A detailed history of Atria Wealth Solutions, Inc. transactions in Carlyle Group Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 8,887 shares of CG stock, worth $448,438. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,887
Previous 13,879 35.97%
Holding current value
$448,438
Previous $557,000 31.42%
% of portfolio
0.0%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$37.24 - $49.74 $185,902 - $248,302
-4,992 Reduced 35.97%
8,887 $382,000
Q2 2024

Jul 22, 2024

SELL
$39.05 - $47.85 $27,803 - $34,069
-712 Reduced 4.88%
13,879 $557,000
Q1 2024

May 13, 2024

SELL
$38.45 - $47.62 $145,879 - $180,670
-3,794 Reduced 20.64%
14,591 $684,000
Q4 2023

Feb 02, 2024

BUY
$27.54 - $41.99 $22,307 - $34,011
810 Added 4.61%
18,385 $748,000
Q3 2023

Nov 08, 2023

BUY
$29.13 - $35.71 $54,589 - $66,920
1,874 Added 11.94%
17,575 $530,000
Q2 2023

Aug 03, 2023

SELL
$25.72 - $31.95 $51,440 - $63,900
-2,000 Reduced 11.3%
15,701 $501,000
Q1 2023

Aug 22, 2023

SELL
$29.99 - $37.76 $29,090 - $36,627
-970 Reduced 6.18%
14,731 $457,000
Q1 2023

Jun 14, 2023

BUY
$29.99 - $37.76 $89,070 - $112,147
2,970 Added 20.16%
17,701 $549,000
Q1 2023

May 10, 2023

SELL
$29.99 - $37.76 $89,070 - $112,147
-2,970 Reduced 16.78%
14,731 $457,000
Q4 2022

Aug 30, 2023

BUY
$25.33 - $31.76 $50,660 - $63,520
2,000 Added 12.74%
17,701 $528,000
Q4 2022

Feb 13, 2023

SELL
$25.33 - $31.76 $38,754 - $48,592
-1,530 Reduced 7.96%
17,701 $528,000
Q3 2022

Nov 14, 2022

SELL
$19.47 - $38.91 $38,940 - $77,820
-2,000 Reduced 9.42%
19,231 $497,000
Q2 2022

Aug 15, 2022

BUY
$31.64 - $49.42 $519,655 - $811,674
16,424 Added 341.67%
21,231 $672,000
Q1 2022

May 16, 2022

BUY
$40.59 - $55.57 $195,116 - $267,124
4,807 New
4,807 $235,000

Others Institutions Holding CG

About Carlyle Group Inc.


  • Ticker CG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 361,324,992
  • Market Cap $18.2B
  • Description
  • The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments. Within direct investments, it specializes in management-led/ Leveraged buyouts, privatizations, divestitures, strategic minority equity investments, structured credit, global distressed and corporate opportunities, small and middle market, equity pr...
More about CG
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