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 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1K+ 13.37% |
$31.6K - $49.4K
|
8.48K
$447K
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
971+ 6.14% |
$30.7K - $48K
|
16.8K
$885K
|
|
|
Jul 26, 2022
Q2 2022
|
Kbc Group Nv
|
BUY
|
- |
971+ 43.35% |
$30.7K - $48K
|
3.21K
$169K
|
|
|
Feb 14, 2024
Q2 2022
|
Kbc Group Nv
|
BUY
|
- |
971+ 43.35% |
$30.7K - $48K
|
3.21K
$169K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
925+ 13.9% |
$29.3K - $45.7K
|
7.58K
$400K
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
877+ 3.47% |
$27.7K - $43.3K
|
26.2K
$1.38M
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
810+ 0.51% |
$25.6K - $40K
|
161K
$8.48M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
789+ 4.91% |
$25K - $39K
|
16.9K
$889K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
781+ 13.76% |
$24.7K - $38.6K
|
6.46K
$340K
|
|
|
Aug 12, 2022
Q2 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
754+ 0.95% |
$23.9K - $37.3K
|
80.3K
$4.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
746+ 3.04% |
$23.6K - $36.9K
|
25.3K
$1.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
696+ 7.47% |
$22K - $34.4K
|
10K
$528K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
694+ 117.63% |
$22K - $34.3K
|
1.28K
$67.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
661+ 7.38% |
$20.9K - $32.7K
|
9.61K
$507K
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
658+ 4.55% |
$20.8K - $32.5K
|
15.1K
$797K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
626+ 0.76% |
$19.8K - $30.9K
|
83.1K
$4.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
605+ 1.77% |
$19.1K - $29.9K
|
34.8K
$1.83M
|
|
|
Aug 05, 2022
Q2 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
556+ 1.16% |
$17.6K - $27.5K
|
48.4K
$2.55M
|
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
500+ 1.8% |
$15.8K - $24.7K
|
28.2K
$1.49M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
492+ 5.86% |
$15.6K - $24.3K
|
8.89K
$468K
|
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
468+ 27.56% |
$14.8K - $23.1K
|
2.17K
$114K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
453+ 2.45% |
$14.3K - $22.4K
|
18.9K
$998K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
400+ 2.91% |
$12.7K - $19.8K
|
14.1K
$746K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
366+ 0.49% |
$11.6K - $18.1K
|
75.2K
$3.96M
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
350+ 2.3% |
$11.1K - $17.3K
|
15.6K
$819K
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
340+ 2.63% |
$10.8K - $16.8K
|
13.3K
$700K
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
307+ 2.49% |
$9.71K - $15.2K
|
12.6K
$665K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300New |
$9.49K - $14.8K
|
300
$15.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
299+ 21.01% |
$9.46K - $14.8K
|
1.72K
$90.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
295New |
$9.33K - $14.6K
|
295
$15.5K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
290+ 0.68% |
$9.18K - $14.3K
|
42.9K
$2.26M
|
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
275+ 3.68% |
$8.7K - $13.6K
|
7.75K
$408K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
262+ 1091.67% |
$8.29K - $12.9K
|
286
$15.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
200+ 39.68% |
$6.33K - $9.88K
|
704
$37.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Caz Investments LP
Houston, TX |
BUY
|
- |
200New |
$6.33K - $9.88K
|
200
$10.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
175+ 7.78% |
$5.54K - $8.65K
|
2.43K
$128K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
159New |
$5.03K - $7.86K
|
159
$8.38K
|
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
152+ 1.84% |
$4.81K - $7.51K
|
8.42K
$444K
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
152+ 1.84% |
$4.81K - $7.51K
|
8.42K
$444K
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.7% |
$3.16K - $4.94K
|
14.4K
$759K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
98+ 213.04% |
$3.1K - $4.84K
|
144
$7.59K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
85+ 38.29% |
$2.69K - $4.2K
|
307
$16.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
80+ 125.0% |
$2.53K - $3.95K
|
144
$7.59K
|
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
73+ 1.7% |
$2.31K - $3.61K
|
4.36K
$230K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
72+ 4.72% |
$2.28K - $3.56K
|
1.6K
$84.1K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
66+ 0.73% |
$2.09K - $3.26K
|
9.06K
$478K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
57New |
$1.8K - $2.82K
|
57
$3K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
56+ 7.54% |
$1.77K - $2.77K
|
799
$42.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
54+ 0.69% |
$1.71K - $2.67K
|
7.93K
$418K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50+ 500.0% |
$1.58K - $2.47K
|
60
$3.16K
|