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 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
355New |
$10.3K - $12.7K
|
355
$17.4K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
310+ 0.26% |
$9.03K - $11.1K
|
121K
$5.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.83% |
$8.74K - $10.7K
|
36.3K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
297+ 1.29% |
$8.65K - $10.6K
|
23.3K
$1.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
272+ 3.7% |
$7.92K - $9.71K
|
7.62K
$372K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
265+ 39.09% |
$7.72K - $9.46K
|
943
$46.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
250+ 1.39% |
$7.28K - $8.93K
|
18.2K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
232New |
$6.76K - $8.28K
|
232
$11.3K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
218+ 2.85% |
$6.35K - $7.78K
|
7.86K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
212+ 74.13% |
$6.18K - $7.57K
|
498
$24.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
190+ 3.21% |
$5.53K - $6.78K
|
6.12K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
157+ 334.04% |
$4.57K - $5.61K
|
204
$9.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
152+ 0.59% |
$4.43K - $5.43K
|
26K
$1.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
135+ 8.4% |
$3.93K - $4.82K
|
1.74K
$85.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
125+ 0.15% |
$3.64K - $4.46K
|
84.6K
$4.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
117+ 0.99% |
$3.41K - $4.18K
|
11.9K
$582K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
111+ 1585.71% |
$3.23K - $3.96K
|
118
$5.77K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
103+ 1.32% |
$3K - $3.68K
|
7.92K
$387K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
103New |
$3K - $3.68K
|
103
$5.04K
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
102+ 0.42% |
$2.97K - $3.64K
|
24.5K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
100+ 1.2% |
$2.91K - $3.57K
|
8.4K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
96+ 0.59% |
$2.8K - $3.43K
|
16.4K
$801K
|
|
|
Oct 19, 2023
Q3 2023
|
Denali Advisors LLC
|
BUY
|
- |
88+ 10.49% |
$2.56K - $3.14K
|
927
$45.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
77New |
$2.24K - $2.75K
|
77
$3.76K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
72+ 4.72% |
$2.1K - $2.57K
|
1.6K
$78.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
60+ 127.66% |
$1.75K - $2.14K
|
107
$5.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
51+ 21.98% |
$1.49K - $1.82K
|
283
$13.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
43New |
$1.25K - $1.54K
|
43
$2.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
32+ 0.29% |
$932 - $1.14K
|
10.9K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
29+ 0.34% |
$845 - $1.04K
|
8.54K
$417K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
24+ 1.15% |
$699 - $857
|
2.11K
$103K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 16.67% |
$612 - $750
|
147
$7.19K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
21+ 0.12% |
$612 - $750
|
16.9K
$826K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20New |
$583 - $714
|
20
$978
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 2.22% |
$583 - $714
|
920
$45K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20New |
$583 - $714
|
20
$978
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16+ 76.19% |
$466 - $571
|
37
$1.81K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
16+ 40.0% |
$466 - $571
|
56
$2.74K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
12+ 0.23% |
$350 - $429
|
5.16K
$252K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.38% |
$233 - $286
|
2.09K
$102K
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5+ 0.12% |
$146 - $179
|
4.18K
$205K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
5+ 0.12% |
$146 - $179
|
4.18K
$205K
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 4.76% |
$29.1 - $35.7
|
22
$1.08K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2- 0.06% |
$58.3 - $71.4
|
3.12K
$153K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
SELL
|
- |
-9- 0.02% |
$262 - $321
|
59.3K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-9- 0.22% |
$262 - $321
|
4.15K
$203K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 2.55% |
$350 - $429
|
458
$22.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-12- 24.0% |
$350 - $429
|
38
$1.86K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-12- 0.72% |
$350 - $429
|
1.67K
$81.4K
|