Carlyle Credit Income FundCCIF
13F holders, Q2 2024 (June 30)22holders +1
7new positions
7sold out
$8.18avg. 13F price*
At the end of Q2 2024, 22 institutions reported holding Carlyle Credit Income Fund (CCIF) in their 13F filings, up 1 from Q1 2024. 7 opened new positions and 7 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($3.6M), Cetera Investment Advisers ($928K) and Access Financial Services, Inc. ($664K).
- Company
- Carlyle Credit Income Fund
- CUSIP
- 92535C104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $708K |
| Exits | 7 | $3.2M |
All 13F filers, Q1 2024 → Q2 2024: 215,861 shares bought and 432,344 shares sold, net −216,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +31.1% | 444,548 | $3.6M |
| Cetera Investment Advisers | 0.00% | Reduce -1.1% | 113,439 | $928K |
| Access Financial Services, Inc. | 0.30% | Add +15.4% | 81,130 | $664K |
| SFI Advisors, LLC | 0.46% | Add +2.5% | 73,385 | $600K |
| Morgan Stanley | 0.00% | Add +11.2% | 67,938 | $556K |
| Koshinski Asset Management, Inc. | 0.02% | New | 27,160 | $227K |
| Financial Network Wealth Advisors LLC | 0.17% | Reduce -5.2% | 27,569 | $226K |
| Townsquare Capital LLC | 0.00% | Reduce -5.2% | 27,569 | $226K |
| Melfa Wealth Management, Inc. | 0.13% | No change | 22,724 | $186K |
| HighTower Advisors, LLC | 0.00% | No change | 17,916 | $147K |
| Keel Point, LLC | 0.01% | New | 16,650 | $136K |
| Realta Investment Advisors | 0.02% | New | 14,390 | $118K |
| Perigon Wealth Management, LLC | 0.00% | New | 13,580 | $111K |
| Osaic Holdings, Inc. | 0.00% | Reduce -66.4% | 13,395 | $110K |
| LPL Financial LLC | 0.00% | Add +15.9% | 12,622 | $103K |
| UBS Group AG | 0.00% | New | 11,614 | $95K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 3,001 | $25K |
| Bank of America Corp. | 0.00% | New | 2,657 | $22K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,600 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 860 | $7K |
| Cwm, LLC | 0.00% | No change | 232 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 15 | $121 |
"% of holder's portfolio" is CCIF's weight in each manager's 13F, not the share of Carlyle Credit Income Fund the manager owns.