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Disclosery

CGBD CARLYLE SECURED LENDING INC

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COM (common), issuer CIK 1544206

115 managers (116 13F filers) reported a position in CGBD shares at 2024-12-31, 13,321,790 shares in all. 12 filers opened a position and 24 filers sold out during the quarter.

Managers
115
13F filers
116
New
12
Added
40
Reduced
30
Sold out
24
Shares held by filers
13,321,790

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,277,266$40.8M<0.01%+154,49113F-HR/ATimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,297,306$23.3M0.03%+45,46613F-HRTimelineGroup
LSV ASSET MANAGEMENT1,261,689$22.6M0.05%-129,27413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,192,606$21.4M<0.01%+44,03313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding737,166$13.2M-79,088Timeline
Invesco Ltd.in group Invesco Ltd.659,564$11.8M<0.01%+616,98813F-HRTimelineGroup
UBS Group AGin group UBS Group AG383,334$6.87M<0.01%+241,06413F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc336,616$6.04M<0.01%-26,95113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA270,558$4.85M<0.01%+4,93113F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT266,836$4.78M0.42%+20,34413F-HRTimeline
Advisors Asset Management, Inc.239,970$4.3M0.08%-26,01213F-HR/ATimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…228,267$4.09M2.56%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.203,200$3.64M<0.01%+39,79713F-HRTimelineGroup
Muzinich & Co., Inc.202,472$3.63M2.56%-14,28313F-HRTimeline
GRIES FINANCIAL LLC197,990$3.55M0.63%013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …197,383$3.54M<0.01%-14,28313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC179,764$3.22M<0.01%13F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC178,830$3.21M<0.01%+15,14313F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC178,705$3.2M0.27%+90013F-HRTimeline
DENALI ADVISORS LLC140,447$2.52M0.26%-10,48413F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …130,500$2.34M<0.01%13F-HRTimelineGroup
HERBST GROUP, LLC127,180$2.28M1.42%+5,12013F-HRTimeline
Hennion & Walsh Asset Management, Inc.117,003$2.1M0.09%-3,90813F-HRTimeline
COMERICA BANK88,445$1.59M0.01%+79,22713F-HR/ATimeline
HighTower Advisors, LLC75,065$1.35M<0.01%+1,37313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC73,100$1.31M0.01%+1,29113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.72,713$1.3M<0.01%-2,22413F-HR/ATimelineGroup
PARK CIRCLE Co71,225$1.28M1.16%013F-HRTimeline
Trexquant Investment LP69,850$1.25M0.01%+14,12013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,959$1.16M<0.01%013F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD64,600$1.16M<0.01%013F-HRTimelineGroup
Bright Futures Wealth Management, LLC.61,308$1.12M1%-75813F-HRTimeline
LPL Financial LLC61,909$1.11M<0.01%-61613F-HRTimeline
BluePointe Capital Management, LLC58,664$1.08M0.62%+39113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC51,513$924K<0.01%+813F-HRTimelineGroup
Global Retirement Partners, LLC50,093$898K0.03%+1,67913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\50,000$896K<0.01%013F-HRTimelineGroup
GFS Advisors, LLC49,700$891K0.14%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,988$860K<0.01%+16,93013F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…47,761$856K0.35%+8,82813F-HRTimelineGroup
Cetera Investment Advisers45,352$813K<0.01%-3,24013F-HRTimeline
Northeast Financial Consultants Inc42,770$767K0.03%013F-HRTimeline
Janney Montgomery Scott LLC42,490$762K<0.01%-2,35313F-HRTimeline
FineMark National Bank & Trust41,624$746K0.03%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP40,909$733K<0.01%+10,63513F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…39,976$717K<0.01%new13F-HRTimeline
Triumph Capital Management39,593$710K0.24%+3,70513F-HRTimeline
Redhawk Wealth Advisors, Inc.39,403$706K0.1%+2,13913F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co37,269$668K<0.01%-2,34013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC36,200$649K0.02%-10,53113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA34,829$624K<0.01%013F-HRTimelineGroup
Greenland Capital Management LP32,500$583K0.12%-2,50013F-HRTimeline
Arkadios Wealth Advisors32,410$581K0.03%-3,70013F-HRTimeline
Verdence Capital Advisors LLC32,302$579K0.05%+3,15013F-HRTimeline
Keebeck Wealth Management31,000$570K0.08%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN31,778$570K<0.01%+2,89313F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC30,386$545K0.01%+10,53813F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC30,104$540K0.02%+6,69013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,629$531K<0.01%+8,12913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC28,612$513K<0.01%-8,34013F-HRTimeline
Kovack Advisors, Inc.24,875$446K0.04%-7,30613F-HRTimeline
United Advisor Group, LLC23,919$429K0.08%+8,81413F-HRTimeline
Fisher Asset Management, LLC22,261$399K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC21,291$391K<0.01%new13F-HRTimeline
Clarus Group, Inc.21,291$382K0.14%-8,17313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,615$370K0.01%013F-HRTimeline
CAXTON ASSOCIATES LP20,213$362K0.01%new13F-HRTimeline
Financial Alternatives, Inc19,991$358K0.25%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,718$354K<0.01%-1,32113F-HRTimelineGroup
Qube Research & Technologies Ltd18,887$339K<0.01%-12,37313F-HRTimeline
Round Rock Advisors LLC18,570$333K0.07%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd18,541$332K0.03%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,125$328K0.03%-289,45613F-HRTimeline
Steward Partners Investment Advisory, L…18,064$324K<0.01%+46613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC17,860$320K<0.01%-16,93813F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC17,065$306K0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…15,453$277K<0.01%-8,31113F-HRTimeline
Activest Wealth Management13,725$246K0.07%013F-HRTimeline
Creative Planningin group Creative Planning13,389$240K<0.01%new13F-HRTimelineGroup
EMC Capital Management13,021$233K0.13%+4,72213F-HRTimeline
HB Wealth Management, LLC11,790$211K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,416$210K<0.01%+1,24713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,665$209K<0.01%-1,50013F-HRTimelineGroup
Edge Capital Group, LLC64,518$203K0.01%+53,20413F-HRTimeline
Marcum Wealth, LLC11,314$203K0.02%013F-HRTimeline
Sunbelt Securities, Inc.8,797$161K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC6,500$117K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,332$77.7K<0.01%-19513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC4,210$75.5K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,851$51.1K<0.01%+66013F-HRTimelineGroup
Canton Hathaway, LLC2,640$47K0.01%new13F-HRTimeline
Allworth Financial LP2,528$46.3K<0.01%013F-HRTimeline
Aquatic Capital Management LLC2,567$46K<0.01%+2,16713F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…2,339$42K<0.01%-43,22513F-HRTimelineGroup
Heritage Wealth Advisors2,100$37.7K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC1,700$30.5K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,530$27.4K<0.01%-60213F-HRTimelineGroup
Truvestments Capital LLC1,291$23.1K0.01%+30413F-HRTimeline
Darwin Wealth Management, LLC1,200$21.5K0.01%new13F-HR/ATimeline
Sound Income Strategies, LLC1,191$21.4K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,086$19.5K<0.01%+92513F-HRTimeline
TRUST CO OF VERMONT1,080$19.4K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,033$18.5K<0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.600$10.8K<0.01%013F-HRTimeline
WealthCollab, LLC482$8.64K0.01%013F-HRTimeline
Avion Wealth500$8K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO340$6.25K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC294$5.27K<0.01%+18013F-HR/ATimeline
BIRCHBROOK, INC.94$1.69K<0.01%+213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP90$1.61K<0.01%013F-HRTimeline
YANKCOM Partnership64$1.15K<0.01%13F-HRTimeline
Parvin Asset Management, LLC50$897<0.01%13F-HRTimeline
AdvisorNet Financial, Inc32$567<0.01%+113F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC11$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.