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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
41New |
$1.23K - $1.55K
|
41
$2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
34New |
$1.02K - $1.28K
|
34
$1.66K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 3.37% |
$900 - $1.13K
|
920
$45K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
29+ 13.24% |
$870 - $1.1K
|
248
$12.1K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24New |
$720 - $906
|
24
$1.17K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
22+ 0.23% |
$660 - $831
|
9.54K
$466K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
19+ 0.87% |
$570 - $717
|
2.2K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
19+ 0.93% |
$570 - $717
|
2.06K
$101K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
18+ 0.14% |
$540 - $680
|
12.8K
$624K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
17New |
$510 - $642
|
17
$831
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
16+ 0.1% |
$480 - $604
|
16.9K
$824K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15New |
$450 - $566
|
15
$733
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 3.14% |
$450 - $566
|
493
$24.1K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
10+ 0.23% |
$300 - $378
|
4.29K
$210K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
7New |
$210 - $264
|
7
$342
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.6% |
$180 - $227
|
382
$18.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.29% |
$180 - $227
|
2.07K
$101K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 14.63% |
$180 - $227
|
47
$2.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$150 - $189
|
5
$244
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 1.59% |
$90 - $113
|
192
$9.39K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.78% |
$60 - $75.5
|
257
$12.6K
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 0.62% |
$60 - $75.5
|
319
$15.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-3- 1.15% |
$90 - $113
|
257
$12.6K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 6.54% |
$630 - $793
|
300
$14.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
SELL
|
- |
-35- 4.19% |
$1.05K - $1.32K
|
800
$39.1K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-46- 2.16% |
$1.38K - $1.74K
|
2.08K
$102K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-50- 0.2% |
$1.5K - $1.89K
|
24.5K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-53- 0.71% |
$1.59K - $2K
|
7.41K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-64- 0.29% |
$1.92K - $2.42K
|
21.9K
$1.07M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-65- 0.28% |
$1.95K - $2.45K
|
23.1K
$1.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-65- 0.23% |
$1.95K - $2.45K
|
28.2K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-100- 0.51% |
$3K - $3.78K
|
19.6K
$956K
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 0.29% |
$3K - $3.78K
|
34.6K
$1.69M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-101- 3.26% |
$3.03K - $3.81K
|
3K
$147K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-191- 1.43% |
$5.73K - $7.21K
|
13.1K
$642K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-193- 1.35% |
$5.79K - $7.29K
|
14.1K
$688K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-200- 2.2% |
$6K - $7.55K
|
8.9K
$435K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-225- 13.02% |
$6.75K - $8.5K
|
1.5K
$73.5K
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-230- 0.73% |
$6.9K - $8.68K
|
31.4K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-297- 8.06% |
$8.91K - $11.2K
|
3.39K
$166K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-306- 86.2% |
$9.18K - $11.6K
|
49
$2.4K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-333- 3.91% |
$9.99K - $12.6K
|
8.19K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-337- 1.22% |
$10.1K - $12.7K
|
27.3K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-445- 33.09% |
$13.3K - $16.8K
|
900
$44K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-471- 0.63% |
$14.1K - $17.8K
|
74.6K
$3.65M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-515- 3.53% |
$15.4K - $19.4K
|
14.1K
$689K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-541- 5.46% |
$16.2K - $20.4K
|
9.37K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-548- 3.32% |
$16.4K - $20.7K
|
16K
$781K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-550- 6.34% |
$16.5K - $20.8K
|
8.13K
$397K
|