Latest Institutional Sells of Carlyle Group Inc. (CG)
This list provides information on the latest institutional transactions involving Carlyle Group Inc. (CG) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-180- 42.35% |
$6.7K - $8.95K
|
245
$12.7K
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-154- 3.08% |
$5.73K - $7.66K
|
4.84K
$251K
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-144- 1.26% |
$5.36K - $7.16K
|
11.2K
$583K
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-141- 1.09% |
$5.25K - $7.01K
|
12.8K
$663K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-132- 2.22% |
$4.92K - $6.57K
|
5.83K
$302K
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-125- 1.04% |
$4.66K - $6.22K
|
11.9K
$616K
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-113- 0.41% |
$4.21K - $5.62K
|
27.3K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-82- 9.82% |
$3.05K - $4.08K
|
753
$39K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60- 19.48% |
$2.23K - $2.98K
|
248
$12.9K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-55- 84.62% |
$2.05K - $2.74K
|
10
$518
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-50- 0.74% |
$1.86K - $2.49K
|
6.73K
$349K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-45- 0.08% |
$1.68K - $2.24K
|
59.6K
$3.09M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 7.76% |
$1.23K - $1.64K
|
392
$20.3K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-24- 28.24% |
$894 - $1.19K
|
61
$3.16K
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-20- 8.37% |
$745 - $995
|
219
$11.4K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 10.44% |
$708 - $945
|
163
$8.45K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16- 13.01% |
$596 - $796
|
107
$5.55K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-14- 28.57% |
$521 - $696
|
35
$1.81K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9- 0.17% |
$335 - $448
|
5.41K
$281K
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-3- 0.04% |
$112 - $149
|
8.13K
$421K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-662K- 2.83% |
$25.8M - $31.7M
|
22.7M
$1.18B
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-611K- 75.11% |
$23.9M - $29.2M
|
202K
$10.5M
|
|
Aug 12, 2024
Q2 2024
|
Sienna Gestion
Paris, I0 |
SELL
|
- |
-202KClosed |
$7.88M - $9.66M
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-71.1K- 50.28% |
$2.78M - $3.4M
|
70.3K
$3.64M
|
|
Aug 12, 2024
Q2 2024
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-56.3KClosed |
$2.2M - $2.69M
|
0
$0
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-27.4K- 14.48% |
$1.07M - $1.31M
|
162K
$8.4M
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-24.5K- 66.86% |
$956K - $1.17M
|
12.1K
$629K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13.5K- 69.95% |
$526K - $644K
|
5.78K
$300K
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-7.32K- 83.0% |
$286K - $350K
|
1.5K
$77.7K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
SELL
|
- |
-5K- 24.13% |
$195K - $239K
|
15.7K
$815K
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-3.69K- 42.24% |
$144K - $176K
|
5.04K
$261K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-3.63K- 5.41% |
$142K - $174K
|
63.4K
$3.29M
|
|
Aug 13, 2024
Q2 2024
|
Gator Capital Management, LLC
|
SELL
|
- |
-3.5K- 2.11% |
$137K - $167K
|
162K
$8.41M
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-3K- 83.33% |
$117K - $144K
|
600
$31.1K
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2.3K- 25.51% |
$89.8K - $110K
|
6.72K
$348K
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.89K- 14.19% |
$73.9K - $90.5K
|
11.4K
$593K
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.48K- 8.22% |
$57.8K - $70.8K
|
16.5K
$856K
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.4K- 5.06% |
$54.7K - $67K
|
26.3K
$1.36M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-925- 7.3% |
$36.1K - $44.3K
|
11.8K
$609K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-800- 1.89% |
$31.2K - $38.3K
|
41.5K
$2.15M
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-764- 6.09% |
$29.8K - $36.6K
|
11.8K
$610K
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-655- 7.04% |
$25.6K - $31.3K
|
8.65K
$449K
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-532- 1.54% |
$20.8K - $25.5K
|
34K
$1.76M
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-517- 0.77% |
$20.2K - $24.7K
|
66.8K
$3.46M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-400- 7.17% |
$15.6K - $19.1K
|
5.18K
$268K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-326- 29.32% |
$12.7K - $15.6K
|
786
$40.7K
|
|
Aug 14, 2024
Q2 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-300- 0.82% |
$11.7K - $14.4K
|
36.1K
$1.87M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-251- 83.67% |
$9.8K - $12K
|
49
$2.54K
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-131- 0.3% |
$5.12K - $6.27K
|
43.7K
$2.27M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 9.08% |
$3.9K - $4.79K
|
1K
$51.9K
|