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Disclosery

CGBD CARLYLE SECURED LENDING INC

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COM (common), issuer CIK 1544206

119 managers (120 13F filers) reported a position in CGBD shares at 2025-03-31, 18,449,273 shares in all. 19 filers opened a position and 13 filers sold out during the quarter.

Managers
119
13F filers
120
New
19
Added
36
Reduced
32
Sold out
13
Shares held by filers
18,449,273

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Creative Planningin group Creative Planning4,872,273$78.8M0.07%+4,858,88413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,349,247$38M<0.01%+71,98113F-HRTimelineGroup
LSV ASSET MANAGEMENT1,256,089$20.3M0.05%-5,60013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,203,863$19.5M0.03%-93,44313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,061,779$17.2M<0.01%-130,82713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding862,605$14M+125,439Timeline
Invesco Ltd.in group Invesco Ltd.657,900$10.6M<0.01%-1,66413F-HRTimelineGroup
UBS Group AGin group UBS Group AG411,585$6.66M<0.01%+28,25113F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc332,189$5.37M<0.01%-4,42713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA275,612$4.46M<0.01%+5,05413F-HR/ATimelineGroup
CONDOR CAPITAL MANAGEMENT275,409$4.46M0.42%+8,57313F-HRTimeline
Advisors Asset Management, Inc.248,348$4.02M0.08%+8,37813F-HR/ATimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…226,166$3.66M2.56%-2,10113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.197,325$3.19M<0.01%-5,87513F-HRTimelineGroup
GRIES FINANCIAL LLC197,240$3.19M0.62%-75013F-HRTimeline
Muzinich & Co., Inc.194,717$3.15M1.93%-7,75513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC186,304$3.01M<0.01%+7,47413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC184,149$2.98M<0.01%+4,38513F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …183,401$2.97M<0.01%-13,98213F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC175,955$2.85M0.25%-2,75013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC175,568$2.84M<0.01%new13F-HRTimelineGroup
Ethos Financial Group, LLC171,871$2.78M0.27%new13F-HRTimeline
DENALI ADVISORS LLC136,036$2.2M0.25%-4,41113F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …130,500$2.11M<0.01%013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.116,635$1.89M0.08%-36813F-HRTimeline
COMERICA BANK88,367$1.43M0.01%-7813F-HRTimeline
LPL Financial LLC82,458$1.33M<0.01%+20,54913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC74,437$1.2M0.01%+1,33713F-HRTimelineGroup
PARK CIRCLE Co71,225$1.15M1.03%013F-HRTimeline
HighTower Advisors, LLC70,404$1.14M<0.01%-4,66113F-HRTimeline
Greenland Capital Management LP70,000$1.13M0.19%+37,50013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP64,957$1.05M<0.01%-213F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD64,600$1.04M<0.01%013F-HR/ATimelineGroup
BluePointe Capital Management, LLC61,517$1.02M0.39%+2,85313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,709$998K<0.01%+10,19613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.61,139$989K<0.01%-11,57413F-HRTimelineGroup
Cetera Investment Advisers58,195$942K<0.01%+12,84313F-HRTimeline
ExodusPoint Capital Management, LP57,078$924K0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.53,784$870K0.12%+14,38113F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding51,990$841K+4,229Timeline
US BANCORP \DE\in group US BANCORP \DE\50,000$809K<0.01%013F-HRTimelineGroup
Bright Futures Wealth Management, LLC.57,064$805K0.88%-4,24413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,971$776K<0.01%-1713F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL46,030$745K0.01%new13F-HRTimeline
Round Rock Advisors LLC45,800$741K0.14%+27,23013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP45,568$737K<0.01%+4,65913F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co43,892$711K<0.01%+6,62313F-HRTimelineGroup
Northeast Financial Consultants Inc42,770$692K0.03%013F-HRTimeline
Triumph Capital Management41,631$674K0.22%+2,03813F-HRTimeline
FineMark National Bank & Trust41,624$673K0.02%013F-HRTimeline
Verdence Capital Advisors LLC40,965$663K0.05%+8,66313F-HRTimeline
IEQ CAPITAL, LLC36,151$585K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC36,085$584K<0.01%-6,40513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34,289$555K<0.01%+2,51113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,526$526K<0.01%+2,89713F-HRTimelineGroup
Arkadios Wealth Advisors32,410$524K0.02%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA32,175$521K<0.01%-2,65413F-HRTimelineGroup
Qube Research & Technologies Ltd32,049$519K<0.01%+13,16213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,107$503K<0.01%+2,49513F-HRTimeline
Keebeck Wealth Management31,000$502K0.07%013F-HRTimeline
CAXTON ASSOCIATES LLP29,445$476K0.02%13F-HRTimeline
AdvisorNet Financial, Inc26,062$422K0.03%+26,03013F-HRTimeline
Aquatic Capital Management LLC25,708$416K0.01%+23,14113F-HRTimeline
MACKENZIE FINANCIAL CORP25,090$406K<0.01%new13F-HRTimeline
United Advisor Group, LLC23,919$387K0.08%013F-HRTimeline
Trexquant Investment LP23,909$387K<0.01%-45,94113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC23,883$386K0.01%-6,50313F-HRTimelineGroup
Fisher Asset Management, LLC22,262$360K<0.01%+113F-HRTimeline
Clarus Group, Inc.21,291$344K0.13%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd21,019$340K0.02%+2,47813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC20,615$334K0.01%013F-HRTimeline
Connor, Clark & Lunn Investment Managem…20,413$330K<0.01%-19,56313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC18,967$307K0.02%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…18,751$303K<0.01%+68713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,298$296K<0.01%+43813F-HR/ATimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,125$293K0.03%013F-HRTimeline
MGB Wealth Management, LLC17,199$291K0.11%new13F-HRTimeline
Financial Alternatives, Inc17,591$285K0.2%-2,40013F-HRTimeline
Cambridge Investment Research Advisors,…15,349$248K<0.01%-10413F-HRTimeline
Activest Wealth Management13,725$222K0.06%013F-HRTimeline
EMC Capital Management13,021$211K0.13%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd12,777$207K<0.01%new13F-HRTimelineGroup
HB Wealth Management, LLC11,790$191K<0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,665$189K<0.01%013F-HRTimelineGroup
SCS Capital Management LLC11,314$188K<0.01%new13F-HR/ATimeline
Marcum Wealth, LLC11,314$183K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,505$170K<0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC10,310$167K0.01%-25,89013F-HRTimeline
Sunbelt Securities, Inc.10,297$167K0.01%+1,50013F-HRTimeline
Canton Hathaway, LLC9,795$158K0.03%+7,15513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,307$118K<0.01%+4,45613F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,802$110K<0.01%+30213F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC4,210$68.1K0.01%013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…2,339$38K<0.01%013F-HRTimelineGroup
Allworth Financial LP2,528$36.9K<0.01%013F-HRTimeline
Heritage Wealth Advisors2,100$34K<0.01%013F-HRTimeline
Quarry LP2,007$32.5K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,530$24.8K<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC1,400$22.7K0.01%-30013F-HRTimeline
Darwin Wealth Management, LLC1,200$21.5K0.01%013F-HRTimeline
Sound Income Strategies, LLC1,191$19.3K<0.01%013F-HRTimeline
TRUST CO OF VERMONT1,080$17.5K<0.01%013F-HRTimeline
Arax Advisory Partners716$11.6K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC502$8.12K<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC498$8.06K<0.01%new13F-HRTimeline
Avion Wealth500$8K<0.01%013F-HRTimeline
Truvestments Capital LLC487$7.88K<0.01%-80413F-HRTimeline
WealthCollab, LLC482$7.8K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…388$6.28K<0.01%-3,94413F-HRTimelineGroup
SIMPLEX TRADING, LLC421$6K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.400$6K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO340$5.66K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/335$5.41K<0.01%-69813F-HRTimelineGroup
NewEdge Advisors, LLC161$2.6K<0.01%-92513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP90$1.46K<0.01%013F-HRTimeline
YANKCOM Partnership64$1.04K<0.01%013F-HRTimeline
Caitong International Asset Management …42$680<0.01%new13F-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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.