Fondsmaeglerselskab A S101,870$1.46M0.0%N/A0.198%
(Data available from 1/1/2016 forward)

CGBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CGBD shares?

During the previous two years, 77 institutional investors and hedge funds held shares of Carlyle Secured Lending. The most heavily invested institutionals were International Assets Investment Management LLC ($40.56M), LSV Asset Management ($23.92M), Sumitomo Mitsui Trust Holdings Inc. ($4.21M), Muzinich & Co. Inc. ($3.85M), Novare Capital Management LLC ($3.53M), Condor Capital Management ($3.15M), and Advisors Asset Management Inc. ($3.00M).Learn more on CGBD's institutional investors.

What percentage of Carlyle Secured Lending stock is owned by institutional investors?

24.51% of Carlyle Secured Lending stock is owned by institutional investors. Learn more on CGBD's institutional investor holdings.

Which institutional investors have been buying Carlyle Secured Lending stock?

Of the 69 institutional investors that purchased Carlyle Secured Lending stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LSV Asset Management ($1.13M), International Assets Investment Management LLC ($215.84K), Condor Capital Management ($128.46K), BI Asset Management Fondsmaeglerselskab A S ($119.56K), UBS Group AG ($100.34K), Alps Advisors Inc. ($89.30K), and PARK CIRCLE Co ($71.23K).

How much institutional buying is happening at Carlyle Secured Lending?

Institutional investors have bought a total of 3,066,519 shares in the last 24 months. This purchase volume represents approximately $42.69M in transactions.

Which Carlyle Secured Lending major shareholders have been selling company stock?

Of the 35 institutional investors that sold Carlyle Secured Lending stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($229.80K), HB Wealth Management LLC ($150.43K), Sumitomo Mitsui Trust Holdings Inc. ($131.52K), Muzinich & Co. Inc. ($100.06K), LSV Asset Management ($84.80K), Janney Montgomery Scott LLC ($80.06K), and Mackenzie Financial Corp ($61.23K).

How much institutional selling is happening at Carlyle Secured Lending?

Institutional investors have sold a total of 1,169,280 shares in the last 24 months. This volume of shares sold represents approximately $16.33M in transactions.


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This page (NASDAQ:CGBD) was last updated on 4/28/2024 by MarketBeat.com Staff

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