Carlyle Secured Lending (CGBD) Institutional Ownership $14.08 -0.04 (-0.28%) As of 06/12/2025 04:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Carlyle Secured Lending (NASDAQ:CGBD)CurrentInstitutional OwnershipPercentage24.51%Number ofInstitutional Buyers(last 12 months)72TotalInstitutional Inflows(last 12 months)$54.88MNumber ofInstitutional Sellers(last 12 months)36TotalInstitutional Outflows(last 12 months)$19.81M Get CGBD Insider Trade Alerts Want to know when executives and insiders are buying or selling Carlyle Secured Lending stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CGBD Institutional Buying and Selling by Quarter Carlyle Secured Lending Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025 SCS Capital Management LLC11,314$188K0.0%N/A0.022% 5/16/2025 Caxton Associates LLP29,445$476K0.0%N/A0.058% 5/16/2025 Advisors Asset Management Inc.248,348$4.02M0.1%+3.5%0.487% 5/15/2025 Royal Bank of Canada275,612$4.46M0.0%+1.9%0.541% 5/15/2025 Quarry LP2,007$32K0.0%N/A0.004% 5/15/2025 Trexquant Investment LP23,909$387K0.0%-65.8%0.047% 5/14/2025 Ieq Capital LLC36,151$585K0.0%N/A0.071% 5/13/2025 Ethos Financial Group LLC171,871$2.78M0.3%N/A0.337% 5/13/2025 Raymond James Financial Inc.184,149$2.98M0.0%+2.4%0.361% 5/13/2025 HighTower Advisors LLC70,404$1.14M0.0%-6.2%0.138% Get the Latest News and Ratings for CGBD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Carlyle Secured Lending and its competitors with MarketBeat's FREE daily newsletter. 5/12/2025 Virtu Financial LLC18,967$307K0.0%N/A0.037% 5/12/2025 Invesco Ltd.657,900$10.65M0.0%-0.3%1.291% 5/12/2025 Condor Capital Management275,409$4.46M0.4%+3.2%0.540% 5/12/2025 Connor Clark & Lunn Investment Management Ltd.20,413$330K0.0%-48.9%0.040% 5/9/2025 MGB Wealth Management LLC17,199$291K0.1%N/A0.034% 5/9/2025 LSV Asset Management1,256,089$20.32M0.0%-0.4%2.465% 5/8/2025 XTX Topco Ltd21,019$340K0.0%+13.4%0.041% 5/7/2025 Mackenzie Financial Corp25,090$406K0.0%N/A0.049% 5/7/2025 LPL Financial LLC82,458$1.33M0.0%+33.2%0.162% 5/6/2025 Cetera Investment Advisers58,195$942K0.0%+28.3%0.114% 5/6/2025 Triumph Capital Management41,631$674K0.2%+5.1%0.082% 5/5/2025 Gries Financial LLC197,240$3.19M0.6%-0.4%0.387% 5/5/2025 Denali Advisors LLC136,036$2.20M0.3%-3.1%0.267% 5/5/2025 Muzinich & Co. Inc.194,717$3.15M1.8%-3.8%0.382% 5/2/2025 Verdence Capital Advisors LLC40,965$663K0.1%+26.8%0.080% 5/2/2025 Financial Alternatives Inc17,591$285K0.2%-12.0%0.035% 5/2/2025 BluePointe Capital Management LLC61,517$1.02M0.4%+4.9%0.121% 5/2/2025 Hager Investment Management Services LLC226,166$3.66M2.6%-0.9%0.444% 5/2/2025 Apollon 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% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. 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Get the FREE Guide Before Markets Open Tomorrow4/7/2025 AdvisorNet Financial Inc26,062$422K0.0%+81,343.8%0.051% 2/28/2025 Universal 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% 2/17/2025 Two Sigma Advisers LP449,100$8.05M0.0%-5.3%0.882% 2/17/2025 Two Sigma Investments LP288,066$5.17M0.0%-15.8%0.566% 2/17/2025 Cetera Investment Advisers45,352$813K0.0%-6.7%0.089% 2/17/2025Caxton Associates LP20,213$362K0.0%N/A0.040% 2/17/2025 Bank of America Corp DE1,192,606$21.38M0.0%+3.8%2.343% 2/17/2025 Ameriprise Financial Inc.178,830$3.21M0.0%+9.3%0.351% 2/17/2025 Aptus Capital Advisors LLC21,291$391K0.0%N/A0.042% 2/14/2025 Triumph Capital Management39,593$710K0.2%+10.3%0.078% 2/14/2025 Comerica Bank88,445$1.59M0.0%+859.5%0.174% 2/14/2025 Lido Advisors LLC11,416$210K0.0%+12.3%0.022% 2/14/2025 Northern Trust Corp19,718$354K0.0%-6.3%0.039% 2/14/2025 Aquatic Capital Management LLC2,567$46K0.0%+541.8%0.005% 2/14/2025 Virtus ETF Advisers LLC47,761$856K0.3%+22.7%0.094% 2/14/2025 Stifel Financial Corp40,909$733K0.0%+35.1%0.080% 2/14/2025 BI Asset Management Fondsmaeglerselskab A S2,339$42K0.0%-94.9%0.005% 2/13/2025 CANADA LIFE ASSURANCE Co37,269$668K0.0%-5.9%0.073% 2/13/2025 XTX Topco Ltd18,541$332K0.0%N/A0.036% 2/13/2025 Rockefeller Capital Management L.P.47,988$860K0.0%+54.5%0.094% 2/13/2025 LSV Asset Management1,261,689$22.62M0.1%-9.3%2.478% 2/13/2025 Raymond James Financial Inc.179,764$3.22M0.0%N/A0.353% 2/13/2025 Greenland Capital Management LP32,500$583K0.1%-7.1%0.064% 2/13/2025 Legal & General Group Plc336,616$6.04M0.0%-7.4%0.661% 2/13/2025 Invesco Ltd.659,564$11.83M0.0%+1,449.1%1.296% 2/13/2025 Wells Fargo & Company MN31,778$570K0.0%+10.0%0.062% 2/12/2025 Trexquant Investment LP69,850$1.25M0.0%+25.3%0.137% 2/12/2025 JPMorgan Chase & Co.29,629$531K0.0%+37.8%0.058% 2/11/2025 LPL Financial LLC61,909$1.11M0.0%-1.0%0.122% 2/11/2025 Condor Capital Management266,836$4.78M0.4%+8.3%0.524% 2/10/2025 Advisors Asset Management Inc.239,970$4.30M0.1%-9.8%0.471% 2/10/2025 Commonwealth Equity Services LLC28,612$513K0.0%-22.6%0.056% 2/10/2025 Connor Clark & Lunn Investment Management Ltd.39,976$717K0.0%N/A0.079% 2/7/2025 HighTower Advisors LLC75,065$1.35M0.0%+1.9%0.147% 2/6/2025 Raymond James Financial Inc.179,764$3.22M0.0%N/A0.353% 2/6/2025 Verdence Capital Advisors LLC32,302$579K0.0%+10.8%0.063% 2/5/2025 Muzinich & Co. Inc.202,472$3.63M2.3%-6.6%0.398% 2/5/2025 Kovack Advisors Inc.24,875$446K0.0%-22.7%0.049% 2/4/2025 Denali 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% 1/29/2025 Savant Capital LLC17,860$320K0.0%-48.7%0.035% 1/28/2025 Apollon 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% 1/27/2025 Hager Investment Management Services LLC228,267$4.09M2.6%N/A0.448% 1/24/2025 Round Rock Advisors LLC18,570$333K0.1%N/A0.036% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 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% 1/23/2025 EMC 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% 1/15/2025 Arkadios 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% (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, 115 institutional investors and hedge funds held shares of Carlyle Secured Lending. The most heavily invested institutionals were Bank of America Corp DE ($21.38M), LSV Asset Management ($20.32M), Invesco Ltd. ($10.65M), Two Sigma Advisers LP ($8.05M), Legal & General Group Plc ($6.04M), Two Sigma Investments LP ($5.17M), and Royal Bank of Canada ($4.46M).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 96 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: Invesco Ltd. ($616.99K), International Assets Investment Management LLC ($504.57K), Raymond James Financial Inc. ($363.91K), Hager Investment Management Services LLC ($228.27K), LSV Asset Management ($226.46K), Ethos Financial Group LLC ($171.87K), and Universal Beteiligungs und Servicegesellschaft mbH ($130.50K). How much institutional buying is happening at Carlyle Secured Lending? Institutional investors have bought a total of 4,216,373 shares in the last 24 months. This purchase volume represents approximately $70.93M in transactions. Which Carlyle Secured Lending major shareholders have been selling company stock? Of the 50 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 ($267.47K), Novare Capital Management LLC ($128.39K), Muzinich & Co. Inc. ($127.88K), 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 1,866,400 shares in the last 24 months. This volume of shares sold represents approximately $30.68M in transactions. 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