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Carlyle Secured Lending (CGBD) Institutional Ownership

Carlyle Secured Lending logo
$10.48 -0.05 (-0.47%)
Closing price 04:00 PM Eastern
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$10.48 -0.01 (-0.05%)
As of 04:10 PM 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)
110
Total
Institutional Inflows
(last 12 months)
$178.43M
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$50.52M
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 Doliver Advisors LP119,781$1.26M0.3%-5.4%0.172%
7/9/2026 Hennion & Walsh Asset Management Inc.170,736$1.80M0.1%+17.8%0.246%
5/19/2026Bank of America Corp DE250,889$2.75M0.0%-27.2%0.361%
5/18/2026Rivernorth Capital Management LLC1,272,507$13.92M0.7%-33.1%1.831%
5/18/2026Royal Bank of Canada41,141$450K0.0%-16.3%0.059%
5/15/2026Entropy Technologies LP18,913$207K0.0%+37.4%0.027%
5/14/2026Caxton Associates LLP15,424$169K0.0%-75.8%0.022%
5/14/2026Lido Advisors LLC37,512$425K0.0%-52.6%0.054%
5/13/2026Cetera Investment Advisers94,894$1.04M0.0%+25.0%0.137%
5/8/2026Glenview Trust Co14,000$153K0.0%N/A0.020%
5/6/2026Independent Financial Group LLC22,882$250K0.0%N/A0.033%
5/5/2026Beaumont Financial Advisors LLC10,030$110K0.0%N/A0.014%
5/1/2026Fifth Third Bancorp99,557$1.09M0.0%N/A0.142%
4/30/2026Whipplewood Advisors LLC34,853$381K0.2%+99.4%0.050%
4/27/2026Y Intercept Hong Kong Ltd151,465$1.66M0.0%N/A0.216%
4/24/2026MQS Management LLC22,283$244K0.2%N/A0.032%
4/23/2026Lansforsakringar Fondforvaltning AB publ134,949$1.48M0.0%+28.4%0.192%
4/23/2026Catalina Capital Group LLC15,966$175K0.1%N/A0.023%
4/22/2026Janney Montgomery Scott LLC17,304$189K0.0%-17.6%0.025%
4/20/2026TrueMark Investments LLC32,883$360K0.1%-70.6%0.047%
4/17/2026Novare Capital Management LLC251,395$2.75M0.2%+4.3%0.356%
4/16/2026BI Asset Management Fondsmaeglerselskab A S282,558$3.09M0.0%-3.8%0.400%
3/17/2026Rockefeller Capital Management L.P.428,516$5.35M0.0%+29.0%0.606%
3/9/2026Corient Private Wealth LLC174,650$2.18M0.0%-40.4%0.247%
3/9/2026EMC Capital Management5,543$69K0.0%-15.0%0.008%
2/26/2026Alpine Global Management LLC457,342$5.71M1.0%+82.5%0.897%
2/23/2026Virtu Financial LLC22,791$285K0.0%N/A0.045%
2/20/2026Sunbelt Securities Inc.34,182$427K0.0%+3.3%0.067%
2/19/2026Invesco Ltd.887,656$11.09M0.0%-1.5%1.742%
2/19/2026Corient Private Wealth LLC174,650$2.18M0.0%-40.4%0.343%
2/18/2026Mackenzie Financial Corp27,466$348K0.0%+3.2%0.054%
2/18/2026XTX Topco Ltd93,764$1.17M0.0%N/A0.184%
2/18/2026Virtus Investment Advisers LLC63,686$795K0.2%-7.8%0.125%
2/18/2026Toronto Dominion Bank500,000$6.25M0.0%N/A0.981%
2/18/2026Rivernorth Capital Management LLC1,900,728$23.74M1.1%+58.2%3.730%
2/18/2026Millennium Management LLC36,067$450K0.0%-60.5%0.071%
2/17/2026Almitas Capital LLC42,885$536K0.1%N/A0.084%
2/17/2026AQR Capital Management LLC41,471$518K0.0%N/A0.081%
2/17/2026Cetera Investment Advisers75,920$948K0.0%-5.9%0.149%
2/17/2026Osaic Holdings Inc.57,071$713K0.0%-3.3%0.112%
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2/17/2026Russell Investments Group Ltd.202,640$2.53M0.0%N/A0.398%
2/17/2026Royal Bank of Canada49,168$614K0.0%-70.6%0.096%
2/16/2026Squarepoint Ops LLC21,470$268K0.0%N/A0.042%
2/16/2026Verition Fund Management LLC19,533$244K0.0%-74.9%0.038%
2/16/2026Mariner LLC543,895$6.84M0.0%+0.2%1.067%
2/16/2026Focus Partners Wealth151,749$1.90M0.0%N/A0.298%
2/16/2026Entropy Technologies LP13,767$172K0.0%N/A0.027%
2/16/2026Arax Advisory Partners34,936$436K0.0%+4,779.3%0.069%
2/16/2026Aptus Capital Advisors LLC21,291$266K0.0%N/A0.042%
2/13/2026Kestra Advisory Services LLC3,777$47K0.0%N/A0.007%
2/13/2026CANADA LIFE ASSURANCE Co91,576$1.15M0.0%+3.6%0.180%
2/13/2026Stifel Financial Corp13,520$169K0.0%-35.1%0.027%
2/13/2026OpenArc Corporate Advisory LLC15,526$194K0.0%N/A0.030%
2/13/2026Ieq Capital LLC40,295$503K0.0%-10.3%0.079%
2/13/2026Wells Fargo & Company MN269,719$3.37M0.0%-0.6%0.529%
2/12/2026Advisors Asset Management Inc.203,725$2.55M0.0%-13.7%0.400%
2/12/2026North Ground Capital912,220$11.39M5.7%+91.6%1.790%
2/12/2026Triumph Capital Management6,886$86K0.0%-82.3%0.014%
2/12/2026Commonwealth Equity Services LLC34,119$426K0.0%-5.1%0.067%
2/12/2026Lansforsakringar Fondforvaltning AB publ 105,100$1.31M0.0%N/A0.206%
2/12/2026Steward Partners Investment Advisory LLC66,098$826K0.0%+228.6%0.130%
2/11/2026Dorsey & Whitney Trust CO LLC16,136$202K0.0%N/A0.032%
2/11/2026Janney Montgomery Scott LLC21,007$262K0.0%-41.6%0.041%
2/11/2026LPL Financial LLC109,901$1.37M0.0%+5.0%0.216%
2/11/2026Closed End Fund Advisors Inc.255,435$3.19M1.9%N/A0.501%
2/11/2026BI Asset Management Fondsmaeglerselskab A S293,858$3.67M0.0%+9.7%0.577%
2/10/2026Lido Advisors LLC79,087$1.02M0.0%-7.2%0.155%
2/10/2026WCG Wealth Advisors LLC147,141$1.84M0.1%N/A0.289%
2/9/2026Texas Capital Bank Wealth Management Services Inc28,125$351K0.0%N/A0.055%
2/9/2026Legal & General Group Plc518,842$6.49M0.0%+17.8%1.018%
2/6/2026LSV Asset Management366,750$4.58M0.0%-6.8%0.720%
2/6/2026Global Retirement Partners LLC79,467$993K0.0%-10.6%0.156%
2/6/2026HighTower Advisors LLC70,171$876K0.0%-2.0%0.138%
2/5/2026Novare Capital Management LLC241,050$3.01M0.2%+17.8%0.473%
2/3/2026NewEdge Wealth LLC24,760$309K0.0%N/A0.049%
2/3/2026Denali Advisors LLC75,146$939K0.1%-32.4%0.147%
1/30/2026Activest Wealth Management6,007$75K0.0%-26.1%0.012%
1/30/2026Samalin Investment Counsel LLC97,454$1.22M0.4%N/A0.191%
1/29/2026Verdence Capital Advisors LLC45,753$571K0.0%+3.4%0.090%
1/29/2026UBS Group AG862,260$10.77M0.0%+35.7%1.692%
1/29/2026Concurrent Investment Advisors LLC20,000$250K0.0%N/A0.039%
1/28/2026Cornerstone Advisory LLC18,177$227K0.0%N/A0.036%
1/26/2026United Advisor Group LLC32,170$402K0.1%-6.4%0.063%
1/23/2026Farther Finance Advisors LLC21,200$265K0.0%+11.0%0.042%
1/23/2026Transcend Capital Advisors LLC29,451$368K0.0%+2.8%0.058%
1/23/2026U.S. Capital Wealth Advisors LLC44,811$560K0.0%N/A0.088%
1/23/2026Choreo LLC1,385,100$17.61M0.2%-5.0%2.718%
1/23/2026Sumitomo Mitsui Trust Group Inc.519,735$6.49M0.0%+24.2%1.020%
1/22/2026Hager Investment Management Services LLC224,204$2.80M1.5%-5.2%0.440%
1/21/2026Muzinich & Co. Inc.736,442$9.20M2.9%+47.3%1.445%
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1/21/2026Naviter Wealth LLC76,464$986K0.1%-15.4%0.150%
1/21/2026Sound Income Strategies LLC9,383$121K0.0%+553.0%0.018%
1/20/2026Ethos Financial Group LLC140,177$1.75M0.1%-15.4%0.275%
1/14/2026TrueMark Investments LLC111,844$1.40M0.3%+517.5%0.219%
1/14/2026 Hennion & Walsh Asset Management Inc.176,354$2.20M0.1%+5.4%0.346%
1/9/2026SG Americas Securities LLC8,929$112K0.0%N/A0.018%
1/8/2026Wealth Enhancement Advisory Services LLC28,755$364K0.0%+137.4%0.056%
1/6/2026 Avior Wealth Management LLC17,536$219K0.0%+70.4%0.034%
12/23/2025Triumph Capital Management38,812$485K0.1%-22.1%0.076%
11/21/2025Alpine Global Management LLC250,609$3.13M0.5%N/A0.492%


CGBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 170 institutional investors and hedge funds held shares of Carlyle Secured Lending. The most heavily invested institutionals were Creative Planning ($57.89M), Prime Capital Investment Advisors LLC ($30.16M), Choreo LLC ($17.61M), Rivernorth Capital Management LLC ($13.92M), North Ground Capital ($11.39M), Invesco Ltd. ($11.09M), and UBS Group AG ($10.77M).Learn more on Carlyle Secured Lending's institutional investors.

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

Of the 153 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), North Ground Capital ($912.22K), Invesco Ltd. ($860.33K), Rivernorth Capital Management LLC ($699.59K), Cliffwater LLC ($548.62K), and Muzinich & Co. Inc. ($541.73K).

Institutional investors have bought a total of 13,717,914 shares in the last 24 months. This purchase volume represents approximately $178.43M in transactions.

Of the 54 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 ($889.34K), Rivernorth Capital Management LLC ($628.22K), Bank of America Corp DE ($481.92K), Cliffwater LLC ($341.30K), Creative Planning ($284.89K), Corient Private Wealth LLC ($236.39K), and Royal Bank of Canada ($126.27K).

Institutional investors have sold a total of 4,074,892 shares in the last 24 months. This volume of shares sold represents approximately $50.52M in transactions.


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This page (NASDAQ:CGBD) was last updated on 7/13/2026 by MarketBeat.com Staff.
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