Carlyle Credit Income FundCCIF

13F holders, Q1 2024 (March 31)
21holders
$7.87avg. 13F price*

At the end of Q1 2024, 21 institutions reported holding Carlyle Credit Income Fund (CCIF) in their 13F filings. The largest holders were Cambridge Investment Research Advisors, Inc. ($2.7M), Thomas J. Herzfeld Advisors, Inc. ($1.8M) and Cetera Investment Advisers ($903K).

Company
Carlyle Credit Income Fund
CUSIP
92535C104
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 21Q1 2024Q2 2024: 22Q2 2024Q3 2024: 19Q3 2024Q4 2024: 24Q4 2024Q1 2025: 26Q1 2025Q2 2025: 27Q2 2025Q3 2025: 27Q3 2025Q4 2025: 37Q4 2025Q1 2026: 32Q1 2026Q2 2026: 29Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$1.8M
Exits7$3.0M

Ownership 21 holders

Cambridge Investment Research Advisors, Inc. 0.01% Add +104.4% 338,978 $2.7M
Thomas J. Herzfeld Advisors, Inc. 0.62% Reduce -40.3% 223,527 $1.8M
Cetera Investment Advisers 0.00% New 114,751 $903K
Bulldog Investors, LLP 0.27% Reduce -35.9% 103,135 $812K
SFI Advisors, LLC 0.44% New 71,617 $564K
Access Financial Services, Inc. 0.25% Add +0.9% 70,270 $553K
Morgan Stanley 0.00% Add +10.1% 61,074 $481K
Osaic Holdings, Inc. 0.00% Add +27.4% 39,831 $313K
Riverbridge Partners LLC 0.00% Reduce -51.7% 34,098 $268K
Financial Network Wealth Advisors LLC 0.23% Reduce -8.4% 29,077 $229K
Townsquare Capital LLC 0.00% Reduce -8.6% 29,077 $229K
Melfa Wealth Management, Inc. 0.13% Add +0.6% 22,724 $179K
HighTower Advisors, LLC 0.00% No change 17,916 $141K
Relative Value Partners Group, LLC 0.01% Reduce -89.0% 15,524 $122K
Jane Street Group, LLC 0.00% New 14,393 $113K
LPL Financial LLC 0.00% New 10,890 $86K
Choreo, LLC 0.00% New 10,497 $83K
CoreCap Advisors, LLC 0.00% New 1,600 $13K
Northwestern Mutual Wealth Management Co. 0.00% No change 860 $7K
Cwm, LLC 0.00% Add +27.5% 232 $2K
JPMorgan Chase & Co. 0.00% New 406 $3

"% of holder's portfolio" is CCIF's weight in each manager's 13F, not the share of Carlyle Credit Income Fund the manager owns.