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Carlyle Secured Lending (CGBD) Institutional Ownership

Carlyle Secured Lending logo
$13.88 +0.06 (+0.43%)
Closing price 08/12/2025 04:00 PM Eastern
Extended Trading
$13.87 -0.01 (-0.07%)
As of 08/12/2025 04:10 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)
90
Total
Institutional Inflows
(last 12 months)
$106.78M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$26.14M
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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
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%
8/11/2025 EMC Capital Management6,521$89K0.0%-49.9%0.013%
8/11/2025 FineMark National Bank & Trust40,381$552K0.0%-3.0%0.079%
8/11/2025 United Advisor Group LLC26,115$357K0.1%+9.2%0.051%
8/11/2025 LSV Asset Management860,563$11.77M0.0%-31.5%1.689%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH102,650$1.40M0.0%-21.3%0.201%
8/8/2025 Rockefeller Capital Management L.P.68,681$940K0.0%+43.2%0.135%
8/8/2025 Cetera Investment Advisers67,124$918K0.0%+15.3%0.132%
8/8/2025 Creative Planning4,916,335$67.26M0.1%+0.9%9.647%
8/8/2025 Condor Capital Management175,506$2.40M0.2%-36.3%0.344%
8/7/2025 Cascade Financial Partners LLC43,840$600K0.1%N/A0.086%
8/6/2025 SMH Capital Advisors Inc.21,925$300K0.7%N/A0.043%
8/6/2025 Ethos Financial Group LLC174,172$2.38M0.2%+1.3%0.342%
8/4/2025 Muzinich & Co. Inc.352,617$4.82M2.1%+81.1%0.692%
8/1/2025 Y Intercept Hong Kong Ltd180,466$2.47M0.1%N/A0.354%
8/1/2025 Transcend Capital Advisors LLC25,015$342K0.0%N/A0.049%
8/1/2025 Envestnet Asset Management Inc.67,308$921K0.0%+9.1%0.132%
7/31/2025 Whipplewood Advisors LLC34,802$476K0.3%N/A0.068%
7/31/2025 MQS Management LLC38,917$532K0.3%N/A0.076%
7/31/2025 Sumitomo Mitsui Trust Group Inc.264,138$3.61M0.0%+44.0%0.518%
7/31/2025 Catalyst Capital Advisors LLC7,087$97K0.0%N/A0.014%
7/30/2025 Denali Advisors LLC132,433$1.81M0.2%-2.6%0.260%
7/29/2025 Novare Capital Management LLC194,680$2.66M0.2%+10.6%0.382%
7/29/2025 Arista Wealth Management LLC17,573$240K0.0%N/A0.034%
7/29/2025 Activest Wealth Management8,125$111K0.0%-40.8%0.016%
7/28/2025 Naviter Wealth LLC90,991$1.28M0.2%N/A0.179%
7/25/2025 1858 Wealth Management LLC41,343$566K0.4%N/A0.081%
7/25/2025 GFS Advisors LLC49,700$680K0.1%N/A0.098%
7/25/2025 Apollon Wealth Management LLC32,590$446K0.0%+36.5%0.064%
7/23/2025 Hager Investment Management Services LLC236,263$3.23M1.9%+4.5%0.464%
7/23/2025 Eagle Strategies LLC14,863$203K0.0%N/A0.029%
7/23/2025 Prime Capital Investment Advisors LLC2,204,508$30.16M0.4%N/A4.326%
7/21/2025 Catalina Capital Group LLC19,239$263K0.2%N/A0.038%
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7/17/2025 Patton 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%
7/11/2025 Kingstone Capital Partners Texas LLC410,472$5.72M0.0%N/A0.805%
7/10/2025 Wealth Enhancement Advisory Services LLC15,341$214K0.0%N/A0.030%
7/9/2025 Triumph 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%
5/13/2025 Ethos 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%
5/13/2025 HighTower 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%
5/12/2025 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%
5/9/2025MGB Wealth Management LLC17,199$291K0.1%N/A0.034%
5/9/2025 LSV Asset Management1,256,089$20.32M0.0%-0.4%2.465%
5/8/2025XTX 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%
5/6/2025 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%
5/2/2025BluePointe 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%
4/30/2025Cerity 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%
4/24/2025Sunbelt Securities Inc.10,297$167K0.0%+17.1%0.020%
4/22/2025Bright 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%
2/28/2025 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%
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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%
2/17/2025 Cetera 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%
2/17/2025 Aptus Capital Advisors LLC21,291$391K0.0%N/A0.042%
2/14/2025 Triumph Capital Management39,593$710K0.2%+10.3%0.078%
2/14/2025Comerica Bank88,445$1.59M0.0%+859.5%0.174%
2/14/2025Lido Advisors LLC11,416$210K0.0%+12.3%0.022%
(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, 133 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), Bank of America Corp DE ($21.38M), LSV Asset Management ($11.77M), Invesco Ltd. ($10.65M), Two Sigma Advisers LP ($8.05M), and Legal & General Group Plc ($6.29M).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 117 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), Invesco Ltd. ($616.99K), International Assets Investment Management LLC ($501.06K), Kingstone Capital Partners Texas LLC ($410.47K), Raymond James Financial Inc. ($363.91K), Hager Investment Management Services LLC ($238.36K), and Y Intercept Hong Kong Ltd ($209.48K).

How much institutional buying is happening at Carlyle Secured Lending?

Institutional investors have bought a total of 6,994,746 shares in the last 24 months. This purchase volume represents approximately $106.78M in transactions.

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

Of the 41 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), Condor Capital Management ($99.90K), JPMorgan Chase & Co. ($63.41K), Sumitomo Mitsui Trust Group Inc. ($61.87K), Muzinich & Co. Inc. ($55.64K), and Two Sigma Investments LP ($54.09K).

How much institutional selling is happening at Carlyle Secured Lending?

Institutional investors have sold a total of 1,621,895 shares in the last 24 months. This volume of shares sold represents approximately $26.14M in transactions.


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This page (NASDAQ:CGBD) was last updated on 8/13/2025 by MarketBeat.com Staff
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