Free Trial
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free CGBD Stock Alerts

Carlyle Secured Lending (CGBD) Institutional Ownership

Carlyle Secured Lending logo
$10.71 -0.25 (-2.28%)
As of 10:33 AM Eastern
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)
113
Total
Institutional Inflows
(last 12 months)
$185.77M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$50.44M
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
5/19/2026 Bank of America Corp DE250,889$2.75M0.0%-27.2%0.361%
5/18/2026 Rivernorth Capital Management LLC1,272,507$13.92M0.7%-33.1%1.831%
5/18/2026 Royal Bank of Canada41,141$450K0.0%-16.3%0.059%
5/15/2026 Entropy Technologies LP18,913$207K0.0%+37.4%0.027%
5/14/2026 Caxton Associates LLP15,424$169K0.0%-75.8%0.022%
5/14/2026 Lido Advisors LLC37,512$425K0.0%-52.6%0.054%
5/13/2026 Cetera 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%
3/17/2026 Rockefeller Capital Management L.P.428,516$5.35M0.0%+29.0%0.606%
3/9/2026 Corient Private Wealth LLC174,650$2.18M0.0%-40.4%0.247%
3/9/2026EMC Capital Management5,543$69K0.0%-15.0%0.008%
2/26/2026 Alpine Global Management LLC457,342$5.71M1.0%+82.5%0.897%
2/23/2026 Virtu Financial LLC22,791$285K0.0%N/A0.045%
2/20/2026 Sunbelt Securities Inc.34,182$427K0.0%+3.3%0.067%
2/19/2026 Invesco Ltd.887,656$11.09M0.0%-1.5%1.742%
2/19/2026 Corient Private Wealth LLC174,650$2.18M0.0%-40.4%0.343%
2/18/2026 Mackenzie Financial Corp27,466$348K0.0%+3.2%0.054%
2/18/2026 XTX Topco Ltd93,764$1.17M0.0%N/A0.184%
2/18/2026 Virtus Investment Advisers LLC63,686$795K0.2%-7.8%0.125%
2/18/2026 Toronto Dominion Bank500,000$6.25M0.0%N/A0.981%
2/18/2026 Rivernorth Capital Management LLC1,900,728$23.74M1.1%+58.2%3.730%
2/18/2026 Millennium Management LLC36,067$450K0.0%-60.5%0.071%
2/17/2026 Almitas Capital LLC42,885$536K0.1%N/A0.084%
2/17/2026 AQR Capital Management LLC41,471$518K0.0%N/A0.081%
2/17/2026 Cetera Investment Advisers75,920$948K0.0%-5.9%0.149%
2/17/2026 Osaic 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%
2/17/2026 Royal Bank of Canada49,168$614K0.0%-70.6%0.096%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
2/16/2026 Squarepoint Ops LLC21,470$268K0.0%N/A0.042%
2/16/2026 Verition Fund Management LLC19,533$244K0.0%-74.9%0.038%
2/16/2026 Mariner LLC543,895$6.84M0.0%+0.2%1.067%
2/16/2026 Focus Partners Wealth151,749$1.90M0.0%N/A0.298%
2/16/2026 Entropy Technologies LP13,767$172K0.0%N/A0.027%
2/16/2026 Arax 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%
2/13/2026 CANADA 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%
2/13/2026 Ieq Capital LLC40,295$503K0.0%-10.3%0.079%
2/13/2026 Wells Fargo & Company MN269,719$3.37M0.0%-0.6%0.529%
2/12/2026 Advisors 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%
2/12/2026 Triumph 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%
2/11/2026 Dorsey & 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%
2/10/2026 Lido 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%
2/3/2026 NewEdge 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%
1/23/2026 Transcend 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%
1/23/2026 Choreo 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%
The 1934 playbook (Ad)

In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it coming — but those who did walked away wealthy.Trump holds that same legal authority today. Advisors close to the administration believe he may use it.If he does, the transfer moves fast. The window to position yourself on the right side is already closing.tc pixel

Get the free report now
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%
1/14/2026 Hennion & 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%
1/6/2026 Avior Wealth Management LLC17,536$219K0.0%+70.4%0.034%
12/23/2025 Triumph Capital Management38,812$485K0.1%-22.1%0.076%
11/21/2025 Alpine Global Management LLC250,609$3.13M0.5%N/A0.492%
11/19/2025 Sunbelt Securities Inc.33,082$414K0.0%+276.1%0.065%
11/17/2025 CANADA LIFE ASSURANCE Co88,352$1.14M0.0%+92.4%0.173%


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 14,248,745 shares in the last 24 months. This purchase volume represents approximately $185.77M in transactions.

Of the 53 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 4,067,992 shares in the last 24 months. This volume of shares sold represents approximately $50.44M in transactions.


Related Companies

This page (NASDAQ:CGBD) was last updated on 6/3/2026 by MarketBeat.com Staff.
From Our Partners
The 1934 playbook
In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it com...
American Alternative | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | 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
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
June 12: $100 Turns Into $100,000?
The SpaceX IPO is scheduled for June 12, and former tech executive Jeff Brown - who identified Bitcoin, Tesla,...
Brownstone Research | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | 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
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel