Carlyle Secured Lending Ownership | Who Owns Carlyle Secured Lending?
Carlyle Secured Lending Ownership Summary
Carlyle Secured Lending is owned by 24.81% institutional investors, 0.78% insiders, and 74.41% 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 2.33% of its assets in Carlyle Secured Lending shares.
CGBD Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Carlyle Secured Lending | 24.81% | 0.78% | 74.41% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Asset Management Stocks | 41.71% | 9.02% | 49.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 2.02M | 3.98% | $35.90M |
| Lsv asset management | 1.55M | 3.05% | $27.51M |
| Van eck associates | 1.18M | 2.32% | $20.92M |
| Bank of america corp /de/ | 1.05M | 2.08% | $18.70M |
| Two sigma advisers, lp | 606.80K | 1.19% | $10.76M |
| Legal & general group | 399.74K | 0.79% | $7.09M |
| Two sigma investments, lp | 392.38K | 0.77% | $6.96M |
| Royal bank of canada | 268.33K | 0.53% | $4.76M |
| Condor capital management | 264.31K | 0.52% | $4.69M |
| Muzinich | 250.36K | 0.49% | $4.44M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Muzinich | 250.36K | 3.39% | $4.44M |
| Greenwich investment management | 104.37K | 1.69% | $1.85M |
| Park circle | 71.22K | 1.21% | $1.26M |
| Gries financial | 197.99K | 0.72% | $3.51M |
| Mckinley capital management | 166.62K | 0.52% | $2.96M |
| Bright futures wealth management, llc. | 56.08K | 0.51% | $947.74K |
| Condor capital management | 264.31K | 0.45% | $4.69M |
| Virtus etf advisers | 42.90K | 0.37% | $760.96K |
| Novare capital management | 209.44K | 0.33% | $3.72M |
| Financial alternatives | 19.99K | 0.27% | $354.64K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma advisers, lp | 606.80K | 0.02% | 322.30K |
| Van eck associates | 1.18M | 0.03% | 176.19K |
| Bank of america corp /de/ | 1.05M | 0.00% | 91.86K |
| Two sigma investments, lp | 392.38K | 0.02% | 90.78K |
| Jpmorgan chase | 74.60K | 0.00% | 40.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | - | - | -311.38K |
| D. e. shaw | 22.44K | 0.00% | -76.88K |
| Hightower advisors | 88.32K | 0.00% | -75.57K |
| Ubs group | 126.90K | 0.00% | -66.22K |
| Neuberger berman group | 208.07K | 0.00% | -61.94K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Trexquant investment lp | 39.88K | 0.01% | 39.88K | $707.44K |
| Redhawk wealth advisors | 33.91K | 0.09% | 33.91K | $601.55K |
| Wealth enhancement advisory services | 17.60K | 0.00% | 17.60K | $312.30K |
| Activest wealth management | 13.72K | 0.08% | 13.72K | $243.48K |
| United advisor group | 13.30K | 0.07% | 13.30K | $235.98K |
Sold Out
| Holder | Change |
|---|---|
| Cape investment advisory | -387.00 |
| Cibc private wealth group | -1.00K |
| Tyler-stone wealth management | -1.31K |
| Quarry lp | -2.53K |
| Nverses capital | -3.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Dec 31, 2023 | 123 | 16.04% | 12,553,064 | 12.86% | 24 | 5.15% | 70 | 18.64% | 26 | 23.81% |
| Sep 30, 2023 | 106 | 6.00% | 11,122,355 | 0.39% | 21 | 4.62% | 59 | 22.92% | 21 | -12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| VanEck BDC Income ETF | 1.18M | 2.33% | - |
| iShares Listed Private Eq ETF USD Dist | 166.76K | 0.33% | - |
| Nikko Active BDC Mother | 128.37K | 0.25% | - |
| LSV Small Cap Value Institutional | 90.30K | 0.18% | - |
| Accelerate Diversified Credit Income ETF | 81.44K | 0.16% | 5.76K |
| Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 80.62K | 0.16% | 80.62K |
| Putnam BDC Income ETF | 68.65K | 0.14% | -84.39K |
| Optimum Small-Mid Cap Value Instl | 64.60K | 0.13% | - |
| BankInvest Børsnoterede Alt. Akk. W | 59.04K | 0.12% | -57.63K |
| Virtus Private Credit ETF | 44.74K | 0.09% | - |
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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