13F

Stock

Carlyle Secured Lending, Inc.

CGBD · held by 9 managers

Reported value

$39.7M

Holders

9

+1 new · −0 exited

Holders’ est. mark

−$97.4K

Price effect on 4 books still in the name

Largest holder

$30.2M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.41M$30.2MHeld
BANK OF AMERICA CORP /DE/673.4K$8.42MHeld
Triumph Capital Management38.8K$485.2K−$45.8KCut−$196.7K
INDEPENDENT FINANCIAL GROUP, LLC24.6K$307K−$28.5KCut−$23.2K
Savant Capital, LLC19.4K$242.6K−$22.3KCut−$15.6K
Allworth Financial LP2.53K$31.6KHeld
AllSquare Wealth Management LLC1.4K$17.5KHeld
Nalls Sherbakoff Group, LLC750$9.38K−$885Cut−$885
BARCLAYS PLC301$3.76KNew

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.