Carlyle Credit Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 627.33 K | $2.94 M | 0.86% | 3.34% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 407.23 K | $1.91 M | -3.34% | 2.17% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 337.24 K | $1.58 M | 2.69% | 1.80% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 305.39 K | $1.43 M | 18.04% | 1.63% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/13/2026 | 201.11 K | $943.22 K | 497.06% | 1.07% |
| EAGLE POINT CREDIT MANAGEMENT LLC | 02/12/2026 | 155.39 K | $728.79 M | 100.00% | 0.83% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 68.75 K | $322.45 M | -19.08% | 0.37% |
| 02/09/2026 | 68.50 K | $321.27 K | 100.00% | 0.37% | |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 52.97 K | $248.45 K | 133.12% | 0.28% |
| MAREX GROUP PLC | 02/12/2026 | 50.86 K | $238.55 K | 100.00% | 0.27% |
| JANE STREET GROUP, LLC | 02/12/2026 | 41.99 K | $196.92 M | -59.94% | 0.22% |
| CURA WEALTH ADVISORS, LLC | 01/23/2026 | 35.72 K | $167.53 K | 0.00% | 0.19% |
| CITADEL ADVISORS LLC | 02/17/2026 | 34.30 K | $160.87 M | 125.47% | 0.18% |
| BLACKROCK, INC. | 02/12/2026 | 26.21 K | $122.90 M | 100.00% | 0.14% |
| PASADENA PRIVATE WEALTH, LLC | 02/10/2026 | 19.00 K | $89.11 K | 0.00% | 0.10% |
| XTX TOPCO LTD | 02/17/2026 | 17.63 K | $82.70 M | 100.00% | 0.09% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 15.92 K | $75.00 K | 7.06% | 0.08% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 15.90 K | $74.57 M | 100.00% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 13.33 K | $62.52 M | -4.09% | 0.07% |
| FREESTATE ADVISORS LLC | 01/12/2026 | 12.24 K | $57.39 K | 6.37% | 0.07% |
| LPL FINANCIAL LLC | 02/11/2026 | 10.38 K | $48.68 K | -0.69% | 0.06% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2026 | 3.00 K | $14.07 K | 0.00% | 0.02% |
| DV EQUITIES, LLC | 02/17/2026 | 2.11 K | $9.88 M | 100.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 1.25 K | $5.84 M | 0.73% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 874 | $4.10 M | -58.83% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 860 | $4.03 K | 0.00% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 430 | $2.02 K | 100.00% | 0.00% |
| CWM, LLC | 01/26/2026 | 182 | $1.00 K | 0.00% | 0.00% |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 02/13/2026 | 142 | $666.00 K | 100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 128 | $601 | 0.00% | 0.00% |
| WPG ADVISERS, LLC | 01/28/2026 | 81 | $380 | -52.35% | 0.00% |
| COMERICA BANK | 01/29/2026 | 16 | $75 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2 | $11 | 0.00% | 0.00% |
| HRT FINANCIAL LP | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 0 | $0 | -100.00% | 0.00% |
| WALKNER CONDON FINANCIAL ADVISORS LLC | 01/21/2026 | 0 | $0 | -100.00% | 0.00% |
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Carlyle Credit Income Fund institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of Carlyle Credit Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 627,331
Cambridge Investment Research Advisors, Inc.: 407,234
Bulldog Investors, LLP: 337,241
J.W. COLE ADVISORS, INC.: 305,394
Thomas J. Herzfeld Advisors, Inc.: 201,113
Eagle Point Credit Management LLC: 155,393
11.81% of Carlyle Credit Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.38 M shares in the last 24 months. This purchase volume represents approximately $12.16 M in transactions.