Purchases and Sales Made in Q1 2024 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q1 2024. 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 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.61KNew |
$177K - $219K
|
4.61K
$243K
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.56KNew |
$175K - $217K
|
4.56K
$240K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.51KNew |
$174K - $215K
|
4.51K
$238K
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
4.5KNew |
$173K - $214K
|
4.5K
$237K
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
4.5K+ 27.73% |
$173K - $214K
|
20.7K
$1.09M
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.5K+ 8.7% |
$173K - $214K
|
56.2K
$2.96M
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.31KNew |
$166K - $205K
|
4.31K
$227K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.13KNew |
$159K - $196K
|
4.13K
$217K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.61K+ 3.83% |
$139K - $172K
|
98K
$5.17M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.39K+ 21.37% |
$130K - $161K
|
19.2K
$1.01M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.88KNew |
$111K - $137K
|
2.88K
$152K
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
2.85K+ 47.3% |
$109K - $136K
|
8.86K
$467K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.72K+ 6.3% |
$104K - $129K
|
45.8K
$2.41M
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.61KNew |
$100K - $124K
|
2.61K
$138K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.6KNew |
$100K - $124K
|
2.6K
$137K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.59K+ 43.85% |
$99.7K - $123K
|
8.51K
$448K
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.54KNew |
$97.8K - $121K
|
2.54K
$134K
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.48K+ 1.33% |
$95.3K - $118K
|
189K
$9.98M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.36K+ 18.96% |
$90.9K - $113K
|
14.8K
$781K
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
2.34K+ 0.69% |
$90K - $112K
|
341K
$18M
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.29K+ 10.5% |
$88.2K - $109K
|
24.1K
$1.27M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.94K+ 5.01% |
$74.5K - $92.2K
|
40.6K
$2.14M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.75K+ 16.97% |
$67.3K - $83.3K
|
12.1K
$636K
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.7K+ 121.43% |
$65.4K - $81K
|
3.1K
$163K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.65K+ 3.76% |
$63.4K - $78.5K
|
45.5K
$2.4M
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.6K+ 10.92% |
$61.5K - $76.1K
|
16.2K
$856K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.58K+ 4.68% |
$60.7K - $75.1K
|
35.3K
$1.86M
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
1.56K+ 24.03% |
$60.1K - $74.4K
|
8.06K
$425K
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.54K+ 15.27% |
$59.1K - $73.2K
|
11.6K
$612K
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
1.53K+ 4.62% |
$58.6K - $72.6K
|
34.6K
$1.82M
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.5K+ 2.47% |
$57.7K - $71.4K
|
62.3K
$3.28M
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.48K+ 1.52% |
$56.8K - $70.4K
|
98.6K
$5.2M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.47K+ 13.15% |
$56.6K - $70.1K
|
12.7K
$668K
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.46K+ 2.47% |
$56.2K - $69.6K
|
60.6K
$3.2M
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
1.43K+ 1.97% |
$54.9K - $68K
|
73.9K
$3.89M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.34K+ 1.76% |
$51.6K - $64K
|
77.5K
$4.09M
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.3K+ 2.5% |
$50K - $61.9K
|
53.2K
$2.8M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.25K+ 5.36% |
$47.9K - $59.3K
|
24.5K
$1.29M
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.22K+ 6.1% |
$46.9K - $58.1K
|
21.2K
$1.12M
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.22KNew |
$46.7K - $57.9K
|
1.22K
$64K
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.21K+ 167.04% |
$46.4K - $57.4K
|
1.93K
$102K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 1.48% |
$45.9K - $56.8K
|
81.7K
$4.31M
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.18KNew |
$45.2K - $56K
|
1.18K
$61.9K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.15KNew |
$44.2K - $54.8K
|
1.15K
$60.6K
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.05K+ 11.05% |
$40.4K - $50K
|
10.6K
$556K
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.04K+ 6.5% |
$39.8K - $49.3K
|
17K
$894K
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
969+ 3.9% |
$37.3K - $46.1K
|
25.8K
$1.36M
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
955+ 23.92% |
$36.7K - $45.5K
|
4.95K
$261K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
937+ 6.16% |
$36K - $44.6K
|
16.1K
$850K
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
925+ 4.91% |
$35.6K - $44K
|
19.8K
$1.04M
|