Purchases and Sales Made in Q1 2023 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q1 2023. The information is specifically focused on institutions that hold shares of Carlyle Group Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-555- 92.19% |
$16.6K - $21K
|
47
$1.72K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-600- 3.77% |
$18K - $22.7K
|
15.3K
$561K
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-644- 2.2% |
$19.3K - $24.3K
|
28.6K
$1.05M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-693- 6.5% |
$20.8K - $26.2K
|
9.96K
$365K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-700- 6.48% |
$21K - $26.4K
|
10.1K
$370K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-718- 1.17% |
$21.5K - $27.1K
|
60.6K
$2.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-750- 11.11% |
$22.5K - $28.3K
|
6K
$220K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-867- 24.25% |
$26K - $32.7K
|
2.71K
$99.1K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-970- 6.18% |
$29.1K - $36.6K
|
14.7K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-984- 28.13% |
$29.5K - $37.2K
|
2.51K
$92K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-999- 99.9% |
$30K - $37.7K
|
1
$36.6
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.01K- 0.93% |
$30.2K - $38.1K
|
107K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.08K- 7.52% |
$32.2K - $40.6K
|
13.2K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-1.08K- 0.33% |
$32.3K - $40.7K
|
323K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.08K- 2.18% |
$32.4K - $40.9K
|
48.6K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.09K- 8.27% |
$32.8K - $41.3K
|
12.1K
$444K
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.18K- 4.16% |
$35.5K - $44.7K
|
27.3K
$998K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.24K- 0.38% |
$37K - $46.6K
|
327K
$12M
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-1.24K- 58.33% |
$37.2K - $46.8K
|
885
$32.4K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.28K- 63.47% |
$38.4K - $48.3K
|
736
$26.9K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.3K- 1.58% |
$38.9K - $48.9K
|
81K
$2.96M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.36K- 2.88% |
$40.9K - $51.5K
|
46K
$1.68M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.39K- 2.54% |
$41.8K - $52.6K
|
53.5K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.44K- 38.21% |
$43.2K - $54.3K
|
2.33K
$85.1K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.46K- 51.47% |
$43.7K - $55K
|
1.37K
$50.2K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-1.46K- 59.31% |
$43.8K - $55.1K
|
1K
$36.6K
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.51K- 0.43% |
$45.1K - $56.8K
|
349K
$12.8M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.52K- 10.05% |
$45.6K - $57.4K
|
13.6K
$498K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.7K- 5.09% |
$51K - $64.2K
|
31.7K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.15K- 10.24% |
$64.4K - $81.1K
|
18.8K
$689K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.2K- 23.08% |
$66K - $83.1K
|
7.33K
$268K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-2.21K- 1.89% |
$66.2K - $83.3K
|
115K
$4.19M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-2.33K- 3.16% |
$69.8K - $87.9K
|
71.5K
$2.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-2.6K- 5.27% |
$78K - $98.2K
|
46.7K
$1.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.89K- 68.46% |
$86.8K - $109K
|
1.33K
$48.8K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.97K- 16.78% |
$89.1K - $112K
|
14.7K
$539K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-3.04K- 16.04% |
$91.3K - $115K
|
15.9K
$583K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-3.29K- 21.65% |
$98.8K - $124K
|
11.9K
$436K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.32K- 0.6% |
$99.7K - $126K
|
551K
$20.2M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 19.97% |
$104K - $130K
|
13.8K
$506K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-3.52K- 23.92% |
$106K - $133K
|
11.2K
$410K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-3.57K- 38.28% |
$107K - $135K
|
5.76K
$211K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.64K- 3.29% |
$109K - $137K
|
107K
$3.92M
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-3.75K- 13.05% |
$112K - $142K
|
25K
$914K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.86K- 7.94% |
$116K - $146K
|
44.8K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.91K- 9.05% |
$117K - $148K
|
39.3K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.05K- 38.37% |
$121K - $153K
|
6.51K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.17K- 29.43% |
$125K - $158K
|
10K
$366K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-4.47K- 5.29% |
$134K - $169K
|
79.9K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.54K- 4.22% |
$136K - $171K
|
103K
$3.77M
|