Carlyle Secured Lending Ownership | Who Owns Carlyle Secured Lending?
Carlyle Secured Lending Ownership Summary
Carlyle Secured Lending is owned by 36.25% institutional investors, 0.71% insiders, and 63.05% retail investors. Morgan stanley is the largest institutional shareholder, holding 3.98% of CGBD shares. VanEck BDC Income ETF is the top mutual fund, with 2.16% of its assets in Carlyle Secured Lending shares.
CGBD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carlyle Secured Lending | 36.25% | 0.71% | 63.05% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Asset Management Stocks | 31.89% | 9.87% | 58.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 2.02M | 3.98% | $35.90M |
| Van eck associates | 1.30M | 2.55% | $23.26M |
| Lsv asset management | 1.26M | 2.48% | $22.62M |
| Bank of america corp /de/ | 1.05M | 2.08% | $18.70M |
| Invesco | 659.56K | 1.30% | $11.83M |
| Two sigma advisers, lp | 449.10K | 0.88% | $8.05M |
| Ubs group | 383.33K | 0.75% | $6.87M |
| Legal & general group | 336.62K | 0.66% | $6.04M |
| Two sigma investments, lp | 288.07K | 0.57% | $5.17M |
| Royal bank of canada | 270.56K | 0.53% | $4.85M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 202.47K | 2.27% | $3.63M |
| Greenwich investment management | 104.37K | 1.69% | $1.85M |
| Park circle | 71.22K | 1.14% | $1.28M |
| Bright futures wealth management, llc. | 61.31K | 1.00% | $1.12M |
| Gries financial | 197.99K | 0.63% | $3.55M |
| Mckinley capital management | 166.62K | 0.52% | $2.96M |
| Condor capital management | 266.84K | 0.42% | $4.78M |
| Novare capital management | 178.71K | 0.27% | $3.20M |
| Denali advisors | 140.45K | 0.26% | $2.52M |
| Financial alternatives | 19.99K | 0.25% | $358.44K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 659.56K | 0.00% | 616.99K |
| Ubs group | 383.33K | 0.00% | 241.06K |
| Raymond james financial | 179.76K | 0.00% | 179.76K |
| Bank of america corp /de/ | 1.05M | 0.00% | 91.86K |
| Edge capital group | 64.52K | 0.01% | 53.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| International assets investment management | 18.13K | 0.03% | -289.46K |
| Lsv asset management | 1.26M | 0.05% | -129.27K |
| Herbst group | - | - | -127.18K |
| Goldman sachs group | - | - | -78.88K |
| D. e. shaw | 22.44K | 0.00% | -76.88K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 179.76K | 0.00% | 179.76K | $3.22M |
| Caxton associates lp | 20.21K | 0.01% | 20.21K | $362.42K |
| Round rock advisors | 18.57K | 0.07% | 18.57K | $332.96K |
| Xtx topco | 18.54K | 0.03% | 18.54K | $332.44K |
| Creative planning | 13.39K | 0.00% | 13.39K | $240.06K |
Sold Out
| Holder | Change |
|---|---|
| Bogart wealth | -100.00 |
| Frazier financial advisors | -136.00 |
| Fifth third bancorp | -200.00 |
| Cape investment advisory | -387.00 |
| Nbc securities | -400.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 119 | 2.59% | 18,427,107 | 37.92% | 36 | 5.25% | 58 | - | 32 | 6.67% |
| Dec 31, 2024 | 79 | -35.77% | 7,498,017 | -40.56% | 14 | 2.40% | 38 | -32.14% | 22 | -38.89% |
| Sep 30, 2024 | 121 | 4.31% | 12,614,044 | -1.17% | 24 | 3.93% | 54 | -10.00% | 37 | 27.59% |
| Jun 30, 2024 | 115 | - | 12,752,023 | 1.53% | 25 | 5.05% | 60 | 3.45% | 29 | 11.54% |
| Mar 31, 2024 | 115 | -6.50% | 12,559,301 | 0.05% | 22 | 3.65% | 58 | -17.14% | 26 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 1.58M | 2.16% | - |
| Invesco KBW High Dividend Yld Fincl ETF | 615.59K | 0.84% | - |
| iShares Listed Private Eq ETF USD Dist | 263.49K | 0.36% | - |
| Accelerate Divers Crdt Inc ETF | 195.50K | 0.27% | -12.15K |
| Accelerate Diversified Credit Income ETF | 195.50K | 0.27% | -12.15K |
| Nikko Active BDC Mother | 128.37K | 0.25% | - |
| Undrly L&G Diversified Life | 96.05K | 0.19% | 38.00 |
| Undrly L&G Pen PMC Diversified | 96.01K | 0.19% | 96.01K |
| FID DC L&G Diversified Fund | 120.16K | 0.16% | 120.16K |
| Putnam BDC Income ETF | 68.65K | 0.14% | -84.39K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 22, 2024 | Jenkins Mark David | - | Buy | $63.82K |
| Nov 12, 2024 | Jenkins Mark David | - | Buy | $582.40K |
| Nov 11, 2024 | Jenkins Mark David | - | Buy | $495.00K |
| Aug 29, 2024 | Jenkins Mark David | - | Buy | $63.95K |
| Aug 28, 2024 | Jenkins Mark David | - | Buy | $16.74K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 3 | - |
| 2024 Q3 | 2 | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | 1 | - |
CGBD Ownership FAQ
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