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 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
100+ 0.3% |
$3.85K - $4.76K
|
33K
$1.74M
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
97+ 0.05% |
$3.73K - $4.62K
|
200K
$10.5M
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
86+ 0.23% |
$3.31K - $4.1K
|
37.6K
$1.98M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
82New |
$3.15K - $3.9K
|
82
$4.32K
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
75New |
$2.88K - $3.57K
|
75
$3.95K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
68+ 174.36% |
$2.61K - $3.24K
|
107
$5.64K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55New |
$2.11K - $2.62K
|
55
$2.9K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
54+ 13.14% |
$2.08K - $2.57K
|
465
$24.5K
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
54+ 0.31% |
$2.08K - $2.57K
|
17.3K
$913K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
49New |
$1.88K - $2.33K
|
49
$2.58K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35+ 5.02% |
$1.35K - $1.67K
|
732
$38.6K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
32+ 0.66% |
$1.23K - $1.52K
|
4.86K
$256K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25+ 26.6% |
$961 - $1.19K
|
119
$6.27K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 2.17% |
$731 - $905
|
895
$47.2K
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
17New |
$654 - $810
|
17
$896
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
17+ 0.33% |
$654 - $810
|
5.11K
$269K
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
16+ 0.14% |
$615 - $762
|
11.8K
$623K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
16+ 0.75% |
$615 - $762
|
2.15K
$113K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 4.81% |
$538 - $667
|
305
$16.1K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
14New |
$538 - $667
|
14
$738
|
|
Apr 16, 2024
Q1 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
14+ 0.09% |
$538 - $667
|
16.4K
$866K
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
14+ 0.21% |
$538 - $667
|
6.74K
$355K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 13.75% |
$423 - $524
|
91
$4.8K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9+ 0.05% |
$346 - $429
|
17.4K
$918K
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
BUY
|
- |
7+ 0.05% |
$269 - $333
|
15K
$789K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6New |
$231 - $286
|
6
$316
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 8.33% |
$115 - $143
|
39
$2.06K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 1.59% |
$38.5 - $47.6
|
64
$3.37K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$38.5 - $47.6
|
1
$52.7
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.36% |
$38.5 - $47.6
|
277
$14.6K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3- 3.9% |
$115 - $143
|
74
$3.9K
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-8- 0.09% |
$308 - $381
|
9.17K
$483K
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-32- 0.7% |
$1.23K - $1.52K
|
4.56K
$241K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-57- 0.53% |
$2.19K - $2.71K
|
10.7K
$562K
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-63- 0.22% |
$2.42K - $3K
|
28.4K
$1.5M
|
|
May 13, 2024
Q1 2024
|
Royce & Associates LP
|
SELL
|
- |
-64- 0.07% |
$2.46K - $3.05K
|
97.2K
$5.12M
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-75- 0.82% |
$2.88K - $3.57K
|
9.1K
$479K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-90- 1.42% |
$3.46K - $4.29K
|
6.24K
$329K
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 1.15% |
$3.85K - $4.76K
|
8.63K
$455K
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-100- 1.97% |
$3.85K - $4.76K
|
4.97K
$262K
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.27% |
$3.85K - $4.76K
|
36.4K
$1.92M
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 0.8% |
$3.85K - $4.76K
|
12.4K
$652K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-148- 5.5% |
$5.69K - $7.05K
|
2.54K
$134K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-173- 15.35% |
$6.65K - $8.24K
|
954
$50.3K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-178- 58.36% |
$6.84K - $8.48K
|
127
$6.69K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-198- 3.43% |
$7.61K - $9.43K
|
5.58K
$294K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-220- 1.12% |
$8.46K - $10.5K
|
19.4K
$1.02M
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-226- 1.77% |
$8.69K - $10.8K
|
12.5K
$661K
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-244- 67.03% |
$9.38K - $11.6K
|
120
$6.32K
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-250- 0.9% |
$9.61K - $11.9K
|
27.7K
$1.46M
|