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. | 07/30/2026 | 1.19 M | $3.32 M | 7.34% | 5.61% |
| MORGAN STANLEY | 08/13/2026 | 560.66 K | $1.56 M | -4.03% | 2.64% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 313.77 K | $875.42 K | 100.00% | 1.48% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 263.40 K | $734.90 K | 108.66% | 1.24% |
| HANCOCK WHITNEY CORP | 08/14/2026 | 217.35 K | $606.40 K | 0.00% | 1.03% |
| EAGLE POINT CREDIT MANAGEMENT LLC | 08/11/2026 | 186.21 K | $519.53 K | 19.83% | 0.88% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 157.69 K | $439.94 K | 0.00% | 0.74% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 61.05 K | $170.34 K | 10.90% | 0.29% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 54.19 K | $151.18 K | -5.11% | 0.26% |
| MELFA WEALTH MANAGEMENT, INC. | 07/24/2026 | 52.97 K | $147.80 K | 0.00% | 0.25% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 40.49 K | $112.98 K | 100.00% | 0.19% |
| CURA WEALTH ADVISORS, LLC | 08/06/2026 | 35.72 K | $99.66 K | 0.00% | 0.17% |
| XTX TOPCO LTD | 08/14/2026 | 30.44 K | $84.91 K | -27.14% | 0.14% |
| CITADEL ADVISORS LLC | 09/02/2026 | 30.15 K | $84.13 K | 5.69% | 0.14% |
| BLACKROCK, INC. | 08/07/2026 | 26.21 K | $73.11 K | 0.00% | 0.12% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 24.89 K | $69.45 K | 5.21% | 0.12% |
| JANE STREET GROUP, LLC | 08/14/2026 | 17.30 K | $48.27 K | 0.28% | 0.08% |
| PASADENA PRIVATE WEALTH, LLC | 08/11/2026 | 17.00 K | $47.43 K | 0.00% | 0.08% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 15.28 K | $42.63 K | -7.69% | 0.07% |
| LPL FINANCIAL LLC | 08/07/2026 | 14.76 K | $41.18 K | -56.38% | 0.07% |
| FREESTATE ADVISORS LLC | 07/09/2026 | 13.63 K | $38.04 K | 3.71% | 0.06% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 11.92 K | $33.00 K | -25.13% | 0.06% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 10.39 K | $28.99 K | 100.00% | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 8.12 K | $22.65 K | 100.00% | 0.04% |
| CHUNG WU INVESTMENT GROUP, LLC | 07/31/2026 | 2.00 K | $5.58 K | 0.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 860 | $2.40 K | 0.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 291 | $812 | -53.96% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 30 | $84 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $4 | -50.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 1 | $3 | 0.00% | 0.00% |
| WILMINGTON SAVINGS FUND SOCIETY, FSB | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 0 | $0 | -100.00% | 0.00% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| GATEPASS CAPITAL, LLC | 07/30/2026 | 0 | $0 | -100.00% | 0.00% |
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Carlyle Credit Income Fund institutional Ownership - FAQ's
During the previous two years, 45 institutional investors and hedge funds held shares of Carlyle Credit Income Fund. The most heavily invested institutionals were:
Cambridge Investment Research Advisors, Inc.: 1.23 M
StoneX Group Inc.: 11,254
Chung Wu Investment Group, LLC: 2,000
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 1,400
MORGAN STANLEY: 560,658
J.W. COLE ADVISORS, INC.: 313,770
15.83% of Carlyle Credit Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.24 M shares in the last 24 months. This purchase volume represents approximately $13.71 M in transactions.