Latest Institutional Transactions on Carlyle Group Inc. (CG)
This table provides information on the latest institutional transactions involving Carlyle Group Inc. (CG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
243K+ 94.55% |
$6.16M - $7.72M
|
500K
$25.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
438New |
$11.1K - $13.9K
|
438
$22.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
16.7KNew |
$423K - $530K
|
16.7K
$843K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
954+ 477.0% |
$24.2K - $30.3K
|
1.15K
$58.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
333New |
$8.43K - $10.6K
|
333
$16.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.62KNew |
$91.7K - $115K
|
3.62K
$183K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
CALL |
100New |
$2.53K - $3.18K
|
100
$5.05K
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
20K+ 1.53% |
$507K - $635K
|
1.33M
$67M
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-159- 1.98% |
$4.03K - $5.05K
|
7.87K
$397K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
9.35KNew |
$237K - $297K
|
9.35K
$472K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
30New |
$760 - $953
|
30
$1.51K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2KNew |
$50.7K - $63.5K
|
2K
$101K
|
|
|
Jan 20, 2023
Q4 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.8K- 6.0% |
$96.3K - $121K
|
59.5K
$3M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-13.4K- 35.36% |
$338K - $424K
|
24.4K
$1.23M
|
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.24K+ 6.92% |
$31.5K - $39.5K
|
19.2K
$969K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
90New |
$2.28K - $2.86K
|
90
$4.54K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$456 - $572
|
18
$908
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
325New |
$8.23K - $10.3K
|
325
$16.4K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
500New |
$9.74K - $19.5K
|
500
$25.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
33.6KNew |
$654K - $1.31M
|
33.6K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-9.74K- 42.83% |
$190K - $379K
|
13K
$656K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
28New |
$545 - $1.09K
|
28
$1.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Davis Asset Management, L.P.
Sausalito, CA |
BUY
|
- |
1.5MNew |
$29.2M - $58.4M
|
1.5M
$75.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.72KClosed |
$91.9K - $184K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
17K+ 145.78% |
$330K - $660K
|
28.6K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-17K- 35.22% |
$332K - $663K
|
31.3K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-959- 8.95% |
$18.7K - $37.3K
|
9.75K
$492K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.7K+ 7.22% |
$33.1K - $66.2K
|
25.3K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
25K+ 33.33% |
$487K - $973K
|
100K
$5.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
400New |
$7.79K - $15.6K
|
400
$20.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
9.8K+ 1.25% |
$191K - $381K
|
796K
$40.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-73- 25.52% |
$1.42K - $2.84K
|
213
$10.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
15KNew |
$292K - $584K
|
15K
$757K
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
36.7K+ 491.12% |
$715K - $1.43M
|
44.2K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
13KNew |
$254K - $507K
|
13K
$657K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16New |
$312 - $623
|
16
$807
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
175KNew |
$3.41M - $6.81M
|
175K
$8.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Engine Capital Management, LP
New York, NY |
BUY
|
- |
468KNew |
$9.12M - $18.2M
|
468K
$23.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-856- 66.46% |
$16.7K - $33.3K
|
432
$21.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
6.42KNew |
$125K - $250K
|
6.42K
$324K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-134- 10.44% |
$2.61K - $5.21K
|
1.15K
$58K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
42New |
$818 - $1.63K
|
42
$2.12K
|
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.5KNew |
$29.2K - $58.4K
|
1.5K
$75.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.3KNew |
$25.3K - $50.6K
|
1.3K
$65.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
3.1K+ 41.33% |
$60.4K - $121K
|
10.6K
$535K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
3.67KNew |
$71.4K - $143K
|
3.67K
$185K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
417+ 2.56% |
$8.12K - $16.2K
|
16.7K
$844K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
18.8KNew |
$365K - $730K
|
18.8K
$947K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
21.8KNew |
$424K - $848K
|
21.8K
$1.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
398New |
$7.75K - $15.5K
|
398
$20.1K
|
|