A detailed history of Moneta Group Investment Advisors LLC transactions in Carlyle Group Inc. stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 8,077 shares of CG stock, worth $418,227. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,077
Previous 10,503 23.1%
Holding current value
$418,227
Previous $421,000 17.58%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$37.24 - $49.74 $90,344 - $120,669
-2,426 Reduced 23.1%
8,077 $347,000
Q2 2024

Aug 13, 2024

BUY
$39.05 - $47.85 $175,061 - $214,511
4,483 Added 74.47%
10,503 $421,000
Q1 2024

Aug 13, 2024

SELL
$38.45 - $47.62 $58,982 - $73,049
-1,534 Reduced 20.31%
6,020 $282,000
Q4 2023

Feb 15, 2024

BUY
$27.54 - $41.99 $208,037 - $317,192
7,554 New
7,554 $307,000
Q2 2023

Aug 15, 2023

BUY
$25.72 - $31.95 $13,322 - $16,550
518 Added 5.9%
9,291 $296,000
Q1 2023

May 15, 2023

BUY
$29.99 - $37.76 $263,102 - $331,268
8,773 New
8,773 $272,000

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 $18.7B
  • 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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