Latest Institutional Sells of Carlyle Group Inc. (CG)
This list provides information on the latest institutional transactions involving Carlyle Group Inc. (CG) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 17, 2022
Q3 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-6.2K- 21.53% |
$121K - $241K
|
22.6K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.72KClosed |
$91.9K - $184K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-959- 8.95% |
$18.7K - $37.3K
|
9.75K
$548K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-856- 66.46% |
$16.7K - $33.3K
|
432
$24.3K
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-180- 1.13% |
$3.5K - $7K
|
15.7K
$883K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-134- 10.44% |
$2.61K - $5.21K
|
1.15K
$64.6K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-73- 25.52% |
$1.42K - $2.84K
|
213
$12K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-10- 1.64% |
$195 - $389
|
600
$33.7K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-1.57M- 37.5% |
$49.7M - $77.6M
|
2.62M
$147M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-583KClosed |
$18.5M - $28.8M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-187KClosed |
$5.91M - $9.24M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Snowhook Capital Management LP
New York, NY |
SELL
|
- |
-108K- 20.18% |
$3.43M - $5.35M
|
428K
$24.1M
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-88.1KClosed |
$2.79M - $4.35M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-88KClosed |
$2.78M - $4.35M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-68.1KClosed |
$2.16M - $3.37M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-66.7KClosed |
$2.11M - $3.3M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Lgt Group Foundation
|
SELL
|
- |
-40KClosed |
$1.27M - $1.98M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-38.3K- 40.02% |
$1.21M - $1.89M
|
57.4K
$3.22M
|
|
Aug 15, 2022
Q2 2022
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-30.8KClosed |
$973K - $1.52M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-28.1KClosed |
$888K - $1.39M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-24.9KClosed |
$787K - $1.23M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jeereddi Investments, LP
Los Angeles, CA |
SELL
|
- |
-23.9KClosed |
$755K - $1.18M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-23.7KClosed |
$749K - $1.17M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-21KClosed |
$664K - $1.04M
|
0
$0
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-18.5KClosed |
$586K - $915K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Amf Tjanstepension Ab
|
SELL
|
- |
-18.3K- 21.02% |
$579K - $904K
|
68.7K
$3.86M
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-16.5KClosed |
$523K - $817K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-13.4K- 8.42% |
$423K - $661K
|
146K
$8.17M
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-13.2KClosed |
$419K - $654K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-12.7KClosed |
$400K - $625K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-12.6KClosed |
$399K - $623K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10.9KClosed |
$345K - $539K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-8.41K- 58.49% |
$266K - $415K
|
5.97K
$335K
|
|
Aug 10, 2022
Q2 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-8.2K- 51.01% |
$259K - $405K
|
7.87K
$442K
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-8.03KClosed |
$254K - $397K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7.1KClosed |
$225K - $351K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-6.33K- 43.85% |
$200K - $313K
|
8.11K
$455K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-6.17KClosed |
$195K - $305K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-6KClosed |
$190K - $297K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6KClosed |
$190K - $297K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5.82KClosed |
$184K - $288K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.7KClosed |
$180K - $281K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-5.58KClosed |
$177K - $276K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-5.29KClosed |
$167K - $262K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-5.02KClosed |
$159K - $248K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-5KClosed |
$158K - $247K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.98KClosed |
$158K - $246K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-4.9KClosed |
$155K - $242K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.67K- 9.91% |
$148K - $231K
|
42.5K
$2.39M
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-4.57KClosed |
$145K - $226K
|
0
$0
|