Purchases and Sales Made in Q4 2022 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
620+ 229.63% |
$15.7K - $19.7K
|
890
$43.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
600+ 4.39% |
$15.2K - $19.1K
|
14.3K
$697K
|
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
600+ 5.57% |
$15.2K - $19.1K
|
11.4K
$556K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
537+ 4.2% |
$13.6K - $17.1K
|
13.3K
$652K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
500+ 1.77% |
$12.7K - $15.9K
|
28.7K
$1.4M
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
442+ 13.26% |
$11.2K - $14K
|
3.78K
$185K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
438New |
$11.1K - $13.9K
|
438
$21.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
400New |
$10.1K - $12.7K
|
400
$19.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
399+ 2.78% |
$10.1K - $12.7K
|
14.7K
$720K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
355New |
$8.99K - $11.3K
|
355
$17.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
333New |
$8.43K - $10.6K
|
333
$16.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
325New |
$8.23K - $10.3K
|
325
$15.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
308New |
$7.8K - $9.78K
|
308
$15.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
304+ 1.87% |
$7.7K - $9.66K
|
16.5K
$808K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
303+ 1.62% |
$7.67K - $9.62K
|
19K
$928K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
300+ 0.91% |
$7.6K - $9.53K
|
33.4K
$1.63M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300New |
$7.6K - $9.53K
|
300
$14.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
274+ 0.55% |
$6.94K - $8.7K
|
49.8K
$2.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
252New |
$6.38K - $8K
|
252
$12.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
249+ 0.31% |
$6.31K - $7.91K
|
79.9K
$3.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
241+ 2.08% |
$6.1K - $7.65K
|
11.8K
$578K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
236+ 277.65% |
$5.98K - $7.5K
|
321
$15.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
228+ 0.41% |
$5.78K - $7.24K
|
55.6K
$2.72M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
206+ 2.03% |
$5.22K - $6.54K
|
10.4K
$507K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
200+ 2.31% |
$5.07K - $6.35K
|
8.84K
$432K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
139+ 278.0% |
$3.52K - $4.41K
|
189
$9.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
132+ 38.15% |
$3.34K - $4.19K
|
478
$23.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
125+ 297.62% |
$3.17K - $3.97K
|
167
$8.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
101+ 43.53% |
$2.56K - $3.21K
|
333
$16.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
101+ 6.21% |
$2.56K - $3.21K
|
1.73K
$84.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$2.53K - $3.18K
|
100
$4.89K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
90New |
$2.28K - $2.86K
|
90
$4.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
77+ 0.12% |
$1.95K - $2.45K
|
62.7K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Royce & Associates LP
|
BUY
|
- |
75+ 0.09% |
$1.9K - $2.38K
|
82.1K
$4.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
64+ 0.06% |
$1.62K - $2.03K
|
107K
$5.25M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41New |
$1.04K - $1.3K
|
41
$2K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
38+ 115.15% |
$963 - $1.21K
|
71
$3.47K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
30New |
$760 - $953
|
30
$1.47K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
23+ 67.65% |
$583 - $730
|
57
$2.79K
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
22+ 0.17% |
$557 - $699
|
12.8K
$623K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
22+ 1.09% |
$557 - $699
|
2.04K
$99.8K
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
20+ 0.47% |
$507 - $635
|
4.28K
$209K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
20+ 0.47% |
$507 - $635
|
4.28K
$209K
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
20+ 0.47% |
$507 - $635
|
4.28K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19+ 0.11% |
$481 - $603
|
17.3K
$845K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$456 - $572
|
18
$880
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
12+ 0.39% |
$304 - $381
|
3.1K
$152K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 12.64% |
$279 - $349
|
98
$4.79K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8New |
$203 - $254
|
8
$391
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.34% |
$177 - $222
|
2.06K
$101K
|