Latest Institutional Purchases of Carlyle Group Inc. (CG)
This list provides information on the latest institutional transactions involving Carlyle Group Inc. (CG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
8.15KNew |
$244K - $308K
|
8.15K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.63KNew |
$229K - $288K
|
7.63K
$396K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
7.52KNew |
$225K - $284K
|
7.52K
$390K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
7.03K+ 98.29% |
$211K - $265K
|
14.2K
$735K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.8KNew |
$83.9K - $106K
|
2.8K
$145K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
999+ 99900.0% |
$30K - $37.7K
|
1K
$51.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
300New |
$9K - $11.3K
|
300
$15.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$9K - $11.3K
|
300
$15.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
250New |
$7.5K - $9.44K
|
250
$13K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
197+ 5.22% |
$5.91K - $7.44K
|
3.97K
$206K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
64+ 45.07% |
$1.92K - $2.42K
|
206
$10.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
64+ 0.82% |
$1.92K - $2.42K
|
7.84K
$406K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
34New |
$1.02K - $1.28K
|
34
$1.76K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
17New |
$510 - $642
|
17
$881
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
CALL |
15New |
$450 - $566
|
15
$777
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
7New |
$210 - $264
|
7
$363
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Ing Groep Nv
|
BUY
|
- |
243K+ 94.55% |
$6.16M - $7.72M
|
500K
$25.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
35.5KNew |
$899K - $1.13M
|
35.5K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Park Circle CO
|
BUY
|
- |
34.8KNew |
$881K - $1.1M
|
34.8K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
25.8KNew |
$652K - $818K
|
25.8K
$1.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
20K+ 1.53% |
$507K - $635K
|
1.33M
$68.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
16.7KNew |
$423K - $530K
|
16.7K
$866K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
11KNew |
$279K - $350K
|
11K
$570K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
11KNew |
$279K - $350K
|
11K
$570K
|
|
|
Feb 14, 2023
Q4 2022
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
10KNew |
$253K - $318K
|
10K
$518K
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
9.35KNew |
$237K - $297K
|
9.35K
$485K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.62KNew |
$91.7K - $115K
|
3.62K
$188K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.52KNew |
$63.7K - $79.9K
|
2.52K
$130K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2KNew |
$50.7K - $63.5K
|
2K
$104K
|
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.24K+ 6.92% |
$31.5K - $39.5K
|
19.2K
$996K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.05KNew |
$26.7K - $33.4K
|
1.05K
$54.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1K+ 25.0% |
$25.3K - $31.8K
|
5K
$259K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
954+ 477.0% |
$24.2K - $30.3K
|
1.15K
$59.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
675+ 158.45% |
$17.1K - $21.4K
|
1.1K
$57.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
438New |
$11.1K - $13.9K
|
438
$22.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
333New |
$8.43K - $10.6K
|
333
$17.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
325New |
$8.23K - $10.3K
|
325
$16.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
252New |
$6.38K - $8K
|
252
$13.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
CALL |
100New |
$2.53K - $3.18K
|
100
$5.18K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
90New |
$2.28K - $2.86K
|
90
$4.66K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
30New |
$760 - $953
|
30
$1.55K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$456 - $572
|
18
$933
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Davis Asset Management, L.P.
Sausalito, CA |
BUY
|
- |
1.5MNew |
$29.2M - $58.4M
|
1.5M
$77.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Engine Capital Management, LP
New York, NY |
BUY
|
- |
468KNew |
$9.12M - $18.2M
|
468K
$24.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
175KNew |
$3.41M - $6.81M
|
175K
$9.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
36.7K+ 491.12% |
$715K - $1.43M
|
44.2K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
33.6KNew |
$654K - $1.31M
|
33.6K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
25K+ 33.33% |
$487K - $973K
|
100K
$5.18M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
21.8KNew |
$424K - $848K
|
21.8K
$1.13M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
18.8KNew |
$365K - $730K
|
18.8K
$973K
|
|