Purchases and Sales Made in Q2 2022 in Carlyle Group Inc. (CG)
This table provides information about the institutional ownership of Carlyle Group Inc. (CG) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.85K+ 109.12% |
$153K - $239K
|
9.29K
$489K
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
BUY
|
- |
4.78K+ 95.17% |
$151K - $236K
|
9.81K
$517K
|
|
Aug 08, 2022
Q2 2022
|
Credit Agricole S A
|
BUY
|
- |
4.58K+ 8.82% |
$145K - $227K
|
56.6K
$2.98M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.47KNew |
$141K - $221K
|
4.47K
$235K
|
|
Aug 12, 2022
Q2 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
4.47K+ 27.72% |
$141K - $221K
|
20.6K
$1.08M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.23K+ 32.33% |
$134K - $209K
|
17.3K
$911K
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.13K+ 57.38% |
$131K - $204K
|
11.3K
$597K
|
|
Jul 12, 2022
Q2 2022
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
4.13K+ 8.95% |
$131K - $204K
|
50.2K
$2.65M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4K+ 7.33% |
$127K - $198K
|
58.6K
$3.09M
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4K+ 15.24% |
$127K - $198K
|
30.3K
$1.59M
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.92K+ 32.13% |
$124K - $194K
|
16.1K
$849K
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.81K+ 2.04% |
$120K - $188K
|
190K
$10M
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
3.72KNew |
$118K - $184K
|
3.72K
$196K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.69K+ 10.11% |
$117K - $183K
|
40.2K
$2.12M
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.58K+ 4.88% |
$113K - $177K
|
76.9K
$4.05M
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.57K+ 28.86% |
$113K - $176K
|
15.9K
$840K
|
|
Aug 15, 2022
Q2 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.46KNew |
$110K - $171K
|
3.46K
$182K
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.37K+ 6.7% |
$107K - $166K
|
53.6K
$2.83M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.3K+ 14.43% |
$104K - $163K
|
26.1K
$1.38M
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.26K+ 17.67% |
$103K - $161K
|
21.7K
$1.14M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.08KNew |
$97.3K - $152K
|
3.08K
$162K
|
|
Aug 04, 2022
Q2 2022
|
Td Asset Management Inc
|
BUY
|
- |
2.9K+ 22.85% |
$91.8K - $143K
|
15.6K
$822K
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
BUY
|
- |
2.84K+ 25.76% |
$89.9K - $140K
|
13.9K
$731K
|
|
Aug 11, 2022
Q2 2022
|
Fjarde Ap Fonden
|
BUY
|
- |
2.8K+ 2.29% |
$88.6K - $138K
|
125K
$6.6M
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.76K+ 35.69% |
$87.2K - $136K
|
10.5K
$552K
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.75K+ 21.81% |
$87.1K - $136K
|
15.4K
$810K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.61K+ 14.32% |
$82.5K - $129K
|
20.8K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.41K+ 50.37% |
$76.1K - $119K
|
7.18K
$379K
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.26K+ 29.83% |
$71.5K - $112K
|
9.84K
$518K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.16K+ 31.34% |
$68.2K - $107K
|
9.03K
$476K
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.12K+ 26.06% |
$67.2K - $105K
|
10.3K
$541K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.04K+ 19.28% |
$64.4K - $101K
|
12.6K
$664K
|
|
Aug 12, 2022
Q2 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2K+ 44.4% |
$63.3K - $98.8K
|
6.51K
$343K
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.97K+ 2.82% |
$62.2K - $97.2K
|
71.6K
$3.78M
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
1.91KNew |
$60.5K - $94.5K
|
1.91K
$101K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
1.76K+ 1.41% |
$55.7K - $87K
|
126K
$6.65M
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
1.7K+ 10.43% |
$53.8K - $84K
|
18K
$949K
|
|
Aug 11, 2022
Q2 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.66K+ 1.26% |
$52.4K - $81.8K
|
133K
$7.01M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 5532.14% |
$49K - $76.6K
|
1.58K
$83.1K
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.52K+ 3.12% |
$48K - $75K
|
50.1K
$2.64M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
1.4K+ 22.45% |
$44.4K - $69.3K
|
7.65K
$403K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.35K+ 24.11% |
$42.7K - $66.7K
|
6.95K
$366K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.3KNew |
$41.1K - $64.2K
|
1.3K
$68.5K
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.3K+ 20.99% |
$41.1K - $64.1K
|
7.48K
$394K
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.12K+ 34.43% |
$35.3K - $55.2K
|
4.36K
$230K
|
|
Aug 11, 2022
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.12K+ 34.43% |
$35.3K - $55.2K
|
4.36K
$230K
|
|
May 10, 2024
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.12K+ 34.43% |
$35.3K - $55.2K
|
4.36K
$230K
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.04K+ 13.13% |
$32.7K - $51.1K
|
8.92K
$470K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
1.03K+ 33.27% |
$32.4K - $50.7K
|
4.11K
$216K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 58.34% |
$31.6K - $49.4K
|
2.71K
$143K
|