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 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-16- 0.16% |
$466 - $571
|
10K
$490K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-20- 0.27% |
$583 - $714
|
7.31K
$357K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-36- 0.21% |
$1.05K - $1.29K
|
17.3K
$845K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-46- 3.86% |
$1.34K - $1.64K
|
1.15K
$56K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-55Closed |
$1.6K - $1.96K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-71- 13.65% |
$2.07K - $2.54K
|
449
$22K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-76- 0.48% |
$2.21K - $2.71K
|
15.9K
$778K
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-93- 0.09% |
$2.71K - $3.32K
|
104K
$5.11M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.15% |
$2.91K - $3.57K
|
8.6K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-101- 5.37% |
$2.94K - $3.61K
|
1.78K
$87K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-102- 9.26% |
$2.97K - $3.64K
|
1K
$48.9K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-105- 2.45% |
$3.06K - $3.75K
|
4.18K
$205K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-105- 0.36% |
$3.06K - $3.75K
|
28.8K
$1.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-120- 0.79% |
$3.5K - $4.29K
|
15.1K
$738K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-122- 2.02% |
$3.55K - $4.36K
|
5.93K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-133- 1.65% |
$3.87K - $4.75K
|
7.92K
$387K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-140- 2.04% |
$4.08K - $5K
|
6.73K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-153- 0.22% |
$4.46K - $5.46K
|
70.2K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-156- 0.57% |
$4.54K - $5.57K
|
27.3K
$1.34M
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-156- 0.57% |
$4.54K - $5.57K
|
27.3K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-175- 2.0% |
$5.1K - $6.25K
|
8.58K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-199- 0.97% |
$5.8K - $7.11K
|
20.3K
$994K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-255- 19.69% |
$7.43K - $9.11K
|
1.04K
$50.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-290- 0.01% |
$8.45K - $10.4K
|
4.34M
$212M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-300- 3.66% |
$8.74K - $10.7K
|
7.89K
$386K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-300- 12.22% |
$8.74K - $10.7K
|
2.16K
$105K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-300- 50.0% |
$8.74K - $10.7K
|
300
$14.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-316- 0.18% |
$9.21K - $11.3K
|
176K
$8.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-342- 67.19% |
$9.96K - $12.2K
|
167
$8.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-354- 0.51% |
$10.3K - $12.6K
|
68.6K
$3.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 14.58% |
$11.7K - $14.3K
|
2.34K
$115K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-414- 34.88% |
$12.1K - $14.8K
|
773
$37.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-459- 20.83% |
$13.4K - $16.4K
|
1.75K
$85.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-459- 1.24% |
$13.4K - $16.4K
|
36.6K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-495- 2.75% |
$14.4K - $17.7K
|
17.5K
$856K
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-505- 3.94% |
$14.7K - $18K
|
12.3K
$601K
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-510- 3.27% |
$14.9K - $18.2K
|
15.1K
$738K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-595- 7.27% |
$17.3K - $21.2K
|
7.59K
$371K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-600- 5.94% |
$17.5K - $21.4K
|
9.5K
$464K
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-748- 1.43% |
$21.8K - $26.7K
|
51.4K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-764- 5.27% |
$22.3K - $27.3K
|
13.7K
$672K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-797- 7.07% |
$23.2K - $28.5K
|
10.5K
$512K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-800- 8.74% |
$23.3K - $28.6K
|
8.35K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-810- 4.71% |
$23.6K - $28.9K
|
16.4K
$802K
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
SELL
|
- |
-855- 2.34% |
$24.9K - $30.5K
|
35.7K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-876- 2.05% |
$25.5K - $31.3K
|
41.8K
$2.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1K- 12.45% |
$29.1K - $35.7K
|
7.03K
$344K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.01K- 1.22% |
$29.4K - $36K
|
81.5K
$3.98M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.03K- 11.18% |
$29.9K - $36.6K
|
8.14K
$398K
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-1.13K- 10.12% |
$33K - $40.5K
|
10.1K
$492K
|