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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
13.2KNew |
$396K - $498K
|
13.2K
$725K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 6.54% |
$630 - $793
|
300
$16.5K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
64+ 45.07% |
$1.92K - $2.42K
|
206
$11.3K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.8KNew |
$83.9K - $106K
|
2.8K
$154K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
13.5KNew |
$404K - $509K
|
13.5K
$741K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
34New |
$1.02K - $1.28K
|
34
$1.87K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.64K- 3.29% |
$109K - $137K
|
107K
$5.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
300New |
$9K - $11.3K
|
300
$16.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11K+ 94.54% |
$331K - $416K
|
22.7K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-163K- 35.96% |
$4.88M - $6.14M
|
290K
$15.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
BUY
|
- |
9.62KNew |
$288K - $363K
|
9.62K
$529K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
7New |
$210 - $264
|
7
$385
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
250New |
$7.5K - $9.44K
|
250
$13.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-2.6K- 5.27% |
$78K - $98.2K
|
46.7K
$2.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
64+ 0.82% |
$1.92K - $2.42K
|
7.84K
$431K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
10KNew |
$300K - $378K
|
10K
$550K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-455- 18.27% |
$11.5K - $14.5K
|
2.04K
$112K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
252New |
$6.38K - $8K
|
252
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
35.5KNew |
$899K - $1.13M
|
35.5K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
10KNew |
$253K - $318K
|
10K
$550K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
11KNew |
$279K - $350K
|
11K
$605K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.05KNew |
$26.7K - $33.4K
|
1.05K
$57.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Park Circle CO
|
BUY
|
- |
34.8KNew |
$881K - $1.1M
|
34.8K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
25.8KNew |
$652K - $818K
|
25.8K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-2.11K- 51.45% |
$53.5K - $67.1K
|
1.99K
$110K
|
|
|
Feb 10, 2023
Q4 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-343K- 21.94% |
$8.69M - $10.9M
|
1.22M
$67.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.52KNew |
$63.7K - $79.9K
|
2.52K
$138K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1K+ 25.0% |
$25.3K - $31.8K
|
5K
$275K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
675+ 158.45% |
$17.1K - $21.4K
|
1.1K
$60.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
243K+ 94.55% |
$6.16M - $7.72M
|
500K
$27.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
438New |
$11.1K - $13.9K
|
438
$24.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
16.7KNew |
$423K - $530K
|
16.7K
$918K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
954+ 477.0% |
$24.2K - $30.3K
|
1.15K
$63.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
333New |
$8.43K - $10.6K
|
333
$18.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.62KNew |
$91.7K - $115K
|
3.62K
$199K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
CALL |
100New |
$2.53K - $3.18K
|
100
$5.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
20K+ 1.53% |
$507K - $635K
|
1.33M
$73M
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-159- 1.98% |
$4.03K - $5.05K
|
7.87K
$433K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
9.35KNew |
$237K - $297K
|
9.35K
$514K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
30New |
$760 - $953
|
30
$1.65K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2KNew |
$50.7K - $63.5K
|
2K
$110K
|
|
|
Jan 20, 2023
Q4 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.8K- 6.0% |
$96.3K - $121K
|
59.5K
$3.27M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-13.4K- 35.36% |
$338K - $424K
|
24.4K
$1.34M
|
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.24K+ 6.92% |
$31.5K - $39.5K
|
19.2K
$1.06M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
90New |
$2.28K - $2.86K
|
90
$4.95K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$456 - $572
|
18
$990
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
325New |
$8.23K - $10.3K
|
325
$17.9K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
500New |
$9.74K - $19.5K
|
500
$27.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
33.6KNew |
$654K - $1.31M
|
33.6K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-9.74K- 42.83% |
$190K - $379K
|
13K
$715K
|
|