We are live on ! Find out more
CGBD icon

Carlyle Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.31M +$177K +11,808 +15%
Raymond James & Associates
27
Raymond James & Associates
Florida
$1.06M +$15.3K +1,025 +1%
PCC
28
Park Circle Company
Maryland
$1.03M – – –
Tudor Investment Corp
29
Tudor Investment Corp
Connecticut
$1.01M +$1.04M +69,700 New
Pathstone Family Office
30
Pathstone Family Office
New Jersey
$966K +$18.4K +1,226 +2%
Macquarie Group
31
Macquarie Group
Australia
$937K +$967K +64,600 New
IAIM
32
International Assets Investment Management
Florida
$934K +$29.3K +1,960 +3%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$926K – – –
Raymond James Financial Services Advisors
34
Raymond James Financial Services Advisors
Florida
$848K +$54.5K +3,641 +7%
Osaic Holdings
35
Osaic Holdings
Arizona
$845K +$135K +9,040 +18%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$804K -$1.44M -95,986 -63%
ALPS Advisors
37
ALPS Advisors
Colorado
$751K -$67.4K -4,500 -8%
US Bancorp
38
US Bancorp
Minnesota
$725K – – –
LPL Financial
39
LPL Financial
California
$706K +$49.3K +3,295 +7%
Glenmede Trust
40
Glenmede Trust
Pennsylvania
$667K – – –
U.S. Capital Wealth Advisors
41
U.S. Capital Wealth Advisors
Texas
$657K +$75.8K +5,061 +13%
Canada Life
42
Canada Life
Manitoba, Canada
$651K -$50.5K -3,374 -7%
Northeast Financial Consultants
43
Northeast Financial Consultants
Connecticut
$620K – – –
KWM
44
Keebeck Wealth Management
Illinois
$614K – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$605K -$1.2M -80,060 -66%
VEA
46
Virtus ETF Advisers
New York
$602K +$262K +17,481 +73%
FineMark National Bank & Trust
47
FineMark National Bank & Trust
Florida
$586K – – –
Cresset Asset Management
48
Cresset Asset Management
Illinois
$553K -$1.64M -109,223 -75%
Arkadios Wealth Advisors
49
Arkadios Wealth Advisors
Georgia
$524K +$20.2K +1,350 +4%
KA
50
Kovack Advisors
Florida
$478K -$31.9K -2,131 -6%