Carlyle Secured Lending (CGBD) Institutional Ownership $16.91 +0.07 (+0.42%) Closing price 03/27/2025 04:00 PM EasternExtended Trading$16.90 0.00 (-0.03%) As of 03/27/2025 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. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Carlyle Secured Lending (NASDAQ:CGBD)CurrentInstitutional OwnershipPercentage24.51%Number ofInstitutional Buyers(last 12 months)62TotalInstitutional Inflows(last 12 months)$49.95MNumber ofInstitutional Sellers(last 12 months)31TotalInstitutional Outflows(last 12 months)$18.39M Get CGBD Insider Trade Alerts Want to know when executives and insiders are buying or selling Carlyle Secured Lending stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data CGBD Institutional Buying and Selling by Quarter Remove Ads Carlyle Secured Lending Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH130,500$2.34M0.0%N/A0.256% 2/24/2025 United Advisor Group LLC23,919$429K0.1%+58.4%0.047% 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% Get the Latest News and Ratings for CGBD and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Carlyle Secured Lending and its competitors with MarketBeat's FREE daily newsletter. 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% Elon Warns: Exec Order 14024 Targets Dollar (Ad)Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth, your savings, and your retirement. When the dollar collapses, your savings could disappear overnight. With Trump threatening Russia with more sanctions, Russia is rushing to finalize their BRICS payment system aimed to destroy the U.S dollar.Go Here to Learn What's Happening and How to Prepare >>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% 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% 11/12/2024 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% 9/5/2024 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% Trump Treasure April 19 (Ad)Thanks to President Trump… A $900 investment across5 specific cryptos… Could gain 12,000% so quickly that, just 12 months later…If I’m right about this (like I was before) a modest $900 investment…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% 8/2/2024 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% (Data available from 1/1/2016 forward)Remove Ads 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 88 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), Universal Beteiligungs und Servicegesellschaft mbH ($130.50K), and Herbst Group LLC ($127.18K). How much institutional buying is happening at Carlyle Secured Lending? Institutional investors have bought a total of 4,549,151 shares in the last 24 months. This purchase volume represents approximately $74.22M 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. Related Companies PIMCO Corporate & Income Opportunity Fund Institutional Ownership Adams Diversified Equity Fund Institutional Ownership Liberty All-Star Equity Fund Institutional Ownership Royce Value Trust Institutional Ownership The Gabelli Equity Trust Institutional Ownership Oxford Lane Capital Institutional Ownership SRH Total Return Fund Institutional Ownership BlackRock Capital Allocation Term Trust Institutional Ownership Goldman Sachs BDC Institutional Ownership Central Securities Institutional Ownership This page (NASDAQ:CGBD) was last updated on 3/28/2025 by MarketBeat.com Staff From Our PartnersElon Warns: Exec Order 14024 Targets DollarExecutive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth,...Priority Gold | SponsoredNew “Trump” currency proposed in DCAccording to one of the most connected men in Washington… A surprising new bill was just introduced in Wash...Paradigm Press | SponsoredWarning: “DOGE Collapse” imminentElon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...Altimetry | SponsoredElon Musk is helping print “new gold”MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...True Market Insiders | SponsoredURGENT: Someone's Moving Gold Out of London...People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...Golden Portfolio | SponsoredA market crash is coming—here’s whenThe stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...Chaikin Analytics | SponsoredJust Revealed: The chip company making AI look primitiveIn his just-released video presentation, this renowned market strategist — who's been called "one of the most ...InvestorPlace | SponsoredCollect $7k per month from Tesla’s SECRET dividendTesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...Investors Alley | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Carlyle Secured Lending, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Carlyle Secured Lending With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
