Carlyle Credit Income FundCCIF
13F holders, Q4 2024 (December 31)24holders +5
6new positions
3sold out
$7.94avg. 13F price*
At the end of Q4 2024, 24 institutions reported holding Carlyle Credit Income Fund (CCIF) in their 13F filings, up 5 from Q3 2024. 6 opened new positions and 3 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($3.8M), Morgan Stanley ($1.9M) and Sabal Trust CO ($1.7M).
- Company
- Carlyle Credit Income Fund
- CUSIP
- 92535C104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.3M |
| Exits | 3 | $880K |
All 13F filers, Q3 2024 → Q4 2024: 326,845 shares bought and 135,633 shares sold, net +191,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.6% | 478,099 | $3.8M |
| Morgan Stanley | 0.00% | Reduce -5.7% | 243,845 | $1.9M |
| Sabal Trust CO | 0.10% | New | 217,347 | $1.7M |
| Virtus Advisers, LLC | 0.41% | Add +26.5% | 125,323 | $995K |
| Cetera Investment Advisers | 0.00% | Reduce -5.6% | 94,449 | $750K |
| Access Financial Services, Inc. | 0.18% | Reduce -8.2% | 49,823 | $396K |
| Naviter Wealth, LLC | 0.03% | New | 30,102 | $239K |
| HighTower Advisors, LLC | 0.00% | No change | 29,598 | $235K |
| Townsquare Capital LLC | 0.00% | No change | 26,660 | $212K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.2% | 26,339 | $209K |
| Jane Street Group, LLC | 0.00% | New | 24,137 | $192K |
| Melfa Wealth Management, Inc. | 0.12% | No change | 22,724 | $180K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.5% | 17,001 | $135K |
| LPL Financial LLC | 0.00% | New | 10,337 | $82K |
| Walkner Condon Financial Advisors LLC | 0.02% | New | 10,068 | $80K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,000 | $24K |
| Ridgewood Investments LLC | 0.01% | No change | 2,300 | $18K |
| CoreCap Advisors, LLC | 0.00% | Reduce -7.4% | 1,482 | $12K |
| FMR LLC | 0.00% | New | 868 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 860 | $7K |
| Noble Wealth Management PBC | 0.00% | — | 500 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 250 | $2K |
| Cwm, LLC | 0.00% | Reduce -21.6% | 182 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $11 |
"% of holder's portfolio" is CCIF's weight in each manager's 13F, not the share of Carlyle Credit Income Fund the manager owns.