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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
500+ 1.54% |
$13.8K - $21K
|
32.9K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
446+ 25.56% |
$12.3K - $18.7K
|
2.19K
$107K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
412New |
$11.3K - $17.3K
|
412
$20.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
398+ 195.1% |
$11K - $16.7K
|
602
$29.4K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
393+ 1.83% |
$10.8K - $16.5K
|
21.8K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
391+ 22.43% |
$10.8K - $16.4K
|
2.13K
$104K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
385+ 4.38% |
$10.6K - $16.2K
|
9.18K
$449K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
348New |
$9.58K - $14.6K
|
348
$17K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
305+ 2.59% |
$8.4K - $12.8K
|
12.1K
$592K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
266New |
$7.33K - $11.2K
|
266
$13K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
238New |
$6.55K - $9.99K
|
238
$11.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
225+ 0.14% |
$6.2K - $9.45K
|
166K
$8.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.55% |
$5.51K - $8.4K
|
36.5K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
200+ 1.8% |
$5.51K - $8.4K
|
11.3K
$554K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$5.51K - $8.4K
|
200
$9.78K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
199+ 39.96% |
$5.48K - $8.36K
|
697
$34.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
199New |
$5.48K - $8.36K
|
199
$9.73K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
187+ 158.47% |
$5.15K - $7.85K
|
305
$14.9K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
154+ 0.72% |
$4.24K - $6.47K
|
21.5K
$1.05M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
151+ 2.0% |
$4.16K - $6.34K
|
7.7K
$376K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
141+ 30.79% |
$3.88K - $5.92K
|
599
$29.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
140New |
$3.86K - $5.88K
|
140
$6.84K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
131New |
$3.61K - $5.5K
|
131
$6.4K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
131+ 1.52% |
$3.61K - $5.5K
|
8.73K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
128New |
$3.53K - $5.37K
|
128
$6.26K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
123New |
$3.39K - $5.16K
|
123
$6.01K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
121New |
$3.33K - $5.08K
|
121
$5.92K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
112New |
$3.08K - $4.7K
|
112
$5.48K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
108+ 14.86% |
$2.97K - $4.53K
|
835
$40.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
84+ 0.56% |
$2.31K - $3.53K
|
15K
$731K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
82+ 0.14% |
$2.26K - $3.44K
|
59.4K
$2.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
80New |
$2.2K - $3.36K
|
80
$3.91K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
75+ 0.27% |
$2.07K - $3.15K
|
27.9K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
70+ 0.36% |
$1.93K - $2.94K
|
19.3K
$944K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
67+ 0.06% |
$1.85K - $2.81K
|
121K
$5.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
64New |
$1.76K - $2.69K
|
64
$3.13K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
48+ 0.44% |
$1.32K - $2.02K
|
10.9K
$532K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
45New |
$1.24K - $1.89K
|
45
$2.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
42+ 1.59% |
$1.16K - $1.76K
|
2.69K
$132K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
41+ 22.04% |
$1.13K - $1.72K
|
227
$11.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
38New |
$1.05K - $1.6K
|
38
$1.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 23.81% |
$964 - $1.47K
|
182
$8.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
23+ 1.09% |
$633 - $966
|
2.13K
$104K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
22+ 1.39% |
$606 - $924
|
1.61K
$78.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
20New |
$551 - $840
|
20
$978
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12+ 0.07% |
$330 - $504
|
17.4K
$851K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
12New |
$330 - $504
|
12
$587
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8+ 2.83% |
$220 - $336
|
291
$14.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
7+ 0.42% |
$193 - $294
|
1.67K
$81.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.29% |
$165 - $252
|
2.09K
$102K
|