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


TypeName% Inst% Insiders% Retail
StockCarlyle Secured Lending14.75%1.27%83.99%
SectorFinancial Services Stocks 40.09%14.15%45.75%
IndustryAsset Management Stocks33.65%9.09%57.26%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Morgan stanley2.02M3.98%$35.90M
Van eck associates1.30M2.55%$23.26M
Lsv asset management1.26M2.48%$22.62M
Bank of america corp /de/1.05M2.08%$18.70M
Invesco659.56K1.30%$11.83M
Two sigma advisers, lp449.10K0.88%$8.05M
Ubs group383.33K0.75%$6.87M
Legal & general group336.62K0.66%$6.04M
Two sigma investments, lp288.07K0.57%$5.17M
Royal bank of canada270.56K0.53%$4.85M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Muzinich202.47K2.27%$3.63M
Greenwich investment management104.37K1.69%$1.85M
Herbst group127.18K1.42%$2.28M
Park circle71.22K1.14%$1.28M
Bright futures wealth management, llc.61.31K1.00%$1.12M
Gries financial197.99K0.63%$3.55M
Mckinley capital management166.62K0.52%$2.96M
Condor capital management266.84K0.42%$4.78M
Virtus etf advisers47.76K0.35%$856.36K
Novare capital management178.71K0.27%$3.20M

Top Buyers

HolderShares% AssetsChange
Invesco659.56K0.00%616.99K
Ubs group383.33K0.00%241.06K
Raymond james financial179.76K0.00%179.76K
Bank of america corp /de/1.05M0.00%91.86K
Edge capital group64.52K0.01%53.20K

Top Sellers

HolderShares% AssetsChange
International assets investment management18.13K0.03%-289.46K
Lsv asset management1.26M0.05%-129.27K
Goldman sachs group---78.88K
D. e. shaw22.44K0.00%-76.88K
Neuberger berman group---66.42K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial179.76K0.00%179.76K$3.22M
Aptus capital advisors21.29K0.00%21.29K$391.33K
Caxton associates lp20.21K0.01%20.21K$362.42K
Round rock advisors18.57K0.07%18.57K$332.96K
Xtx topco18.54K0.03%18.54K$332.44K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202479-35.77%7,498,017-40.56%142.40%38-32.14%22-38.89%
Sep 30, 20241214.31%12,614,044-1.17%243.93%54-10.00%3727.59%
Jun 30, 2024115-12,752,0231.53%255.05%603.45%2911.54%
Mar 31, 2024115-6.50%12,559,3010.05%223.65%58-17.14%26-
Dec 31, 202312316.04%12,553,06412.86%245.15%7018.64%2623.81%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
VanEck BDC Income ETF1.18M2.31%-
Invesco KBW High Dividend Yld Fincl ETF629.40K1.24%-
iShares Listed Private Eq ETF USD Dist220.40K0.43%696.00
Accelerate Diversified Credit Income ETF173.83K0.34%16.79K
Nikko Active BDC Mother128.37K0.25%-
Undrly L&G Diversified Life96.05K0.19%38.00
FID DC L&G Diversified Fund96.05K0.19%38.00
Undrly L&G Pen PMC Diversified96.01K0.19%96.01K
LSV Small Cap Value Institutional90.30K0.18%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ78.98K0.16%-1.63K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 22, 2024Jenkins Mark David-Buy$63.82K
Nov 12, 2024Jenkins Mark David-Buy$582.40K
Nov 11, 2024Jenkins Mark David-Buy$495.00K
Aug 29, 2024Jenkins Mark David-Buy$63.95K
Aug 28, 2024Jenkins Mark David-Buy$16.74K

Insider Transactions Trends


DateBuySell
2024 Q43-
2024 Q321
2024 Q1--
2023 Q4--
2023 Q31-

CGBD Ownership FAQ


Who Owns Carlyle Secured Lending?

Carlyle Secured Lending shareholders are primarily institutional investors at 14.75%, followed by 1.27% insiders and 83.98% retail investors. The average institutional ownership in Carlyle Secured Lending's industry, Asset Management Stocks, is 33.65%, which Carlyle Secured Lending falls below.

Who owns the most shares of Carlyle Secured Lending?

Carlyle Secured Lending’s largest shareholders are Morgan stanley (2.02M shares, 3.98%), Van eck associates (1.3M shares, 2.55%), and Lsv asset management (1.26M shares, 2.48%). Together, they hold 9.02% of Carlyle Secured Lending’s total shares outstanding.

Does Blackrock own Carlyle Secured Lending?

BlackRock is not among the top 10 institutional shareholders of Carlyle Secured Lending.

Who is Carlyle Secured Lending’s biggest shareholder by percentage of total assets invested?

Muzinich is Carlyle Secured Lending’s biggest shareholder by percentage of total assets invested, with 2.27% of its assets in 202.47K Carlyle Secured Lending shares, valued at 3.63M$.

Who is the top mutual fund holder of Carlyle Secured Lending shares?

VanEck BDC Income ETF is the top mutual fund holder of Carlyle Secured Lending shares, with 2.31% of its total shares outstanding invested in 1.18M Carlyle Secured Lending shares.

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