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Carlyle Secured Lending (CGBD) Institutional Ownership

Carlyle Secured Lending logo
$14.10 +0.05 (+0.36%)
Closing price 07/16/2025 04:00 PM Eastern
Extended Trading
$14.18 +0.08 (+0.60%)
As of 05:36 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 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)
74
Total
Institutional Inflows
(last 12 months)
$61.33M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$20.01M
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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
7/14/2025 AdvisorNet Financial Inc11,163$153K0.0%-57.2%0.022%
7/14/2025 U.S. Capital Wealth Advisors LLC13,850$189K0.0%+34.3%0.027%
7/11/2025 Kingstone Capital Partners Texas LLC410,472$5.72M0.0%N/A0.805%
7/10/2025 Wealth Enhancement Advisory Services LLC15,341$214K0.0%N/A0.030%
7/9/2025 Triumph Capital Management49,845$682K0.2%+19.7%0.098%
7/2/2025 Doliver Advisors LP122,581$1.68M0.5%N/A0.241%
5/19/2025SCS Capital Management LLC11,314$188K0.0%N/A0.022%
5/16/2025Caxton Associates LLP29,445$476K0.0%N/A0.058%
5/16/2025Advisors Asset Management Inc.248,348$4.02M0.1%+3.5%0.487%
5/15/2025Royal Bank of Canada275,612$4.46M0.0%+1.9%0.541%
5/15/2025Quarry LP2,007$32K0.0%N/A0.004%
5/15/2025Trexquant Investment LP23,909$387K0.0%-65.8%0.047%
5/14/2025Ieq Capital LLC36,151$585K0.0%N/A0.071%
5/13/2025Ethos Financial Group LLC171,871$2.78M0.3%N/A0.337%
5/13/2025Raymond James Financial Inc.184,149$2.98M0.0%+2.4%0.361%
5/13/2025HighTower Advisors LLC70,404$1.14M0.0%-6.2%0.138%
5/12/2025Virtu Financial LLC18,967$307K0.0%N/A0.037%
5/12/2025Invesco Ltd.657,900$10.65M0.0%-0.3%1.291%
5/12/2025Condor Capital Management275,409$4.46M0.4%+3.2%0.540%
5/12/2025Connor Clark & Lunn Investment Management Ltd.20,413$330K0.0%-48.9%0.040%
5/9/2025MGB Wealth Management LLC17,199$291K0.1%N/A0.034%
5/9/2025LSV Asset Management1,256,089$20.32M0.0%-0.4%2.465%
5/8/2025XTX Topco Ltd21,019$340K0.0%+13.4%0.041%
5/7/2025Mackenzie Financial Corp25,090$406K0.0%N/A0.049%
5/7/2025LPL Financial LLC82,458$1.33M0.0%+33.2%0.162%
5/6/2025Cetera Investment Advisers58,195$942K0.0%+28.3%0.114%
5/6/2025 Triumph Capital Management41,631$674K0.2%+5.1%0.082%
5/5/2025 Gries Financial LLC197,240$3.19M0.6%-0.4%0.387%
5/5/2025Denali Advisors LLC136,036$2.20M0.3%-3.1%0.267%
5/5/2025Muzinich & Co. Inc.194,717$3.15M1.8%-3.8%0.382%
5/2/2025Verdence Capital Advisors LLC40,965$663K0.1%+26.8%0.080%
5/2/2025Financial Alternatives Inc17,591$285K0.2%-12.0%0.035%
5/2/2025BluePointe Capital Management LLC61,517$1.02M0.4%+4.9%0.121%
5/2/2025Hager Investment Management Services LLC226,166$3.66M2.6%-0.9%0.444%
5/2/2025Apollon Wealth Management LLC23,883$386K0.0%-21.4%0.047%
4/30/2025Cerity Partners LLC10,505$170K0.0%N/A0.021%
4/30/2025Round Rock Advisors LLC45,800$741K0.1%+146.6%0.090%
4/29/2025 U.S. Capital Wealth Advisors LLC10,310$167K0.0%-71.5%0.020%
4/29/2025Envestnet Asset Management Inc.61,709$998K0.0%+19.8%0.121%
4/29/2025Novare Capital Management LLC175,955$2.85M0.2%-1.5%0.345%
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4/25/2025Sumitomo Mitsui Trust Group Inc.183,401$2.97M0.0%-7.1%0.360%
4/24/2025Sunbelt Securities Inc.10,297$167K0.0%+17.1%0.020%
4/22/2025Bright Futures Wealth Management LLC.57,064$923K1.0%-6.9%0.112%
4/22/2025Canton Hathaway LLC9,795$158K0.0%+271.0%0.019%
4/17/2025Janney Montgomery Scott LLC36,085$584K0.0%-15.1%0.071%
4/15/2025 Redhawk Wealth Advisors Inc.53,784$870K0.1%+36.5%0.106%
4/7/2025 AdvisorNet Financial Inc26,062$422K0.0%+81,343.8%0.051%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH130,500$2.34M0.0%N/A0.256%
2/24/2025United Advisor Group LLC23,919$429K0.1%+58.4%0.047%
2/17/2025Two Sigma Advisers LP449,100$8.05M0.0%-5.3%0.882%
2/17/2025Two Sigma Investments LP288,066$5.17M0.0%-15.8%0.566%
2/17/2025Cetera Investment Advisers45,352$813K0.0%-6.7%0.089%
2/17/2025Caxton Associates LP20,213$362K0.0%N/A0.040%
2/17/2025Bank of America Corp DE1,192,606$21.38M0.0%+3.8%2.343%
2/17/2025Ameriprise Financial Inc.178,830$3.21M0.0%+9.3%0.351%
2/17/2025Aptus Capital Advisors LLC21,291$391K0.0%N/A0.042%
2/14/2025 Triumph Capital Management39,593$710K0.2%+10.3%0.078%
2/14/2025Comerica Bank88,445$1.59M0.0%+859.5%0.174%
2/14/2025Lido Advisors LLC11,416$210K0.0%+12.3%0.022%
2/14/2025Northern Trust Corp19,718$354K0.0%-6.3%0.039%
2/14/2025Aquatic Capital Management LLC2,567$46K0.0%+541.8%0.005%
2/14/2025Virtus ETF Advisers LLC47,761$856K0.3%+22.7%0.094%
2/14/2025Stifel Financial Corp40,909$733K0.0%+35.1%0.080%
2/14/2025BI Asset Management Fondsmaeglerselskab A S2,339$42K0.0%-94.9%0.005%
2/13/2025CANADA LIFE ASSURANCE Co37,269$668K0.0%-5.9%0.073%
2/13/2025XTX Topco Ltd18,541$332K0.0%N/A0.036%
2/13/2025Rockefeller Capital Management L.P.47,988$860K0.0%+54.5%0.094%
2/13/2025LSV Asset Management1,261,689$22.62M0.1%-9.3%2.478%
2/13/2025Raymond James Financial Inc.179,764$3.22M0.0%N/A0.353%
2/13/2025Greenland Capital Management LP32,500$583K0.1%-7.1%0.064%
2/13/2025Legal & General Group Plc336,616$6.04M0.0%-7.4%0.661%
2/13/2025Invesco Ltd.659,564$11.83M0.0%+1,449.1%1.296%
2/13/2025Wells Fargo & Company MN31,778$570K0.0%+10.0%0.062%
2/12/2025Trexquant Investment LP69,850$1.25M0.0%+25.3%0.137%
2/12/2025JPMorgan Chase & Co.29,629$531K0.0%+37.8%0.058%
2/11/2025LPL Financial LLC61,909$1.11M0.0%-1.0%0.122%
2/11/2025Condor Capital Management266,836$4.78M0.4%+8.3%0.524%
2/10/2025Advisors Asset Management Inc.239,970$4.30M0.1%-9.8%0.471%
2/10/2025Commonwealth Equity Services LLC28,612$513K0.0%-22.6%0.056%
2/10/2025Connor Clark & Lunn Investment Management Ltd.39,976$717K0.0%N/A0.079%
2/7/2025HighTower Advisors LLC75,065$1.35M0.0%+1.9%0.147%
2/6/2025Raymond James Financial Inc.179,764$3.22M0.0%N/A0.353%
2/6/2025Verdence Capital Advisors LLC32,302$579K0.0%+10.8%0.063%
2/5/2025Muzinich & Co. Inc.202,472$3.63M2.3%-6.6%0.398%
2/5/2025Kovack Advisors Inc.24,875$446K0.0%-22.7%0.049%
2/4/2025Denali Advisors LLC140,447$2.52M0.3%-6.9%0.276%
2/4/2025Canton Hathaway LLC2,640$47K0.0%N/A0.005%
2/4/2025Edge Capital Group LLC64,518$1.16M0.1%+470.2%0.127%
1/31/2025Global Retirement Partners LLC50,093$898K0.0%+3.5%0.098%
1/30/2025Bright Futures Wealth Management LLC.61,308$1.12M1.0%-1.2%0.120%
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1/29/2025 Clarus Group Inc.21,291$382K0.1%-27.7%0.042%
1/29/2025Savant Capital LLC17,860$320K0.0%-48.7%0.035%
1/28/2025Apollon Wealth Management LLC30,386$545K0.0%+53.1%0.060%
1/28/2025Sumitomo Mitsui Trust Group Inc.197,383$3.54M0.0%-6.7%0.388%
1/27/2025Hager Investment Management Services LLC228,267$4.09M2.6%N/A0.448%
1/24/2025Round 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%
1/23/2025GFS Advisors LLC49,700$891K0.1%N/A0.098%
1/23/2025EMC Capital Management13,021$233K0.1%+56.9%0.026%
1/21/2025Novare Capital Management LLC178,705$3.20M0.3%+0.5%0.351%
(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, 116 institutional investors and hedge funds held shares of Carlyle Secured Lending. The most heavily invested institutionals were Bank of America Corp DE ($21.38M), LSV Asset Management ($20.32M), Invesco Ltd. ($10.65M), Two Sigma Advisers LP ($8.05M), Legal & General Group Plc ($6.04M), Kingstone Capital Partners Texas LLC ($5.72M), and Two Sigma Investments LP ($5.17M).Learn more on Carlyle Secured Lending's institutional investors.

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

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

Which institutional investors have been buying Carlyle Secured Lending's stock?

Of the 97 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: Invesco Ltd. ($616.99K), International Assets Investment Management LLC ($504.57K), Kingstone Capital Partners Texas LLC ($410.47K), Raymond James Financial Inc. ($363.91K), Hager Investment Management Services LLC ($228.27K), LSV Asset Management ($226.46K), and Ethos Financial Group LLC ($171.87K).

How much institutional buying is happening at Carlyle Secured Lending?

Institutional investors have bought a total of 3,599,763 shares in the last 24 months. This purchase volume represents approximately $60.72M in transactions.

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

Of the 37 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: International Assets Investment Management LLC ($289.46K), LSV Asset Management ($151.27K), Novare Capital Management LLC ($88.91K), Sumitomo Mitsui Trust Group Inc. ($61.87K), Muzinich & Co. Inc. ($55.64K), Two Sigma Investments LP ($54.09K), and JPMorgan Chase & Co. ($53.10K).

How much institutional selling is happening at Carlyle Secured Lending?

Institutional investors have sold a total of 1,145,065 shares in the last 24 months. This volume of shares sold represents approximately $20.01M in transactions.


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This page (NASDAQ:CGBD) was last updated on 7/17/2025 by MarketBeat.com Staff
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