Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / SHS BEN INT
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Number of holders
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10
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Total shares
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862K
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Shares change
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+27.3K
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Total reported value, excl. options
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$5.84M
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Value change
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+$185K
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Number of buys
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3
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Number of sells
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-1
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Price
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$6.76
Significant Holders of Carlyle Credit Income Fund - SHS BEN INT (CCIF) as of Q1 2025
10 filings reported holding CCIF - Carlyle Credit Income Fund - SHS BEN INT as of Q1 2025.
Carlyle Credit Income Fund - SHS BEN INT (CCIF) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 862K shares
.
Largest 10 shareholders include Cambridge Investment Research Advisors, Inc. (495K shares), Sabal Trust CO (217K shares), J.W. COLE ADVISORS, INC. (189K shares), ACCESS FINANCIAL SERVICES, INC. (49.8K shares), Naviter Wealth, LLC (30.1K shares), Koshinski Asset Management, Inc. (26.2K shares), MELFA WEALTH MANAGEMENT, INC. (22.7K shares), Walkner Condon Financial Advisors LLC (10.5K shares), Freestate Advisors LLC (10.4K shares), and Noble Wealth Management PBC (500 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.