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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.57K+ 28.86% |
$113K - $176K
|
15.9K
$682K
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.46KNew |
$110K - $171K
|
3.46K
$148K
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.37K+ 6.7% |
$107K - $166K
|
53.6K
$2.29M
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
2.84K+ 25.76% |
$89.9K - $140K
|
13.9K
$594K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
925+ 13.9% |
$29.3K - $45.7K
|
7.58K
$324K
|
|
Aug 12, 2022
Q2 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
754+ 0.95% |
$23.9K - $37.3K
|
80.3K
$3.44M
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
658+ 4.55% |
$20.8K - $32.5K
|
15.1K
$647K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
295New |
$9.33K - $14.6K
|
295
$12.6K
|
|
Aug 15, 2022
Q2 2022
|
Caz Investments LP
Houston, TX |
BUY
|
- |
200New |
$6.33K - $9.88K
|
200
$8.56K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
159New |
$5.03K - $7.86K
|
159
$6.8K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
57New |
$1.8K - $2.82K
|
57
$2.44K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
56+ 7.54% |
$1.77K - $2.77K
|
799
$34.2K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
21+ 0.85% |
$664 - $1.04K
|
2.48K
$106K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2New |
$63.3 - $98.8
|
2
$85.6
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
32KNew |
$1.3M - $1.78M
|
32K
$1.37M
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
27.9K+ 42.04% |
$1.13M - $1.55M
|
94.2K
$4.03M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23KNew |
$933K - $1.28M
|
23K
$983K
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
8.2KNew |
$333K - $456K
|
8.2K
$351K
|
|
May 12, 2022
Q1 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
4.75KNew |
$193K - $264K
|
4.75K
$203K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
200New |
$8.12K - $11.1K
|
200
$8.56K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
52New |
$2.11K - $2.89K
|
52
$2.23K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
50New |
$2.03K - $2.78K
|
50
$2.14K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Samlyn Capital, LLC
New York, NY |
BUY
|
CALL |
2.01MNew |
$93.4M - $121M
|
2.01M
$85.9M
|
|
Feb 14, 2022
Q4 2021
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
40KNew |
$1.86M - $2.41M
|
40K
$1.71M
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
21KNew |
$978K - $1.26M
|
21K
$899K
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Chapman Investment Management, LLC
|
BUY
|
- |
20.2KNew |
$883K - $1.03M
|
20.2K
$864K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
183New |
$8K - $9.35K
|
183
$7.83K
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
35New |
$1.53K - $1.79K
|
35
$1.5K
|
|
Q1 2021 | |||||||
Jun 26, 2023
Q1 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.97KNew |
$92.2K - $111K
|
2.97K
$127K
|
|
Apr 06, 2021
Q1 2021
|
American Research & Management Co.
|
BUY
|
- |
150New |
$4.65K - $5.61K
|
150
$6.42K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
35.3KNew |
$878K - $1.11M
|
35.3K
$1.51M
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
10KNew |
$249K - $314K
|
10K
$428K
|
|
Q1 2020 | |||||||
May 12, 2020
Q1 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
18.2KNew |
$311K - $627K
|
18.2K
$779K
|
|
May 05, 2020
Q1 2020
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
14KNew |
$239K - $482K
|
14K
$599K
|
|
Apr 17, 2020
Q1 2020
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
350New |
$5.98K - $12.1K
|
350
$15K
|
|
Apr 08, 2020
Q1 2020
|
Tsfg, LLC
|
BUY
|
- |
300New |
$5.12K - $10.3K
|
300
$12.8K
|
|
Q1 2018 | |||||||
Jan 03, 2024
Q1 2018
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4+ 0.15% |
$84 - $103
|
2.71K
$116K
|