Latest Institutional Purchases of Carlyle Group Inc. (CG)
This list provides information on the latest institutional transactions involving Carlyle Group Inc. (CG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
5K+ 50.0% |
$97.4K - $195K
|
15K
$800K
|
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
3.1K+ 41.33% |
$60.4K - $121K
|
10.6K
$565K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.5KNew |
$29.2K - $58.4K
|
1.5K
$80K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
500New |
$9.74K - $19.5K
|
500
$26.7K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
417+ 2.56% |
$8.12K - $16.2K
|
16.7K
$892K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
400New |
$7.79K - $15.6K
|
400
$21.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
398New |
$7.75K - $15.5K
|
398
$21.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
260+ 1.56% |
$5.06K - $10.1K
|
17K
$904K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
42New |
$818 - $1.63K
|
42
$2.24K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
28New |
$545 - $1.09K
|
28
$1.49K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16New |
$312 - $623
|
16
$853
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Davis Capital Partners, LLC
Sausalito, CA |
BUY
|
- |
500K+ 50.0% |
$15.8M - $24.7M
|
1.5M
$80M
|
|
|
Aug 15, 2022
Q2 2022
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
32.7KNew |
$1.04M - $1.62M
|
32.7K
$1.74M
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
30.2KNew |
$957K - $1.49M
|
30.2K
$1.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
22.5KNew |
$712K - $1.11M
|
22.5K
$1.2M
|
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
16.7KNew |
$529K - $827K
|
16.7K
$892K
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11KNew |
$349K - $545K
|
11K
$588K
|
|
|
Aug 01, 2022
Q2 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
10.2KNew |
$322K - $504K
|
10.2K
$543K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
7.04KNew |
$223K - $348K
|
7.04K
$375K
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
6.91KNew |
$219K - $342K
|
6.91K
$369K
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.37K+ 106.12% |
$201K - $315K
|
12.4K
$660K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.47KNew |
$141K - $221K
|
4.47K
$238K
|
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.46KNew |
$110K - $171K
|
3.46K
$185K
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.37K+ 6.7% |
$107K - $166K
|
53.6K
$2.86M
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
2.84K+ 25.76% |
$89.9K - $140K
|
13.9K
$740K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
925+ 13.9% |
$29.3K - $45.7K
|
7.58K
$404K
|
|
|
Aug 12, 2022
Q2 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
754+ 0.95% |
$23.9K - $37.3K
|
80.3K
$4.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
658+ 4.55% |
$20.8K - $32.5K
|
15.1K
$806K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
295New |
$9.33K - $14.6K
|
295
$15.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Caz Investments LP
Houston, TX |
BUY
|
- |
200New |
$6.33K - $9.88K
|
200
$10.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
159New |
$5.03K - $7.86K
|
159
$8.48K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
57New |
$1.8K - $2.82K
|
57
$3.04K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
21+ 0.85% |
$664 - $1.04K
|
2.48K
$132K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2New |
$63.3 - $98.8
|
2
$107
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
32KNew |
$1.3M - $1.78M
|
32K
$1.71M
|
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
27.9K+ 42.04% |
$1.13M - $1.55M
|
94.2K
$5.02M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.2KNew |
$333K - $456K
|
8.2K
$437K
|
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
4.75KNew |
$193K - $264K
|
4.75K
$253K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
200New |
$8.12K - $11.1K
|
200
$10.7K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
52New |
$2.11K - $2.89K
|
52
$2.77K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
50New |
$2.03K - $2.78K
|
50
$2.67K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Samlyn Capital, LLC
New York, NY |
BUY
|
CALL |
2.01MNew |
$93.4M - $121M
|
2.01M
$107M
|
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
40KNew |
$1.86M - $2.41M
|
40K
$2.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
21KNew |
$978K - $1.26M
|
21K
$1.12M
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
20.2KNew |
$883K - $1.03M
|
20.2K
$1.08M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
183New |
$8K - $9.35K
|
183
$9.76K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
35New |
$1.53K - $1.79K
|
35
$1.87K
|
|
| Q1 2021 | |||||||
|
Jun 26, 2023
Q1 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.97KNew |
$92.2K - $111K
|
2.97K
$158K
|
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
BUY
|
- |
150New |
$4.65K - $5.61K
|
150
$8K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
35.3KNew |
$878K - $1.11M
|
35.3K
$1.88M
|
|