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CCIF Smart Money

Carlyle Credit Income Fund
1W: +1.2% 1M: -9.3% 3M: -14.0% YTD: -45.8% 1Y: -54.5% 3Y: -55.5% 5Y: -52.7%
$2.45
+0.05 (+2.08%)
 
Weekly Expected Move ±6.1%
$2 $2 $2 $3 $3
NYSE · Financial Services · Asset Management · Tech Score Sell · Power 35 · $51.9M mcap · 21M float · 0.563% daily turnover · Short 42% of daily vol

🏦 Institutional Activity

Latest: Q2 2026
37
Institutions Holding
-1 vs prior
18.0%
Ownership
-1.51%
5 New
8 Increased
15 Reduced
7 Closed

👔 Insider Trades

6 records
Date Name Title Type Shares Price Value Filing
2026-06-22 Joseph Nelson officer: pfo, pao & treasurer P-Purchase 2,000 $2.73 $5K Filing
2026-03-16 Basmadjian Lauren Michelle director P-Purchase 16,000 $3.22 $52K Filing
2025-12-22 Joseph Nelson officer: pfo, pao & treasurer P-Purchase 1,200 $4.70 $6K Filing
2025-06-27 MCCABE JOAN Y director P-Purchase 15,822 $6.32 $100K Filing
2025-06-27 Basmadjian Lauren Michelle director P-Purchase 7,898 $6.33 $50K Filing
2025-06-24 Mehta Nishil officer: president and peo P-Purchase 16,650 $6.02 $100K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
Cambridge Investment Research Advisors, 1,188,599 $3M +81,257 2026-06-30 Filing
MORGAN STANLEY 560,658 $2M -23,538 2026-06-30 Filing
J.W. COLE ADVISORS, INC. 313,770 $875K +313,770 2026-06-30 Filing
Thomas J. Herzfeld Advisors, Inc. 263,404 $735K +137,165 2026-06-30 Filing
HANCOCK WHITNEY CORP 217,347 $606K — 2026-06-30 Filing
Eagle Point Credit Management LLC 186,212 $520K +30,819 2026-06-30 Filing
Almitas Capital LLC 157,685 $440K — 2026-06-30 Filing
Belpointe Asset Management LLC 61,053 $170K +6,000 2026-06-30 Filing
Cetera Investment Advisers 54,188 $151K -2,918 2026-06-30 Filing
MELFA WEALTH MANAGEMENT, INC. 52,974 $148K — 2026-06-30 Filing
Advisory Solutions Group, LLC 40,494 $113K +40,494 2026-06-30 Filing
CURA WEALTH ADVISORS, LLC 35,721 $100K — 2026-06-30 Filing
XTX Topco Ltd 30,435 $85K -11,339 2026-06-30 Filing
CITADEL ADVISORS LLC 30,153 $84K +1,622 2026-06-30 Filing
BlackRock, Inc. 26,205 $73K — 2026-06-30 Filing
HARBOUR INVESTMENTS, INC. 24,892 $69K +1,233 2026-06-30 Filing
JANE STREET GROUP, LLC 17,301 $48K +48 2026-06-30 Filing
Pasadena Private Wealth, LLC 17,000 $47K — 2026-06-30 Filing
OSAIC HOLDINGS, INC. 15,280 $43K -1,273 2026-06-30 Filing
LPL Financial LLC 14,761 $41K -19,076 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms