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Carlyle Secured Lending (CGBD) Institutional Ownership

Carlyle Secured Lending logo
$17.88 -0.09 (-0.50%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$17.89 +0.01 (+0.06%)
As of 02/21/2025 04:05 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)
63
Total
Institutional Inflows
(last 12 months)
$48.31M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$18.39M
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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
2/17/2025 Two Sigma Advisers LP449,100$8.05M0.0%-5.3%0.882%
2/17/2025 Two Sigma Investments LP288,066$5.17M0.0%-15.8%0.566%
2/17/2025 Cetera Investment Advisers45,352$813K0.0%-6.7%0.089%
2/17/2025 Caxton Associates LP20,213$362K0.0%N/A0.040%
2/17/2025 Bank of America Corp DE1,192,606$21.38M0.0%+3.8%2.343%
2/17/2025 Ameriprise 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%
2/14/2025 Comerica Bank88,445$1.59M0.0%+859.5%0.174%
2/14/2025 Lido Advisors LLC11,416$210K0.0%+12.3%0.022%
2/14/2025 Northern Trust Corp19,718$354K0.0%-6.3%0.039%
2/14/2025 Aquatic Capital Management LLC2,567$46K0.0%+541.8%0.005%
2/14/2025 Virtus ETF Advisers LLC47,761$856K0.3%+22.7%0.094%
2/14/2025 Stifel Financial Corp40,909$733K0.0%+35.1%0.080%
2/14/2025 BI Asset Management Fondsmaeglerselskab A S2,339$42K0.0%-94.9%0.005%
2/13/2025 CANADA LIFE ASSURANCE Co37,269$668K0.0%-5.9%0.073%
2/13/2025 XTX Topco Ltd18,541$332K0.0%N/A0.036%
2/13/2025 Rockefeller Capital Management L.P.47,988$860K0.0%+54.5%0.094%
2/13/2025 LSV Asset Management1,261,689$22.62M0.1%-9.3%2.478%
2/13/2025 Raymond James Financial Inc.179,764$3.22M0.0%N/A0.353%
2/13/2025 Greenland Capital Management LP32,500$583K0.1%-7.1%0.064%
2/13/2025 Legal & General Group Plc336,616$6.04M0.0%-7.4%0.661%
2/13/2025 Invesco Ltd.659,564$11.83M0.0%+1,449.1%1.296%
2/13/2025 Wells Fargo & Company MN31,778$570K0.0%+10.0%0.062%
2/12/2025 Trexquant Investment LP69,850$1.25M0.0%+25.3%0.137%
2/12/2025 JPMorgan Chase & Co.29,629$531K0.0%+37.8%0.058%
2/11/2025 LPL Financial LLC61,909$1.11M0.0%-1.0%0.122%
2/11/2025 Condor Capital Management266,836$4.78M0.4%+8.3%0.524%
2/10/2025 Advisors Asset Management Inc.239,970$4.30M0.1%-9.8%0.471%
2/10/2025 Commonwealth Equity Services LLC28,612$513K0.0%-22.6%0.056%
2/10/2025 Connor Clark & Lunn Investment Management Ltd.39,976$717K0.0%N/A0.079%
2/7/2025 HighTower Advisors LLC75,065$1.35M0.0%+1.9%0.147%
2/6/2025 Raymond James Financial Inc.179,764$3.22M0.0%N/A0.353%
2/6/2025 Verdence Capital Advisors LLC32,302$579K0.0%+10.8%0.063%
2/5/2025 Muzinich & Co. Inc.202,472$3.63M2.3%-6.6%0.398%
2/5/2025 Kovack Advisors Inc.24,875$446K0.0%-22.7%0.049%
2/4/2025 Denali Advisors LLC140,447$2.52M0.3%-6.9%0.276%
2/4/2025 Canton Hathaway LLC2,640$47K0.0%N/A0.005%
2/4/2025 Edge Capital Group LLC64,518$1.16M0.1%+470.2%0.127%
1/31/2025 Global Retirement Partners LLC50,093$898K0.0%+3.5%0.098%
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1/30/2025 Bright Futures Wealth Management LLC.61,308$1.12M1.0%-1.2%0.120%
1/29/2025 Clarus Group Inc.21,291$382K0.1%-27.7%0.042%
1/29/2025 Savant Capital LLC17,860$320K0.0%-48.7%0.035%
1/28/2025 Apollon Wealth Management LLC30,386$545K0.0%+53.1%0.060%
1/28/2025 Sumitomo Mitsui Trust Group Inc.197,383$3.54M0.0%-6.7%0.388%
1/27/2025 Hager Investment Management Services LLC228,267$4.09M2.6%N/A0.448%
1/24/2025 Round Rock Advisors LLC18,570$333K0.1%N/A0.036%
1/24/2025 U.S. Capital Wealth Advisors LLC36,200$649K0.0%-22.5%0.071%
1/23/2025 GFS Advisors LLC49,700$891K0.1%N/A0.098%
1/23/2025 EMC Capital Management13,021$233K0.1%+56.9%0.026%
1/21/2025 Novare Capital Management LLC178,705$3.20M0.3%+0.5%0.351%
1/21/2025 Grimes & Company Inc.30,104$540K0.0%+28.6%0.059%
1/17/2025 Janney Montgomery Scott LLC42,490$762K0.0%-5.2%0.083%
1/15/2025 Herbst Group LLC127,180$2.28M1.4%+4.2%0.250%
1/15/2025 Arkadios Wealth Advisors32,410$581K0.0%-10.2%0.064%
1/15/2025 Hennion & Walsh Asset Management Inc.117,003$2.10M0.1%-3.2%0.230%
1/14/2025 Redhawk Wealth Advisors Inc.39,403$706K0.1%+5.7%0.077%
1/8/2025 International Assets Investment Management LLC18,125$328K0.0%-94.1%0.036%
12/26/2024 JPMorgan Chase & Co.21,500$365K0.0%-71.2%0.042%
11/27/2024 Franklin Resources Inc.33,889$585K0.0%N/A0.067%
11/15/2024 Y Intercept Hong Kong Ltd29,011$492K0.0%N/A0.057%
11/15/2024 Jane Street Group LLC13,775$234K0.0%+30.9%0.027%
11/15/2024 Stifel Financial Corp30,274$514K0.0%+3.6%0.059%
11/15/2024 HighTower Advisors LLC73,692$1.25M0.0%-16.6%0.145%
11/14/2024 Rockefeller Capital Management L.P.31,058$527K0.0%+5.0%0.061%
11/13/2024 Glenmede Trust Co. NA34,829$591K0.0%-2.8%0.068%
11/13/2024 Fisher Asset Management LLC22,261$378K0.0%N/A0.044%
11/12/2024Great Valley Advisor Group Inc.13,165$223K0.0%+12.9%0.026%
11/8/2024 Advisors Asset Management Inc.265,982$4.51M0.1%+7.0%0.524%
11/6/2024 Muzinich & Co. Inc.216,755$3.68M2.6%-13.4%0.427%
11/6/2024 BluePointe Capital Management LLC58,273$1.02M0.7%+4.8%0.115%
11/6/2024 Kovack Advisors Inc.32,181$546K0.1%-12.8%0.063%
11/5/2024 Sumitomo Mitsui Trust Group Inc.211,666$3.59M0.0%-13.7%0.417%
11/5/2024 Apollon Wealth Management LLC19,848$337K0.0%N/A0.039%
10/30/2024United Advisor Group LLC15,105$256K0.1%+13.6%0.030%
10/29/2024 Janney Montgomery Scott LLC44,843$761K0.0%+10.7%0.088%
10/24/2024 Wealth Enhancement Advisory Services LLC19,150$325K0.0%+8.8%0.038%
10/23/2024 Grimes & Company Inc.23,414$397K0.0%+14.2%0.046%
10/23/2024 Hennion & Walsh Asset Management Inc.120,911$2.05M0.1%+2.2%0.238%
10/22/2024 International Assets Investment Management LLC307,581$52.20M0.0%+1,597.0%0.606%
10/22/2024 Private Advisor Group LLC13,850$235K0.0%N/A0.027%
10/16/2024 Good Life Advisors LLC14,892$253K0.0%N/A0.029%
10/11/2024 Novare Capital Management LLC177,805$3.02M0.3%-15.1%0.350%
10/11/2024 Redhawk Wealth Advisors Inc.37,264$632K0.1%+9.9%0.073%
10/7/2024 Herbst Group LLC122,060$2.07M1.3%N/A0.240%
9/5/2024 Sanctuary Advisors LLC22,513$385K0.0%N/A0.044%
8/19/2024 Kimelman & Baird LLC1,950$35K0.0%N/A0.004%
8/16/2024 Northwestern Mutual Wealth Management Co.2,910$52K0.0%N/A0.006%
8/14/2024 Magnetar Financial LLC10,678$189K0.0%N/A0.021%
8/8/2024 Condor Capital Management264,311$4.69M0.4%+16.3%0.520%
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8/7/2024 Bright Futures Wealth Management LLC.56,079$948K0.4%+4.6%0.110%
8/6/2024 LSV Asset Management1,550,863$27.51M0.1%-1.0%3.053%
8/2/2024 Gries Financial LLC197,990$3.51M0.7%-6.5%0.390%
8/2/2024 Novare Capital Management LLC209,435$3.72M0.3%-20.7%0.412%
7/31/2024 nVerses Capital LLC3,000$53K0.0%N/A0.006%
7/31/2024 Commonwealth Equity Services LLC31,490$559K0.0%+52.6%0.062%
7/26/2024 Verdence Capital Advisors LLC29,152$517K0.0%+5.0%0.057%
7/20/2024 Hennion & Walsh Asset Management Inc.118,341$2.10M0.1%+44.4%0.233%
7/19/2024Raymond James & Associates126,916$2.25M0.0%+3.6%0.250%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.245,268$4.35M0.0%-5.2%0.483%
(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, 106 institutional investors and hedge funds held shares of Carlyle Secured Lending. The most heavily invested institutionals were LSV Asset Management ($22.62M), Bank of America Corp DE ($21.38M), Invesco Ltd. ($11.83M), Two Sigma Advisers LP ($8.05M), Legal & General Group Plc ($6.04M), Two Sigma Investments LP ($5.17M), and Condor Capital Management ($4.78M).Learn more on CGBD's institutional investors.

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

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

Which institutional investors have been buying Carlyle Secured Lending stock?

Of the 89 institutional investors that purchased Carlyle Secured Lending stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LSV Asset Management ($797.09K), Invesco Ltd. ($616.99K), International Assets Investment Management LLC ($504.57K), Raymond James Financial Inc. ($359.53K), Hager Investment Management Services LLC ($228.27K), Herbst Group LLC ($127.18K), and Condor Capital Management ($113.18K).

How much institutional buying is happening at Carlyle Secured Lending?

Institutional investors have bought a total of 4,446,260 shares in the last 24 months. This purchase volume represents approximately $72.24M in transactions.

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

Of the 44 institutional investors that sold Carlyle Secured Lending stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($289.46K), LSV Asset Management ($261.87K), Hennion & Walsh Asset Management Inc. ($168.13K), HB Wealth Management LLC ($150.43K), Novare Capital Management LLC ($125.64K), Muzinich & Co. Inc. ($120.13K), and Sumitomo Mitsui Trust Holdings Inc. ($117.21K).

How much institutional selling is happening at Carlyle Secured Lending?

Institutional investors have sold a total of 1,895,781 shares in the last 24 months. This volume of shares sold represents approximately $30.68M in transactions.


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This page (NASDAQ:CGBD) was last updated on 2/22/2025 by MarketBeat.com Staff
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