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Carlyle Secured Lending (CGBD) Institutional Ownership

Carlyle Secured Lending logo
$16.61 +0.18 (+1.10%)
(As of 11/20/2024 ET)
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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)
47
Total
Institutional Inflows
(last 12 months)
$23.27M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.27M
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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
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%
11/13/2024Fisher Asset Management LLC22,261$378K0.0%N/A0.044%
11/12/2024 Great 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%
10/30/2024 United 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%
9/5/2024Sanctuary 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%
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%
8/2/2024Gries 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%
7/31/2024Commonwealth 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%
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7/17/2024 Redhawk Wealth Advisors Inc.33,909$602K0.1%N/A0.067%
7/16/2024 Great Valley Advisor Group Inc.11,665$207K0.0%+5.1%0.023%
7/16/2024 Wealth Enhancement Advisory Services LLC17,604$312K0.0%N/A0.035%
7/11/2024 U.S. Capital Wealth Advisors LLC46,731$829K0.0%+3.1%0.092%
6/28/2024 Bright Futures Wealth Management LLC.53,606$873K0.4%N/A0.106%
5/24/2024Cetera Advisors LLC23,294$379K0.0%N/A0.046%
5/20/2024 EMC Capital Management13,021$212K0.1%+126.8%0.026%
5/15/2024 Quadrature Capital Ltd41,039$668K0.0%+6.6%0.081%
5/14/2024 Advisors Asset Management Inc.265,325$4.32M0.1%+4.6%0.522%
5/14/2024 CANADA LIFE ASSURANCE Co46,578$759K0.0%+13.4%0.092%
5/9/2024 Kingsview Wealth Management LLC10,527$171K0.0%N/A0.021%
5/9/2024 Condor Capital Management227,327$3.70M0.4%+7.9%0.448%
5/6/2024 LSV Asset Management1,567,263$25.52M0.1%-2.0%3.086%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S116,669$1.90M0.0%-19.9%0.230%
5/2/2024Mckinley Capital Management LLC166,285$2.71M0.3%-3.6%0.327%
5/1/2024 Janney Montgomery Scott LLC51,117$832K0.0%+15.7%0.101%
4/25/2024 GFS Advisors LLC49,700$809K0.1%+193.2%0.098%
4/23/2024 Global Retirement Partners LLC46,708$760K0.0%+9.2%0.092%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.258,774$4.21M0.0%+2.6%0.509%
4/17/2024 Hennion & Walsh Asset Management Inc.81,929$1.33M0.1%+166.6%0.161%
3/25/2024 Quadrature Capital Ltd38,506$576K0.0%N/A0.076%
3/4/2024Tucker Asset Management LLC5,357$80K0.0%N/A0.011%
2/26/2024Virtu Financial LLC13,596$203K0.0%N/A0.027%
2/14/2024Greenwich Investment Management Inc.112,718$1.69M1.3%-3.4%0.222%
2/14/2024 Muzinich & Co. Inc.257,336$3.85M2.6%-6.8%0.507%
2/12/2024 Condor Capital Management210,613$3.15M0.3%+9.2%0.415%
2/12/2024 Cape Investment Advisory Inc.5,096$76K0.0%N/A0.010%
2/9/2024 FineMark National Bank & Trust41,624$623K0.0%+3.1%0.082%
2/9/2024Mckinley Capital Management LLC172,572$2.58M0.3%-1.2%0.340%
2/9/2024 BI Asset Management Fondsmaeglerselskab A S145,631$2.18M0.0%+9.1%0.287%
2/8/2024 Beacon Pointe Advisors LLC11,675$175K0.0%-63.5%0.023%
2/8/2024 Janney Montgomery Scott LLC44,170$661K0.0%+5.9%0.087%
2/7/2024 Jump Financial LLC24,783$371K0.0%+111.8%0.049%
2/6/2024 Axxcess Wealth Management LLC17,573$263K0.0%-25.5%0.035%
2/6/2024 LSV Asset Management1,598,663$23.92M0.1%-5.0%3.148%
2/2/2024 Truist Financial Corp140,610$2.10M0.0%+1.3%0.277%
2/2/2024 Kovack Advisors Inc.37,895$567K0.1%+15.0%0.075%
2/1/2024 Verdence Capital Advisors LLC27,752$415K0.0%+17.8%0.055%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.252,247$3.77M0.0%-7.4%0.497%
1/26/2024 Harbor Investment Advisory LLC4,210$63K0.0%-28.5%0.008%
1/24/2024 International Assets Investment Management LLC271,150$40.56M0.0%+327.2%0.534%
1/18/2024 Global Retirement Partners LLC42,764$656K0.0%N/A0.084%
1/16/2024Raymond James Financial Services Advisors Inc.54,593$817K0.0%-6.7%0.107%
1/16/2024Raymond James & Associates131,643$1.97M0.0%+80.8%0.259%
1/12/2024 SG Americas Securities LLC21,298$319K0.0%N/A0.042%
11/16/2023Greenwich Investment Management Inc.116,718$1.69M1.3%+15.6%0.230%
11/15/2023 Alps Advisors Inc.51,800$751K0.0%-8.0%0.102%
11/15/2023 Axxcess Wealth Management LLC23,573$342K0.0%N/A0.046%
11/15/2023 Advisors Asset Management Inc.206,779$3.00M0.1%+9.2%0.407%
11/14/2023Mckinley Capital Management LLC174,709$2.53M0.4%-5.4%0.344%
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11/13/2023 Muzinich & Co. Inc.276,163$4.00M2.8%-16.2%0.544%
11/13/2023 WINTON GROUP Ltd25,798$374K0.0%N/A0.051%
11/9/2023 One Capital Management LLC10,000$145K0.0%N/A0.020%
11/9/2023 UBS Group AG172,873$2.51M0.0%-16.2%0.340%
11/8/2023 HighTower Advisors LLC155,013$2.25M0.0%+1.3%0.305%
11/8/2023Pathstone Family Office LLC66,623$966K0.0%+1.9%0.131%
11/8/2023 Janney Montgomery Scott LLC41,725$605K0.0%-65.7%0.082%
11/7/2023 Virtus ETF Advisers LLC41,521$602K0.4%+72.7%0.082%
11/7/2023 Jump Financial LLC11,700$170K0.0%+9.3%0.023%
11/4/2023 LSV Asset Management1,683,463$24.41M0.1%+8.6%3.315%
(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, 86 institutional investors and hedge funds held shares of Carlyle Secured Lending. The most heavily invested institutionals were International Assets Investment Management LLC ($52.20M), LSV Asset Management ($27.51M), Condor Capital Management ($4.69M), Advisors Asset Management Inc. ($4.51M), Sumitomo Mitsui Trust Holdings Inc. ($4.35M), Muzinich & Co. Inc. ($3.68M), and Sumitomo Mitsui Trust Group Inc. ($3.59M).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 75 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 ($1.09M), International Assets Investment Management LLC ($505.30K), Herbst Group LLC ($122.06K), BI Asset Management Fondsmaeglerselskab A S ($119.56K), Condor Capital Management ($110.87K), Hennion & Walsh Asset Management Inc. ($90.18K), and PARK CIRCLE Co ($71.23K).

How much institutional buying is happening at Carlyle Secured Lending?

Institutional investors have bought a total of 3,380,415 shares in the last 24 months. This purchase volume represents approximately $50.77M in transactions.

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

Of the 31 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: Hennion & Walsh Asset Management Inc. ($192.30K), HB Wealth Management LLC ($150.43K), LSV Asset Management ($132.60K), Novare Capital Management LLC ($125.64K), Sumitomo Mitsui Trust Holdings Inc. ($117.21K), Muzinich & Co. Inc. ($105.84K), and Janney Montgomery Scott LLC ($80.06K).

How much institutional selling is happening at Carlyle Secured Lending?

Institutional investors have sold a total of 1,216,541 shares in the last 24 months. This volume of shares sold represents approximately $18.27M in transactions.


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This page (NASDAQ:CGBD) was last updated on 11/21/2024 by MarketBeat.com Staff
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