CGBD
Carlyle Secured Lending, Inc.
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Creative Planning | $31.8M | 2.97M | 0.02% | -3.7% |
Choreo, Llc | $14.9M | 1.40M | 0.15% | +2.6% |
Muzinich & Co., Inc. | $8.3M | 773.4K | 2.74% | +4.3% |
Sumitomo Mitsui Trust Group, Inc. | $5.7M | 529.7K | 0.00% | +1.9% |
Park Avenue Securities Llc | $5.5M | 513.9K | 0.03% | +172.7% |
Hennion & Walsh Asset Management, Inc. | $2.2M | 202.2K | 0.06% | +18.4% |
Doliver Advisors, Lp | $1.3M | 119.8K | 0.28% | Unchanged |
Y-Intercept (Hong Kong) Ltd | $1.3M | 117.7K | 0.03% | New Position |
Apollon Wealth Management, Llc | $791K | 74.0K | 0.01% | +10.5% |
Bi Asset Management Fondsmaeglerselskab A/S | $741K | 69.3K | 0.01% | +32.2% |
Whipplewood Advisors, Llc | $689K | 64.4K | 0.46% | +24.3% |
Truist Financial Corp | $657K | 61.4K | 0.00% | -9.3% |
Farther Finance Advisors, Llc | $524K | 49.0K | 0.00% | +36.1% |
Compass Financial Management Llc | $397K | 37.1K | 0.04% | -15.9% |
International Assets Investment Management, Llc | $390K | 118.1K | 0.01% | +451.7% |
Verdence Capital Advisors Llc | $337K | 31.5K | 0.01% | -43.7% |
Independent Financial Group, Llc | $296K | 27.7K | 0.01% | -1.3% |
Mackenzie Financial Corp | $295K | 27.6K | 0.00% | +0.0% |
Wealth Enhancement Advisory Services, Llc | $293K | 27.8K | 0.00% | +65.3% |
Smh Capital Advisors Inc | $238K | 22.2K | 0.90% | +1.4% |
Clarus Group, Inc. | $228K | 21.3K | 0.07% | Unchanged |
Prosperity Planning, Inc. | $195K | 18.3K | 0.04% | New Position |
Commonwealth Equity Services, Llc | $171K | 16.0K | 0.00% | +15.8% |
Eagle Strategies Llc | $159K | 14.9K | 0.02% | Unchanged |
Glenview Trust Co | $150K | 14.0K | 0.00% | Unchanged |
First Affirmative Financial Network | $139K | 13.0K | 0.03% | New Position |
Pension & Wealth Management Advisors, Inc. | $82K | 7.6K | 0.02% | -20.9% |
Catalyst Capital Advisors Llc | $76K | 7.1K | 0.00% | Unchanged |
Triumph Capital Management | $58K | 5.4K | 0.01% | +10.2% |
Security National Bank | $52K | 4.9K | 0.01% | Unchanged |
State Of Alaska, Department Of Revenue | $32K | 3.0K | 0.00% | Unchanged |
Harbor Investment Advisory, Llc | $5K | 450 | 0.00% | Unchanged |
Lanark Financial, Inc. | $4K | 400 | 0.00% | Unchanged |
Canton Hathaway, Llc | $267 | 25 | 0.00% | New Position |