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Carlyle Secured Lending (CGBD) Institutional Ownership

Carlyle Secured Lending logo
$13.81 -0.03 (-0.22%)
Closing price 04:00 PM Eastern
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$13.81 0.00 (0.00%)
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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)
104
Total
Institutional Inflows
(last 12 months)
$145.71M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$29.87M
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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
8/15/2025 CANADA LIFE ASSURANCE Co45,932$629K0.0%+4.6%0.090%
8/15/2025 Tower Research Capital LLC TRC 4,313$59K0.0%+1,011.6%0.008%
8/15/2025 Corient Private Wealth LLC167,300$2.29M0.0%N/A0.328%
8/15/2025 Northeast Financial Consultants Inc102,219$1.40M0.1%+139.0%0.201%
8/15/2025 Oxford Asset Management LLP37,198$509K0.2%N/A0.073%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S219,176$3.00M0.0%+9,270.5%0.430%
8/15/2025 BNP Paribas Financial Markets12,650$173K0.0%N/A0.025%
8/15/2025 Brevan Howard Capital Management LP10,592$145K0.0%N/A0.021%
8/15/2025 Bank of America Corp DE795,522$10.88M0.0%-25.1%1.561%
8/15/2025 Ameriprise Financial Inc.190,921$2.61M0.0%+2.5%0.375%
8/14/2025 Raymond James Financial Inc.177,462$2.43M0.0%-3.6%0.348%
8/14/2025 Qube Research & Technologies Ltd152,607$2.09M0.0%+376.2%0.299%
8/13/2025 Jump Financial LLC13,100$179K0.0%N/A0.026%
8/13/2025 Cliffwater LLC548,617$7.51M1.5%N/A1.077%
8/13/2025 Invesco Ltd.779,586$10.67M0.0%+18.5%1.530%
8/13/2025 PharVision Advisers LLC14,041$192K0.3%N/A0.028%
8/13/2025 Quantbot Technologies LP10,664$146K0.0%N/A0.021%
8/13/2025 Lido Advisors LLC52,234$735K0.0%N/A0.103%
8/13/2025 Virtus Investment Advisers LLC63,217$865K0.3%+21.6%0.124%
8/13/2025 Northwestern Mutual Wealth Management Co.2,630$36K0.0%+71.9%0.005%
8/13/2025 Choreo LLC1,458,028$20.53M0.3%N/A2.861%
8/12/2025 Advisors Asset Management Inc.223,857$3.06M0.1%-9.9%0.439%
8/12/2025 Steward Partners Investment Advisory LLC32,249$441K0.0%+72.0%0.063%
8/12/2025 Global Retirement Partners LLC81,453$1.11M0.0%N/A0.160%
8/12/2025 Legal & General Group Plc459,870$6.29M0.0%+38.4%0.902%
8/12/2025 MAI Capital Management20,797$285K0.0%N/A0.041%
8/12/2025 JPMorgan Chase & Co.22,216$304K0.0%-31.7%0.044%
8/12/2025 Magnetar Financial LLC34,727$475K0.0%N/A0.068%
8/12/2025 Dynamic Technology Lab Private Ltd37,061$507K0.1%N/A0.073%
8/11/2025 EMC Capital Management6,521$89K0.0%-49.9%0.013%
8/11/2025 FineMark National Bank & Trust40,381$552K0.0%-3.0%0.079%
8/11/2025 United Advisor Group LLC26,115$357K0.1%+9.2%0.051%
8/11/2025 LSV Asset Management860,563$11.77M0.0%-31.5%1.689%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH102,650$1.40M0.0%-21.3%0.201%
8/8/2025 Rockefeller Capital Management L.P.68,681$940K0.0%+43.2%0.135%
8/8/2025 Cetera Investment Advisers67,124$918K0.0%+15.3%0.132%
8/8/2025 Creative Planning4,916,335$67.26M0.1%+0.9%9.647%
8/8/2025 Condor Capital Management175,506$2.40M0.2%-36.3%0.344%
8/7/2025 Cascade Financial Partners LLC43,840$600K0.1%N/A0.086%
8/6/2025 SMH Capital Advisors Inc.21,925$300K0.7%N/A0.043%
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8/6/2025 Ethos Financial Group LLC174,172$2.38M0.2%+1.3%0.342%
8/4/2025 Muzinich & Co. Inc.352,617$4.82M2.1%+81.1%0.692%
8/1/2025 Y Intercept Hong Kong Ltd180,466$2.47M0.1%N/A0.354%
8/1/2025 Transcend Capital Advisors LLC25,015$342K0.0%N/A0.049%
8/1/2025 Envestnet Asset Management Inc.67,308$921K0.0%+9.1%0.132%
7/31/2025 Whipplewood Advisors LLC34,802$476K0.3%N/A0.068%
7/31/2025 MQS Management LLC38,917$532K0.3%N/A0.076%
7/31/2025 Sumitomo Mitsui Trust Group Inc.264,138$3.61M0.0%+44.0%0.518%
7/31/2025 Catalyst Capital Advisors LLC7,087$97K0.0%N/A0.014%
7/30/2025 Denali Advisors LLC132,433$1.81M0.2%-2.6%0.260%
7/29/2025 Novare Capital Management LLC194,680$2.66M0.2%+10.6%0.382%
7/29/2025 Arista Wealth Management LLC17,573$240K0.0%N/A0.034%
7/29/2025 Activest Wealth Management8,125$111K0.0%-40.8%0.016%
7/28/2025 Naviter Wealth LLC90,991$1.28M0.2%N/A0.179%
7/25/2025 1858 Wealth Management LLC41,343$566K0.4%N/A0.081%
7/25/2025 GFS Advisors LLC49,700$680K0.1%N/A0.098%
7/25/2025 Apollon Wealth Management LLC32,590$446K0.0%+36.5%0.064%
7/23/2025 Hager Investment Management Services LLC236,263$3.23M1.9%+4.5%0.464%
7/23/2025 Eagle Strategies LLC14,863$203K0.0%N/A0.029%
7/23/2025 Prime Capital Investment Advisors LLC2,204,508$30.16M0.4%N/A4.326%
7/21/2025 Catalina Capital Group LLC19,239$263K0.2%N/A0.038%
7/17/2025 Patton Albertson Miller Group LLC25,114$344K0.0%N/A0.049%
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%
5/19/2025 SCS Capital Management LLC11,314$188K0.0%N/A0.022%
5/16/2025 Caxton Associates LLP29,445$476K0.0%N/A0.058%
5/16/2025 Advisors Asset Management Inc.248,348$4.02M0.1%+3.5%0.487%
5/15/2025 Royal Bank of Canada275,612$4.46M0.0%+1.9%0.541%
5/15/2025 Quarry LP2,007$32K0.0%N/A0.004%
5/15/2025 Trexquant Investment LP23,909$387K0.0%-65.8%0.047%
5/14/2025 Ieq Capital LLC36,151$585K0.0%N/A0.071%
5/13/2025 Ethos Financial Group LLC171,871$2.78M0.3%N/A0.337%
5/13/2025 Raymond James Financial Inc.184,149$2.98M0.0%+2.4%0.361%
5/13/2025 HighTower Advisors LLC70,404$1.14M0.0%-6.2%0.138%
5/12/2025 Virtu Financial LLC18,967$307K0.0%N/A0.037%
5/12/2025 Invesco Ltd.657,900$10.65M0.0%-0.3%1.291%
5/12/2025 Condor Capital Management275,409$4.46M0.4%+3.2%0.540%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.20,413$330K0.0%-48.9%0.040%
5/9/2025 MGB Wealth Management LLC17,199$291K0.1%N/A0.034%
5/9/2025 LSV Asset Management1,256,089$20.32M0.0%-0.4%2.465%
5/8/2025 XTX Topco Ltd21,019$340K0.0%+13.4%0.041%
5/7/2025 Mackenzie Financial Corp25,090$406K0.0%N/A0.049%
5/7/2025 LPL Financial LLC82,458$1.33M0.0%+33.2%0.162%
5/6/2025 Cetera 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%
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5/5/2025 Denali Advisors LLC136,036$2.20M0.3%-3.1%0.267%
5/5/2025 Muzinich & Co. Inc.194,717$3.15M1.8%-3.8%0.382%
5/2/2025 Verdence Capital Advisors LLC40,965$663K0.1%+26.8%0.080%
5/2/2025 Financial Alternatives Inc17,591$285K0.2%-12.0%0.035%
5/2/2025BluePointe Capital Management LLC61,517$1.02M0.4%+4.9%0.121%
5/2/2025 Hager Investment Management Services LLC226,166$3.66M2.6%-0.9%0.444%
5/2/2025 Apollon Wealth Management LLC23,883$386K0.0%-21.4%0.047%
4/30/2025 Cerity Partners LLC10,505$170K0.0%N/A0.021%
4/30/2025 Round 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%
(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, 144 institutional investors and hedge funds held shares of Carlyle Secured Lending. The most heavily invested institutionals were Creative Planning ($67.26M), Prime Capital Investment Advisors LLC ($30.16M), Choreo LLC ($20.53M), LSV Asset Management ($11.77M), Bank of America Corp DE ($10.88M), Invesco Ltd. ($10.67M), and Two Sigma Advisers LP ($8.05M).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 128 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), Invesco Ltd. ($738.67K), Cliffwater LLC ($548.62K), International Assets Investment Management LLC ($501.06K), Kingstone Capital Partners Texas LLC ($410.47K), and Raymond James Financial Inc. ($363.91K).

How much institutional buying is happening at Carlyle Secured Lending?

Institutional investors have bought a total of 9,845,071 shares in the last 24 months. This purchase volume represents approximately $145.71M in transactions.

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

Of the 43 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 ($530.40K), International Assets Investment Management LLC ($289.46K), Bank of America Corp DE ($266.26K), Condor Capital Management ($99.90K), JPMorgan Chase & Co. ($63.41K), Sumitomo Mitsui Trust Group Inc. ($61.87K), and Muzinich & Co. Inc. ($55.64K).

How much institutional selling is happening at Carlyle Secured Lending?

Institutional investors have sold a total of 1,894,839 shares in the last 24 months. This volume of shares sold represents approximately $29.87M in transactions.


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This page (NASDAQ:CGBD) was last updated on 9/3/2025 by MarketBeat.com Staff
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