Free Trial
→ What is “gold skimming”? (From Brownstone Research) (Ad)tc pixel Free CGBD Stock Alerts

Carlyle Secured Lending (CGBD) Institutional Ownership

Carlyle Secured Lending logo
$11.12 -0.13 (-1.16%)
Closing price 05/13/2026 04:00 PM Eastern
Extended Trading
$11.12 0.00 (0.00%)
As of 04:57 AM 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Carlyle Secured Lending (NASDAQ:CGBD)

Current
Institutional Ownership
Percentage
24.51%
Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$186.63M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$42.68M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CGBD Institutional Buying and Selling by Quarter

Carlyle Secured Lending Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/8/2026 Glenview Trust Co14,000$153K0.0%N/A0.020%
5/6/2026 Independent Financial Group LLC22,882$250K0.0%N/A0.033%
5/5/2026 Beaumont Financial Advisors LLC10,030$110K0.0%N/A0.014%
5/1/2026 Fifth Third Bancorp99,557$1.09M0.0%N/A0.142%
4/30/2026 Whipplewood Advisors LLC34,853$381K0.2%+99.4%0.050%
4/27/2026 Y Intercept Hong Kong Ltd151,465$1.66M0.0%N/A0.216%
4/24/2026 MQS Management LLC22,283$244K0.2%N/A0.032%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 134,949$1.48M0.0%+28.4%0.192%
4/23/2026 Catalina Capital Group LLC15,966$175K0.1%N/A0.023%
4/22/2026 Janney Montgomery Scott LLC17,304$189K0.0%-17.6%0.025%
4/20/2026 TrueMark Investments LLC32,883$360K0.1%-70.6%0.047%
4/17/2026 Novare Capital Management LLC251,395$2.75M0.2%+4.3%0.356%
4/16/2026 BI 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%
2/19/2026 Invesco 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%
2/17/2026 Russell 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%
From the man who predicted 2008 crash… (Ad)

Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the biggest story of his 26-year career - an economic shift not seen since 1776. From the government taking stakes in Intel, Lithium Americas, and MP Materials, to sweeping political changes reshaping the economy, Stansberry argues a rare 'New 1776 Moment' is already underway. One Nobel Prize winner calls it a dividing line for all of society. His presentation covers the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Watch Porter Stansberry's full briefing and learn how to prepare now
2/16/2026Arax Advisory Partners34,936$436K0.0%+4,779.3%0.069%
2/16/2026 Aptus Capital Advisors LLC21,291$266K0.0%N/A0.042%
2/13/2026 Kestra Advisory Services LLC3,777$47K0.0%N/A0.007%
2/13/2026CANADA LIFE ASSURANCE Co91,576$1.15M0.0%+3.6%0.180%
2/13/2026 Stifel Financial Corp13,520$169K0.0%-35.1%0.027%
2/13/2026 OpenArc Corporate Advisory LLC15,526$194K0.0%N/A0.030%
2/13/2026Ieq Capital LLC40,295$503K0.0%-10.3%0.079%
2/13/2026 Wells 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%
2/12/2026 North Ground Capital912,220$11.39M5.7%+91.6%1.790%
2/12/2026Triumph Capital Management6,886$86K0.0%-82.3%0.014%
2/12/2026 Commonwealth Equity Services LLC34,119$426K0.0%-5.1%0.067%
2/12/2026 Lansforsakringar Fondforvaltning AB publ 105,100$1.31M0.0%N/A0.206%
2/12/2026 Steward Partners Investment Advisory LLC66,098$826K0.0%+228.6%0.130%
2/11/2026Dorsey & Whitney Trust CO LLC16,136$202K0.0%N/A0.032%
2/11/2026 Janney Montgomery Scott LLC21,007$262K0.0%-41.6%0.041%
2/11/2026 LPL Financial LLC109,901$1.37M0.0%+5.0%0.216%
2/11/2026 Closed End Fund Advisors Inc.255,435$3.19M1.9%N/A0.501%
2/11/2026 BI 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%
2/10/2026 WCG Wealth Advisors LLC147,141$1.84M0.1%N/A0.289%
2/9/2026 Texas Capital Bank Wealth Management Services Inc28,125$351K0.0%N/A0.055%
2/9/2026 Legal & General Group Plc518,842$6.49M0.0%+17.8%1.018%
2/6/2026 LSV Asset Management366,750$4.58M0.0%-6.8%0.720%
2/6/2026Global Retirement Partners LLC79,467$993K0.0%-10.6%0.156%
2/6/2026 HighTower Advisors LLC70,171$876K0.0%-2.0%0.138%
2/5/2026 Novare Capital Management LLC241,050$3.01M0.2%+17.8%0.473%
2/3/2026NewEdge Wealth LLC24,760$309K0.0%N/A0.049%
2/3/2026 Denali Advisors LLC75,146$939K0.1%-32.4%0.147%
1/30/2026 Activest Wealth Management6,007$75K0.0%-26.1%0.012%
1/30/2026 Samalin Investment Counsel LLC97,454$1.22M0.4%N/A0.191%
1/29/2026 Verdence Capital Advisors LLC45,753$571K0.0%+3.4%0.090%
1/29/2026 UBS Group AG862,260$10.77M0.0%+35.7%1.692%
1/29/2026 Concurrent Investment Advisors LLC20,000$250K0.0%N/A0.039%
1/28/2026 Cornerstone Advisory LLC18,177$227K0.0%N/A0.036%
1/26/2026 United Advisor Group LLC32,170$402K0.1%-6.4%0.063%
1/23/2026 Farther Finance Advisors LLC21,200$265K0.0%+11.0%0.042%
1/23/2026Transcend Capital Advisors LLC29,451$368K0.0%+2.8%0.058%
1/23/2026 U.S. Capital Wealth Advisors LLC44,811$560K0.0%N/A0.088%
1/23/2026Choreo LLC1,385,100$17.61M0.2%-5.0%2.718%
1/23/2026 Sumitomo Mitsui Trust Group Inc.519,735$6.49M0.0%+24.2%1.020%
1/22/2026 Hager Investment Management Services LLC224,204$2.80M1.5%-5.2%0.440%
1/21/2026 Muzinich & Co. Inc.736,442$9.20M2.9%+47.3%1.445%
1/21/2026 Naviter Wealth LLC76,464$986K0.1%-15.4%0.150%
1/21/2026 Sound Income Strategies LLC9,383$121K0.0%+553.0%0.018%
1/20/2026 Ethos Financial Group LLC140,177$1.75M0.1%-15.4%0.275%
1/14/2026 TrueMark Investments LLC111,844$1.40M0.3%+517.5%0.219%
1/14/2026Hennion & Walsh Asset Management Inc.176,354$2.20M0.1%+5.4%0.346%
1/9/2026 SG Americas Securities LLC8,929$112K0.0%N/A0.018%
1/8/2026 Wealth Enhancement Advisory Services LLC28,755$364K0.0%+137.4%0.056%
Your temporary download link is expiring (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%
11/19/2025Sunbelt Securities Inc.33,082$414K0.0%+276.1%0.065%
11/17/2025CANADA LIFE ASSURANCE Co88,352$1.14M0.0%+92.4%0.173%
11/17/2025Caxton Associates LLP48,026$600K0.0%+63.1%0.094%
11/17/2025Triumph Capital Management38,812$485K0.1%-22.1%0.076%
11/17/2025Verition Fund Management LLC77,947$974K0.0%N/A0.153%
11/17/2025Qube Research & Technologies Ltd206,966$2.59M0.0%+35.6%0.406%
11/17/2025National Bank of Canada FI14,894$186K0.0%+19.9%0.029%


CGBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 172 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), Rivernorth Capital Management LLC ($23.74M), Choreo LLC ($17.61M), 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 155 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 14,299,797 shares in the last 24 months. This purchase volume represents approximately $186.63M in transactions.

Of the 52 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), Bank of America Corp DE ($388.39K), Cliffwater LLC ($341.30K), Creative Planning ($284.89K), Corient Private Wealth LLC ($236.39K), Royal Bank of Canada ($118.24K), and Condor Capital Management ($99.90K).

Institutional investors have sold a total of 3,294,347 shares in the last 24 months. This volume of shares sold represents approximately $42.22M in transactions.


Related Companies

This page (NASDAQ:CGBD) was last updated on 5/14/2026 by MarketBeat.com Staff.
From Our Partners
Is this AI lab Elon’s SpaceX lifeline?
Elon Musk went from calling one AI lab 'evil' to striking a deal giving it access to SpaceX's entire Colossus ...
Chaikin Analytics | Sponsoredtc pixel
Read this or regret it forever
Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” P...
Porter & Company | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Collect $1,170 a month from silver
I've Rarely Seen This With Silver This combination - 20% dividends + 68% share appreciation - never happens...
Investors Alley | Sponsoredtc pixel
Elon’s Biggest Launch Ever: 15x Bigger Than SpaceX
The Man Who Called Nvidia Before It Soared 1,000% Issues New Elon Musk BUY Alert Luke Lango was ranked Amer...
InvestorPlace | Sponsoredtc pixel
This is the worst news for stocks in 50 years
Goldman Sachs and Morgan Stanley are issuing a rare warning: what's ahead for U.S. stocks could be the worst e...
TradeSmith | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel