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 |
---|---|---|---|---|---|---|---|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
32New |
$1.01K - $1.58K
|
32
$1.69K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25New |
$791 - $1.24K
|
25
$1.32K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
21+ 0.85% |
$664 - $1.04K
|
2.48K
$131K
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
16+ 0.12% |
$506 - $791
|
13K
$683K
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15New |
$475 - $741
|
15
$791
|
|
Aug 23, 2022
Q2 2022
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
14+ 0.07% |
$443 - $692
|
19.7K
$1.04M
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
10+ 1.67% |
$316 - $494
|
610
$32.1K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
9+ 0.14% |
$285 - $445
|
6.56K
$346K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 88.89% |
$253 - $395
|
17
$896
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
6+ 0.08% |
$190 - $297
|
7.77K
$409K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5+ 0.24% |
$158 - $247
|
2.05K
$108K
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
4+ 0.75% |
$127 - $198
|
539
$28.4K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2New |
$63.3 - $98.8
|
2
$105
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3Closed |
$94.9 - $148
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10Closed |
$316 - $494
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-13Closed |
$411 - $642
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16- 41.03% |
$506 - $791
|
23
$1.21K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 16.41% |
$664 - $1.04K
|
107
$5.64K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-36Closed |
$1.14K - $1.78K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-44- 1.97% |
$1.39K - $2.17K
|
2.19K
$115K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-44- 0.41% |
$1.39K - $2.17K
|
10.7K
$565K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-59- 62.77% |
$1.87K - $2.92K
|
35
$1.84K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-59- 78.67% |
$1.87K - $2.92K
|
16
$843
|
|
Jul 28, 2022
Q2 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-70- 0.86% |
$2.21K - $3.46K
|
8.04K
$424K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-75Closed |
$2.37K - $3.71K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-84- 0.18% |
$2.66K - $4.15K
|
46.6K
$2.46M
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-94Closed |
$2.97K - $4.65K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-116- 1.21% |
$3.67K - $5.73K
|
9.46K
$499K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-122- 0.83% |
$3.86K - $6.03K
|
14.7K
$773K
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-127- 1.71% |
$4.02K - $6.28K
|
7.31K
$385K
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-128- 0.75% |
$4.05K - $6.33K
|
16.9K
$890K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-140Closed |
$4.43K - $6.92K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-164- 1.95% |
$5.19K - $8.1K
|
8.26K
$435K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-176- 28.48% |
$5.57K - $8.7K
|
442
$23.3K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-176- 1.95% |
$5.57K - $8.7K
|
8.86K
$467K
|
|
Aug 15, 2022
Q2 2022
|
Bamco Inc
New York, NY |
SELL
|
- |
-190- 0.01% |
$6.01K - $9.39K
|
2.41M
$127M
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-235- 1.97% |
$7.44K - $11.6K
|
11.7K
$617K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-247- 0.88% |
$7.82K - $12.2K
|
27.8K
$1.47M
|
|
Aug 09, 2022
Q2 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-335- 3.47% |
$10.6K - $16.6K
|
9.31K
$491K
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-343Closed |
$10.9K - $17K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-380- 60.8% |
$12K - $18.8K
|
245
$12.9K
|
|
Aug 05, 2022
Q2 2022
|
Abrdn PLC
|
SELL
|
- |
-383- 2.08% |
$12.1K - $18.9K
|
18K
$950K
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-400- 8.79% |
$12.7K - $19.8K
|
4.15K
$219K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-400- 57.14% |
$12.7K - $19.8K
|
300
$15.8K
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-514- 2.95% |
$16.3K - $25.4K
|
16.9K
$891K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-534- 4.58% |
$16.9K - $26.4K
|
11.1K
$586K
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-600- 6.38% |
$19K - $29.7K
|
8.8K
$464K
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-645- 18.44% |
$20.4K - $31.9K
|
2.85K
$150K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-648- 0.93% |
$20.5K - $32K
|
68.7K
$3.62M
|