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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-29.7KClosed |
$764K - $949K
|
0
$0
|
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-16.1K- 56.37% |
$414K - $514K
|
12.5K
$646K
|
|
|
Aug 11, 2023
Q2 2023
|
Exor Capital LLP
London, X0 |
SELL
|
- |
-10K- 4.31% |
$257K - $320K
|
222K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.6K- 85.37% |
$144K - $179K
|
959
$49.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-3.93K- 35.06% |
$101K - $126K
|
7.28K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-209- 1.79% |
$5.38K - $6.68K
|
11.5K
$595K
|
|
|
Aug 14, 2023
Q2 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-200- 2.35% |
$5.14K - $6.39K
|
8.3K
$430K
|
|
|
Jul 07, 2023
Q2 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-200- 0.79% |
$5.14K - $6.39K
|
25.1K
$1.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-71- 2.43% |
$1.83K - $2.27K
|
2.85K
$148K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-25- 0.99% |
$643 - $799
|
2.49K
$129K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8- 0.11% |
$206 - $256
|
7.06K
$366K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 0.78% |
$51.4 - $63.9
|
255
$13.2K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-163K- 35.96% |
$4.88M - $6.14M
|
290K
$15M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-21.5KClosed |
$644K - $810K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.9K- 7.97% |
$536K - $675K
|
206K
$10.7M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-17.5K- 10.31% |
$524K - $659K
|
152K
$7.87M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-13.8K- 37.36% |
$413K - $519K
|
23.1K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-10.6K- 55.82% |
$317K - $399K
|
8.36K
$433K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.85K- 39.3% |
$205K - $258K
|
10.6K
$548K
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-6.32K- 26.89% |
$190K - $239K
|
17.2K
$890K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.64K- 3.29% |
$109K - $137K
|
107K
$5.55M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.29K- 21.65% |
$98.8K - $124K
|
11.9K
$618K
|
|
|
Apr 17, 2023
Q1 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-2.6K- 5.27% |
$78K - $98.2K
|
46.7K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-100- 0.51% |
$3K - $3.78K
|
19.6K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 6.54% |
$630 - $793
|
300
$15.5K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-343K- 21.94% |
$8.69M - $10.9M
|
1.22M
$63.3M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-13.4K- 35.36% |
$338K - $424K
|
24.4K
$1.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.8K- 6.0% |
$96.3K - $121K
|
59.5K
$3.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-2.11K- 51.45% |
$53.5K - $67.1K
|
1.99K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-455- 18.27% |
$11.5K - $14.5K
|
2.04K
$105K
|
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-159- 1.98% |
$4.03K - $5.05K
|
7.87K
$408K
|
|
| Q3 2022 | |||||||
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-22.7KClosed |
$442K - $884K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-17K- 35.22% |
$332K - $663K
|
31.3K
$1.62M
|
|
|
Oct 18, 2022
Q3 2022
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-16K- 57.44% |
$312K - $624K
|
11.9K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-9.74K- 42.83% |
$190K - $379K
|
13K
$674K
|
|
|
Oct 17, 2022
Q3 2022
|
Kercheville Advisors, LLC
|
SELL
|
- |
-6.2K- 21.53% |
$121K - $241K
|
22.6K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-4.72KClosed |
$91.9K - $184K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-959- 8.95% |
$18.7K - $37.3K
|
9.75K
$506K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-856- 66.46% |
$16.7K - $33.3K
|
432
$22.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-180- 1.13% |
$3.5K - $7K
|
15.7K
$815K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-134- 10.44% |
$2.61K - $5.21K
|
1.15K
$59.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-73- 25.52% |
$1.42K - $2.84K
|
213
$11K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-10- 1.64% |
$195 - $389
|
600
$31.1K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Security Benefit Life Insurance CO
Topeka, KS |
SELL
|
- |
-1.57M- 37.5% |
$49.7M - $77.6M
|
2.62M
$136M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-583KClosed |
$18.5M - $28.8M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-187KClosed |
$5.91M - $9.24M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Snowhook Capital Management LP
New York, NY |
SELL
|
- |
-108K- 20.18% |
$3.43M - $5.35M
|
428K
$22.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-88.1KClosed |
$2.79M - $4.35M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-88KClosed |
$2.78M - $4.35M
|
0
$0
|
|