Carlyle Credit Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 621.97 K | $3.62 M | 22.49% | 3.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 421.30 K | $2.45 M | -20.77% | 2.08% |
| BULLDOG INVESTORS, LLP | 11/14/2025 | 328.42 K | $1.91 M | 100.00% | 1.62% |
| J.W. COLE ADVISORS, INC. | 11/05/2025 | 258.71 K | $1.51 M | 17.88% | 1.28% |
| HANCOCK WHITNEY CORP | 11/17/2025 | 217.35 K | $1.26 M | 0.00% | 1.07% |
| JANE STREET GROUP, LLC | 11/14/2025 | 104.81 K | $609.98 K | 100.00% | 0.52% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 84.97 K | $494.50 K | 2.64% | 0.42% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 11/14/2025 | 47.73 K | $277.79 K | 100.00% | 0.24% |
| CURA WEALTH ADVISORS, LLC | 11/14/2025 | 35.72 K | $207.90 K | 100.00% | 0.18% |
| THOMAS J. HERZFELD ADVISORS, INC. | 11/12/2025 | 33.68 K | $196.04 K | 100.00% | 0.17% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 22.72 K | $132.25 K | 0.00% | 0.11% |
| PASADENA PRIVATE WEALTH, LLC | 10/24/2025 | 19.00 K | $110.58 K | -7.32% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2025 | 15.21 K | $88.54 K | 100.00% | 0.08% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 14.87 K | $87.00 K | 38.72% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 13.90 K | $79.61 K | -18.89% | 0.07% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 10/29/2025 | 11.63 K | $67.70 K | 5.60% | 0.06% |
| FREESTATE ADVISORS LLC | 10/07/2025 | 11.50 K | $66.95 K | 5.67% | 0.06% |
| LPL FINANCIAL LLC | 11/12/2025 | 10.45 K | $60.82 K | -18.86% | 0.05% |
| HRT FINANCIAL LP | 11/14/2025 | 10.42 K | $60.00 K | 100.00% | 0.05% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 3.00 K | $17.46 K | 0.00% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 2.12 K | $12.36 K | 100.00% | 0.01% |
| UBS GROUP AG | 11/13/2025 | 1.24 K | $7.19 K | -92.78% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 860 | $5.01 K | 0.00% | 0.00% |
| CWM, LLC | 10/15/2025 | 182 | $1.00 K | 0.00% | 0.00% |
| WPG ADVISERS, LLC | 10/29/2025 | 170 | $989 | 3.66% | 0.00% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 128 | $745 | -92.91% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 2 | $10 | 0.00% | 0.00% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ICON ADVISERS INC/CO | 11/17/2025 | 0 | $0 | -100.00% | 0.00% |
| ACCESS FINANCIAL SERVICES, INC. | 10/20/2025 | 0 | $0 | -100.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 10/22/2025 | 0 | $0 | -100.00% | 0.00% |
| NAVITER WEALTH, LLC | 11/06/2025 | 0 | $0 | -100.00% | 0.00% |
| CURA WEALTH ADVISORS, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Carlyle Credit Income Fund institutional Ownership - FAQ's
During the previous two years, 32 institutional investors and hedge funds held shares of Carlyle Credit Income Fund. The most heavily invested institutionals were:
MELFA WEALTH MANAGEMENT, LLC: 52,974
Belpointe Asset Management LLC: 15,900
WPG Advisers, LLC: 81
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 62
Walkner Condon Financial Advisors LLC: 0
Arlington Capital Management, Inc.: 0
11.32% of Carlyle Credit Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.70 M shares in the last 24 months. This purchase volume represents approximately $11.29 M in transactions.