Westbourne Investment Advisors, Inc. Carlyle Group Inc. Transaction History
Westbourne Investment Advisors, Inc.
- $286 Million
- Q3 2024
A detailed history of Westbourne Investment Advisors, Inc. transactions in Carlyle Group Inc. stock. As of the latest transaction made, Westbourne Investment Advisors, Inc. holds 5,700 shares of CG stock, worth $291,099. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,700
Previous 5,500
3.64%
Holding current value
$291,099
Previous $221,000
10.86%
% of portfolio
0.09%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding CG
# of Institutions
566Shares Held
201MCall Options Held
1.75MPut Options Held
952K-
Vanguard Group Inc Valley Forge, PA23.3MShares$1.19 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.16 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA20MShares$1.02 Billion0.13% of portfolio
-
Morgan Stanley New York, NY12.9MShares$657 Million0.04% of portfolio
-
William Blair Investment Management, LLC Chicago, IL11.5MShares$590 Million1.26% of portfolio
About Carlyle Group Inc.
- Ticker CG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 361,324,992
- Market Cap $18.5B
- Description
- The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity pr...