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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
911+ 13.93% |
$35K - $43.4K
|
7.45K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
867+ 13.35% |
$33.3K - $41.3K
|
7.36K
$388K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
839+ 29.37% |
$32.3K - $40K
|
3.7K
$195K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
803+ 46.55% |
$30.9K - $38.2K
|
2.53K
$133K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
800+ 5.85% |
$30.8K - $38.1K
|
14.5K
$763K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
778+ 1.26% |
$29.9K - $37K
|
62.5K
$3.3M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
734+ 5.44% |
$28.2K - $35K
|
14.2K
$749K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
734+ 4.32% |
$28.2K - $35K
|
17.7K
$935K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
730+ 5.15% |
$28.1K - $34.8K
|
14.9K
$786K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
725+ 4.07% |
$27.9K - $34.5K
|
18.5K
$976K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
719New |
$27.6K - $34.2K
|
719
$37.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
713+ 0.26% |
$27.4K - $34K
|
272K
$14.3M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
650+ 0.69% |
$25K - $31K
|
94.2K
$4.97M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
639+ 4.33% |
$24.6K - $30.4K
|
15.4K
$811K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
605+ 22.15% |
$23.3K - $28.8K
|
3.34K
$176K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
555+ 277.5% |
$21.3K - $26.4K
|
755
$39.8K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
548+ 1165.96% |
$21.1K - $26.1K
|
595
$31.4K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
544+ 95.77% |
$20.9K - $25.9K
|
1.11K
$58.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
507+ 4.74% |
$19.5K - $24.1K
|
11.2K
$591K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
437+ 4.29% |
$16.8K - $20.8K
|
10.6K
$559K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
432+ 1.76% |
$16.6K - $20.6K
|
24.9K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
380+ 3.14% |
$14.6K - $18.1K
|
12.5K
$658K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
363+ 1.53% |
$14K - $17.3K
|
24K
$1.27M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
339+ 6.25% |
$13K - $16.1K
|
5.76K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
313+ 14.67% |
$12K - $14.9K
|
2.45K
$129K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
300+ 0.12% |
$11.5K - $14.3K
|
249K
$13.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
293+ 0.63% |
$11.3K - $14K
|
46.8K
$2.47M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
271+ 2.45% |
$10.4K - $12.9K
|
11.3K
$596K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
251+ 11.46% |
$9.65K - $12K
|
2.44K
$129K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
247+ 41.24% |
$9.5K - $11.8K
|
846
$44.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
239New |
$9.19K - $11.4K
|
239
$12.6K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
232+ 0.07% |
$8.92K - $11K
|
313K
$16.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
228+ 1.06% |
$8.77K - $10.9K
|
21.8K
$1.15M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
215+ 22.85% |
$8.27K - $10.2K
|
1.16K
$60.9K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
200+ 0.69% |
$7.69K - $9.52K
|
29K
$1.53M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$7.69K - $9.52K
|
200
$10.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
197+ 6566.67% |
$7.57K - $9.38K
|
200
$10.5K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
186+ 1.71% |
$7.15K - $8.86K
|
11.1K
$583K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
184+ 0.31% |
$7.07K - $8.76K
|
59.5K
$3.14M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
150+ 0.46% |
$5.77K - $7.14K
|
32.7K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
150+ 0.19% |
$5.77K - $7.14K
|
79.7K
$4.2M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
146+ 93.59% |
$5.61K - $6.95K
|
302
$15.9K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
133+ 38.22% |
$5.11K - $6.33K
|
481
$25.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
126+ 0.26% |
$4.84K - $6K
|
48.3K
$2.54M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
120New |
$4.61K - $5.71K
|
120
$6.32K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
118+ 0.25% |
$4.54K - $5.62K
|
47.9K
$2.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
114+ 1.81% |
$4.38K - $5.43K
|
6.42K
$338K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
109New |
$4.19K - $5.19K
|
109
$5.74K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
105+ 0.45% |
$4.04K - $5K
|
23.5K
$1.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
101+ 78.91% |
$3.88K - $4.81K
|
229
$12.1K
|