Purchases and Sales Made in Q1 2023 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q1 2023. 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 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.15K+ 10.14% |
$244K - $308K
|
88.5K
$4.33M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.13KNew |
$244K - $307K
|
8.13K
$397K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
7.64K+ 22.78% |
$229K - $289K
|
41.2K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.63KNew |
$229K - $288K
|
7.63K
$373K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
7.52KNew |
$225K - $284K
|
7.52K
$367K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
7.5KNew |
$225K - $283K
|
7.5K
$367K
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.41K+ 14.35% |
$222K - $280K
|
59.1K
$2.89M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.41K+ 14.35% |
$222K - $280K
|
59.1K
$2.89M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.31KNew |
$219K - $276K
|
7.31K
$357K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.29K+ 18.16% |
$219K - $275K
|
47.5K
$2.32M
|
|
|
May 12, 2023
Q1 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
7.17KNew |
$215K - $271K
|
7.17K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.05K+ 17.72% |
$211K - $266K
|
46.8K
$2.29M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
7.03K+ 98.29% |
$211K - $265K
|
14.2K
$693K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6.72KNew |
$202K - $254K
|
6.72K
$329K
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.64K+ 62.15% |
$199K - $251K
|
17.3K
$846K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.44KNew |
$193K - $243K
|
6.44K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
6.03K+ 35.67% |
$181K - $228K
|
22.9K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
6.02K+ 8.6% |
$180K - $227K
|
76K
$3.72M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.77K+ 5.3% |
$143K - $180K
|
94.8K
$4.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.74K+ 48.7% |
$142K - $179K
|
14.5K
$707K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
4.51KNew |
$135K - $170K
|
4.51K
$220K
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4.37K+ 6.81% |
$131K - $165K
|
68.5K
$3.35M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.29KNew |
$129K - $162K
|
4.29K
$210K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.83K+ 11.45% |
$115K - $144K
|
37.2K
$1.82M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.66K+ 3.35% |
$110K - $138K
|
113K
$5.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Lgt Capital Partners Ltd.
|
BUY
|
- |
3.5K+ 0.24% |
$105K - $132K
|
1.48M
$72.2M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.2K+ 15.01% |
$96.1K - $121K
|
24.5K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3.19K+ 18.02% |
$95.5K - $120K
|
20.9K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.09K+ 37.63% |
$92.7K - $117K
|
11.3K
$553K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.97K+ 15.07% |
$89.1K - $112K
|
22.7K
$1.11M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.97K+ 20.16% |
$89.1K - $112K
|
17.7K
$865K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.92KNew |
$87.5K - $110K
|
2.92K
$143K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.8KNew |
$83.9K - $106K
|
2.8K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.58K+ 32.92% |
$77.3K - $97.3K
|
10.4K
$508K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2.52KNew |
$75.5K - $95.1K
|
2.52K
$123K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.24K+ 2.12% |
$67.1K - $84.4K
|
108K
$5.27M
|
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
2.23K+ 5.56% |
$66.9K - $84.3K
|
42.4K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.15K+ 19.91% |
$64.4K - $81.1K
|
12.9K
$632K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.13K+ 2.06% |
$63.8K - $80.3K
|
105K
$5.16M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.12K+ 8.39% |
$63.5K - $80K
|
27.4K
$1.34M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
2.06K+ 4.32% |
$61.8K - $77.8K
|
49.7K
$2.43M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
2.03K+ 1.36% |
$61K - $76.8K
|
152K
$7.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
2K+ 1.37% |
$60K - $75.5K
|
148K
$7.25M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 6.84% |
$57.7K - $72.7K
|
30.1K
$1.47M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.91K+ 25.52% |
$57.4K - $72.3K
|
9.41K
$460K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.89K+ 3.36% |
$56.7K - $71.4K
|
58.1K
$2.84M
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.89KNew |
$56.5K - $71.2K
|
1.89K
$92.2K
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.68KNew |
$50.2K - $63.2K
|
1.68K
$81.9K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.58K+ 10.88% |
$47.4K - $59.7K
|
16.1K
$787K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.58K+ 31.16% |
$47.2K - $59.5K
|
6.63K
$324K
|