Purchases and Sales Made in Q4 2023 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
11.4KNew |
$314K - $478K
|
11.4K
$557K
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.2K+ 71.1% |
$308K - $470K
|
26.9K
$1.32M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.7K+ 2258.95% |
$296K - $451K
|
11.2K
$548K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 33.68% |
$285K - $434K
|
41K
$2M
|
|
Feb 09, 2024
Q4 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
10.2K+ 57.67% |
$281K - $429K
|
27.9K
$1.37M
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
10KNew |
$275K - $420K
|
10K
$489K
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
9.43K+ 13.75% |
$260K - $396K
|
78K
$3.81M
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
9.31KNew |
$256K - $391K
|
9.31K
$455K
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
9.24K+ 39.72% |
$254K - $388K
|
32.5K
$1.59M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.22K+ 27.19% |
$254K - $387K
|
43.1K
$2.11M
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
9.1KNew |
$250K - $382K
|
9.1K
$445K
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.62K+ 1.52% |
$237K - $362K
|
577K
$28.2M
|
|
Feb 13, 2024
Q4 2023
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
8.43K+ 1.72% |
$232K - $354K
|
498K
$24.3M
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.81K+ 28.96% |
$215K - $328K
|
34.8K
$1.7M
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.55KNew |
$208K - $317K
|
7.55K
$369K
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
7.26KNew |
$200K - $305K
|
7.26K
$355K
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
7.23K+ 7.9% |
$199K - $304K
|
98.8K
$4.83M
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
7.03KNew |
$194K - $295K
|
7.03K
$344K
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.54KNew |
$180K - $275K
|
6.54K
$320K
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
6.5KNew |
$179K - $273K
|
6.5K
$318K
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
6.5KNew |
$179K - $273K
|
6.5K
$318K
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
6.3KNew |
$174K - $265K
|
6.3K
$308K
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.28K+ 7.07% |
$173K - $264K
|
95K
$4.65M
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.17KNew |
$170K - $259K
|
6.17K
$302K
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
6.02KNew |
$166K - $253K
|
6.02K
$294K
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
6.01KNew |
$166K - $252K
|
6.01K
$294K
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
5.95KNew |
$164K - $250K
|
5.95K
$291K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.91KNew |
$163K - $248K
|
5.91K
$289K
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5.85K+ 8.52% |
$161K - $245K
|
74.4K
$3.64M
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.71K+ 2.33% |
$157K - $240K
|
251K
$12.3M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.69KNew |
$157K - $239K
|
5.69K
$278K
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.62KNew |
$155K - $236K
|
5.62K
$275K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.56K+ 11.08% |
$153K - $234K
|
55.8K
$2.73M
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.55K+ 6.94% |
$153K - $233K
|
85.5K
$4.18M
|
|
Jan 17, 2024
Q4 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
5.5KNew |
$151K - $231K
|
5.5K
$269K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.42KNew |
$149K - $228K
|
5.42K
$265K
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
5.27K+ 26.88% |
$145K - $221K
|
24.9K
$1.22M
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
5.22KNew |
$144K - $219K
|
5.22K
$255K
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.19KNew |
$143K - $218K
|
5.19K
$254K
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.14KNew |
$142K - $216K
|
5.14K
$251K
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
5.01KNew |
$138K - $211K
|
5.01K
$245K
|
|
Feb 14, 2024
Q4 2023
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
5.01KNew |
$138K - $210K
|
5.01K
$245K
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
4.97KNew |
$137K - $209K
|
4.97K
$243K
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.97KNew |
$137K - $208K
|
4.97K
$243K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.95K+ 57.97% |
$136K - $208K
|
13.5K
$659K
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.37K+ 8.28% |
$120K - $184K
|
57.2K
$2.8M
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4KNew |
$110K - $168K
|
4K
$196K
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.76K+ 6.0% |
$103K - $158K
|
66.4K
$3.25M
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
3.63K+ 2.41% |
$100K - $152K
|
155K
$7.56M
|
|
Feb 09, 2024
Q4 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
3.5K+ 2.85% |
$96.5K - $147K
|
127K
$6.19M
|