Carlyle Secured Lending Ownership | Who Owns Carlyle Secured Lending?
Carlyle Secured Lending Ownership Summary
Carlyle Secured Lending is owned by 14.75% institutional investors, 1.27% insiders, and 83.99% 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 2.31% of its assets in Carlyle Secured Lending shares.
CGBD Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Carlyle Secured Lending | 14.75% | 1.27% | 83.99% |
Sector | Financial Services Stocks | 40.09% | 14.15% | 45.75% |
Industry | Asset Management Stocks | 33.65% | 9.09% | 57.26% |
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 |
Herbst group | 127.18K | 1.42% | $2.28M |
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 |
Virtus etf advisers | 47.76K | 0.35% | $856.36K |
Novare capital management | 178.71K | 0.27% | $3.20M |
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 |
Goldman sachs group | - | - | -78.88K |
D. e. shaw | 22.44K | 0.00% | -76.88K |
Neuberger berman group | - | - | -66.42K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Raymond james financial | 179.76K | 0.00% | 179.76K | $3.22M |
Aptus capital advisors | 21.29K | 0.00% | 21.29K | $391.33K |
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 |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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 | - |
Dec 31, 2023 | 123 | 16.04% | 12,553,064 | 12.86% | 24 | 5.15% | 70 | 18.64% | 26 | 23.81% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
VanEck BDC Income ETF | 1.18M | 2.31% | - |
Invesco KBW High Dividend Yld Fincl ETF | 629.40K | 1.24% | - |
iShares Listed Private Eq ETF USD Dist | 220.40K | 0.43% | 696.00 |
Accelerate Diversified Credit Income ETF | 173.83K | 0.34% | 16.79K |
Nikko Active BDC Mother | 128.37K | 0.25% | - |
Undrly L&G Diversified Life | 96.05K | 0.19% | 38.00 |
FID DC L&G Diversified Fund | 96.05K | 0.19% | 38.00 |
Undrly L&G Pen PMC Diversified | 96.01K | 0.19% | 96.01K |
LSV Small Cap Value Institutional | 90.30K | 0.18% | - |
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ | 78.98K | 0.16% | -1.63K |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools