CARLYLE SECURED LENDING INC

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CGBD·872280102·US·equity·Financial Services - Asset Management

CGBD (CARLYLE SECURED LENDING INC) is held by 64 institutional investors as of Q1 2026. Largest holders: Creative Planning ($35.4M), MORGAN STANLEY ($28.8M), Invesco Ltd. ($14.3M). Net institutional sentiment: Mixed.

64

Holders

Avg rating(11 Elite)

$172.5M

Total Value

48% (77)

Fund Consensus

32 buying - 35 selling

Smart Money Verdict

View all

51Mixed MomentumSplit Signals

Institutional (13F)47

Insider (Form 4)57

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how CGBD's score breaks down across 4 SEC sources

Holder Quality

11

★★★★★

Elite

24

★★★★

Strong

20

★★★

Solid

17

★★

Below

5

★

Weak

Held by 64 funds

11 elite

Who's Trading

InsiderTFTaylor FrancisBuy $3KMar 20, 2026

InsiderCAChi AlexBuy $97KMar 9, 2026

InsiderNGNestor John G.Sell $40KMar 6, 2026

InsiderUNUnknownSell $10KMar 6, 2026

InsiderHMHennigan Thomas MBuy $50KMar 4, 2026

InsiderNGNestor John G.Sell $84KNov 14, 2025

InsiderHMHennigan Thomas MBuy $101KNov 13, 2025

InsiderJNJoseph NelsonBuy $18KNov 10, 2025

InsiderHMHennigan Thomas MBuy $100KAug 20, 2025

InsiderNGNestor John G.Sell $179KAug 18, 2025

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (64)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Decreased	3.2M(-6.8%)	$35.4M	0.0%	-26.41%	0
MORGAN STANLEY	Increased	2.6M(+2.3%)	$28.8M	0.0%	-23.43%	29
Invesco Ltd.	Increased	1.3M(+47.7%)	$14.3M	0.0%	-17.32%	38
UBS Group AG	Increased	1.2M(+43.4%)	$13.5M	0.0%	-9.63%	38
TWO SIGMA INVESTMENTS, LP	Decreased	630,918(-14.4%)	$6.9M	0.0%	-4.17%	0
Russell Investments Group, Ltd.	Increased	587,183(+189.8%)	$6.4M	0.0%	-2.87%	44
Legal & General Group Plc	Increased	551,582(+6.3%)	$6M	0.0%	+24.12%	29
Mariner, LLC	Increased	548,525(+0.8%)	$6M	0.0%	-11.64%	27
Sumitomo Mitsui Trust Group, Inc.	Unchanged	519,735	$5.7M	0.0%	+19.70%	0
TORONTO DOMINION BANK	Decreased	450,000(-10.0%)	$4.9M	0.0%	-9.02%	0
Rockefeller Capital Management L.P.	Increased	447,638(+4.5%)	$4.9M	0.0%	-7.38%	28
FWFocus Partners Wealth	Increased	304,864(+100.9%)	$3.3M	0.0%	-4.37%	43
BlackRock, Inc.	Decreased	283,480(-42.6%)	$3.1M	0.0%	-18.19%	0
BANK OF AMERICA CORP /DE/	Decreased	250,889(-27.2%)	$2.7M	0.0%	-29.16%	0
WELLS FARGO & COMPANY/MN	Decreased	199,166(-26.2%)	$2.2M	0.0%	-8.51%	0
HighTower Advisors, LLC	Increased	196,706(+180.3%)	$2.2M	0.0%	+18.13%	42
MILLENNIUM MANAGEMENT LLC	Increased	179,500(+397.7%)	$2M	0.0%	-1.14%	42
Corient Private Wealth LLC	Increased	175,301(+0.4%)	$1.9M	0.0%	-10.10%	26
LPL Financial LLC	Increased	153,444(+39.6%)	$1.7M	0.0%	-2.32%	34
AMERIPRISE FINANCIAL INC	Increased	145,724(+5.5%)	$1.6M	0.0%	-4.98%	27

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer