Carlyle Secured Lending, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 05/15/2025 | 4.87 M | $78.83 M | 36,290.12% | 9.58% |
| MORGAN STANLEY | 05/15/2025 | 2.35 M | $38.01 M | 3.16% | 4.62% |
| LSV ASSET MANAGEMENT | 05/09/2025 | 1.26 M | $20.32 M | -0.44% | 2.47% |
| VAN ECK ASSOCIATES CORP | 05/15/2025 | 1.20 M | $19.48 M | -7.20% | 2.37% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 1.06 M | $17.18 M | -10.97% | 2.09% |
| INVESCO LTD. | 05/12/2025 | 657.90 K | $10.64 M | -0.25% | 1.29% |
| TWO SIGMA ADVISERS, LP | 05/15/2025 | 516.80 K | $8.36 M | 15.07% | 1.02% |
| UBS GROUP AG | 05/13/2025 | 411.59 K | $6.66 M | 7.37% | 0.81% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 345.81 K | $5.60 M | 20.04% | 0.68% |
| LEGAL & GENERAL GROUP PLC | 05/15/2025 | 332.19 K | $5.37 M | -1.32% | 0.65% |
| ROYAL BANK OF CANADA | 05/15/2025 | 275.61 K | $4.46 M | 1.87% | 0.54% |
| CONDOR CAPITAL MANAGEMENT | 05/12/2025 | 275.41 K | $4.46 M | 3.21% | 0.54% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 248.35 K | $4.02 M | 3.49% | 0.49% |
| 05/02/2025 | 226.17 K | $3.66 M | -0.92% | 0.44% | |
| BLACKROCK, INC. | 05/02/2025 | 197.33 K | $3.19 M | -2.89% | 0.39% |
| GRIES FINANCIAL LLC | 05/05/2025 | 197.24 K | $3.19 M | -0.38% | 0.39% |
| MUZINICH & CO., INC. | 05/05/2025 | 194.72 K | $3.15 M | -3.83% | 0.38% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 186.30 K | $3.01 M | 4.18% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 184.15 K | $2.98 M | 2.44% | 0.36% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/25/2025 | 183.40 K | $2.97 M | -7.08% | 0.36% |
| NOVARE CAPITAL MANAGEMENT LLC | 04/29/2025 | 175.96 K | $2.85 M | -1.54% | 0.35% |
| CITADEL ADVISORS LLC | 05/15/2025 | 175.57 K | $2.84 M | 100.00% | 0.35% |
| ETHOS FINANCIAL GROUP, LLC | 05/13/2025 | 171.87 K | $2.78 M | 100.00% | 0.34% |
| DENALI ADVISORS LLC | 05/05/2025 | 136.04 K | $2.20 M | -3.14% | 0.27% |
| 05/06/2025 | 130.50 K | $2.11 M | 0.00% | 0.26% | |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 04/10/2025 | 116.64 K | $1.89 M | -0.31% | 0.23% |
| COMERICA BANK | 05/14/2025 | 88.37 K | $1.43 M | -0.09% | 0.17% |
| LPL FINANCIAL LLC | 05/07/2025 | 82.46 K | $1.33 M | 33.19% | 0.16% |
| PATHSTONE HOLDINGS, LLC | 05/15/2025 | 74.44 K | $1.20 M | 1.83% | 0.15% |
| PARK CIRCLE CO | 05/09/2025 | 71.23 K | $1.15 M | 0.00% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 05/13/2025 | 70.40 K | $1.14 M | -6.21% | 0.14% |
| GREENLAND CAPITAL MANAGEMENT LP | 05/12/2025 | 70.00 K | $1.13 M | 115.38% | 0.14% |
| TRUIST FINANCIAL CORP | 04/29/2025 | 64.96 K | $1.05 M | 0.00% | 0.13% |
| MACQUARIE GROUP LTD | 05/15/2025 | 64.60 K | $1.05 M | 0.00% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 61.71 K | $998.45 K | 19.79% | 0.12% |
| 05/02/2025 | 61.52 K | $1.02 M | 4.86% | 0.12% | |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 61.14 K | $989.45 K | -15.92% | 0.12% |
| CETERA INVESTMENT ADVISERS | 05/06/2025 | 58.20 K | $941.60 K | 28.32% | 0.11% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 05/14/2025 | 57.08 K | $924.00 K | 100.00% | 0.11% |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 04/22/2025 | 57.06 K | $804.61 K | -6.92% | 0.11% |
| REDHAWK WEALTH ADVISORS, INC. | 04/15/2025 | 53.78 K | $870.23 K | 36.50% | 0.11% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/15/2025 | 51.99 K | $841.20 K | 100.00% | 0.10% |
| US BANCORP \DE\ | 05/08/2025 | 50.00 K | $809.00 K | 0.00% | 0.10% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2025 | 47.97 K | $776.18 K | -0.04% | 0.09% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2025 | 46.03 K | $744.77 K | 100.00% | 0.09% |
| ROUND ROCK ADVISORS, LLC | 04/30/2025 | 45.80 K | $741.04 K | 146.63% | 0.09% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 45.57 K | $737.29 K | 11.39% | 0.09% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/15/2025 | 43.89 K | $711.00 K | 17.77% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 43.50 K | $703.83 K | 79.01% | 0.09% |
| NORTHEAST FINANCIAL CONSULTANTS INC | 05/16/2025 | 42.77 K | $692.02 K | 0.00% | 0.08% |
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Carlyle Secured Lending, Inc. institutional Ownership - FAQ's
During the previous two years, 147 institutional investors and hedge funds held shares of Carlyle Secured Lending, Inc.. The most heavily invested institutionals were:
Creative Planning: 4.87 M
MORGAN STANLEY: 2.35 M
LSV ASSET MANAGEMENT: 1.26 M
VAN ECK ASSOCIATES CORP: 1.2 M
BANK OF AMERICA CORP /DE/: 1.06 M
Invesco Ltd.: 657,900
36.25% of Carlyle Secured Lending, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 20.49 M shares in the last 24 months. This purchase volume represents approximately $285.26 M in transactions.