Capital Group Private Client Services, Inc. Carlyle Group Inc. Transaction History

Capital Group Private Client Services, Inc.

$9.94 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$39.05 - $47.85 $3.68 Million - $4.51 Million	94,185 Added 146.27%	158,576 $6.37 Million
Q1 2024 May 14, 2024	BUY	$38.45 - $47.62 $2.48 Million - $3.07 Million	64,391 New	64,391 $3.02 Million

Others Institutions Holding CG

# of Institutions

574

Shares Held

205M

Call Options Held

2.15M

Put Options Held

759K

Vanguard Group Inc Valley Forge, PA

23M
Shares

$1.16 Billion
0.02% of portfolio
Black Rock Inc. New York, NY

22.7M
Shares

$1.15 Billion
0.02% of portfolio
Capital World Investors Los Angeles, CA

19.7M
Shares

$995 Million
0.14% of portfolio
Morgan Stanley New York, NY

12.7M
Shares

$639 Million
0.04% of portfolio
William Blair Investment Management, LLC Chicago, IL

11.5M
Shares

$579 Million
1.27% of portfolio

View Full List

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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