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 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-156Closed |
$5.82K - $7.33K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-75Closed |
$2.8K - $3.52K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-5Closed |
$187 - $235
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-27.6K- 63.66% |
$855K - $1.03M
|
15.7K
$804K
|
|
|
May 07, 2021
Q1 2021
|
Harvard Management CO Inc
Boston, MA |
SELL
|
- |
-23.6KClosed |
$732K - $883K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-11.4KClosed |
$354K - $426K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.85KClosed |
$119K - $144K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.54KClosed |
$78.9K - $95.2K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-400Closed |
$12.4K - $15K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-178Closed |
$5.52K - $6.66K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-105Closed |
$3.26K - $3.93K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-29Closed |
$900 - $1.08K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6Closed |
$186 - $224
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 26, 2021
Q4 2020
|
Artemis Investment Management LLP
|
SELL
|
- |
-574KClosed |
$14.3M - $18.1M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-242KClosed |
$6.03M - $7.62M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-62.8KClosed |
$1.56M - $1.97M
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Wills Financial Group, Inc.
|
SELL
|
- |
-37.6KClosed |
$937K - $1.18M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-26KClosed |
$647K - $817K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Emerald Advisors, LLC
|
SELL
|
- |
-15.3KClosed |
$380K - $480K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-15KClosed |
$373K - $472K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-11.3KClosed |
$281K - $355K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.9KClosed |
$272K - $343K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Spirit Of America Management Corp
|
SELL
|
- |
-2K- 24.84% |
$49.8K - $62.9K
|
6.05K
$309K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-599Closed |
$14.9K - $18.8K
|
0
$0
|
|
|
Jan 05, 2021
Q4 2020
|
M&R Capital Management Inc
|
SELL
|
- |
-300Closed |
$7.46K - $9.43K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-200Closed |
$4.98K - $6.29K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 04, 2020
Q3 2020
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-119KClosed |
$2.8M - $3.51M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-71.7KClosed |
$1.69M - $2.12M
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Avitas Wealth Management LLC
|
SELL
|
- |
-10.4KClosed |
$246K - $309K
|
0
$0
|
|
|
Nov 30, 2020
Q3 2020
|
Platform Technology Partners
|
SELL
|
- |
-8.82KClosed |
$208K - $261K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.86KClosed |
$43.7K - $54.9K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-300Closed |
$7.07K - $8.88K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-129- 56.33% |
$3.04K - $3.82K
|
100
$5.11K
|
|
| Q2 2020 | |||||||
|
Jul 15, 2020
Q2 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-94KClosed |
$1.85M - $2.91M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-59.7KClosed |
$1.18M - $1.85M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Segantii Capital Management LTD
|
SELL
|
- |
-31KClosed |
$611K - $959K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-31KClosed |
$611K - $958K
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-25KClosed |
$493K - $774K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Castle Hook Partners LP
New York, NY |
SELL
|
- |
-14.8KClosed |
$292K - $458K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO
|
SELL
|
- |
-5KClosed |
$98.6K - $155K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-200Closed |
$3.94K - $6.19K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-600KClosed |
$10.2M - $20.7M
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Regent Investment Management LLC
|
SELL
|
- |
-8.2KClosed |
$140K - $282K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.51K- 95.15% |
$77.1K - $156K
|
230
$11.8K
|
|
|
May 18, 2020
Q1 2020
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.4KClosed |
$41K - $82.7K
|
0
$0
|
|
|
Apr 03, 2020
Q1 2020
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-648Closed |
$11.1K - $22.3K
|
0
$0
|
|