Recent Quarter Total Invested
$214.06 M
Recent Quarter Institutional Ownership Percentage
24.81%
Total Invested of Last Quarter
$226.82 M
Ownership Percentage of Last Quarter
25.13%
Carlyle Secured Lending, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2024 | 2.12 M | $36.02 M | 4.91% | 4.18% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 1.39 M | $23.61 M | -10.31% | 2.74% |
| VAN ECK ASSOCIATES CORP | 10/29/2024 | 1.25 M | $21.67 M | 6.17% | 2.46% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.15 M | $19.49 M | 8.94% | 2.26% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 474,100 | $8.05 M | -21.87% | 0.93% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 363,567 | $6.17 M | -9.05% | 0.72% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 342,154 | $5.81 M | -12.80% | 0.67% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 307,581 | $18.13 M | 1,597.00% | 0.61% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 265,982 | $4.51 M | 7.01% | 0.52% |
| ROYAL BANK OF CANADA | 11/14/2024 | 265,627 | $4.51 M | -1.01% | 0.52% |
| CONDOR CAPITAL MANAGEMENT | 11/08/2024 | 246,492 | $4.18 M | -6.74% | 0.48% |
| MUZINICH & CO., INC. | 11/06/2024 | 216,755 | $3.68 M | -13.42% | 0.43% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 211,666 | $3.59 M | -13.70% | 0.42% |
| GRIES FINANCIAL LLC | 10/18/2024 | 197,990 | $3.36 M | 0.00% | 0.39% |
| NOVARE CAPITAL MANAGEMENT LLC | 10/11/2024 | 177,805 | $3.02 M | -15.10% | 0.35% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 163,687 | $2.78 M | -4.72% | 0.32% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 163,403 | $2.77 M | 100.00% | 0.32% |
| DENALI ADVISORS LLC | 11/13/2024 | 150,931 | $2.56 M | 100.00% | 0.30% |
| UBS GROUP AG | 11/14/2024 | 142,270 | $2.41 M | 12.11% | 0.28% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 132,790 | $2.25 M | 4.63% | 0.26% |
| HERBST GROUP, LLC | 10/07/2024 | 122,060 | $2.07 M | 100.00% | 0.24% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2024 | 120,911 | $2.05 M | 2.17% | 0.24% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 78,880 | $1.34 M | -53.26% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 74,937 | $1.27 M | 4.42% | 0.15% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 73,692 | $1.25 M | -16.56% | 0.15% |
| PATHSTONE HOLDINGS, LLC | 11/07/2024 | 71,809 | $1.22 M | 1.72% | 0.14% |
| PARK CIRCLE CO | 11/08/2024 | 71,225 | $1.21 M | 0.00% | 0.14% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 66,423 | $1.13 M | -68.08% | 0.13% |
| TRUIST FINANCIAL CORP | 11/13/2024 | 64,959 | $1.10 M | 0.00% | 0.13% |
| MACQUARIE GROUP LTD | 11/14/2024 | 64,600 | $1.10 M | 0.00% | 0.13% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 63,888 | $1.08 M | 0.00% | 0.13% |
| LPL FINANCIAL LLC | 11/08/2024 | 62,525 | $1.06 M | 17.23% | 0.12% |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 10/31/2024 | 62,066 | $1.06 M | 10.68% | 0.12% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 61,666 | $1.05 M | 65.65% | 0.12% |
| 11/06/2024 | 58,273 | $1.02 M | 4.84% | 0.11% | |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 56,942 | $966,312 | -3.32% | 0.11% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 55,936 | $949,234 | 100.00% | 0.11% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 55,730 | $945,738 | 39.75% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 51,505 | $874,040 | 26.12% | 0.10% |
| US BANCORP \DE\ | 10/28/2024 | 50,000 | $848,500 | 0.00% | 0.10% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 48,592 | $824,609 | 31.35% | 0.10% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/16/2024 | 48,414 | $821,579 | -0.17% | 0.10% |
| ALPS ADVISORS INC | 11/12/2024 | 47,410 | $804,548 | -4.28% | 0.09% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 10/22/2024 | 46,731 | $793,025 | 0.00% | 0.09% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/13/2024 | 45,564 | $773,000 | -22.82% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 44,843 | $761,000 | 10.69% | 0.09% |
| NORTHEAST FINANCIAL CONSULTANTS INC | 11/15/2024 | 42,770 | $725,807 | 0.00% | 0.08% |
| INVESCO LTD. | 11/12/2024 | 42,576 | $722,515 | -0.14% | 0.08% |
| FINEMARK NATIONAL BANK & TRUST | 11/13/2024 | 41,624 | $706,359 | 0.00% | 0.08% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 39,609 | $673,000 | -16.60% | 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, 144 institutional investors and hedge funds held shares of Carlyle Secured Lending, Inc.. The most heavily invested institutionals were:
MORGAN STANLEY: 2.12 M
LSV ASSET MANAGEMENT: 1.39 M
VAN ECK ASSOCIATES CORP: 1.25 M
BANK OF AMERICA CORP /DE/: 1.15 M
TWO SIGMA ADVISERS, LP: 474,100
Legal & General Group Plc: 363,567
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What percentage of Carlyle Secured Lending, Inc. stock is owned by institutional investors?
24.81% 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 14.67 M shares in the last 24 months. This purchase volume represents approximately $247.52 M in transactions.