Carlyle Secured Lending Ownership 2024 | Who Owns Carlyle Secured Lending Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

22.04%

Insider Ownership

0.77%

Retail Ownership

77.18%

Institutional Holders

109.00

Carlyle Secured Lending Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MORGAN STANLEY3.56%0.00%2,004,6154580.02%32,635,139Mar 31, 2024
LSV ASSET MANAGEMENT2.78%0.05%1,567,263-31,400-1.96%25,515,000Mar 31, 2024
VAN ECK ASSOCIATES CORP1.78%0.02%1,002,91471,6737.70%16,327,000Mar 31, 2024
BANK OF AMERICA CORP /DE/1.71%0.00%962,440181,52523.25%15,668,526,000Mar 31, 2024
LEGAL & GENERAL GROUP PLC0.72%0.00%407,98611,2662.84%6,644,052Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.55%0.00%311,385-115,852-27.12%5,069,348Mar 31, 2024
TWO SIGMA INVESTMENTS, LP0.54%0.01%301,593-21,060-6.53%4,909,934Mar 31, 2024
TWO SIGMA ADVISERS, LP0.51%0.01%284,500-11,800-3.98%4,631,660Mar 31, 2024
NEUBERGER BERMAN GROUP LLC0.48%0.00%270,01553,10124.48%4,395,844Mar 31, 2024
ADVISORS ASSET MANAGEMENT, INC.0.47%0.08%265,32511,5734.56%4,319,491Mar 31, 2024
NOVARE CAPITAL MANAGEMENT LLC0.47%0.39%263,96517,7257.20%4,297,351Mar 31, 2024
SUMITOMO MITSUI TRUST HOLDINGS, INC.0.46%0.00%258,7746,5272.59%4,212,841Mar 31, 2024
MUZINICH & CO., INC.0.46%2.56%257,336--3,849,747Mar 31, 2024
ROYAL BANK OF CANADA0.44%0.00%250,47630,15413.69%4,078,000Mar 31, 2024
CONDOR CAPITAL MANAGEMENT0.40%0.36%227,32716,7147.94%3,700,892Mar 31, 2024
GRIES FINANCIAL LLC0.38%0.56%211,7509,9334.92%3,447,282Mar 31, 2024
UBS GROUP AG0.34%0.00%193,1204,9062.61%3,143,994Mar 31, 2024
BLACKROCK INC.0.33%0.00%183,75218,16210.97%2,991,483Mar 31, 2024
MCKINLEY CAPITAL MANAGEMENT LLC0.30%0.33%166,285-6,287-3.64%2,707,120Mar 31, 2024
HIGHTOWER ADVISORS, LLC0.29%0.00%163,8876,1653.91%2,667,000Mar 31, 2024

Carlyle Secured Lending's largest institutional shareholder is MORGAN STANLEY, holding 3.56% of the company's total share outstanding, currently valued at $32.64M. The top 10 institutional shareholders own together 13.10% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MUZINICH & CO., INC.0.46%2.56%257,336--3,849,747Mar 31, 2024
GREENWICH INVESTMENT MANAGEMENT, INC.0.22%1.57%122,4439,7258.63%1,993,000Mar 31, 2024
PARK CIRCLE CO0.13%1.06%71,225--1,159,543Mar 31, 2024
GRIES FINANCIAL LLC0.38%0.56%211,7509,9334.92%3,447,282Mar 31, 2024
NOVARE CAPITAL MANAGEMENT LLC0.47%0.39%263,96517,7257.20%4,297,351Mar 31, 2024
CONDOR CAPITAL MANAGEMENT0.40%0.36%227,32716,7147.94%3,700,892Mar 31, 2024
VIRTUS ETF ADVISERS LLC0.07%0.34%39,73310,51936.01%646,853Mar 31, 2024
CLARUS GROUP, INC.0.05%0.34%29,464--479,674Mar 31, 2024
MCKINLEY CAPITAL MANAGEMENT LLC0.30%0.33%166,285-6,287-3.64%2,707,120Mar 31, 2024
FINANCIAL ALTERNATIVES, INC0.04%0.25%19,991-970-4.63%325,454Mar 31, 2024
GFS ADVISORS, LLC0.09%0.13%49,70032,750193.22%809,000Mar 31, 2024
TRUVESTMENTS CAPITAL LLC0.04%0.13%20,9073771.84%340,361,000Mar 31, 2024
ADVISORS ASSET MANAGEMENT, INC.0.47%0.08%265,32511,5734.56%4,319,491Mar 31, 2024
KEEBECK WEALTH MANAGEMENT, LLC0.06%0.08%31,000-100-0.32%519,560Mar 31, 2024
KOVACK ADVISORS, INC.0.07%0.07%37,411-484-1.28%609,051Mar 31, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.0.15%0.07%81,92951,201166.63%1,333,804Mar 31, 2024
LSV ASSET MANAGEMENT2.78%0.05%1,567,263-31,400-1.96%25,515,000Mar 31, 2024
ARKADIOS WEALTH ADVISORS0.06%0.05%36,110--587,871Mar 31, 2024
VERDENCE CAPITAL ADVISORS LLC0.05%0.04%27,752--451,801Mar 31, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S0.21%0.04%116,669-28,962-19.89%1,899,000Mar 31, 2024

The largest Carlyle Secured Lending shareholder by % of total assets is MUZINICH & CO., INC.. The company owns 257.34K shares of Carlyle Secured Lending (CGBD), representing 2.56% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BANK OF AMERICA CORP /DE/1.71%0.00%962,440181,52523.25%15,668,526,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.15%0.00%83,80083,800100.00%1,364,264Mar 31, 2024
VAN ECK ASSOCIATES CORP1.78%0.02%1,002,91471,6737.70%16,327,000Mar 31, 2024
NEUBERGER BERMAN GROUP LLC0.48%0.00%270,01553,10124.48%4,395,844Mar 31, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.0.15%0.07%81,92951,201166.63%1,333,804Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.08%0.00%45,30045,300100.00%737,484Mar 31, 2024
GFS ADVISORS, LLC0.09%0.13%49,70032,750193.22%809,000Mar 31, 2024
ROYAL BANK OF CANADA0.44%0.00%250,47630,15413.69%4,078,000Mar 31, 2024
CETERA ADVISORS LLC0.04%0.00%23,29423,294100.00%379,229Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.04%0.00%20,63820,638100.00%336,000Mar 31, 2024
BLACKROCK INC.0.33%0.00%183,75218,16210.97%2,991,483Mar 31, 2024
NOVARE CAPITAL MANAGEMENT LLC0.47%0.39%263,96517,7257.20%4,297,351Mar 31, 2024
AMERIPRISE FINANCIAL INC0.27%0.00%154,41317,10212.45%2,513,849Mar 31, 2024
CONDOR CAPITAL MANAGEMENT0.40%0.36%227,32716,7147.94%3,700,892Mar 31, 2024
CAMBRIA INVESTMENT MANAGEMENT, L.P.0.03%0.02%16,12116,121100.00%262,450Mar 31, 2024
CENTIVA CAPITAL, LP0.03%0.01%14,76714,767100.00%240,407Mar 31, 2024
CITADEL ADVISORS LLC0.03%-15,10014,5002416.67%245,828Mar 31, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.03%0.02%14,19514,195100.00%231,000Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC0.06%0.00%33,89013,71267.96%551,729Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.12%0.00%64,98912,57523.99%1,058,283,000Mar 31, 2024

As of Mar 31 2024, Carlyle Secured Lending's largest institutional buyer is BANK OF AMERICA CORP /DE/. The company purchased 181.53K stocks of CGBD, valued at $15.67B.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
D. E. SHAW & CO., INC.0.18%0.00%99,316-161,298-61.89%1,616,864Mar 31, 2024
CITADEL ADVISORS LLC0.05%0.00%29,800-132,100-81.59%485,144Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.55%0.00%311,385-115,852-27.12%5,069,348Mar 31, 2024
TRUIST FINANCIAL CORP0.12%0.00%65,230-75,380-53.61%1,061,944Mar 31, 2024
CITADEL ADVISORS LLC0.06%0.00%32,758-58,969-64.29%533,300Mar 31, 2024
TUDOR INVESTMENT CORP ET AL0.11%0.01%63,275-43,052-40.49%1,030,117Mar 31, 2024
GOLDMAN SACHS GROUP INC0.28%0.00%157,760-41,507-20.83%2,568,333Mar 31, 2024
WINTON GROUP LTD----34,594-100.00%-Mar 31, 2024
WOLVERINE TRADING, LLC0.02%0.00%11,800-34,200-74.35%192,104Mar 31, 2024
LSV ASSET MANAGEMENT2.78%0.05%1,567,263-31,400-1.96%25,515,000Mar 31, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S0.21%0.04%116,669-28,962-19.89%1,899,000Mar 31, 2024
WOLVERINE TRADING, LLC----24,519-100.00%-Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.06%0.00%32,980-21,594-39.57%537,000Mar 31, 2024
SG AMERICAS SECURITIES, LLC----21,298-100.00%-Mar 31, 2024
AQUATIC CAPITAL MANAGEMENT LLC0.01%0.00%4,800-21,200-81.54%78,144Mar 31, 2024
TWO SIGMA INVESTMENTS, LP0.54%0.01%301,593-21,060-6.53%4,909,934Mar 31, 2024
GUGGENHEIM CAPITAL LLC----14,720-100.00%-Mar 31, 2024
CAPTRUST FINANCIAL ADVISORS----13,299-100.00%-Mar 31, 2024
TWO SIGMA ADVISERS, LP0.51%0.01%284,500-11,800-3.98%4,631,660Mar 31, 2024
SQUAREPOINT OPS LLC----11,135-100.00%-Mar 31, 2024

As of Mar 31 2024, Carlyle Secured Lending's biggest institutional seller is D. E. SHAW & CO., INC.. The company sold -0.16M shares of CGBD, valued at $1.62M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.15%0.00%83,80083,800100.00%1,364,264Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.08%0.00%45,30045,300100.00%737,484Mar 31, 2024
CETERA ADVISORS LLC0.04%0.00%23,29423,294100.00%379,229Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.04%0.00%20,63820,638100.00%336,000Mar 31, 2024
CAMBRIA INVESTMENT MANAGEMENT, L.P.0.03%0.02%16,12116,121100.00%262,450Mar 31, 2024
CENTIVA CAPITAL, LP0.03%0.01%14,76714,767100.00%240,407Mar 31, 2024
KINGSVIEW WEALTH MANAGEMENT, LLC0.02%0.00%10,52710,527100.00%171,380Mar 31, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.02%0.00%10,10210,102100.00%164,461Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-1,0001,000100.00%16,110,000Mar 31, 2024
NEWEDGE ADVISORS, LLC0.00%-161161100.00%2,621Mar 31, 2024

Carlyle Secured Lending's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 83.80K shares, valued at $1.36M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
WINTON GROUP LTD----34,594-100.00%-Mar 31, 2024
WOLVERINE TRADING, LLC----24,519-100.00%-Mar 31, 2024
SG AMERICAS SECURITIES, LLC----21,298-100.00%-Mar 31, 2024
GUGGENHEIM CAPITAL LLC----14,720-100.00%-Mar 31, 2024
CAPTRUST FINANCIAL ADVISORS----13,299-100.00%-Mar 31, 2024
SQUAREPOINT OPS LLC----11,135-100.00%-Mar 31, 2024
CETERA INVESTMENT ADVISERS----10,105-100.00%-Mar 31, 2024
PEAK6 INVESTMENTS LLC----8,104-100.00%-Mar 31, 2024
QUANTBOT TECHNOLOGIES LP----7,697-100.00%-Mar 31, 2024
TRADITION WEALTH MANAGEMENT, LLC----2,779-100.00%-Mar 31, 2024
GROUP ONE TRADING, L.P.----1,406-100.00%-Mar 31, 2024
CREEKMUR ASSET MANAGEMENT LLC----1,310-100.00%-Mar 31, 2024
NOMURA ASSET MANAGEMENT CO LTD----403-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----386-100.00%-Mar 31, 2024
ACADIAN ASSET MANAGEMENT LLC----149-100.00%-Mar 31, 2024
IMPACT PARTNERSHIP WEALTH, LLC----19-100.00%-Mar 31, 2024

Carlyle Secured Lending's largest sold out institutional shareholder by shares sold is WINTON GROUP LTD, sold -34.59K shares, valued at -, as of undefined.

Carlyle Secured Lending Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
GraniteShares ETF Trust1.03%55,687--Dec 31, 2023
ALPS Variable Investment Trust0.05%14,000-1,100-7.28%Dec 31, 2023
TRI-CONTINENTAL CORP0.05%250,000--Dec 31, 2023
ETFis Series Trust I0.02%32,7981,0273.23%Jan 31, 2024
AllianzGI Institutional Multi-Series Trust0.01%1,777--Sep 30, 2020
Natixis Funds Trust II0.01%86,537--Feb 29, 2024
ADVISORS' INNER CIRCLE FUND0.01%107,50010,20010.48%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%24,695--Jan 31, 2024
BRIDGEWAY FUNDS INC0.01%14,000--Dec 29, 2023
VANGUARD QUANTITATIVE FUNDS0.00%27,60015,276123.95%Dec 31, 2023
HENNESSY FUNDS TRUST0.00%2,935--Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%89,407--Jan 31, 2024
Cambria ETF Trust0.00%9,0869,086-Jan 31, 2024
OPTIMUM FUND TRUST0.00%64,600--Dec 29, 2023
FINANCIAL INVESTORS TRUST0.00%33,700-3,000-8.17%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.00%1,128--Dec 31, 2023
LAZARD FUNDS INC0.00%8,5913524.27%Dec 31, 2023
LITMAN GREGORY FUNDS TRUST0.00%26,575--Dec 31, 2023
RBB FUND, INC.0.00%18,600--Feb 29, 2024
Virtus Strategy Trust0.00%1,224--Dec 29, 2023
Blackstone Alternative Investment Funds0.00%3,7001002.78%Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND0.00%270--Dec 31, 2023
VanEck ETF Trust0.00%1,013,427153,86317.90%Jan 31, 2024
WILSHIRE MUTUAL FUNDS INC0.00%4,733--Dec 31, 2023
SEI INSTITUTIONAL MANAGED TRUST0.00%30,373-4,883-13.85%Dec 31, 2023
SEI INSTITUTIONAL INVESTMENTS TRUST0.00%10,531--Feb 29, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%398--Dec 31, 2023

Carlyle Secured Lending's largest mutual fund holder by % of total assets is "GraniteShares ETF Trust", owning 55.69K shares, compromising 1.03% of its total assets.

Carlyle Secured Lending Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24109-8.40%
31 Dec, 2311913.33%
30 Sep, 231056.06%
30 Jun, 2399-5.71%
31 Mar, 23105-3.67%
31 Dec, 2210917.20%
30 Sep, 2293-12.26%
30 Jun, 221067.07%
31 Mar, 22992.06%
31 Dec, 21972.11%
30 Sep, 21957.95%
30 Jun, 21882.33%
31 Mar, 21862.38%
31 Dec, 208413.51%
30 Sep, 2074-5.13%
30 Jun, 2078-4.88%
31 Mar, 2082-1.20%
31 Dec, 1983-10.75%
30 Sep, 1993-2.11%
30 Jun, 19956.74%
31 Mar, 19891.14%
31 Dec, 188846.67%
30 Sep, 1860-1.64%
30 Jun, 186124.49%
31 Mar, 18498.89%
31 Dec, 174545.16%
30 Sep, 173124.00%
30 Jun, 1725-

As of 31 Mar 24, 109 institutions are holding Carlyle Secured Lending's shares, representing a decrease of -8.40% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2412,413,252-0.64%
31 Dec, 2312,493,58512.33%
30 Sep, 2311,122,3550.39%
30 Jun, 2311,078,757-0.95%
31 Mar, 2311,184,500-4.01%
31 Dec, 2211,651,7966.89%
30 Sep, 2210,900,364-6.44%
30 Jun, 2211,650,115-4.90%
31 Mar, 2212,250,290-0.33%
31 Dec, 2112,290,938-5.36%
30 Sep, 2112,987,253-3.94%
30 Jun, 2113,520,506-0.01%
31 Mar, 2113,522,512-0.78%
31 Dec, 2013,629,0720.25%
30 Sep, 2013,594,588-5.28%
30 Jun, 2014,352,360-11.17%
31 Mar, 2016,156,420-8.96%
31 Dec, 1917,746,4373.02%
30 Sep, 1917,226,053-8.52%
30 Jun, 1918,831,20016.41%
31 Mar, 1916,176,628-5.95%
31 Dec, 1817,200,50330.92%
30 Sep, 1813,138,2656.46%
30 Jun, 1812,341,35131.75%
31 Mar, 189,366,9054.51%
31 Dec, 178,962,32858.06%
30 Sep, 175,670,27213.42%
30 Jun, 174,999,242-

Carlyle Secured Lending (CGBD) has 12.41M shares outstanding as of 31 Mar 24, down -0.64% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2422.04%3.64%
31 Dec, 2324.60%5.13%
30 Sep, 2321.90%4.62%
30 Jun, 2321.77%4.51%
31 Mar, 2321.98%4.76%
31 Dec, 2221.48%4.86%
30 Sep, 2221.02%4.26%
30 Jun, 2222.22%4.14%
31 Mar, 2223.16%4.51%
31 Dec, 2122.66%3.91%
30 Sep, 2124.07%3.92%
30 Jun, 2124.79%4.11%
31 Mar, 2124.57%4.21%
31 Dec, 2024.16%4.14%
30 Sep, 2024.14%3.72%
30 Jun, 2025.49%3.18%
31 Mar, 2028.29%3.10%
31 Dec, 1930.19%3.61%
30 Sep, 1928.91%2.99%
30 Jun, 1931.08%4.53%
31 Mar, 1926.19%3.46%
31 Dec, 1827.51%6.24%
30 Sep, 1821.00%5.40%
30 Jun, 1819.72%8.78%
31 Mar, 1814.99%5.24%
31 Dec, 1716.91%20.11%
30 Sep, 179.17%7.76%
30 Jun, 1710.87%-

As of 31 Mar 24, Carlyle Secured Lending is held by 22.04% institutional shareholders, representing a 3.64% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2455-20.29%
31 Dec, 236918.97%
30 Sep, 235823.40%
30 Jun, 2347-14.55%
31 Mar, 2355-15.38%
31 Dec, 226571.05%
30 Sep, 2238-28.30%
30 Jun, 225317.78%
31 Mar, 2245-18.18%
31 Dec, 215522.22%
30 Sep, 214521.62%
30 Jun, 21372.78%
31 Mar, 2136-14.29%
31 Dec, 204213.51%
30 Sep, 20372.78%
30 Jun, 2036-7.69%
31 Mar, 2039-7.14%
31 Dec, 1942-2.33%
30 Sep, 1943-32.81%
30 Jun, 196420.75%
31 Mar, 1953-24.29%
31 Dec, 1870100.00%
30 Sep, 1835-16.67%
30 Jun, 184244.83%
31 Mar, 1829-21.62%
31 Dec, 173768.18%
30 Sep, 1722-12.00%
30 Jun, 1725-

55 institutional shareholders have increased their position in CGBD stock as of 31 Mar 24 compared to 69 in the previous quarter (a -20.29% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2423-8.00%
31 Dec, 232519.05%
30 Sep, 2321-12.50%
30 Jun, 2324-4.00%
31 Mar, 23254.17%
31 Dec, 2224-22.58%
30 Sep, 22316.90%
30 Jun, 2229-3.33%
31 Mar, 223042.86%
31 Dec, 2121-12.50%
30 Sep, 2124-20.00%
30 Jun, 2130-6.25%
31 Mar, 213214.29%
31 Dec, 202827.27%
30 Sep, 2022-8.33%
30 Jun, 2024-14.29%
31 Mar, 202840.00%
31 Dec, 1920-9.09%
30 Sep, 192210.00%
30 Jun, 1920-20.00%
31 Mar, 1925108.33%
31 Dec, 1812-25.00%
30 Sep, 181623.08%
30 Jun, 1813-7.14%
31 Mar, 1814250.00%
31 Dec, 174-
30 Sep, 174-
30 Jun, 17--

23 institutional shareholders have reduced their position in CGBD stock as of 31 Mar 24 compared to 25 in the previous quarter (a -8.00% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24109-8.40%12,413,252-0.64%22.04%3.64%55-20.29%23-8.00%
31 Dec, 2311913.33%12,493,58512.33%24.60%5.13%6918.97%2519.05%
30 Sep, 231056.06%11,122,3550.39%21.90%4.62%5823.40%21-12.50%
30 Jun, 2399-5.71%11,078,757-0.95%21.77%4.51%47-14.55%24-4.00%
31 Mar, 23105-3.67%11,184,500-4.01%21.98%4.76%55-15.38%254.17%
31 Dec, 2210917.20%11,651,7966.89%21.48%4.86%6571.05%24-22.58%
30 Sep, 2293-12.26%10,900,364-6.44%21.02%4.26%38-28.30%316.90%
30 Jun, 221067.07%11,650,115-4.90%22.22%4.14%5317.78%29-3.33%
31 Mar, 22992.06%12,250,290-0.33%23.16%4.51%45-18.18%3042.86%
31 Dec, 21972.11%12,290,938-5.36%22.66%3.91%5522.22%21-12.50%
30 Sep, 21957.95%12,987,253-3.94%24.07%3.92%4521.62%24-20.00%
30 Jun, 21882.33%13,520,506-0.01%24.79%4.11%372.78%30-6.25%
31 Mar, 21862.38%13,522,512-0.78%24.57%4.21%36-14.29%3214.29%
31 Dec, 208413.51%13,629,0720.25%24.16%4.14%4213.51%2827.27%
30 Sep, 2074-5.13%13,594,588-5.28%24.14%3.72%372.78%22-8.33%
30 Jun, 2078-4.88%14,352,360-11.17%25.49%3.18%36-7.69%24-14.29%
31 Mar, 2082-1.20%16,156,420-8.96%28.29%3.10%39-7.14%2840.00%
31 Dec, 1983-10.75%17,746,4373.02%30.19%3.61%42-2.33%20-9.09%
30 Sep, 1993-2.11%17,226,053-8.52%28.91%2.99%43-32.81%2210.00%
30 Jun, 19956.74%18,831,20016.41%31.08%4.53%6420.75%20-20.00%
31 Mar, 19891.14%16,176,628-5.95%26.19%3.46%53-24.29%25108.33%
31 Dec, 188846.67%17,200,50330.92%27.51%6.24%70100.00%12-25.00%
30 Sep, 1860-1.64%13,138,2656.46%21.00%5.40%35-16.67%1623.08%
30 Jun, 186124.49%12,341,35131.75%19.72%8.78%4244.83%13-7.14%
31 Mar, 18498.89%9,366,9054.51%14.99%5.24%29-21.62%14250.00%
31 Dec, 174545.16%8,962,32858.06%16.91%20.11%3768.18%4-
30 Sep, 173124.00%5,670,27213.42%9.17%7.76%22-12.00%4-
30 Jun, 1725-4,999,242-10.87%-25---

Carlyle Secured Lending Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 31, 2023Popov Alexanderofficer VP and Head of Illiquid CreditP-PurchaseBuy5,000$14.78$73.90K32,977
Jun 13, 2023LeeKong Aren C.director, officer CEO and PresidentP-PurchaseBuy3,394$14.74$50.03K25,156
Jun 06, 2023LeeKong Aren C.director, officer CEO and PresidentP-PurchaseBuy6$14.19$85.1421,762
Jun 02, 2023LeeKong Aren C.director, officer CEO and PresidentP-PurchaseBuy1,454$13.73$19.96K21,756
Jun 01, 2023LeeKong Aren C.director, officer CEO and PresidentP-PurchaseBuy1,454$13.65$19.85K20,302
May 30, 2023LeeKong Aren C.director-P-PurchaseBuy1,454$13.69$19.91K18,848
May 30, 2023LeeKong Aren C.director-P-PurchaseBuy1,454$13.60$19.77K17,394
May 23, 2023Hennigan Thomas Mofficer CFOP-PurchaseBuy3,500$13.39$46.87K73,908
May 23, 2023Hennigan Thomas Mofficer CFOP-PurchaseBuy400$13.40$5.36K70,408
Dec 15, 2022LeeKong Aren C.director-P-PurchaseBuy3,470$14.40$49.96K15,940

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 31, 2023Popov Alexanderofficer VP and Head of Illiquid CreditP-PurchaseBuy5,000$14.78$73.90K32,977
Jun 13, 2023LeeKong Aren C.director, officer CEO and PresidentP-PurchaseBuy3,394$14.74$50.03K25,156
Jun 06, 2023LeeKong Aren C.director, officer CEO and PresidentP-PurchaseBuy6$14.19$85.1421,762
Jun 02, 2023LeeKong Aren C.director, officer CEO and PresidentP-PurchaseBuy1,454$13.73$19.96K21,756
Jun 01, 2023LeeKong Aren C.director, officer CEO and PresidentP-PurchaseBuy1,454$13.65$19.85K20,302
May 30, 2023LeeKong Aren C.director-P-PurchaseBuy1,454$13.69$19.91K18,848
May 30, 2023LeeKong Aren C.director-P-PurchaseBuy1,454$13.60$19.77K17,394
May 23, 2023Hennigan Thomas Mofficer CFOP-PurchaseBuy3,500$13.39$46.87K73,908
May 23, 2023Hennigan Thomas Mofficer CFOP-PurchaseBuy400$13.40$5.36K70,408
Dec 15, 2022LeeKong Aren C.director-P-PurchaseBuy3,470$14.40$49.96K15,940

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 06, 2024Plouffe Justindirector, officer CEO & PresidentSell---31,714
Feb 12, 2024Lefkowitz Joshuaofficer CCO & SecretarySell---837
Sep 07, 2023Nestor John G.director-G-GiftSell6,042--26,115
Mar 29, 2023Joseph Nelsonofficer PAOSell----

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 06, 2024Plouffe Justindirector, officer CEO & PresidentSell---31,714
Feb 12, 2024ANDREWS NIGEL Tdirector Buy----
Feb 12, 2024Nestor John G.director Buy----
Feb 12, 2024LeeKong Aren C.director, officer CEO and PresidentBuy----
Feb 12, 2024Lefkowitz Joshuaofficer CCO & SecretarySell---837
Sep 07, 2023Nestor John G.director-G-GiftSell6,042--26,115
Aug 31, 2023Popov Alexanderofficer VP and Head of Illiquid CreditJ-OtherBuy1,500--34,477
Aug 31, 2023Popov Alexanderofficer VP and Head of Illiquid CreditP-PurchaseBuy5,000$14.78$73.90K32,977
Jun 13, 2023LeeKong Aren C.director, officer CEO and PresidentP-PurchaseBuy3,394$14.74$50.03K25,156
Jun 06, 2023LeeKong Aren C.director, officer CEO and PresidentP-PurchaseBuy6$14.19$85.1421,762
Jun 02, 2023LeeKong Aren C.director, officer CEO and PresidentP-PurchaseBuy1,454$13.73$19.96K21,756
Jun 01, 2023LeeKong Aren C.director, officer CEO and PresidentP-PurchaseBuy1,454$13.65$19.85K20,302
May 30, 2023LeeKong Aren C.director-P-PurchaseBuy1,454$13.69$19.91K18,848
May 30, 2023LeeKong Aren C.director-P-PurchaseBuy1,454$13.60$19.77K17,394
May 23, 2023Hennigan Thomas Mofficer CFOP-PurchaseBuy3,500$13.39$46.87K73,908
May 23, 2023Hennigan Thomas Mofficer CFOP-PurchaseBuy400$13.40$5.36K70,408
Mar 29, 2023Joseph Nelsonofficer PAOSell----
Feb 07, 2023ANDREWS NIGEL Tdirector Buy----
Feb 07, 2023Nestor John G.director Buy----
Dec 15, 2022LeeKong Aren C.director-P-PurchaseBuy3,470$14.40$49.96K15,940

The last insider sell of Carlyle Secured Lending's stock was made by Plouffe Justin on Mar 06 2024, selling - shares at - per share (valued at -). The last insider buy of CGBD was made by Popov Alexander on Aug 31 2023, buying 5,000 shares at $14.78 per share (worth $73.90K).

Carlyle Secured Lending Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202311100.00%
Q2 20238--
Q1 2023-1-
Q4 20229--
Q3 20221--
Q2 202274175.00%
Q1 20223--
Q4 2021---
Q3 20213--
Q2 202121200.00%
Q1 202141400.00%
Q4 20201--
Q3 202021200.00%
Q2 2020-1-
Q1 20206--
Q3 2019---
Q2 2019-1-
Q1 20191--
Q4 20188--
Q1 2018-1-

1 total buy trades, and 1 total sell trades (buy/sell ratio of 1.00%) were made by Carlyle Secured Lending's insiders, as of Q3 2023.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20231--
Q2 20238--
Q1 2023---
Q4 20229--
Q3 20221--
Q2 202251500.00%
Q1 20222--
Q4 2021---
Q3 20213--
Q2 20211--
Q1 20214--
Q4 20201--
Q3 20202--
Q2 2020---
Q1 20206--
Q3 2019---
Q2 2019---
Q1 20191--
Q4 20188--
Q1 2018---

As of Q3 2023, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Carlyle Secured Lending's stocks.

Carlyle Secured Lending Peer Ownership


TickerCompany
TRINTrinity Capital Inc.
TPVGTriplePoint Venture Growth BDC Corp.
NMFCNew Mountain Finance Corporation
FDUSFidus Investment Corporation
TSLXSixth Street Specialty Lending, Inc.
GBDCGolub Capital BDC, Inc.
HTGCHercules Capital, Inc.
TCPCBlackRock TCP Capital Corp.

CGBD Ownership FAQ


Carlyle Secured Lending is owned by institutional shareholders (22.04%), insiders (0.77%), and public (77.18%). The largest institutional shareholder of Carlyle Secured Lending is MORGAN STANLEY (3.56% of total shares) and the top mutual fund owner is GraniteShares ETF Trust (1.03% of total shares).

Carlyle Secured Lending's major institutional shareholders are MORGAN STANLEY, LSV ASSET MANAGEMENT, VAN ECK ASSOCIATES CORP, BANK OF AMERICA CORP /DE/, and LEGAL & GENERAL GROUP PLC. The top five shareholders own together 10.56% of the company's share outstanding.

As of Mar 2024, there are 109 institutional shareholders of Carlyle Secured Lending.

MORGAN STANLEY owns 2M shares of Carlyle Secured Lending, representing 3.56% of the company's total shares outstanding, valued at $32.64M (as of Mar 2024).

As of Mar 2024, LSV ASSET MANAGEMENT holds 1.57M shares of Carlyle Secured Lending (CGBD), compromising 2.78% of the company, valued at $25.52M.

VAN ECK ASSOCIATES CORP is the third largest holder of Carlyle Secured Lending. The company owns 1M of the company's shares outstanding (worth $16.33M).