Carlyle Credit Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 1.11 M | $3.56 M | 171.92% | 5.22% |
| MORGAN STANLEY | 05/15/2026 | 584.20 K | $1.88 M | -6.88% | 2.76% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 219.66 K | $705.11 K | -34.87% | 1.04% |
| HANCOCK WHITNEY CORP | 05/15/2026 | 217.35 K | $697.68 K | 0.00% | 1.03% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 157.69 K | $506.17 K | 0.25% | 0.74% |
| EAGLE POINT CREDIT MANAGEMENT LLC | 05/07/2026 | 155.39 K | $498.81 K | 0.00% | 0.73% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 126.24 K | $405.23 K | -37.23% | 0.60% |
| 05/06/2026 | 68.00 K | $218.28 K | -0.73% | 0.32% | |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 57.11 K | $183.31 K | -16.94% | 0.27% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 55.05 K | $176.72 K | 246.25% | 0.26% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 52.97 K | $170.05 K | 0.00% | 0.25% |
| XTX TOPCO LTD | 05/15/2026 | 41.77 K | $134.10 K | 136.91% | 0.20% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 40.53 K | $130.00 K | 155.99% | 0.19% |
| CURA WEALTH ADVISORS, LLC | 05/08/2026 | 35.72 K | $114.66 K | 0.00% | 0.17% |
| LPL FINANCIAL LLC | 05/06/2026 | 33.84 K | $108.62 K | 226.05% | 0.16% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 29.97 K | $96.20 K | 11.40% | 0.14% |
| CITADEL ADVISORS LLC | 05/15/2026 | 28.53 K | $91.59 K | -16.82% | 0.13% |
| BLACKROCK, INC. | 05/13/2026 | 26.21 K | $84.12 K | 0.00% | 0.12% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 23.66 K | $75.95 K | 100.00% | 0.11% |
| JANE STREET GROUP, LLC | 05/12/2026 | 17.25 K | $55.38 K | -58.91% | 0.08% |
| PASADENA PRIVATE WEALTH, LLC | 04/22/2026 | 17.00 K | $54.57 K | -10.53% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 16.55 K | $53.14 K | 24.18% | 0.08% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 15.92 K | $51.00 K | 0.00% | 0.08% |
| FREESTATE ADVISORS LLC | 04/09/2026 | 13.15 K | $42.20 K | 7.43% | 0.06% |
| WESTERN WEALTH MANAGEMENT, LLC | 05/19/2026 | 6.10 K | $19.58 K | 100.00% | 0.03% |
| CWM, LLC | 05/14/2026 | 5.68 K | $18.22 K | 3,018.68% | 0.03% |
| BRYN MAWR TRUST CO | 04/30/2026 | 4.00 K | $12.84 K | 100.00% | 0.02% |
| CHUNG WU INVESTMENT GROUP, LLC | 05/12/2026 | 2.00 K | $6.42 K | 100.00% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 874 | $2.81 K | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 860 | $2.76 K | 0.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 632 | $2.03 K | -49.24% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2 | $5 | 0.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 1 | $3 | 100.00% | 0.00% |
| J.W. COLE ADVISORS, INC. | 04/23/2026 | 0 | $0 | -100.00% | 0.00% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 0 | $0 | -100.00% | 0.00% |
| MAREX GROUP PLC | 05/13/2026 | 0 | $0 | -100.00% | 0.00% |
| WPG ADVISERS, LLC | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
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Carlyle Credit Income Fund institutional Ownership - FAQ's
During the previous two years, 48 institutional investors and hedge funds held shares of Carlyle Credit Income Fund. The most heavily invested institutionals were:
Cambridge Investment Research Advisors, Inc.: 1.11 M
MORGAN STANLEY: 584,196
Bulldog Investors, LLP: 219,660
HANCOCK WHITNEY CORP: 217,347
Almitas Capital LLC: 157,685
Eagle Point Credit Management LLC: 155,393
14.91% of Carlyle Credit Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.99 M shares in the last 24 months. This purchase volume represents approximately $12.90 M in transactions.