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 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-252- 3.5% |
$9.69K - $12K
|
6.94K
$366K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-263- 32.31% |
$10.1K - $12.5K
|
551
$29K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-268- 2.15% |
$10.3K - $12.8K
|
12.2K
$643K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-279- 0.73% |
$10.7K - $13.3K
|
37.9K
$1.99M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-347- 0.72% |
$13.3K - $16.5K
|
47.7K
$2.52M
|
|
|
Apr 11, 2024
Q1 2024
|
Guinness Asset Management LTD
London, X0 |
SELL
|
- |
-355- 2.97% |
$13.6K - $16.9K
|
11.6K
$611K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-428- 2.35% |
$16.5K - $20.4K
|
17.8K
$938K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-428- 1.47% |
$16.5K - $20.4K
|
28.8K
$1.52M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-484- 1.4% |
$18.6K - $23K
|
34.2K
$1.8M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-497- 2.92% |
$19.1K - $23.7K
|
16.5K
$870K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-500- 2.44% |
$19.2K - $23.8K
|
20K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-596- 6.26% |
$22.9K - $28.4K
|
8.93K
$471K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-639- 8.14% |
$24.6K - $30.4K
|
7.21K
$380K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-697- 2.45% |
$26.8K - $33.2K
|
27.7K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-702- 1.02% |
$27K - $33.4K
|
68.1K
$3.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-705- 7.47% |
$27.1K - $33.6K
|
8.73K
$460K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-750- 13.01% |
$28.8K - $35.7K
|
5.02K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-800- 11.03% |
$30.8K - $38.1K
|
6.45K
$340K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-803- 31.76% |
$30.9K - $38.2K
|
1.73K
$90.9K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-803- 31.76% |
$30.9K - $38.2K
|
1.73K
$90.9K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-823- 7.23% |
$31.6K - $39.2K
|
10.6K
$557K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-900- 3.13% |
$34.6K - $42.9K
|
27.8K
$1.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-914- 98.6% |
$35.1K - $43.5K
|
13
$685
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.1K- 3.93% |
$42.2K - $52.3K
|
26.8K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.11K- 1.78% |
$42.7K - $52.9K
|
61.4K
$3.23M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.13K- 1.32% |
$43.3K - $53.6K
|
84.4K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.16K- 5.47% |
$44.5K - $55.1K
|
20K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.22K- 1.77% |
$46.7K - $57.9K
|
67.3K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.22K- 12.94% |
$46.8K - $58K
|
8.2K
$432K
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.3K- 6.74% |
$50.1K - $62K
|
18K
$949K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.31K- 9.23% |
$50.5K - $62.6K
|
12.9K
$681K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.4K- 18.0% |
$53.8K - $66.7K
|
6.38K
$336K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.41K- 2.12% |
$54.2K - $67.1K
|
65K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-1.45K- 2.25% |
$55.7K - $69K
|
63.1K
$3.32M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.53K- 20.31% |
$59K - $73K
|
6.02K
$317K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.54K- 14.2% |
$59.3K - $73.4K
|
9.31K
$491K
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.66K- 24.48% |
$63.8K - $79K
|
5.12K
$270K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.91K- 4.66% |
$73.4K - $90.9K
|
39K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.2K- 1.27% |
$84.6K - $105K
|
171K
$9.04M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.24K- 7.3% |
$86.1K - $107K
|
28.4K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-2.27K- 24.93% |
$87.2K - $108K
|
6.83K
$360K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.28K- 2.21% |
$87.7K - $109K
|
101K
$5.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-2.37K- 12.79% |
$91.2K - $113K
|
16.2K
$853K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.52K- 0.45% |
$97K - $120K
|
563K
$29.7M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.58K- 17.58% |
$99.2K - $123K
|
12.1K
$638K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.67K- 22.42% |
$103K - $127K
|
9.25K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-2.91K- 0.07% |
$112K - $139K
|
4.32M
$227M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.94K- 0.44% |
$113K - $140K
|
672K
$35.4M
|
|
|
May 15, 2024
Q1 2024
|
Bamco Inc
New York, NY |
SELL
|
- |
-3K- 0.15% |
$115K - $143K
|
1.94M
$102M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.03K- 2.86% |
$116K - $144K
|
103K
$5.41M
|