Bergan Kdv Wealth Management, LLC Carlyle Group Inc. Transaction History
Bergan Kdv Wealth Management, LLC
- $999 Million
- Q2 2023
Shares
4 transactions
Others Institutions Holding CG
# of Institutions
572Shares Held
206MCall Options Held
1.97MPut Options Held
612K-
Vanguard Group Inc Valley Forge, PA23MShares$1.17 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY22.7MShares$1.16 Billion0.02% of portfolio
-
Capital World Investors Los Angeles, CA19.7MShares$1.01 Billion0.14% of portfolio
-
Morgan Stanley New York, NY12.7MShares$647 Million0.04% of portfolio
-
William Blair Investment Management, LLC Chicago, IL11.5MShares$586 Million1.27% of portfolio
About Carlyle Group Inc.
- Ticker CG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 361,324,992
- Market Cap $18.5B
- 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...