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Carlyle Secured Lending (CGBD) Institutional Ownership

Carlyle Secured Lending logo
$18.46 +0.09 (+0.49%)
As of 01/17/2025 04:00 PM Eastern
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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)
$22.14M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$13.48M
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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
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%
12/26/2024JPMorgan Chase & Co.21,500$365K0.0%-71.2%0.042%
11/27/2024Franklin Resources Inc.33,889$585K0.0%N/A0.067%
11/15/2024Y Intercept Hong Kong Ltd29,011$492K0.0%N/A0.057%
11/15/2024Jane Street Group LLC13,775$234K0.0%+30.9%0.027%
11/15/2024Stifel Financial Corp30,274$514K0.0%+3.6%0.059%
11/15/2024HighTower Advisors LLC73,692$1.25M0.0%-16.6%0.145%
11/14/2024Rockefeller Capital Management L.P.31,058$527K0.0%+5.0%0.061%
11/13/2024Glenmede Trust Co. NA34,829$591K0.0%-2.8%0.068%
11/13/2024Fisher Asset Management LLC22,261$378K0.0%N/A0.044%
11/12/2024Great Valley Advisor Group Inc.13,165$223K0.0%+12.9%0.026%
11/8/2024Advisors Asset Management Inc.265,982$4.51M0.1%+7.0%0.524%
11/6/2024Muzinich & Co. Inc.216,755$3.68M2.6%-13.4%0.427%
11/6/2024BluePointe Capital Management LLC58,273$1.02M0.7%+4.8%0.115%
11/6/2024Kovack Advisors Inc.32,181$546K0.1%-12.8%0.063%
11/5/2024Sumitomo Mitsui Trust Group Inc.211,666$3.59M0.0%-13.7%0.417%
11/5/2024Apollon 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%
10/23/2024Grimes & 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%
10/22/2024Private Advisor Group LLC13,850$235K0.0%N/A0.027%
10/16/2024Good Life Advisors LLC14,892$253K0.0%N/A0.029%
10/11/2024Novare 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%
8/19/2024Kimelman & Baird LLC1,950$35K0.0%N/A0.004%
8/16/2024Northwestern Mutual Wealth Management Co.2,910$52K0.0%N/A0.006%
8/14/2024Magnetar Financial LLC10,678$189K0.0%N/A0.021%
8/8/2024Condor Capital Management264,311$4.69M0.4%+16.3%0.520%
8/7/2024Bright Futures Wealth Management LLC.56,079$948K0.4%+4.6%0.110%
8/6/2024LSV Asset Management1,550,863$27.51M0.1%-1.0%3.053%
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8/2/2024Gries Financial LLC197,990$3.51M0.7%-6.5%0.390%
8/2/2024Novare Capital Management LLC209,435$3.72M0.3%-20.7%0.412%
7/31/2024nVerses Capital LLC3,000$53K0.0%N/A0.006%
7/31/2024Commonwealth Equity Services LLC31,490$559K0.0%+52.6%0.062%
7/26/2024Verdence 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%
7/19/2024Sumitomo Mitsui Trust Holdings Inc.245,268$4.35M0.0%-5.2%0.483%
7/17/2024 Redhawk Wealth Advisors Inc.33,909$602K0.1%N/A0.067%
7/16/2024Great 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%
7/11/2024U.S. Capital Wealth Advisors LLC46,731$829K0.0%+3.1%0.092%
6/28/2024Bright Futures Wealth Management LLC.53,606$873K0.4%N/A0.106%
5/24/2024Cetera Advisors LLC23,294$379K0.0%N/A0.046%
5/20/2024EMC Capital Management13,021$212K0.1%+126.8%0.026%
5/15/2024Quadrature Capital Ltd41,039$668K0.0%+6.6%0.081%
5/14/2024Advisors Asset Management Inc.265,325$4.32M0.1%+4.6%0.522%
5/14/2024CANADA LIFE ASSURANCE Co46,578$759K0.0%+13.4%0.092%
5/9/2024Kingsview Wealth Management LLC10,527$171K0.0%N/A0.021%
5/9/2024Condor Capital Management227,327$3.70M0.4%+7.9%0.448%
5/6/2024LSV Asset Management1,567,263$25.52M0.1%-2.0%3.086%
5/3/2024BI 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%
4/25/2024GFS Advisors LLC49,700$809K0.1%+193.2%0.098%
4/23/2024Global Retirement Partners LLC46,708$760K0.0%+9.2%0.092%
4/19/2024Sumitomo 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%
3/25/2024Quadrature 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%
2/14/2024Muzinich & Co. Inc.257,336$3.85M2.6%-6.8%0.507%
2/12/2024Condor Capital Management210,613$3.15M0.3%+9.2%0.415%
2/12/2024Cape Investment Advisory Inc.5,096$76K0.0%N/A0.010%
2/9/2024FineMark National Bank & Trust41,624$623K0.0%+3.1%0.082%
2/9/2024Mckinley Capital Management LLC172,572$2.58M0.3%-1.2%0.340%
2/9/2024BI Asset Management Fondsmaeglerselskab A S145,631$2.18M0.0%+9.1%0.287%
2/8/2024Beacon Pointe Advisors LLC11,675$175K0.0%-63.5%0.023%
2/8/2024 Janney Montgomery Scott LLC44,170$661K0.0%+5.9%0.087%
2/7/2024Jump Financial LLC24,783$371K0.0%+111.8%0.049%
2/6/2024Axxcess Wealth Management LLC17,573$263K0.0%-25.5%0.035%
2/6/2024LSV Asset Management1,598,663$23.92M0.1%-5.0%3.148%
2/2/2024Truist Financial Corp140,610$2.10M0.0%+1.3%0.277%
2/2/2024Kovack Advisors Inc.37,895$567K0.1%+15.0%0.075%
2/1/2024Verdence Capital Advisors LLC27,752$415K0.0%+17.8%0.055%
1/30/2024Sumitomo 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%
1/18/2024Global Retirement Partners LLC42,764$656K0.0%N/A0.084%
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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%
11/15/2023Alps Advisors Inc.51,800$751K0.0%-8.0%0.102%
11/15/2023Axxcess Wealth Management LLC23,573$342K0.0%N/A0.046%
11/15/2023Advisors 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%
11/13/2023Muzinich & Co. Inc.276,163$4.00M2.8%-16.2%0.544%
11/13/2023WINTON GROUP Ltd25,798$374K0.0%N/A0.051%
(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, 84 institutional investors and hedge funds held shares of Carlyle Secured Lending. The most heavily invested institutionals were 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), Sumitomo Mitsui Trust Group Inc. ($3.59M), and Gries Financial LLC ($3.51M).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 74 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 ($127.18K), 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 3,354,214 shares in the last 24 months. This purchase volume represents approximately $50.51M in transactions.

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

Of the 32 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), Hennion & Walsh Asset Management Inc. ($168.13K), HB Wealth Management LLC ($150.43K), LSV Asset Management ($132.60K), Novare Capital Management LLC ($125.64K), Sumitomo Mitsui Trust Holdings Inc. ($117.21K), and Muzinich & Co. Inc. ($105.84K).

How much institutional selling is happening at Carlyle Secured Lending?

Institutional investors have sold a total of 1,527,733 shares in the last 24 months. This volume of shares sold represents approximately $23.94M in transactions.


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This page (NASDAQ:CGBD) was last updated on 1/21/2025 by MarketBeat.com Staff
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