Purchases and Sales Made in Q1 2022 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q1 2022. The information is specifically focused on institutions that hold shares of Carlyle Group Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
200New |
$8.12K - $11.1K
|
200
$9.78K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
176+ 1.3% |
$7.14K - $9.78K
|
13.7K
$672K
|
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
155+ 0.06% |
$6.29K - $8.61K
|
250K
$12.2M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
140New |
$5.68K - $7.78K
|
140
$6.84K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
128+ 2.93% |
$5.2K - $7.11K
|
4.5K
$220K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
128+ 20.81% |
$5.2K - $7.11K
|
743
$36.3K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
104+ 1.58% |
$4.22K - $5.78K
|
6.69K
$327K
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
100+ 1.75% |
$4.06K - $5.56K
|
5.8K
$284K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
94New |
$3.82K - $5.22K
|
94
$4.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
75New |
$3.04K - $4.17K
|
75
$3.67K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
75New |
$3.04K - $4.17K
|
75
$3.67K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
59+ 1180.0% |
$2.39K - $3.28K
|
64
$3.13K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
54+ 0.5% |
$2.19K - $3K
|
10.9K
$533K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
52New |
$2.11K - $2.89K
|
52
$2.54K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
50New |
$2.03K - $2.78K
|
50
$2.44K
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
45+ 0.0% |
$1.83K - $2.5K
|
1.06M
$51.7M
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
38+ 0.05% |
$1.54K - $2.11K
|
82.5K
$4.03M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
36New |
$1.46K - $2K
|
36
$1.76K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
33+ 253.85% |
$1.34K - $1.83K
|
46
$2.25K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
31+ 0.55% |
$1.26K - $1.72K
|
5.68K
$277K
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
BUY
|
- |
27+ 0.54% |
$1.1K - $1.5K
|
5.03K
$246K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
22+ 0.28% |
$893 - $1.22K
|
7.88K
$385K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
20+ 6.67% |
$812 - $1.11K
|
320
$15.6K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 8.29% |
$690 - $945
|
222
$10.9K
|
|
|
Mar 22, 2023
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
17+ 0.53% |
$690 - $945
|
3.24K
$159K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13New |
$528 - $722
|
13
$636
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
13+ 0.53% |
$528 - $722
|
2.46K
$120K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13+ 0.23% |
$528 - $722
|
5.7K
$278K
|
|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
11+ 0.09% |
$446 - $611
|
12.9K
$633K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
11+ 0.07% |
$446 - $611
|
15.5K
$756K
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10+ 0.13% |
$406 - $556
|
7.87K
$385K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
10+ 0.59% |
$406 - $556
|
1.71K
$83.8K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
9New |
$365 - $500
|
9
$440
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
9+ 0.0% |
$365 - $500
|
711K
$34.7M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5+ 0.0% |
$203 - $278
|
2.03M
$99.1M
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
BUY
|
- |
3+ 0.56% |
$122 - $167
|
535
$26.2K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3New |
$122 - $167
|
3
$147
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 42.86% |
$122 - $167
|
10
$489
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.15% |
$122 - $167
|
2.05K
$100K
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.01% |
$122 - $167
|
23.2K
$1.13M
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
1+ 0.0% |
$40.6 - $55.6
|
76.8K
$3.75M
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-1- 0.16% |
$40.6 - $55.6
|
618
$30.2K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 56.52% |
$528 - $722
|
10
$489
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15Closed |
$609 - $834
|
0
$0
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-23- 2.04% |
$934 - $1.28K
|
1.1K
$53.9K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-43Closed |
$1.75K - $2.39K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-45Closed |
$1.83K - $2.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-45- 2.58% |
$1.83K - $2.5K
|
1.7K
$83K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-74Closed |
$3K - $4.11K
|
0
$0
|