Recent Quarter Total Invested
$225.61 M
Recent Quarter Institutional Ownership Percentage
25%
Total Invested of Last Quarter
$203.50 M
Ownership Percentage of Last Quarter
22.22%
Carlyle Secured Lending, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/14/2024 | 2.02 M | $35.90 M | 0.94% | 3.98% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 1.55 M | $27.51 M | -1.05% | 3.05% |
| VAN ECK ASSOCIATES CORP | 07/31/2024 | 1.18 M | $20.92 M | 17.57% | 2.32% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 1.05 M | $18.70 M | 9.54% | 2.08% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 606,800 | $10.76 M | 113.29% | 1.19% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 399,738 | $7.09 M | -2.02% | 0.79% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 392,378 | $6.96 M | 30.10% | 0.77% |
| ROYAL BANK OF CANADA | 08/14/2024 | 268,334 | $4.76 M | 7.13% | 0.53% |
| CONDOR CAPITAL MANAGEMENT | 08/08/2024 | 264,311 | $4.69 M | 16.27% | 0.52% |
| MUZINICH & CO., INC. | 08/07/2024 | 250,357 | $4.44 M | -2.71% | 0.49% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 248,548 | $4.41 M | -6.32% | 0.49% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 07/19/2024 | 245,268 | $4.35 M | -5.22% | 0.48% |
| NOVARE CAPITAL MANAGEMENT LLC | 08/02/2024 | 209,435 | $3.72 M | -20.66% | 0.41% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2024 | 208,071 | $3.69 M | -22.94% | 0.41% |
| GRIES FINANCIAL LLC | 08/02/2024 | 197,990 | $3.51 M | -6.50% | 0.39% |
| BLACKROCK INC. | 08/13/2024 | 185,151 | $3.28 M | 0.76% | 0.36% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 171,790 | $3.05 M | 11.25% | 0.34% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 168,759 | $2.99 M | 6.97% | 0.33% |
| MCKINLEY CAPITAL MANAGEMENT LLC | 08/12/2024 | 166,621 | $2.96 M | 0.20% | 0.33% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 126,916 | $2.25 M | 3.64% | 0.25% |
| UBS GROUP AG | 08/14/2024 | 126,900 | $2.25 M | -34.29% | 0.25% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/19/2024 | 118,341 | $2.10 M | 44.44% | 0.23% |
| GREENWICH INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 104,373 | $1.85 M | -14.76% | 0.21% |
| HIGHTOWER ADVISORS, LLC | 08/13/2024 | 88,320 | $1.57 M | -46.11% | 0.17% |
| JPMORGAN CHASE & CO | 08/12/2024 | 74,600 | $1.32 M | 115.61% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 71,763 | $1.27 M | 10.42% | 0.14% |
| PARK CIRCLE CO | 08/02/2024 | 71,225 | $1.26 M | 0.00% | 0.14% |
| PATHSTONE HOLDINGS, LLC | 08/14/2024 | 70,596 | $1.25 M | 1.94% | 0.14% |
| TRUIST FINANCIAL CORP | 08/21/2024 | 64,959 | $1.15 M | -0.42% | 0.13% |
| MACQUARIE GROUP LTD | 08/09/2024 | 64,600 | $1.15 M | 0.00% | 0.13% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 63,888 | $1.13 M | 0.00% | 0.13% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 08/13/2024 | 61,657 | $1.09 M | 86.95% | 0.12% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 08/14/2024 | 59,036 | $1.05 M | -49.40% | 0.12% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 58,899 | $1.04 M | 1.55% | 0.12% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2024 | 58,805 | $1.04 M | -7.06% | 0.12% |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 08/07/2024 | 56,079 | $947,742 | 4.61% | 0.11% |
| LPL FINANCIAL LLC | 08/07/2024 | 53,336 | $946,189 | -4.20% | 0.11% |
| US BANCORP \DE\ | 08/07/2024 | 50,000 | $887,000 | 0.00% | 0.10% |
| ALPS ADVISORS INC | 08/13/2024 | 49,530 | $878,662 | 3.39% | 0.10% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 48,500 | $860,390 | -42.12% | 0.10% |
| GLOBAL RETIREMENT PARTNERS, LLC | 07/23/2024 | 48,495 | $860,306 | 3.83% | 0.10% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/12/2024 | 47,494 | $843,000 | 1.97% | 0.09% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 07/11/2024 | 46,731 | $829,008 | 3.09% | 0.09% |
| VIRTUS ETF ADVISERS LLC | 08/14/2024 | 42,895 | $760,957 | 7.96% | 0.08% |
| NORTHEAST FINANCIAL CONSULTANTS INC | 08/15/2024 | 42,770 | $758,740 | 0.00% | 0.08% |
| INVESCO LTD. | 08/13/2024 | 42,635 | $756,345 | 1.76% | 0.08% |
| FINEMARK NATIONAL BANK & TRUST | 08/02/2024 | 41,624 | $738,409 | 0.00% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 40,837 | $724,448 | 20.50% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 40,514 | $719,000 | -20.74% | 0.08% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 39,878 | $707,436 | 100.00% | 0.08% |
Carlyle Secured Lending, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of CGBD shares?
During the previous two years, 139 institutional investors and hedge funds held shares of Carlyle Secured Lending, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 2.02 M
LSV ASSET MANAGEMENT: 1.55 M
VAN ECK ASSOCIATES CORP: 1.18 M
BANK OF AMERICA CORP /DE/: 1.05 M
TWO SIGMA ADVISERS, LP: 606,800
Legal & General Group Plc: 399,738
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What percentage of Carlyle Secured Lending, Inc. stock is owned by institutional investors?
25.00% of Carlyle Secured Lending, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at CGBD ?
Institutional investors have bought a total of 14.44 M shares in the last 24 months. This purchase volume represents approximately $249.87 M in transactions.