Purchases and Sales Made in Q1 2023 in Carlyle Group Inc. (CG)

CG Quotes by TradingView

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 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
1.43K
+ 10.77%
$42.7K - $53.8K
14.7K $717K
May 10, 2023 Q1 2023
Alps Advisors Inc

Denver, CO
BUY
 -
1.3K
+ 2.91%
$39K - $49.1K
46K $2.25M
May 11, 2023 Q1 2023
Stiles Financial Services Inc

BUY
 -
1.28K
+ 12.9%
$38.3K - $48.2K
11.2K $546K
May 11, 2023 Q1 2023
Western Pacific Wealth Management, LP

BUY
 -
1.12K
New
$33.6K - $42.3K
1.12K $54.8K
Apr 10, 2023 Q1 2023
Guinness Asset Management LTD

London, X0
BUY
 -
1.12K
+ 9.23%
$33.4K - $42.1K
13.2K $645K
May 12, 2023 Q1 2023
Elo Mutual Pension Insurance CO

BUY
 -
1.1K
+ 7.38%
$33.1K - $41.6K
16K $784K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
1.01K
New
$30.3K - $38.1K
1.01K $49.4K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
999
+ 99900.0%
$30K - $37.7K
1K $48.9K
May 08, 2023 Q1 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
959
New
$28.8K - $36.2K
959 $46.9K
May 08, 2023 Q1 2023
Bnp Paribas Asset Management Holding S.A.

BUY
 -
913
+ 6.2%
$27.4K - $34.5K
15.6K $765K
May 12, 2023 Q1 2023
Bi Asset Management Fondsmaeglerselskab A

Kobenhavn, G7
BUY
 -
803
+ 4.76%
$24.1K - $30.3K
17.7K $864K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
794
+ 10.45%
$23.8K - $30K
8.39K $410K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
751
+ 7.24%
$22.5K - $28.4K
11.1K $544K
May 04, 2023 Q1 2023
Treasurer Of The State Of North Carolina

BUY
 -
650
+ 0.72%
$19.5K - $24.5K
90.5K $4.43M
May 08, 2023 Q1 2023
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
626
+ 1.67%
$18.8K - $23.6K
38.2K $1.87M
Apr 21, 2023 Q1 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
624
+ 6.81%
$18.7K - $23.6K
9.79K $479K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
619
+ 631.63%
$18.6K - $23.4K
717 $35.1K
May 08, 2023 Q1 2023
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.

BUY
 -
530
+ 0.81%
$15.9K - $20K
65.6K $3.21M
May 15, 2023 Q1 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
525
+ 9.72%
$15.7K - $19.8K
5.93K $290K
May 02, 2023 Q1 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
500
+ 4.4%
$15K - $18.9K
11.9K $580K
Apr 25, 2023 Q1 2023
Asset Management One Co., Ltd.

BUY
 -
460
+ 0.58%
$13.8K - $17.4K
80.4K $3.93M
Apr 20, 2023 Q1 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
419
New
$12.6K - $15.8K
419 $20.5K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
374
+ 1.42%
$11.2K - $14.1K
26.7K $1.3M
May 12, 2023 Q1 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
324
+ 8.6%
$9.72K - $12.2K
4.09K $200K
Apr 28, 2023 Q1 2023
Harvest Group Wealth Management, LLC

BUY
 -
300
New
$9K - $11.3K
300 $14.7K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
300
+ 9.78%
$9K - $11.3K
3.37K $165K
Apr 17, 2023 Q1 2023
E&G Advisors, LP

BUY
 -
300
+ 3.41%
$9K - $11.3K
9.1K $445K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
300
New
$9K - $11.3K
300 $14.7K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
287
+ 0.58%
$8.61K - $10.8K
50.1K $2.45M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
277
+ 3.14%
$8.31K - $10.5K
9.09K $445K
Apr 17, 2023 Q1 2023
Atticus Wealth Management, LLC

BUY
 -
250
New
$7.5K - $9.44K
250 $12.2K
May 15, 2023 Q1 2023
Utah Retirement Systems

Salt Lake City, UT
BUY
 -
200
+ 0.54%
$6K - $7.55K
37.3K $1.82M
Apr 20, 2023 Q1 2023
Triangle Securities Wealth Management

BUY
 -
200
+ 2.5%
$6K - $7.55K
8.2K $401K
May 09, 2023 Q1 2023
Altshuler Shaham LTD

BUY
 -
197
+ 5.22%
$5.91K - $7.44K
3.97K $194K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
185
New
$5.55K - $6.99K
185 $9.04K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
155
+ 8.88%
$4.65K - $5.85K
1.9K $92.9K
May 11, 2023 Q1 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
150
+ 1.05%
$4.5K - $5.66K
14.4K $705K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
107
New
$3.21K - $4.04K
107 $5.23K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
90
+ 0.23%
$2.7K - $3.4K
39.3K $1.92M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
74
+ 4.85%
$2.22K - $2.79K
1.6K $78.2K
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
70
+ 0.94%
$2.1K - $2.64K
7.54K $369K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
64
+ 45.07%
$1.92K - $2.42K
206 $10.1K
Apr 17, 2023 Q1 2023
Xponance, Inc.

BUY
 -
64
+ 0.88%
$1.92K - $2.42K
7.36K $360K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
64
+ 0.82%
$1.92K - $2.42K
7.84K $383K
May 15, 2023 Q1 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
BUY
 -
55
New
$1.65K - $2.08K
55 $2.69K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
50
+ 0.57%
$1.5K - $1.89K
8.89K $435K
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
45
+ 78.95%
$1.35K - $1.7K
102 $4.99K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
42
+ 0.27%
$1.26K - $1.59K
15.8K $772K
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
41
+ 0.08%
$1.23K - $1.55K
49.1K $2.4M

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