Carlyle Credit Income FundCCIF

13F holders, Q3 2024 (September 30)
19holders −3
4new positions
7sold out
$8.23avg. 13F price*

At the end of Q3 2024, 19 institutions reported holding Carlyle Credit Income Fund (CCIF) in their 13F filings, down 3 from Q2 2024. 4 opened new positions and 7 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($3.9M), Morgan Stanley ($2.1M) and Cetera Investment Advisers ($823K).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions4$882K
Exits7$585K

All 13F filers, Q2 2024 → Q3 2024: 343,853 shares bought and 114,514 shares sold, net +229,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 19 holders

Cambridge Investment Research Advisors, Inc. 0.01% Add +5.8% 470,378 $3.9M
Morgan Stanley 0.00% Add +280.6% 258,553 $2.1M
Cetera Investment Advisers 0.00% Reduce -11.8% 100,020 $823K
Virtus Advisers, LLC 0.38% New 99,099 $816K
SFI Advisors, LLC 0.46% Add +5.6% 77,496 $638K
Access Financial Services, Inc. 0.20% Reduce -33.1% 54,243 $446K
HighTower Advisors, LLC 0.00% Add +65.2% 29,598 $244K
Financial Network Wealth Advisors LLC 0.18% Reduce -3.3% 26,660 $219K
Townsquare Capital LLC 0.00% Reduce -3.3% 26,660 $219K
Koshinski Asset Management, Inc. 0.02% Reduce -3.2% 26,298 $216K
Melfa Wealth Management, Inc. 0.12% No change 22,724 $187K
Osaic Holdings, Inc. 0.00% Add +32.9% 17,801 $146K
Wells Fargo & Company 0.00% No change 3,001 $25K
CIBC Private Wealth Group LLC 0.00% New 3,000 $25K
Jaffetilchin Investment Partners, LLC 0.00% New 2,810 $23K
Ridgewood Investments LLC 0.01% New 2,300 $19K
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

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