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Carlyle Secured Lending (CGBD) Institutional Ownership

Carlyle Secured Lending logo
$14.56 +0.15 (+1.01%)
As of 10:32 AM Eastern
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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)
65
Total
Institutional Inflows
(last 12 months)
$49.87M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$19.36M
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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
5/2/2025Apollon Wealth Management LLC23,883$386K0.0%-21.4%0.047%
4/30/2025 Cerity Partners LLC10,505$170K0.0%N/A0.021%
4/30/2025 Round Rock Advisors LLC45,800$741K0.1%+146.6%0.090%
4/29/2025 U.S. Capital Wealth Advisors LLC10,310$167K0.0%-71.5%0.020%
4/29/2025 Envestnet Asset Management Inc.61,709$998K0.0%+19.8%0.121%
4/29/2025 Novare Capital Management LLC175,955$2.85M0.2%-1.5%0.345%
4/25/2025 Sumitomo Mitsui Trust Group Inc.183,401$2.97M0.0%-7.1%0.360%
4/24/2025 Sunbelt Securities Inc.10,297$167K0.0%+17.1%0.020%
4/22/2025 Bright Futures Wealth Management LLC.57,064$923K1.0%-6.9%0.112%
4/22/2025 Canton Hathaway LLC9,795$158K0.0%+271.0%0.019%
4/17/2025 Janney Montgomery Scott LLC36,085$584K0.0%-15.1%0.071%
4/15/2025 Redhawk Wealth Advisors Inc.53,784$870K0.1%+36.5%0.106%
4/7/2025 AdvisorNet Financial Inc26,062$422K0.0%+81,343.8%0.051%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH130,500$2.34M0.0%N/A0.256%
2/24/2025 United Advisor Group LLC23,919$429K0.1%+58.4%0.047%
2/17/2025Two Sigma Advisers LP449,100$8.05M0.0%-5.3%0.882%
2/17/2025Two Sigma Investments LP288,066$5.17M0.0%-15.8%0.566%
2/17/2025Cetera Investment Advisers45,352$813K0.0%-6.7%0.089%
2/17/2025Caxton Associates LP20,213$362K0.0%N/A0.040%
2/17/2025Bank of America Corp DE1,192,606$21.38M0.0%+3.8%2.343%
2/17/2025Ameriprise Financial Inc.178,830$3.21M0.0%+9.3%0.351%
2/17/2025Aptus Capital Advisors LLC21,291$391K0.0%N/A0.042%
2/14/2025Triumph Capital Management39,593$710K0.2%+10.3%0.078%
2/14/2025Comerica Bank88,445$1.59M0.0%+859.5%0.174%
2/14/2025Lido Advisors LLC11,416$210K0.0%+12.3%0.022%
2/14/2025Northern Trust Corp19,718$354K0.0%-6.3%0.039%
2/14/2025Aquatic Capital Management LLC2,567$46K0.0%+541.8%0.005%
2/14/2025Virtus ETF Advisers LLC47,761$856K0.3%+22.7%0.094%
2/14/2025Stifel Financial Corp40,909$733K0.0%+35.1%0.080%
2/14/2025BI Asset Management Fondsmaeglerselskab A S2,339$42K0.0%-94.9%0.005%
2/13/2025CANADA LIFE ASSURANCE Co37,269$668K0.0%-5.9%0.073%
2/13/2025XTX Topco Ltd18,541$332K0.0%N/A0.036%
2/13/2025Rockefeller Capital Management L.P.47,988$860K0.0%+54.5%0.094%
2/13/2025LSV Asset Management1,261,689$22.62M0.1%-9.3%2.478%
2/13/2025Raymond James Financial Inc.179,764$3.22M0.0%N/A0.353%
2/13/2025Greenland Capital Management LP32,500$583K0.1%-7.1%0.064%
2/13/2025Legal & General Group Plc336,616$6.04M0.0%-7.4%0.661%
2/13/2025Invesco Ltd.659,564$11.83M0.0%+1,449.1%1.296%
2/13/2025Wells Fargo & Company MN31,778$570K0.0%+10.0%0.062%
2/12/2025Trexquant Investment LP69,850$1.25M0.0%+25.3%0.137%
Trump Makes Major Crypto Announcement (Ad)

Trump's Pro-Crypto Agenda Finally Sparks Market Recovery With Bitcoin surging past $90,000 and altcoins heating up, I'm seeing all the signs of a major market shift For a limited time, I'm revealing the name and complete analysis behind my top Trump-era crypto pick.

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2/12/2025JPMorgan Chase & Co.29,629$531K0.0%+37.8%0.058%
2/11/2025LPL Financial LLC61,909$1.11M0.0%-1.0%0.122%
2/11/2025Condor Capital Management266,836$4.78M0.4%+8.3%0.524%
2/10/2025Advisors Asset Management Inc.239,970$4.30M0.1%-9.8%0.471%
2/10/2025Commonwealth Equity Services LLC28,612$513K0.0%-22.6%0.056%
2/10/2025Connor Clark & Lunn Investment Management Ltd.39,976$717K0.0%N/A0.079%
2/7/2025HighTower Advisors LLC75,065$1.35M0.0%+1.9%0.147%
2/6/2025Raymond James Financial Inc.179,764$3.22M0.0%N/A0.353%
2/6/2025Verdence Capital Advisors LLC32,302$579K0.0%+10.8%0.063%
2/5/2025Muzinich & Co. Inc.202,472$3.63M2.3%-6.6%0.398%
2/5/2025Kovack Advisors Inc.24,875$446K0.0%-22.7%0.049%
2/4/2025Denali Advisors LLC140,447$2.52M0.3%-6.9%0.276%
2/4/2025 Canton Hathaway LLC2,640$47K0.0%N/A0.005%
2/4/2025Edge Capital Group LLC64,518$1.16M0.1%+470.2%0.127%
1/31/2025Global Retirement Partners LLC50,093$898K0.0%+3.5%0.098%
1/30/2025 Bright Futures Wealth Management LLC.61,308$1.12M1.0%-1.2%0.120%
1/29/2025 Clarus Group Inc.21,291$382K0.1%-27.7%0.042%
1/29/2025Savant Capital LLC17,860$320K0.0%-48.7%0.035%
1/28/2025Apollon Wealth Management LLC30,386$545K0.0%+53.1%0.060%
1/28/2025 Sumitomo Mitsui Trust Group Inc.197,383$3.54M0.0%-6.7%0.388%
1/27/2025Hager Investment Management Services LLC228,267$4.09M2.6%N/A0.448%
1/24/2025 Round Rock Advisors LLC18,570$333K0.1%N/A0.036%
1/24/2025 U.S. Capital Wealth Advisors LLC36,200$649K0.0%-22.5%0.071%
1/23/2025 GFS Advisors LLC49,700$891K0.1%N/A0.098%
1/23/2025EMC Capital Management13,021$233K0.1%+56.9%0.026%
1/21/2025 Novare Capital Management LLC178,705$3.20M0.3%+0.5%0.351%
1/21/2025 Grimes & Company Inc.30,104$540K0.0%+28.6%0.059%
1/17/2025 Janney Montgomery Scott LLC42,490$762K0.0%-5.2%0.083%
1/15/2025 Herbst Group LLC127,180$2.28M1.4%+4.2%0.250%
1/15/2025Arkadios Wealth Advisors32,410$581K0.0%-10.2%0.064%
1/15/2025 Hennion & Walsh Asset Management Inc.117,003$2.10M0.1%-3.2%0.230%
1/14/2025 Redhawk Wealth Advisors Inc.39,403$706K0.1%+5.7%0.077%
1/8/2025 International Assets Investment Management LLC18,125$328K0.0%-94.1%0.036%
12/26/2024JPMorgan Chase & Co.21,500$365K0.0%-71.2%0.042%
11/27/2024Franklin Resources Inc.33,889$585K0.0%N/A0.067%
11/15/2024Y Intercept Hong Kong Ltd29,011$492K0.0%N/A0.057%
11/15/2024Jane Street Group LLC13,775$234K0.0%+30.9%0.027%
11/15/2024Stifel Financial Corp30,274$514K0.0%+3.6%0.059%
11/15/2024HighTower Advisors LLC73,692$1.25M0.0%-16.6%0.145%
11/14/2024Rockefeller Capital Management L.P.31,058$527K0.0%+5.0%0.061%
11/13/2024Glenmede Trust Co. NA34,829$591K0.0%-2.8%0.068%
11/13/2024Fisher Asset Management LLC22,261$378K0.0%N/A0.044%
11/12/2024Great Valley Advisor Group Inc.13,165$223K0.0%+12.9%0.026%
11/8/2024Advisors Asset Management Inc.265,982$4.51M0.1%+7.0%0.524%
11/6/2024Muzinich & Co. Inc.216,755$3.68M2.6%-13.4%0.427%
11/6/2024BluePointe Capital Management LLC58,273$1.02M0.7%+4.8%0.115%
11/6/2024Kovack Advisors Inc.32,181$546K0.1%-12.8%0.063%
11/5/2024 Sumitomo Mitsui Trust Group Inc.211,666$3.59M0.0%-13.7%0.417%
11/5/2024Apollon Wealth Management LLC19,848$337K0.0%N/A0.039%
10/30/2024 United Advisor Group LLC15,105$256K0.1%+13.6%0.030%
Trump Makes Major Crypto Announcement (Ad)

Trump's Pro-Crypto Agenda Finally Sparks Market Recovery With Bitcoin surging past $90,000 and altcoins heating up, I'm seeing all the signs of a major market shift For a limited time, I'm revealing the name and complete analysis behind my top Trump-era crypto pick.

Click here to check it out now
10/29/2024 Janney Montgomery Scott LLC44,843$761K0.0%+10.7%0.088%
10/24/2024 Wealth Enhancement Advisory Services LLC19,150$325K0.0%+8.8%0.038%
10/23/2024 Grimes & Company Inc.23,414$397K0.0%+14.2%0.046%
10/23/2024 Hennion & Walsh Asset Management Inc.120,911$2.05M0.1%+2.2%0.238%
10/22/2024 International Assets Investment Management LLC307,581$52.20M0.0%+1,597.0%0.606%
10/22/2024Private Advisor Group LLC13,850$235K0.0%N/A0.027%
10/16/2024 Good Life Advisors LLC14,892$253K0.0%N/A0.029%
10/11/2024 Novare Capital Management LLC177,805$3.02M0.3%-15.1%0.350%
10/11/2024 Redhawk Wealth Advisors Inc.37,264$632K0.1%+9.9%0.073%
10/7/2024 Herbst Group LLC122,060$2.07M1.3%N/A0.240%
(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, 109 institutional investors and hedge funds held shares of Carlyle Secured Lending. The most heavily invested institutionals were LSV Asset Management ($22.62M), Bank of America Corp DE ($21.38M), Invesco Ltd. ($11.83M), Two Sigma Advisers LP ($8.05M), Legal & General Group Plc ($6.04M), Two Sigma Investments LP ($5.17M), and Condor Capital Management ($4.78M).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 90 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 ($797.09K), Invesco Ltd. ($616.99K), International Assets Investment Management LLC ($504.57K), Raymond James Financial Inc. ($359.53K), Hager Investment Management Services LLC ($228.27K), Universal Beteiligungs und Servicegesellschaft mbH ($130.50K), and Herbst Group LLC ($127.18K).

How much institutional buying is happening at Carlyle Secured Lending?

Institutional investors have bought a total of 4,532,876 shares in the last 24 months. This purchase volume represents approximately $74.25M in transactions.

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

Of the 45 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: International Assets Investment Management LLC ($289.46K), LSV Asset Management ($261.87K), Novare Capital Management LLC ($128.39K), Muzinich & Co. Inc. ($120.13K), Sumitomo Mitsui Trust Holdings Inc. ($117.21K), Hennion & Walsh Asset Management Inc. ($99.89K), and Janney Montgomery Scott LLC ($88.82K).

How much institutional selling is happening at Carlyle Secured Lending?

Institutional investors have sold a total of 1,781,397 shares in the last 24 months. This volume of shares sold represents approximately $29.27M in transactions.


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This page (NASDAQ:CGBD) was last updated on 5/2/2025 by MarketBeat.com Staff
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