Purchases and Sales Made in Q3 2023 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.27K+ 50.29% |
$153K - $188K
|
15.7K
$770K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.25K+ 10.22% |
$153K - $187K
|
56.6K
$2.77M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.24K+ 10.21% |
$153K - $187K
|
56.6K
$2.77M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
5.18K+ 228.09% |
$151K - $185K
|
7.45K
$364K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.53K+ 13.81% |
$132K - $162K
|
37.4K
$1.83M
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.5K+ 4.09% |
$131K - $161K
|
115K
$5.6M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.91K+ 29.04% |
$114K - $140K
|
17.4K
$850K
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.88K+ 4.58% |
$113K - $139K
|
88.8K
$4.34M
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
3.45K+ 41.32% |
$100K - $123K
|
11.8K
$577K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
3.28K+ 4.46% |
$95.7K - $117K
|
76.9K
$3.76M
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
3.22K+ 27.51% |
$93.8K - $115K
|
14.9K
$730K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.02K+ 21.87% |
$88.1K - $108K
|
16.8K
$824K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
2.98K+ 8.53% |
$86.8K - $106K
|
37.9K
$1.85M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
2.8KNew |
$81.6K - $100K
|
2.8K
$137K
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.79K+ 8.83% |
$81.2K - $99.5K
|
34.4K
$1.68M
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.76K+ 1.17% |
$80.5K - $98.7K
|
240K
$11.7M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.74K+ 0.71% |
$79.9K - $98K
|
389K
$19M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.44K+ 5.72% |
$71K - $87K
|
45K
$2.2M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.32K+ 4.84% |
$67.5K - $82.7K
|
50.2K
$2.45M
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.09K+ 0.06% |
$60.8K - $74.6K
|
3.75M
$183M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.96K+ 4.65% |
$57.1K - $70K
|
44.1K
$2.16M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.87K+ 11.94% |
$54.6K - $66.9K
|
17.6K
$859K
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.65KNew |
$48.1K - $59K
|
1.65K
$80.8K
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.58KNew |
$46.1K - $56.5K
|
1.58K
$77.4K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.55K+ 12.74% |
$45.1K - $55.3K
|
13.7K
$670K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
1.5K+ 57.76% |
$43.7K - $53.6K
|
4.1K
$200K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.43K+ 17.08% |
$41.5K - $50.9K
|
9.77K
$478K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.37K+ 2.66% |
$39.8K - $48.9K
|
52.8K
$2.58M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.03K+ 1.36% |
$30K - $36.7K
|
76.5K
$3.74M
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
1K+ 1.65% |
$29.1K - $35.7K
|
61.8K
$3.02M
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
973+ 1.58% |
$28.3K - $34.7K
|
62.4K
$3.05M
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
862+ 5.49% |
$25.1K - $30.8K
|
16.6K
$810K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
821+ 0.76% |
$23.9K - $29.3K
|
109K
$5.34M
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
810+ 8.08% |
$23.6K - $28.9K
|
10.8K
$530K
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
803+ 10.05% |
$23.4K - $28.7K
|
8.79K
$430K
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
789+ 12.12% |
$23K - $28.2K
|
7.3K
$357K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
781+ 4.43% |
$22.8K - $27.9K
|
18.4K
$901K
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
708+ 3.05% |
$20.6K - $25.3K
|
23.9K
$1.17M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
707+ 1.67% |
$20.6K - $25.2K
|
43K
$2.1M
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
670+ 3.93% |
$19.5K - $23.9K
|
17.7K
$866K
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
663+ 7.81% |
$19.3K - $23.7K
|
9.15K
$447K
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
651+ 0.53% |
$19K - $23.2K
|
123K
$6.02M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
593+ 25.78% |
$17.3K - $21.2K
|
2.89K
$141K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
580+ 2000.0% |
$16.9K - $20.7K
|
609
$29.8K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
521+ 2.94% |
$15.2K - $18.6K
|
18.2K
$892K
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
470+ 0.51% |
$13.7K - $16.8K
|
92.7K
$4.53M
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
460+ 3.12% |
$13.4K - $16.4K
|
15.2K
$742K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
453+ 125.48% |
$13.2K - $16.2K
|
814
$39.8K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
381+ 2.19% |
$11.1K - $13.6K
|
17.8K
$868K
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
372+ 2.26% |
$10.8K - $13.3K
|
16.8K
$821K
|