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Carlyle Secured Lending (CGBD) Institutional Ownership

Carlyle Secured Lending logo
$12.21 +0.48 (+4.09%)
Closing price 10/13/2025 04:00 PM Eastern
Extended Trading
$12.21 0.00 (0.00%)
As of 10/13/2025 06:12 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
103
Total
Institutional Inflows
(last 12 months)
$145.47M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$29.46M
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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
10/9/2025 AdvisorNet Financial Inc9,108$114K0.0%-18.4%0.018%
9/26/2025Corient Private Wealth LLC167,300$2.29M0.0%N/A0.328%
9/4/2025Osaic Holdings Inc.54,125$741K0.0%-11.5%0.106%
8/15/2025CANADA LIFE ASSURANCE Co45,932$629K0.0%+4.6%0.090%
8/15/2025Tower Research Capital LLC TRC 4,313$59K0.0%+1,011.6%0.008%
8/15/2025Corient Private Wealth LLC167,300$2.29M0.0%N/A0.328%
8/15/2025Northeast Financial Consultants Inc102,219$1.40M0.1%+139.0%0.201%
8/15/2025Oxford Asset Management LLP37,198$509K0.2%N/A0.073%
8/15/2025BI Asset Management Fondsmaeglerselskab A S219,176$3.00M0.0%+9,270.5%0.430%
8/15/2025BNP Paribas Financial Markets12,650$173K0.0%N/A0.025%
8/15/2025Brevan Howard Capital Management LP10,592$145K0.0%N/A0.021%
8/15/2025Bank of America Corp DE795,522$10.88M0.0%-25.1%1.561%
8/15/2025Ameriprise Financial Inc.190,921$2.61M0.0%+2.5%0.375%
8/14/2025Raymond James Financial Inc.177,462$2.43M0.0%-3.6%0.348%
8/14/2025Qube Research & Technologies Ltd152,607$2.09M0.0%+376.2%0.299%
8/13/2025Jump Financial LLC13,100$179K0.0%N/A0.026%
8/13/2025Cliffwater LLC548,617$7.51M1.5%N/A1.077%
8/13/2025Invesco Ltd.779,586$10.67M0.0%+18.5%1.530%
8/13/2025PharVision Advisers LLC14,041$192K0.3%N/A0.028%
8/13/2025Quantbot Technologies LP10,664$146K0.0%N/A0.021%
8/13/2025Lido Advisors LLC52,234$735K0.0%N/A0.103%
8/13/2025Virtus Investment Advisers LLC63,217$865K0.3%+21.6%0.124%
8/13/2025Northwestern Mutual Wealth Management Co.2,630$36K0.0%+71.9%0.005%
8/13/2025Choreo LLC1,458,028$20.53M0.3%N/A2.861%
8/12/2025Advisors Asset Management Inc.223,857$3.06M0.1%-9.9%0.439%
8/12/2025Steward Partners Investment Advisory LLC32,249$441K0.0%+72.0%0.063%
8/12/2025Global Retirement Partners LLC81,453$1.11M0.0%N/A0.160%
8/12/2025Legal & General Group Plc459,870$6.29M0.0%+38.4%0.902%
8/12/2025MAI Capital Management20,797$285K0.0%N/A0.041%
8/12/2025JPMorgan Chase & Co.22,216$304K0.0%-31.7%0.044%
8/12/2025Magnetar Financial LLC34,727$475K0.0%N/A0.068%
8/12/2025Dynamic Technology Lab Private Ltd37,061$507K0.1%N/A0.073%
8/11/2025EMC Capital Management6,521$89K0.0%-49.9%0.013%
8/11/2025FineMark National Bank & Trust40,381$552K0.0%-3.0%0.079%
8/11/2025United Advisor Group LLC26,115$357K0.1%+9.2%0.051%
8/11/2025LSV Asset Management860,563$11.77M0.0%-31.5%1.689%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH102,650$1.40M0.0%-21.3%0.201%
8/8/2025Rockefeller Capital Management L.P.68,681$940K0.0%+43.2%0.135%
8/8/2025Cetera Investment Advisers67,124$918K0.0%+15.3%0.132%
8/8/2025Creative Planning4,916,335$67.26M0.1%+0.9%9.647%
8/8/2025Condor Capital Management175,506$2.40M0.2%-36.3%0.344%
8/7/2025Cascade Financial Partners LLC43,840$600K0.1%N/A0.086%
8/6/2025SMH Capital Advisors Inc.21,925$300K0.7%N/A0.043%
8/6/2025Ethos Financial Group LLC174,172$2.38M0.2%+1.3%0.342%
8/4/2025Muzinich & Co. Inc.352,617$4.82M2.1%+81.1%0.692%
8/1/2025Y Intercept Hong Kong Ltd180,466$2.47M0.1%N/A0.354%
8/1/2025Transcend Capital Advisors LLC25,015$342K0.0%N/A0.049%
8/1/2025Envestnet Asset Management Inc.67,308$921K0.0%+9.1%0.132%
7/31/2025Whipplewood Advisors LLC34,802$476K0.3%N/A0.068%
7/31/2025MQS Management LLC38,917$532K0.3%N/A0.076%
7/31/2025Sumitomo Mitsui Trust Group Inc.264,138$3.61M0.0%+44.0%0.518%
7/31/2025Catalyst Capital Advisors LLC7,087$97K0.0%N/A0.014%
7/30/2025Denali Advisors LLC132,433$1.81M0.2%-2.6%0.260%
7/29/2025Novare Capital Management LLC194,680$2.66M0.2%+10.6%0.382%
7/29/2025Arista Wealth Management LLC17,573$240K0.0%N/A0.034%
7/29/2025Activest Wealth Management8,125$111K0.0%-40.8%0.016%
7/28/2025Naviter Wealth LLC90,991$1.28M0.2%N/A0.179%
7/25/20251858 Wealth Management LLC41,343$566K0.4%N/A0.081%
7/25/2025GFS Advisors LLC49,700$680K0.1%N/A0.098%
7/25/2025Apollon Wealth Management LLC32,590$446K0.0%+36.5%0.064%
7/23/2025Hager Investment Management Services LLC236,263$3.23M1.9%+4.5%0.464%
7/23/2025Eagle Strategies LLC14,863$203K0.0%N/A0.029%
7/23/2025Prime Capital Investment Advisors LLC2,204,508$30.16M0.4%N/A4.326%
7/21/2025Catalina Capital Group LLC19,239$263K0.2%N/A0.038%
7/17/2025Patton Albertson Miller Group LLC25,114$344K0.0%N/A0.049%
7/14/2025 AdvisorNet Financial Inc11,163$153K0.0%-57.2%0.022%
7/14/2025 U.S. Capital Wealth Advisors LLC13,850$189K0.0%+34.3%0.027%
7/11/2025Kingstone Capital Partners Texas LLC410,472$5.72M0.0%N/A0.805%
7/10/2025Wealth Enhancement Advisory Services LLC15,341$214K0.0%N/A0.030%
7/9/2025Triumph Capital Management49,845$682K0.2%+19.7%0.098%
7/2/2025 Doliver Advisors LP122,581$1.68M0.5%N/A0.241%
5/19/2025SCS Capital Management LLC11,314$188K0.0%N/A0.022%
5/16/2025Caxton Associates LLP29,445$476K0.0%N/A0.058%
5/16/2025Advisors Asset Management Inc.248,348$4.02M0.1%+3.5%0.487%
5/15/2025Royal Bank of Canada275,612$4.46M0.0%+1.9%0.541%
5/15/2025Quarry LP2,007$32K0.0%N/A0.004%
5/15/2025Trexquant Investment LP23,909$387K0.0%-65.8%0.047%
5/14/2025Ieq Capital LLC36,151$585K0.0%N/A0.071%
5/13/2025Ethos Financial Group LLC171,871$2.78M0.3%N/A0.337%
5/13/2025Raymond James Financial Inc.184,149$2.98M0.0%+2.4%0.361%
5/13/2025HighTower Advisors LLC70,404$1.14M0.0%-6.2%0.138%
5/12/2025Virtu Financial LLC18,967$307K0.0%N/A0.037%
5/12/2025Invesco Ltd.657,900$10.65M0.0%-0.3%1.291%
5/12/2025Condor Capital Management275,409$4.46M0.4%+3.2%0.540%
5/12/2025Connor Clark & Lunn Investment Management Ltd.20,413$330K0.0%-48.9%0.040%
5/9/2025MGB Wealth Management LLC17,199$291K0.1%N/A0.034%
5/9/2025LSV Asset Management1,256,089$20.32M0.0%-0.4%2.465%
5/8/2025XTX Topco Ltd21,019$340K0.0%+13.4%0.041%
5/7/2025Mackenzie Financial Corp25,090$406K0.0%N/A0.049%
5/7/2025LPL Financial LLC82,458$1.33M0.0%+33.2%0.162%
5/6/2025Cetera Investment Advisers58,195$942K0.0%+28.3%0.114%
5/6/2025Triumph Capital Management41,631$674K0.2%+5.1%0.082%
5/5/2025Gries Financial LLC197,240$3.19M0.6%-0.4%0.387%
5/5/2025Denali Advisors LLC136,036$2.20M0.3%-3.1%0.267%
5/5/2025Muzinich & Co. Inc.194,717$3.15M1.8%-3.8%0.382%
5/2/2025Verdence Capital Advisors LLC40,965$663K0.1%+26.8%0.080%
5/2/2025Financial Alternatives Inc17,591$285K0.2%-12.0%0.035%
5/2/2025BluePointe Capital Management LLC61,517$1.02M0.4%+4.9%0.121%
5/2/2025Hager Investment Management Services LLC226,166$3.66M2.6%-0.9%0.444%
5/2/2025Apollon Wealth Management LLC23,883$386K0.0%-21.4%0.047%
(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, 145 institutional investors and hedge funds held shares of Carlyle Secured Lending. The most heavily invested institutionals were Creative Planning ($67.26M), Prime Capital Investment Advisors LLC ($30.16M), Choreo LLC ($20.53M), LSV Asset Management ($11.77M), Bank of America Corp DE ($10.88M), Invesco Ltd. ($10.67M), and Two Sigma Advisers LP ($8.05M).Learn more on Carlyle Secured Lending's institutional investors.

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

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

Which institutional investors have been buying Carlyle Secured Lending's stock?

Of the 127 institutional investors that purchased Carlyle Secured Lending's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prime Capital Investment Advisors LLC ($2.20M), Choreo LLC ($1.46M), Invesco Ltd. ($738.67K), Cliffwater LLC ($548.62K), International Assets Investment Management LLC ($497.14K), Kingstone Capital Partners Texas LLC ($410.47K), and Raymond James Financial Inc. ($363.91K).

How much institutional buying is happening at Carlyle Secured Lending?

Institutional investors have bought a total of 9,864,443 shares in the last 24 months. This purchase volume represents approximately $145.47M in transactions.

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

Of the 44 institutional investors that sold Carlyle Secured Lending's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LSV Asset Management ($530.40K), International Assets Investment Management LLC ($289.46K), Bank of America Corp DE ($266.26K), Condor Capital Management ($99.90K), JPMorgan Chase & Co. ($63.41K), Sumitomo Mitsui Trust Group Inc. ($61.87K), and Muzinich & Co. Inc. ($55.64K).

How much institutional selling is happening at Carlyle Secured Lending?

Institutional investors have sold a total of 1,872,278 shares in the last 24 months. This volume of shares sold represents approximately $29.46M in transactions.


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This page (NASDAQ:CGBD) was last updated on 10/14/2025 by MarketBeat.com Staff
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